Macquarie maintains a pessimistic outlook on Bajaj Finance, predicting a target of ₹860, due to projected AUM growth of 22% in FY26. However, concerns about the weak deposit mix (approximately 16%) and sustainability of growth persist, with potential risks coming from loan and margin expansion.

Bajaj Finserv's Alternative Asset division is planning to launch Private Equity and Real Estate funds, aiming to expand its portfolio and investment opportunities. The division is also working on reinforcing its team to effectively manage the new funds' launch.

Bajaj Finserv's investment management unit, Bajaj Alternates, has secured approval from SEBI to offer Portfolio Management Services (PMS). This move signals an intent to broaden their reach in the equity market by managing portfolios for high net worth clients.

Bajaj Finance will convene a board meeting on April 29, 2026, to discuss the Q4 results and potential dividend payout. Notably, Q3 FY26 marked a 21% year-on-year increase in Net Interest Income and a 22% rise in Assets Under Management, contributing to a 3% stock surge to Rs 850.85 on the NSE.

Escalating Iran tensions, potential oil price hikes, and upcoming Q4 earnings reports are posing significant challenges for the Nifty index. Key stocks to monitor closely include HDFC Bank, Kotak Bank, Axis Bank, Bajaj Finance, and Dabur, as their performances may reflect broader market trends amidst these uncertainties.

Bajaj Finance reported a significant increase in its customer base, now at 119.33 million as of March 2026, from 101.82 million last year. The company's loans increased by 20.5% in Q4 FY26 to reach 12.89 million, while assets under management grew by 22%. However, deposits decreased to INR 68,550 crore during the same period.

HSBC adjusts target prices for Indian banks due to escalating Iran conflict risks and mounting asset pressures. Major players like HDFC Bank, ICICI, Axis, SBI, Bajaj Finance face reduced targets, while LIC Housing is identified as a defensive choice amid these uncertainties.

Bajaj Finance recently experienced a significant block trade involving over half a million shares, valued at approximately INR 42 crores, transacted at INR 833.6 per share.

NowPurchase, a tech company, secured a $10.7 million investment from Bajaj Finserv to strengthen their AI-powered platform, MetalCloud. The funds will primarily be used for research and development, improving scrap recycling processes, and expanding services tailored towards metal manufacturers.

Bajaj Finserv, led by Chairman Sanjiv Bajaj, is set to introduce an AI-focused investment fund, aiming for direct investments in the sector. This move signals a strategic shift towards artificial intelligence technology.

Bajaj Finserv aims to invest between ₹400-₹450 crore in artificial intelligence (AI) by FY27 through both private equity funds and direct startup funding. However, this announcement resulted in a 2.45% drop in its stock price, closing at ₹1,653. Bajaj Alts will oversee AI, real estate, and public market funds as part of their diversification strategy.

Bajaj Finance successfully met its obligations, paying a total of ₹70.2 lakh for NCDs maturing between March 30-31, 2026. The company complied with SEBI norms by making timely interest and redemption payments.

The top seven companies experienced a combined loss of approximately ₹1.75 trillion, with Reliance and HDFC Bank leading the declines. Conversely, L&T, Bajaj Finance, and Infosys managed to post gains in today's market, which was impacted by geopolitical tensions and saw a decrease of 1.3% in the Sensex.