Bajaj Finserv delivered solid performance for Q4 FY2026 and the full year.

Consolidated total revenue for FY26 grew 13.2% to ₹150,530 Cr, with profit after tax rising 10.5% to ₹9,801 Cr.

Adjusted figures showed even stronger growth, with PAT up 20.4%. The company's insurance subsidiaries, Bajaj Life and Bajaj General, saw some impact from MTM losses on investments due to geo-political tensions, though adjusted revenues grew robustly.

Key growth drivers include Bajaj Finance's strong 22.4% AUM growth to ₹509,975 Cr and 21.9% PAT increase.

Bajaj Life recorded a 21.2% rise in Gross Written Premium and a significant 41.1% jump in Value of New Business (VNB) for FY26. Bajaj Housing Finance also showed healthy AUM growth of 22.7% to ₹140,706 Cr.

Recent developments include Bajaj Finserv acquiring Allianz's stake in its insurance businesses, making them 100% Bajaj-owned.

Bajaj Finance added 39 lakh new customers in Q4, booking 1.29 Cr new loans, and continues phase-wise implementation of its FinAI strategy, which has already contributed over ₹6,200 Cr in loan disbursements.

Bajaj Finserv Health achieved a strong network presence and launched Agentic-based customer query resolution.

Management notes Bajaj Finance's long-term goal of 19%-21% ROE.

Bajaj General aims for ~18.5% ROE (annualized @200% solvency) for FY26.