BAJFINANCE Boom Baam After GST Reform !!!!!!!!!!
The government reduced GST on consumer durables (like refrigerators, ACs, TVs, washing machines) from 28% to lower slabs (18% or 5%). This makes these products cheaper for customers, which should increase sales during the festive season.
Since companies like BAJFINANCE and BAJAJFINSV provide loans/EMIs for such purchases, higher demand means more financing business for them. That’s why their stocks jumped—Bajaj Finance rose ~6% and Bajaj Finserv ~3.5%.
Also, Bajaj Finance is already doing well in 2025 (up 30% YTD), and this GST cut adds another growth trigger.
👉 In short: Cheaper goods → more buying → more loans → good for Bajaj Finance & Finserv.
#FundamentalViews
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