Bajaj Finance Ltd strong Q2 FY27 operational updates

Assets under management (AUM): ₹5,84,750 crore, up 26.5% year on year and up about ₹37,800 crore during the quarter. Customer franchise: 128.85 million, up 16% YoY and 3.5% QoQ, with 4.42 million customers added in Q2 alone. The company noted that YoY volume growth is not directly comparable due to the earlier festival season in FY26, but the strong AUM expansion and customer additions signal healthy disbursement momentum. The warrant issue is structured so that 25% is payable on allotment and the balance on conversion, with a 18‑month conversion window; unexercised warrants will lead to forfeiture of the consideration. Shareholder approval via an EGM is required before the QIP can proceed.