BAJAJHFLFinancial Services

Bajaj Housing Finance Limited

Housing Finance Company · ISIN INE377Y01014 · BSE 544252 · NSE EQ · FV ₹10
Last price
₹83
-0.31%today
What this company does

Bajaj Housing Finance Limited operates in Housing Finance Company, part of the Financial Services sector. It booked ₹3,063 cr of revenue in its latest quarter (Q1 FY27) and kept 23.4% of sales as profit. It is the largest of 9 Housing Finance Company companies we track, by market value.

In the report:
48out of 100
Equitytale Health Score
Mixed

Healthier than 48% of companies in Financial Services, on the 4 of 6 measures we could read for it. Each measure is ranked against the 187–250 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
40

At close. Not part of the score.

Profitability & returns53

How much profit it earns on the money it employs

Cash quality12

Whether reported profit actually arrives as cash

Valuation27

What today's price implies, against our models or its peers

Governance & risk88

How much of the promoters' stake is pledged, and how much they hold

Not measurable for this company: balance sheet, growth & consistency. Those pillars are left out of the score rather than counted as zero.

Is this company doing well?
not investment advice
Strengths
Makes a profit
Strong 23% net margin
Sales up 17% vs last year
Profit up 23% vs last year
Promoters hold 87%
No promoter shares pledged
Watch-outs
! Carries high debt (D/E 2.3)
! Operating cash flow is negative

What if I invest in BAJAJHFL?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹83 -0.31%
latest close · 2026-09-17
52-wk low ₹8242 sessions so far52-wk high ₹88
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio24.0Average
LowAverageHigh
P/B ratio3.06High
Below bookModerateHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity12.7%Fair
WeakFairStrong ▸15%
Net margin23.4%Strong
ThinDecentStrong
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity2.34High
LowModerateHigh ▸1
More figures
Market cap
₹68,879 cr
Book value
₹27
EPS
₹0.86
latest quarter
Net debt
Enterprise value
EBITDA
EBIT
Operating margin
Return on assets
2.3%
Earnings yield
4.16%
P/S
5.62
Sales / share
₹14.7
Tax rate
23.0%
Face value
₹10
Shares
832.9 cr
Working capital
Current assets
Current liabilities
Delivery %
55.5%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
The market price is far above what these earnings- and book-based models support — a fast-growing or asset-light business can trade well above them for years, so we won't put a confident number on how overpriced it is.
Models span ₹27₹34, midpoint ₹31

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹3,063 cr
Other Income₹3 L
Total Income₹3,063 cr
Cost of Materials₹0 cr
Purchases of Stock-in-Trade₹0 cr
Employee Benefit Expense₹156 cr
Finance Costs₹1,888 cr
Depreciation & Amortisation₹13 cr
Other Expenses₹58 cr
Total Expenses₹2,134 cr
Profit before Tax₹929 cr
Tax Expense₹213 cr
Net Profit₹715 cr
Net margin on total income23.4%
Where the money goes · Q1 FY27
% of total income
Employee benefit expense₹156 cr5.1%
Finance costs₹1,888 cr61.7%
Depreciation & amortisation₹13 cr0.4%
Other expenses₹77 cr2.5%
Tax expense₹213 cr7.0%
Profit for the period₹715 cr23.4%
Total income ₹3,063 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue2,886 cr2,903 cr3,063 cr
Total income2,886 cr2,903 cr3,063 cr
Expenses2,008 cr2,037 cr2,134 cr
Profit before tax865 cr866 cr929 cr
Tax200 cr197 cr213 cr
Net profit (owners' share)665 cr669 cr715 cr
Net margin (owners' share, on revenue)23.0%23.1%23.4%
EPS (₹)0.800.800.86
YoY (latest quarter): total income +17.0% · net profit +22.6%
Balance sheet & cash flow · as of Mar 2026
High debt
Total assets
₹1.27 L cr
Shareholder equity
₹22,523 cr
parent shareholders
Total debt
₹52,642 cr
Cash
₹162 cr
Cash flow · H1 FY26
Operating
₹-11,858 cr
Investing
₹173 cr
Financing
₹11,760 cr
Peer comparison
Housing Finance Company · by market value
CompanyPriceMarket capP/E
Bajaj Housing Finance Limitedthis company₹83₹68,879 cr24.0
LIC Housing Finance Limited₹546₹30,046 cr5.0
PNB Housing Finance Limited₹1,104₹28,756 cr12.9
Aadhar Housing Finance Limited₹469₹20,527 cr18.1
Sammaan Capital Limited₹142₹16,308 cr16.7
Home First Finance Company India Limited₹1,173₹12,264 cr19.2
Aptus Value Housing Finance India Limited₹239₹11,977 cr11.5
Can Fin Homes Limited₹774₹10,312 cr9.6
Aavas Financiers Limited₹1,292₹10,223 cr17.9
Same industry · latest reported numbers · not a recommendation.
Who owns it · 2026-06-30
No pledge
Promoter
86.7%
FII / Foreign
0.9%
DII / Domestic
1.0%
Retail / others
11.3%
Promoter stake down 2.0% over the last 9 quarters.
Smart-money activity
Insider trades
SoldBajaj Finance Limited · Promoters16.66 cr · ₹1585.4 cr2 Dec 25
SoldSeema Rani · Immediate relative2,996 · ₹3.4 L16 Sep 25
SoldAmit Sharma · Employees/Designated Employees7,062 · ₹8.2 L16 Sep 25
Bulk / block deals
short · NSE20015 Sep 26
short · NSE2403 Sep 26
short · NSE1,50027 Aug 26
Stake changes
SoldBajaj Finance Limited→ 86.70% · 16.66 cr2 Dec 25
What shareholders were asked to approve
1 proposal passed only on promoter votes

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 23 Jul 2025
See the official result
1
To consider and adopt the financial statements of the Company for the financial year ended 31 March 2025, together with the Directors’ and Auditors’ Reports thereon.
Backed by 100% of shareholders other than promotersneeded 50%
11.22 cr votes for, 22,877 against · 0% of mutual funds and other big investors said no
2
To appoint a director in place of Atul Jain (DIN: 09561712), who retires by rotation in terms of section 152(6) of the Companies Act, 2013 and, being eligible, offers himself for re-appointment.
Backed by 98% of shareholders other than promotersneeded 50%
10.96 cr votes for, 26.66 L against · 2% of mutual funds and other big investors said no
3
To appoint M/s DVD & Associates, Practicing Company Secretaries as Secretarial Auditor of the Company for a term of five consecutive years.
Backed by 100% of shareholders other than promotersneeded 50%
11.22 cr votes for, 43,379 against · 0% of mutual funds and other big investors said no
4
Issue of non-convertible debentures through private placement.
Backed by 99% of shareholders other than promotersneeded 75%
11.16 cr votes for, 6.83 L against · 1% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 24 named members
owning 86.7% between them · as of 2026-06-30
Bajaj Finance Limited86.70%
Bajaj AIF Trustee Limitedno shares
Bajaj Alternate Investment Management Limitedno shares
Bajaj Asset Management Limitedno shares
Bajaj Financial Distributors Limitedno shares
Bajaj Financial Securities Limitedno shares
Bajaj Finserv Direct Limitedno shares
Bajaj Finserv Health Limitedno shares

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.