Bajaj Finance Q1 FY26: revenue ₹19,299 crore, PAT ₹4,700 crore

Stock snapshot: shares slip 0.23% to ₹1,029.10

Bajaj Finance Ltd. shares were last traded at ₹1,029.10, according to the latest market update in the provided data. The stock moved down by 0.23% versus the previous close of ₹1,031.40 in one datapoint shared. Another datapoint in the same update also states that, as on 06 Jul, 2026 (03:57 PM IST), the share price was down 0.23% on a previous closing price of ₹1,018.4, with the traded price still at ₹1,029.10. Taken together, the update reflects a marginally negative day on the counter, with the percentage move consistent but the stated previous close differing across entries.

What the quarterly table shows: revenue, costs, and profit

The consolidated quarterly table provided under “Quarter ended Jun 25” lists Total Revenue at ₹19,298.58 crore. For comparison, the table shows Total Revenue of ₹21,594.03 crore in “Mar 26”, indicating a quarter-on-quarter (QoQ) change of 5.26% as displayed in the same table. Net Income for the “Jun 25” quarter is listed at ₹4,699.61 crore, compared with ₹5,464.57 crore in “Mar 26”, with the table indicating a 4.91% QoQ change. Net Income Before Taxes is shown at ₹6,367.58 crore versus ₹7,409.84 crore in the prior quarter, with a 12.75% QoQ change as per the table.

The same set of numbers shows Operating Income at ₹6,137.68 crore, compared with ₹7,387.16 crore in the previous quarter (11.51% QoQ change shown). Total Operating Expense is listed at ₹13,160.90 crore for the “Jun 25” quarter and ₹14,206.87 crore for “Mar 26”, with the table showing a 2.58% QoQ change. Depreciation and amortisation are reported at ₹251.49 crore, broadly stable versus ₹255.52 crore. The diluted normalised EPS is shown as 10.10 for “Jun 25” versus 11.17 for “Mar 26”, with a -1.27% QoQ change.

QoQ revenue decline noted in the update

Beyond the table, the update explicitly states that the company witnessed a QoQ revenue decline of 1.85%, described as the lowest in the last three years. The same note attributes the information to “Source: Consolidated Financials.” This line is separate from the quarterly table and is presented as a standalone highlight. As a result, readers should note that multiple summary metrics are included in the dataset, and they may be based on different definitions or time comparisons presented in the source.

Q1 business update headline: AUM at ₹5.46 lakh crore

The dataset also references a news headline dated Jul 3, 2026: “Bajaj Finance shares gain 2% after Q1 business update; AUM rises to Rs 5.46 lakh crore.” This indicates that the market reacted positively to the business update on that date, alongside a disclosed assets under management (AUM) figure of ₹5.46 lakh crore. The headline is included as a related news item rather than a detailed release in the text provided. No additional line items or segment details from that specific update are included in the shared extract.

Key quarterly financials (as provided)

Dividend and corporate action: ₹6 final dividend for FY ended March 2026

A corporate action entry in the provided text states that the board recommended a final dividend on equity shares at the rate of ₹6 per share (600%) of face value of Re 1 each for the financial year ended 31 March 2026. A separate line also states: “Bajaj Finance Ltd. has declared a dividend of Rs 6.00 on 30 Jun, 2026.” The corporate action table lists the announcement date as 29-Apr-26, with record date and ex-dividend date both stated as 30-Jun-26, and dividend value listed as 6.

The dataset also includes historical dividend entries: ₹44 final dividend (30-Apr-25 with record and ex-date 30-May-25) and ₹12 special dividend (29-Apr-25 with record and ex-date 09-May-25), along with a ₹36 final dividend dated 25-Apr-24 with record and ex-date 21-Jun-24. These entries are listed as past actions and do not include commentary beyond the stated amounts and dates.

Investor communication: conference call recording link and meeting schedule

The extract references an “Intimation of Conference Call in respect of financial results for the quarter ended 31 March 2026” and notes that the audio recording of the conference call has been hosted on the company’s website. The link provided in the dataset is: https://www.aboutbajajfinserv.com/finance-investor-relations-quarterly-earnings-call, under a “quarterly earnings call” dropdown. The update also mentions a schedule of analyst and institutional investor meetings from 18 May 2026 to 20 May 2026.

A separate filing line notes “29 Apr, 2026 | 09:58pm • Source: BSE”, in the same cluster of board meeting and conference call references. The dataset further notes that the board meeting commenced at 1:45 p.m. and concluded at 3:50 p.m. in the context of the results-related corporate disclosures.

How investors may read these datapoints

The combination of a marginal share-price decline on 06 Jul, 2026 and a separate headline about a 2% gain on 03 Jul, 2026 suggests the stock saw mixed moves around multiple company updates in early July. The quarterly table indicates that, on the “Jun 25” line, Total Revenue and Net Income are lower than the immediately preceding “Mar 26” quarter, while showing higher levels versus the “Jun 24” comparison column. At the same time, the standalone highlight about a 1.85% QoQ revenue decline is explicitly stated and should be treated as an additional summary metric presented by the source.

From a corporate-actions lens, the ₹6 final dividend for FY ended March 2026 is clearly stated with dates in the corporate action table. For shareholders tracking entitlements, the record date and ex-dividend date in the dataset are both listed as 30 June 2026. For those tracking investor communication, the dataset points to a hosted recording of the earnings call and discloses a defined window for analyst and institutional meetings in May 2026.

Summary

The latest data points show Bajaj Finance trading at ₹1,029.10 on 06 Jul, 2026, down 0.23% on the day based on the provided closing-price references. The quarterly table lists Total Revenue at ₹19,298.58 crore and Net Income at ₹4,699.61 crore for the quarter ended “Jun 25”, along with EPS of 10.10. Separately, the company’s corporate action records include a ₹6 final dividend for FY ended March 2026 with key dates around 30 June 2026. Further updates referenced in the dataset include a Q1 business update headline citing AUM of ₹5.46 lakh crore, and links to investor-call materials hosted on the company website.