Bajaj Housing Finance Ltd- Share Price current and projection in 2026

PleaseBInformed

2 months ago

Bajaj Housing Finance Ltd. share price is currently trading around ₹95–98 per share, after falling nearly 9% on December 2, 2025 due to a promoter stake sale by Bajaj Finance.

Latest Price Snapshot

NSE (Dec 2, 2025): ₹97.40 (down 6.79%)
BSE (Dec 2, 2025): ₹94.90 – ₹97.85 range
52-week range: ₹103 (low) – ₹147.70 (high)
Market Cap: ~₹80,740 crore

What Triggered the Fall

Promoter Stake Sale: Bajaj Finance (promoter) offloaded 2.35% stake (~19.5 crore shares) worth ₹1,890 crore via a block deal at ₹97 per share.
Reason: To comply with SEBI’s minimum public shareholding norms.
Impact: Stock price dropped below ₹100, hitting a fresh 52-week low.

Performance Context

IPO Price (2024): ₹70 per share
Post-listing high: Nearly ₹190 per share
Current level: Down ~50% from peak, but still above IPO price.
Financials: Despite the fall, Bajaj Housing Finance reported 18% profit rise in Q2 FY26.

Bajaj Housing Finance Ltd(BAJAJHFL)

Bajaj Housing Finance Ltd. share price in 2026 is expected to trade in the range of ₹88 – ₹125, based on analyst forecasts and future performance outlook.

Forecast for 2026

Current Price (Dec 2025): ₹98.37
Analyst Forecast Range (2026):
- Minimum estimate: ₹88
- Maximum estimate: ₹125
- Average target: ~₹111
Growth Drivers:
- Strong loan book expansion in housing finance.
- Rising demand for affordable housing and urban real estate.
- Technology-driven customer acquisition and digital lending platforms.
Risks:
- Interest rate fluctuations impacting borrowing costs.
- Regulatory changes in NBFC and housing finance sector.
- Competition from banks and new fintech entrants.

Performance Context

IPO Price (2024): ₹70 per share.
Peak (2025): ~₹190 per share before stake sale correction.
Current (Dec 2025): ~₹98, down ~50% from peak but still above IPO.
Future Outlook: Analysts expect moderate recovery in 2026, supported by strong fundamentals and compliance with SEBI norms.

Summary

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.