Bajaj Finserv Q3 FY26 Investor Presentation Released
Bajaj Finserv reported Q3 FY26 consolidated revenue of ₹39,708 crore (up 23.9%) and adjusted PAT of ₹2,936 crore (up 31.6%). Bajaj Finance AUM grew 22.1% to ₹485,883 crore. The company completed acquisition of Allianz SE's stake in insurance subsidiaries on Jan 8, 2026.
The announcement includes detailed financial results for a major financial services group, impacting investor decisions. Key growth metrics and strategic acquisitions are material information.
The company reported strong year-on-year growth in revenue and profit, along with significant increases in Assets Under Management across its subsidiaries. The completion of the acquisition of Allianz SE's stake is also a positive strategic development.
Bajaj Finserv Limited has released its investor presentation for the quarter and nine months ended December 31, 2025. The presentation details the company's financial results and performance across its various subsidiaries.
Key financial highlights for Q3 FY2026 include consolidated revenue of ₹39,708 crore, a 23.9% increase year-on-year. Adjusted consolidated Profit After Tax (PAT) was ₹2,936 crore, up 31.6% from the previous year. The reported consolidated PAT stood at ₹2,229 crore. The company's standalone net worth grew by 20.8% to ₹10,079 crore, while consolidated net worth increased by 12.9% to ₹79,267 crore.
The presentation also provides segment-wise performance. Bajaj General Insurance reported a Gross Written Premium (GWP) of ₹7,389 crore, an 11.5% increase. Bajaj Life Insurance saw its Assets Under Management (AUM) grow by 13.1% to ₹138,027 crore, with Value of New Business (VNB) increasing by 59.4%. Bajaj Finance Limited's AUM grew by 22.1% to ₹485,883 crore, with PAT of ₹5,227 crore (adjusted). Bajaj Housing Finance Limited's AUM increased by 23.2% to ₹133,412 crore, and its PAT grew by 23.2% to ₹675 crore (adjusted).
Notable events include an accelerated ECL provision of ₹1,406 crore by Bajaj Finance Limited, impacting BFS PAT by ₹540 crore, and a one-time exceptional charge of ₹379 crore related to the New Labour Codes. The company also completed the acquisition of Allianz SE's stake in its insurance subsidiaries on January 8, 2026, increasing its stake to 75.01% in Bajaj General Insurance and Bajaj Life Insurance.
What to do with a filing like this
Bajaj Finserv Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Bajaj Finserv Limited. Read the original for the full detail.