Company Update : Bajaj Housing Finance by Motilal Oswal Financial Services Ltd
Healthy disbursement growth of ~32% YoY; AUM grew ~24% YoY
Repayments were elevated during the quarter
* 2QFY26 disbursements grew ~32% YoY/8.5% QoQ to INR159b.
* AUM grew ~24% YoY/5% QoQ to INR1.27t as of Sep’25.
* Repayments during the quarter were elevated at ~31.8% (PY: 26.9% and PQ: 31.1%)
* Loan assets grew ~26% YoY and stood at INR1.13t as of Sep’25.
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