Professional
Added to YB: 2025-01-10
Pitch date: 2025-01-08
BAJFINANCE.NS [bullish]
Bajaj Finance Limited
+28.45%
current return
Author Info
No bio for this author
Company Info
Bajaj Finance Limited operates as a deposit-taking non-banking financial company in India. The company offers consumer finance products comprising durable, lifestyle, and digital products; EMI cards; two and three-wheeler, and personal loans; loans against fixed deposit; home and gold loans; and extended warranties, retail EMIs, consumer electronics, furniture, e-commerce, and co-branded credit cards and wallets.
Market Cap
INR 5.5T
Pitch Price
INR 7.3K
Price Target
N/A
Dividend
0.49%
Sector
Consumer Finance
Category
growth
SVN Capital Portfolio Holding: Bajaj Finance Limited
BAJFINANCE.NS: India's largest NBFC, $50B mkt cap. 89x loan growth since 2010, 20%+ ROE, 30% cost/income. 92M customers, doubling every 2.5yrs. Strong IT/data analytics. 51% insider owned. 5yr plan to double size, reduce costs. EPS up 3.4x since 2021, stock flat. Expect price to catch up with fundamentals.
Read full article (4 min)