Shares of Bajaj Finance Ltd surged 2.48% to Rs 1,014.30 in early trade on Monday after the company posted a robust business update for the September quarter (Q2 FY25), highlighting double-digit growth across key parameters.
Strong Growth in Customer Base and Loans
As of September 30, 2025, Bajaj Finance’s customer franchise rose 20% year-on-year to 110.64 million, up from 92.09 million in the same period last year. The company added 4.13 million new customers during the quarter, reflecting healthy demand across retail and SME segments.
The number of new loans booked during Q2 jumped 26% YoY to 12.17 million, compared to 9.69 million last year, underscoring strong traction in lending activity despite macroeconomic headwinds.
AUM and Deposits on the Rise
Bajaj Finance’s Assets Under Management (AUM) grew 24% YoY to Rs 4.62 lakh crore, compared to Rs 3.73 lakh crore a year ago. The company also added Rs 20,800 crore in AUM sequentially during the quarter.
On the liability side, its deposit book increased 5.47% YoY to Rs 69,750 crore from Rs 66,131 crore last year, reflecting continued retail investor confidence in the NBFC’s deposit programs.
Outlook
The strong business update indicates sustained momentum for Bajaj Finance across its diversified portfolio, supported by a steady increase in its customer base and lending activity. The management’s focus on balanced growth, digital expansion, and asset quality preservation has reinforced investor confidence, pushing the stock higher on Monday.
Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information.
