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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

Show full summary:
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)