BAJFINANCE IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 73,787 | 73,787–73,787 | 90.0% | — | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR p.194 · 31-MAR-26 · +2 DOC | ||||||||
| Others | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY25 | EST | 70% |
| “Top five grounds of complaints received from customers Grounds of complaints Number of complaints pending at the beginning of the year Number of complaints rec…” AR p.377 · 31-MAR-26 · +2 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY26 | EST | 70% |
| “105 Financial Statements Statutory ReportsCorporate Overview 105Directors’ Report f. The Securities and Exchange Board of India (Registrars to an Issue and Sha…” AR p.138 · 31-MAR-26 · +2 DOC | ||||||||
| Office | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY26 | EST | 70% |
| “Controls on operations processes executed from branches and the Head Office are managed through defined processes to be adhered to by customer facing and opera…” AR p.90 · 31-MAR-26 · +1 DOC | ||||||||
| Joint Commissioner | CONTRACT | 73,787 | 73,787–73,787 | 90.0% | — | FY26 | EST | 70% |
| “(iii) The Joint Commissioner, Central Tax, Pune-II Commissionerate, through an order dated 21 January 2025, has confirmed the demand of GST of C 341.29 crore a…” AR p.332 · 31-MAR-26 · +1 DOC | ||||||||
| United States | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY26 | EST | 70% |
| “While its current customer base is entirely domestic, Protectt.ai has recently established offices in the Middle East and the United States to support internat…” AR p.117 · 31-MAR-26 DOC | ||||||||
| Maharashtra | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY25 | EST | 70% |
| “Notes to standalone financial statements for the year ended 31 March 2025 1 Corporate information BajajFinanceLimited(‘theCompany’,'BFL')(CorporateID…” AR p.263 · 31-MAR-25 DOC | ||||||||
| Authority. | CONTRACT | 73,787 | 73,787–73,787 | 90.0% | — | FY25 | EST | 70% |
| “Current year: 1) IRDAIleviedapenaltyofC 2croreonBajajFinanceLimitedon15July2024fornon-adherence ofIRDAI(RegistrationofCorporateAgents…” AR p.358 · 31-MAR-25 · +1 DOC | ||||||||
| Buyer | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY25 | EST | 70% |
| “• Open Network for Digital Commerce (ONDC) Buyer App – Hamara Mall Bajaj Finance has introduced ONDC for buyers on its digital platforms.” AR p.65 · 31-MAR-25 DOC | ||||||||
| Mumbai | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY25 | EST | 70% |
| “(ii) TheCommissioner,ServiceTaxCommissioneratePune,throughanorderdated31March2017,has confirmedthedemandofservicetaxofC 644.65croreand…” AR p.316 · 31-MAR-25 · +1 DOC | ||||||||
| FY27 | UNSTATED | 73,787 | 73,787–73,787 | 90.0% | — | FY27 | EST | 60% |
| “In terms of customer franchise, we continue to be confident of adding 15 - 17 million new customers in FY27.” CONCALL p.6 · 30-APR-26 DOC | ||||||||
| ICICIBANKICICI Bank Ltd. | UNSTATED | 25,849 | 25,849–25,849 | 31.5% | — | FY25 | EST | 75% |
| “Before joining Bajaj Finance, Anup spent 14 years at ICICI Bank, rising to Senior General Manager and serving on the Board of ICICI Bank HFC and TU CIBIL.” AR p.14 · 31-MAR-25 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | 1,904 | 1,904–1,904 | 2.3% | — | FY26 | EST | 70% |
| “(a) Reporting under clause 3(iii)(a) of the Order is not applicable to the Company as it is a non- banking financial company registered with the Reserve Bank o…” AR p.267 · 31-MAR-26 · +1 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | 0 | 0–0 | 0.0% | — | FY25 | EST | 60% |
