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Added to YB: 2025-01-10

Pitch date: 2025-01-08

BAJFINANCE.NS [bullish]

Bajaj Finance Limited

-2.13%

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, which includes durable, lifestyle, digital product, EMI card, two and three wheeler, personal loan, loan against fixed deposit, extended warranty, home and gold loans, retail EMI, retailer finance, e-commerce, and co-branded credit card and wallets.

Market Cap

INR 4.5T

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.

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