BAJFINANCE

Bajaj Finance is grabbing attention after strong Q4 FY26 performance and a bullish outlook from global brokerage firms. Key Highlights: 26% YoY growth in adjusted profit (Q4 FY26) – beating street expectations Morgan Stanley maintains ‘Overweight’ rating with upgraded target Improved asset quality with declining bad loan formation Management guides for: 22–24% AUM growth Stable credit cost outlook for FY27 Market View: In a volatile market environment (due to oil price fluctuations and FII selling), Bajaj Finance stands out as a consistent compounder with strong fundamentals. Strong lending growth momentum Improving risk metrics Positive long-term visibility