Aureluisbusiness.com 21/07/2026
Bajaj Finance shares rose for a fifth consecutive trading session on Tuesday, defying broader market weakness. The stock has advanced in seven of the last eight sessions and is now inching closer to its 52-week high of ₹1,102.50. At 12:28 pm, the stock was trading at ₹1,068.20, up from its previous close of ₹1,064.
Trading Session Overview
The stock opened at ₹1,064 and touched an intraday high of ₹1,074.40, while its low for the day stood at ₹1,060.90. The company's market capitalisation stood at around ₹6.63 lakh crore, with the stock trading at a price-to-earnings (P/E) ratio of 35.02. Its resilience in a falling market reflects sustained buying interest among investors.
What's Driving the Rally
The main trigger behind the rally is Bajaj Finance's strong Q1 FY27 business update. Assets Under Management (AUM) grew 23.9% year-on-year to ₹5.46 lakh crore, pointing to healthy loan demand.
The lender also added a record 5.1 million new customers during the quarter, taking its total customer franchise to 124.4 million. Deposits grew nearly 15% year-on-year to ₹72,109 crore, strengthening the company's funding base further.
Next Trigger: Q1 Results on July 30
Investor focus now shifts to the company's full June-quarter results, scheduled for July 30. Profit growth, asset quality, credit costs, and management's guidance for FY27 will likely determine the stock's next move.
Notably, Bajaj Finance has lowered its FY27 AUM growth target to 22%-24% from its historical range of 25%-30%, as it places greater emphasis on asset quality. The company expects to add 15-17 million new customers during the year.
Technical Signals
The stock has gained about 7% so far in July, following a 16% rise in June. However, its Relative Strength Index (RSI) has climbed to 71, indicating overbought conditions — raising the possibility of short-term profit-booking if the upcoming earnings fail to meet market expectations.
Aurelius Business View
Bajaj Finance's ability to keep rising even as the broader market struggles signals strong investor confidence in its underlying fundamentals — driven by robust AUM growth and record customer additions. That said, with the RSI now in overbought territory, the July 30 results will be a real test for this rally. If profit growth or asset quality fall short of expectations, the stock could see short-term profit-booking pressure. Investors would do well to stay watchful heading into results day rather than chase the stock at current levels.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice. Stock market investments are subject to market risks. Readers are advised to consult a certified financial advisor before making any investment decisions.Aurelius Business does not take responsibility for any investment decisions made based on this article.
