- Price performance: BAJAJHFL is trading at ₹97.96, up 0.97% today, with a trading volume of 17.15M shares. The stock shows recovery after recently hitting a 52-week low of ₹94.90 due to a block deal involving a 2% stake sale by its promoter 1.
- Recent news developments: The 2% stake sale by Bajaj Finance for ₹1,588 crore has impacted investor sentiment negatively, causing recent price volatility 2.
- Benchmark comparison: BAJAJHFL outperformed major indices like Dow Jones (+0.39%), S&P 500 (+0.25%), and NASDAQ (+0.59%). It also outperformed peers such as Yes Bank (-0.57%) and Canara Bank (-1.58%).
- Investor outlook: Analysts rate BAJAJHFL as “Hold” with a mean price target of ₹110.55, suggesting limited upside potential. Revenue and EPS are forecasted to grow 26.13% and 21.21% YoY, respectively, but high debt levels (444.1% debt-to-equity ratio) may raise concerns.
In 2026, Bajaj Housing Finance is projected to stabilize around ₹100–₹120, with potential upside to ₹125 if housing demand and profitability remain strong. The correction after the promoter stake sale has reset valuations, making 2026 a year of consolidation and gradual recovery.
