Bajaj Housing Finance reported a significant increase in its assets under management (AUM), which rose by 24% year-on-year to approximately Rs 1,49,610 crore as of June 30, 2026. This growth reflects the company's robust performance in the first quarter of FY27.
The company's gross disbursements in Q1 FY27 amounted to approximately Rs 19,500 crore, marking a sharp increase from Rs 14,651 crore in the same quarter last year. Sequentially, disbursements also improved from Rs 17,506 crore reported in Q4 FY26. This indicates a strong demand for housing finance.
Loan assets also witnessed healthy growth, increasing to approximately Rs 1,31,150 crore as of June 30, 2026, from Rs 1,05,954 crore in the same period last year. The company's stock has been on an upward trend, advancing nearly 15% over the past three months, with a current market capitalisation of Rs 73,866 crore.
From a technical perspective, Bajaj Housing Finance's stock continues to display positive momentum. The 14-day Relative Strength Index (RSI) stands at 60.8, indicating strengthening buying interest while remaining below the overbought zone of 70. The stock is trading above seven of its eight key simple moving averages (SMAs), reinforcing the prevailing bullish trend.
The shareholding pattern showed mixed trends during the March 2026 quarter. Foreign Institutional Investors (FIIs) marginally raised their stake to 0.99%, up from 0.94% in the previous quarter, signalling continued institutional interest. In contrast, mutual funds trimmed their holding to 0.35% from 0.63%, indicating some profit booking.
Background
Bajaj Housing Finance's strong performance in Q1 FY27 underscores its resilience and ability to capitalize on the growing demand for housing finance. Investors will be keenly watching the company's future disbursement trends and stock performance in the coming quarters.
Bajaj Housing Finance's strong performance in Q1 FY27 underscores its resilience and ability to capitalize on the growing demand for housing finance. Investors will be keenly watching the company's future disbursement trends and stock performance in the coming quarters.
