Bajaj Housing Finance shares rally 5%, Q1 AUM rises 24%

Shares of Bajaj Housing Finance rose 4.5% to Rs. 92.65, driven by strong growth in Assets Under Management (AUM) and healthy loan disbursal.

In Q1FY27, the company generated approximately Rs. 19,500 crore reported gross disbursements, up from Rs. 14,651 crore showing a sharp increase. Respectively, reported in Q4 of FY26 Rs. 17,506 crore has also improved disbursement.

Assets under management (AUM) grew by 24% year-on-year to around Rs. 1,49,610 crore, which was Rs. 1,20,420 crores. On a sequential basis, AUM during the quarter was around Rs. 8,904 crore had expanded.

The company’s loan assets (AR) also saw healthy growth, rising to around Rs. 1,31,150 crore, compared to Rs. 1,05,954 crore, indicating continued demand for housing finance.

Stock price trend and technical outlook

Bajaj Housing Finance has been on an uptrend, with the stock advancing nearly 15% in the past three months. It is currently Rs. 73,866 crore with a market capitalization, while its 52-week high of Rs. is 124.

From a valuation perspective, Bajaj Housing Finance trades at a P/E multiple of 28.85, with a price-to-sales ratio of 5.46 and a price-to-book ratio of 3.28, reflecting its current market valuation relative to its financial performance and net worth.

From a technical perspective, the stock continues to show positive momentum. Its 14-day Relative Strength Index (RSI) is at 60.8, indicating strengthening buying interest, staying below the overbought zone of 70. Additionally, the stock is trading above seven of its eight key simple moving averages (SMAs), reinforcing the prevailing bullish trend.

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Shareholding pattern shows mixed trends during March 2026 quarter. Foreign Institutional Investors (FIIs) marginally increased their stake in Bajaj Housing Finance to 0.99%, indicating continued institutional interest from 0.94% in the previous quarter. In contrast, mutual funds reduced their holdings from 0.63% to 0.35%, indicating some profit booking. Meanwhile, promoter ownership remained at a strong 86.70%, indicating the continued confidence of the company’s promoters.

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