Summary: Bajaj Finance surged 4.1% on October 15 following management commentary indicating robust AUM growth and improving credit demand across consumer and SME segments. Analysts expect Q2FY26 results to show 30% YoY loan book growth, driven by revival in discretionary consumption and rising digital loan volumes. Investment Implications: The steady interest-rate environment and softening inflation are expected to sustain margin expansion. Credit costs remain benign, supporting earnings visibility. Actionable Insight: Investors can consider staggered accumulation on dips for medium-term targets of ₹9,000–₹9,300, with strong support at ₹8,200.

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