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Arpit Goel

4th Sep · SEBI-Registered Analyst

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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