Bajaj Finance will announce its Q2FY27 results on Monday, October 19, 2026, after market hours. The NBFC is expected to report strong double‑digit growth in net interest income (NII) and net profit, supported by a 26.5% year‑on‑year increase in assets under management (AUM). Analysts highlight that margins, loan growth and asset quality will be key focus points for investors during the earnings release. The company’s earnings are anticipated to be announced after market hours, allowing the market to digest the data before trading resumes.

In its quarterly business update, Bajaj Finance reported an 11% year‑on‑year rise in new loans booked, amounting to 1.34 crore. Its total AUM grew 26.5% year‑on‑year to ₹5.84 lakh crore as of September 30, 2026. The total customer franchise stood at 12.8 crore. These figures underscore the company’s expanding loan book and customer base, which are expected to underpin the projected growth in NII and net profit for the September quarter.

According to experts, Bajaj Finance could report double‑digit growth in net interest income and net profit for the September quarter, supported by strong loan growth and higher interest income. The company’s NII is expected to be between ₹12,950 crore and ₹13,390 crore, up 20% to 24% from ₹10,785 crore a year ago. Net profit could rise 26% to 29% year‑on‑year to between ₹6,250 crore and ₹6,390 crore. Bajaj Finance reported a net profit of ₹4,948 crore in Q2FY26 and ₹6,081 crore in the previous quarter.

Despite healthy growth in key metrics, Bajaj Finance’s net interest margin (NIM) could remain flat at around 9.3% to 9.4%, as borrowing costs remain high. During the Q2 results announcement, investors will keenly watch management commentary on loan book growth, NIM, and gross and net non‑performing assets (NPAs). The company’s ability to maintain a stable NIM while expanding its loan portfolio will be a critical point of analysis for market participants.

Ahead of the Q2 results, Bajaj Finance shares closed 1.7% higher at ₹982 on Friday, October 16. The stock has been largely flat this year, down 0.4% so far in 2026, amid a sell‑off in the broader market. The company goes into its Q2FY27 results right at a key level: its 200‑day EMA. The stock sits below both the 200‑day EMA and the 20‑day EMA. A close above this zone would put the stock back above its long‑term average, which it fell below in late September for the first time since June.

With Bajaj Finance futures at ₹985, the at‑the‑money call is at 980 with a combined premium of ₹46.15. This means the options market expects a move of about ±4.7% by the October 27 expiry, which puts the expected range at roughly ₹939 to ₹1,031. Historically, the stock has reacted sharply to its results; in five of the last 12 quarters it moved more than 4.7% on the day after the results, and in two more it moved exactly 4.7%. Most of these big moves were falls, including drops of 7.7% after Q4FY24 and 7.3% after Q2FY26, but the latest reaction was the biggest of all: an 8.3% rise after the Q1FY27 results.