Shares of Bajaj Finance Ltd. are likely to remain in focus after global brokerage JPMorgan reiterated its 'Overweight' rating on the non-banking finance company following a recent interaction with management. The brokerage maintained its price target of ₹1,080 per share, implying a potential upside of nearly 13% from the stock's closing price of ₹958.70 on Thursday.
According to JPMorgan, management highlighted that business momentum remains strong despite concerns over elevated crude oil prices and recent global supply-chain disruptions. The company also noted that asset quality remains healthy across loan segments, with key metrics such as collection efficiency and bounce rates showing stability and no significant impact from ongoing geopolitical tensions in the Middle East.
Management further expressed confidence in achieving its FY27 guidance of a 10–12 basis point decline in net interest margins (NIMs), even amid a tighter liquidity environment and higher funding costs. Bajaj Finance reiterated its long-term strategy of balancing growth with disciplined risk management while continuing to expand its lending franchise.
JPMorgan's positive outlook is supported by expectations of healthy loan growth, improving operational efficiency through artificial intelligence-led initiatives, and a gradual moderation in credit costs. The brokerage expects these factors to help Bajaj Finance deliver an earnings CAGR of approximately 26% between FY26 and FY28.
Market sentiment remains largely favorable toward the lender. Out of 38 analysts covering the stock, 27 recommend 'Buy', five suggest 'Hold', and six maintain a 'Sell' rating. Shares of Bajaj Finance ended Thursday's session marginally higher at ₹958.70 and are down nearly 2% so far in 2026.
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