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Bajaj Finance Shares Surge 5% as Q2 AUM and Loans Grow 26.5% YoY

Bajaj Finance shares rose as much as 5 % to an intraday high of ₹995.80 per unit on the National Stock Exchange on Monday, 5 October, following the NBFC’s release of second‑quarter 2026‑27 business updates. The company reported that new loans booked advanced 11 % year‑on‑year to 13.45 million during the quarter, up from 12.17 million in the September quarter of FY26. Assets under management reached approximately ₹5.85 lakh crore as of 30 September 2026, a 26.5 % jump from ₹4.62 lakh crore a year earlier.

The customer franchise expanded to 128.85 million as of 30 September 2026, up from 110.64 million in the corresponding period of the preceding fiscal year. The franchise grew by 4.42 million during Q2 FY27. The company’s deposit book stood at about ₹69,750 crore as of 30 September 2026. The company also reported that its assets under management increased by approximately ₹37,800 crore in the July‑September quarter of FY27. This rise in AUM reflects the NBFC’s expanding loan portfolio and customer base.

In a regulatory filing dated 1 October, the board of directors approved a proposal to raise capital through a qualified institutional placement (QIP) and a preferential issue of warrants. The QIP would allow the company to issue equity shares with a face value of ₹1 each, up to a total of ₹11,700 crore. The preferential issue would involve warrants convertible into an equivalent number of shares, with an aggregate amount not exceeding ₹5,800 crore. The company will seek shareholder approval for both proposals by convening an extraordinary general meeting.

At approximately 10:50 AM on 5 October, Bajaj Finance shares were trading 4.06 % higher at ₹986.90 per unit. Over the past week the scrip has advanced nearly 1 %, but it has fallen more than 6 % over the month. On a year‑to‑date basis, the share price has jumped 2 %. The 52‑week high of ₹1,176.40 per equity share was reached on 3 August 2026, while the year’s low of ₹1,176.40 was recorded on 23 March 2026. The company’s total market capitalisation stood at ₹6.11 lakh crore as of 5 October 2026, according to NSE data.

The company’s disclosures were made through regulatory filings on 3 October and 1 October, and the share price movement was reported by the National Stock Exchange. Investors noted the company’s robust growth in loans, AUM and customer base, alongside the board’s approval of a capital‑raising plan that includes a QIP and a preferential warrant issue. The NBFC’s performance metrics and capital‑raising strategy were highlighted in the filings, providing a comprehensive view of its second‑quarter operations.