| “Notes to standalone financial statements for the year ended 31 March 2025 1 Corporate information BajajFinanceLimited(‘theCompany’,'BFL')(CorporateID…” AR p.263 · 31-MAR-25 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “The sourcing undertaken by the companies shall be in accordance with National Housing Bank and Reserve Bank of India’s guidelines for the ‘Model Code of Conduc…” AR p.18 · 31-MAR-25 · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “) 20 Other financial liabilities (C in crore) As at 31 March 2026 Particulars 2026 2025 Unclaimed dividends* 5.96 4.29 Book overdraft 413.21 26.48 Security dep…” AR p.314 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “101 Financial Statements Statutory ReportsCorporate Overview 101Directors’ Report Acknowledgement The Board of Directors places its gratitude and appreciation …” AR p.134 · 31-MAR-26 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “101 Financial Statements Statutory ReportsCorporate Overview 101Directors’ Report Acknowledgement The Board of Directors places its gratitude and appreciation …” AR p.134 · 31-MAR-26 · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “16 39th Annual Report 2025-26 Particulars Details Nature of expertise in specific functional areas Management and Governance, Financial Services, Technology an…” AR p.17 · 31-MAR-26 · +2 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 70% |
| “) 7 Other financial assets (Unsecured, considered good, unless stated otherwise) (C In Crore) Particulars As at 31 March 2025 2024 Unsettled investment contrac…” AR DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 60% |
| “101 Financial Statements Statutory ReportsCorporate Overview 101Directors’ Report Acknowledgement The Board of Directors places its gratitude and appreciation …” AR p.134 · 31-MAR-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| MANAPPURAMManappuram Finance Ltd. | UNSTATED | 8,558 | 8,558–8,558 | 15.6% | — | 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 | ||||||||
| JIOFINJio Financial Services Ltd. | UNSTATED | 3,162 | 3,162–3,162 | 5.8% | — | FY26 | EST | 75% |
| “Prior to her current role, she led strategic partnerships and business development for the Used Car Finance segment and served as Product Head for MSME loan pr…” AR · +1 DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | 1,400 | 770–1,400 | 2.5% | — | 2026-10 | EST | 70% |
| “With respect to the established companies, in the lending business – Bajaj Finance Ltd. (BFL), on consolidated basis surpassed assets under management (AUM) of…” AR DOC | ||||||||
| ZENTECZen Technologies Ltd. | UNSTATED | 619 | 619–619 | 1.1% | — | FY25 | EST | 75% |
| “STATUTORY AUDITORS M/s. Ramasamy Koteswara Rao and Co LLP (FRN: 010396S/S200084) Chartered Accountants Hyderabad SECRETARIAL AUDITORS M/s. P. S. Rao & Associat…” AR DOC | ||||||||
| HINDUNILVRHindustan Unilever Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “After his superannuation, Mr. Bajaj serves as an Independent Director on the Boards of leading Public Listed Companies, namely Tech Mahindra Limited, Bajaj Fin…” AR · +1 DOC | ||||||||
| PRIVISCLPrivi Speciality Chemicals Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “) Quarter Name of bank Particulars of Securities Provided Amount as per books of account Amount as reported in the quarterly return/ statement Amount of differ…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “) 9 Other non-financial assets (Unsecured, considered good, unless stated otherwise) (C In Crore) Particulars As at 31 March 2025 2024 Prepaid expenses 1.24 1.…” AR DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | — | — | — | SG&A | 2026-10 | EST | 60% |
| “Objective: To be the financial services lifecycle partner to every Indian Create constant value across the customer lifecycle, build sustainable business BFS C…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 3/3 | 100% | 15-OCT-26 |
| CONCALL | 3/3 | 100% | 15-OCT-26 |
| SCREENER | 1/1 | 100% | 15-OCT-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | ICICI Bank Ltd. share 100% |
| CUST MOM 1M | +14.0% | 14-NOV-26 | from 15-OCT-26 · Bank of India +18.2% w 0 · BSE Ltd. +14.9% w 0 · ICICI Bank Ltd. +14.0% w 1 |
| SUPP MOM 1M | -1.0% | 14-NOV-26 | from 15-OCT-26 · Jio Financial Services Ltd. +3.9% w 0 · Manappuram Finance Ltd. -4.8% w 1 · Urban Company Ltd. +9.4% w 0 · Zen Technologies Ltd. +2.9% w 0 |