For Bajaj Finance's September quarter 2025 results, analysts and market participants broadly expect: Net Profit: A consolidated net profit of approximately ₹5,009 crore is expected, indicating a strong on-year growth of about 25%. This would be a sequential rise of almost 7% over the previous quarter. Net Interest Income (NII): Projected to rise 30% YoY, reaching around ₹11,520 crore. Assets Under Management (AUM): AUM is expected to show a robust YoY growth of 24%, up to ₹4.62 trillion (₹4,62,250 crore), continuing the company's momentum. Other Metrics: Cost-to-average AUM ratio may show improvement, estimated at around 3.8% for this quarter. Strong loan disbursal and customer addition numbers continue, with festive loan volumes up 27% YoY and new customer additions robust. Operational performance remains resilient, but there could be some moderation compared to previous periods. Market Sentiment: Derivative trading action and higher premiums on call options suggest that the street is optimistic about an upside surprise in the results.

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