BAJAJFINSV IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| HDFCBANKHDFC Bank Ltd. | UNSTATED | 1,35,477 | 1,35,477–1,35,477 | 90.0% | — | FY26 | EST | 70% |
| “* Includes Forward element of Forward contracts amounting to H 43.27 crore (as at 31 March 2025: Nil) c. Counterparty wise details (C In Crore) Name of counter…” AR DOC | ||||||||
| Others | UNSTATED | 1,35,477 | 1,35,477–1,35,477 | 90.0% | — | FY26 | EST | 70% |
| “Others includes amounts pertaining to sale of customers securities, ICD and deposits under process, FLDG advance etc.” AR DOC | ||||||||
| KOTAKBANKKotak Mahindra Bank Ltd. | UNSTATED | 50,041 | 50,041–50,041 | 33.2% | — | FY26 | EST | 70% |
| “* Includes Forward element of Forward contracts amounting to H 43.27 crore (as at 31 March 2025: Nil) c. Counterparty wise details (C In Crore) Name of counter…” AR DOC | ||||||||
| ICICIBANKICICI Bank Ltd. | UNSTATED | 47,461 | 47,461–47,461 | 31.5% | — | FY26 | EST | 70% |
| “* Includes Forward element of Forward contracts amounting to H 43.27 crore (as at 31 March 2025: Nil) c. Counterparty wise details (C In Crore) Name of counter…” AR DOC | ||||||||
| PNBPunjab National Bank | UNSTATED | 27,862 | 27,862–27,862 | 18.5% | — | FY26 | EST | 75% |
| “) (₹ In Crore) Particulars As at 31 March 2026 2025 B Other investments Investments carried at amortised cost In debt securities of subsidiaries Bajaj Finance …” AR DOC | ||||||||
| AXISBANKAxis Bank Ltd. | UNSTATED | 16,937 | 16,937–16,937 | 11.3% | — | FY26 | EST | 70% |
| “* Includes Forward element of Forward contracts amounting to H 43.27 crore (as at 31 March 2025: Nil) c. Counterparty wise details (C In Crore) Name of counter…” AR DOC | ||||||||
| ITCITC Ltd. | UNSTATED | 14,918 | 14,918–14,918 | 9.9% | — | FY26 | EST | 60% |
| “Based on the legal advice received, Bajaj Life believes that ITC availed is in compliance with the provisions of applicable laws, accordingly the appeal has be…” AR DOC | ||||||||
| BANKINDIABank of India | UNSTATED | 3,496 | 3,496–3,496 | 2.3% | — | FY26 | EST | 75% |
| “) (₹ In Crore) Particulars As at 31 March 2026 2025 B Other investments Investments carried at amortised cost In debt securities of subsidiaries Bajaj Finance …” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Less: Claim outstanding (including IBNR) (22,233.35) (30,736.90) Total 35,427.75 32,458.28 (C In Crore) Particulars As at 31 March 2026 As at 31 March 2025 Wit…” AR DOC | ||||||||
| ITCITC Ltd. | CONTRACT | CT 44 | — | — | COGS | FY26 | EST | 60% |
| “Also, Bajaj General has received an order from Directorate General of GST Intelligence (the 'DGGI') confirming the demand amounting to ₹ 44.04 crore (excluding…” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| VEDLVedanta Ltd. | UNSTATED | 69,005 | 56,546–69,005 | 73.9% | — | FY26 | EST | 70% |
| “Developed to bridge the gap between rural education and urban employment, in partnership with NABARD, JK Cement, YES Foundation, and Bajaj Finserv, it offers i…” AR DOC | ||||||||
| MANAPPURAMManappuram Finance Ltd. | UNSTATED | 8,558 | 8,558–8,558 | 9.2% | — | FY26 | EST | 70% |
| “For over 15 years, he was in the leadership team at Bajaj Finserv and was a key member of the management-led transformation of Bajaj Finance from a captive aut…” AR p.78 · 31-MAR-26 DOC | ||||||||
| URBANCOUrban Company Ltd. | REV SHARE | 16 | 16–16 | 0.0% | — | 2026-10 | DISC | 90% |
| “However, through its subsidiary Bajaj Finserv Health Ltd. a small proportion of services are rendered outside India which is less than 1% of the total revenue.” AR · +1 DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | — | — | — | SG&A | 2026-10 | EST | 70% |
| “Membership: Name of the Company Committee Alembic Pharmaceuticals Ltd. Nomination and Remuneration Committee Corporate Social Responsibility Bajaj Holdings & I…” AR DOC | ||||||||
| ITCITC Ltd. | UNSTATED | — | — | — | — | 2025-12 | EST | 50% |
| “but the sector together on how we can share this ITC burden with our distributors, our vendors, and of course, how we can ourselves bury it down.” CONCALL DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 3/3 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 12-NOV-26 |
| SCREENER | 1/1 | 100% | 12-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.306 | 14-NOV-26 | Axis Bank Ltd. share 6% · Bank of India share 1% · HDFC Bank Ltd. share 48% · ICICI Bank Ltd. share 17% · Kotak Mahindra Bank Ltd. share 18% · Punjab National Bank share 10% |
| CUST MOM 1M | +11.9% | 14-NOV-26 | from 15-OCT-26 · Axis Bank Ltd. +3.3% w 0 · Bank of India +18.2% w 0 · HDFC Bank Ltd. +10.6% w 0 · ICICI Bank Ltd. +14.0% w 0 · ITC Ltd. +8.0% w 0 · Kotak Mahindra Bank Ltd. +9.1% w 0 |
| SUPP MOM 1M | +4.5% | 14-NOV-26 | from 15-OCT-26 · Vedanta Ltd. +5.6% w 1 · Manappuram Finance Ltd. -4.8% w 0 · Urban Company Ltd. +9.4% w 0 · ITC Ltd. +8.0% w 0 |