Bajaj Finserv Q3 FY26 Results: Consolidated PAT at ₹2,229 Crore, Up 32%
Bajaj Finserv reported Q3 FY26 consolidated profit after tax of ₹2,229 crore, up 32% year-on-year. Bajaj Finance's PAT was ₹5,227 crore, up 23%. The company acquired Allianz SE's stake in insurance subsidiaries for ₹939.29 crore and in BFDL for ₹12.50 crore.
The announcement includes quarterly financial results, which are material to investors. Furthermore, the completion of significant acquisitions impacting ownership stakes in key subsidiaries will have a substantial impact on the company's future financial performance and strategic direction.
The company reported significant year-on-year growth in consolidated profit after tax and strong performance from its subsidiaries. The successful completion of strategic acquisitions also adds to the positive sentiment.
Bajaj Finserv Limited announced its unaudited standalone and consolidated financial results for the quarter and nine months ended 31 December 2025. The company's Board of Directors approved these results in a meeting held on 4 February 2026.
In its consolidated results, Bajaj Finserv reported a total revenue from operations of ₹39,708.06 crore for Q3 FY26, a 24% increase compared to ₹32,041.81 crore in Q3 FY25. Profit after tax (PAT) for the consolidated entity stood at ₹2,229.15 crore, marking a 32% rise from ₹2,231.00 crore in the same period last year. The company also reported an accelerated ECL provision of ₹1,406 crore by Bajaj Finance and a one-time charge of ₹379 crore due to new labor codes, impacting consolidated profit by ₹540 crore and ₹167 crore, respectively.
Key subsidiaries also showed strong performance. Bajaj Finance reported a consolidated PAT of ₹5,227 crore for Q3 FY26, up 23% year-on-year. Bajaj General Insurance posted a profit after tax of ₹430 crore, an 8% increase. Bajaj Life Insurance reported a 59% rise in its Net Value of New Business (VNB) to ₹405 crore.
Standalone, the company reported total income of ₹71.04 crore and a profit after tax of ₹0.62 crore for the quarter ended 31 December 2025. The Board also approved the issue of 27,36,768 equity shares to the Bajaj Finserv ESOP Trust.
Additionally, the company provided an update on significant acquisitions. On 8 January 2026, Bajaj Finserv completed the acquisition of Allianz SE's 23% stake in Bajaj General Insurance and Bajaj Life Insurance for ₹939.29 crore, increasing its stake to 75.01%. On 16 January 2026, it acquired Allianz SE's 50% stake in Bajaj Financial Distributors Limited for ₹12.50 crore, making it a wholly-owned subsidiary.
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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.