Bajaj Finance Q2 FY27 call on Oct 19, 2026: details

The key update for investors

Bajaj Finance will host its earnings conference call for the second quarter of FY27 on Monday, October 19, 2026, at 6:00 pm IST. The session is scheduled to discuss the company’s financial performance for the quarter ended September 30, 2026. The company has filed an intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, confirming the timing and format of the interaction. The call is aimed at analysts and institutional investors and will include participation from key management personnel. Participants have been asked to complete pre-registration to receive calendar invites and unique passcodes. Bajaj Finance has also advised callers to dial in at least 5 to 10 minutes before the start time to avoid last-minute connectivity issues.

Board meeting on the same date for unaudited results

Alongside the investor call, Bajaj Finance has informed the stock exchanges that its Board of Directors will meet on October 19, 2026. The stated agenda includes consideration and approval of the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026. This board meeting schedule was disclosed through a filing to BSE. Such board approvals typically precede the formal publication of quarterly financial statements and any accompanying investor communication. The company’s disclosures place the earnings call on the same day as the board meeting, keeping the timeline tight for markets tracking the Q2 FY27 print.

How to join the earnings conference call

Bajaj Finance said participants can join the earnings call through universal or international toll-free numbers. The company also specified that pre-registration is required, with the process designed to share calendar invitations and unique passcodes with confirmed participants. While the filing notes participation by key management personnel, the names were not provided in the supplied material. The dial-in advisory of 5 to 10 minutes ahead of the scheduled start time is intended to ensure smoother connectivity and onboarding to the call. For institutional investors and analysts, these calls are often used to clarify quarter-specific trends, business momentum, and management’s commentary around operating conditions.

Trading window closure around results

As part of its compliance process, Bajaj Finance noted that the trading window for designated persons and their immediate relatives remains closed from October 1, 2026 until October 21, 2026. This window closure spans the period leading up to the board meeting and the results-related communication. Such restrictions are commonly applied to reduce the risk of trading on unpublished price-sensitive information. The disclosed end date of October 21, 2026 extends beyond the October 19 meeting and conference call date.

Provisional Q2 FY27 operational update: AUM and customer metrics

Ahead of the results, Bajaj Finance released provisional consolidated operational metrics for the quarter ended September 30, 2026. The company reported Assets Under Management (AUM) of approximately ₹584,750 crore, representing 26.5% year-on-year growth. The update also stated that the customer franchise reached 128.85 million, with a quarterly addition of 4.42 million customers. New loans booked grew 11% to 13.45 million. Management also noted that direct year-on-year volume comparisons are affected by the timing of the festival season, signalling that seasonality can influence the quarterly shape of loan origination. These operational figures provide context for what markets may watch when the unaudited financial results are taken up by the board.

Stock movement and broker commentary cited in reports

Reports around the operational update said Bajaj Finance shares rose sharply on Monday after the company reported 26.5% year-on-year growth in Q2 FY27 AUM to nearly ₹5.85 lakh crore. Jefferies retained its Buy rating and set a target price of ₹1,280, implying 35% upside, and reaffirmed Bajaj Finance as a top pick, citing strong AUM growth. Separately, the material also showed a traded price reference of ₹960.00, up 0.42% as of October 9, 2026 at 3:58 PM. These data points indicate how the operational update and sell-side positioning were being discussed close to the results timeline. Investors typically compare provisional operating metrics with the eventual reported financial statements for consistency and any changes in trends.

Earnings calendar context: recent and upcoming dates

The supplied information also referenced an earnings calendar that flagged October 19, 2026 as the next earnings date for Bajaj Finance. It listed the last earnings date as Q1 FY26-27, dated July 30, 2026, and the upcoming earnings date as Q2 FY26-27, dated October 19, 2026. The broader set of historical call dates cited includes Q4 FY26 on April 29, 2026 at 6:00 PM IST and Q3 FY26 on February 3, 2026 at 6:00 PM IST, along with confirmation that the Q2 FY26 conference call was held on November 10, 2025. While these dates do not describe outcomes, they help establish Bajaj Finance’s cadence of results and investor communications.

Key facts table

Market impact: what investors may focus on

The immediate market focus has been on the provisional business update showing AUM growth of 26.5% year-on-year to about ₹584,750 crore, which was also described as nearly ₹5.85 lakh crore. For a deposit-taking NBFC, the relationship between AUM expansion and funding, including deposits, is a key monitoring point, though the supplied text does not provide detailed funding breakdowns. Another area likely to draw questions is customer growth, given the customer franchise figure of 128.85 million and the quarterly addition of 4.42 million customers. Loan booking trends may also come under scrutiny, with new loans booked at 13.45 million and management’s note that festival timing affects year-on-year comparisons. The conference call provides a structured forum for analysts to ask follow-up questions that are difficult to answer from headline metrics alone.

Why this event matters

The scheduled board meeting and conference call cluster on October 19, 2026 sets a clear checkpoint for investors tracking Bajaj Finance’s Q2 FY27 performance. The trading window closure dates underline the sensitivity of the period around result finalisation and dissemination. The presence of sell-side commentary, including a Buy rating and a ₹1,280 target price from Jefferies, indicates that the market is actively mapping operational updates to valuation narratives. At the same time, the company’s operational note about festival timing is a reminder that quarter-to-quarter comparisons can be influenced by calendar effects, making management commentary on the call a key input for interpretation.

What to watch next

Bajaj Finance’s board is scheduled to consider and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026 on October 19, 2026. The earnings conference call at 6:00 pm IST the same day is positioned as the primary investor interaction for Q2 FY27. Participants will need to pre-register to obtain passcodes and are advised to join 5 to 10 minutes early for connectivity. The next milestone after the call will be the completion of the trading window closure scheduled through October 21, 2026.