BAJFINANCE Q2 FY27 Guidance vs Delivery (BAJFINANCE Management Mirror)

FY27 AUM Growth Upgraded to 26-27% From 22-24% Guided in Jun'26 Qtr

In Sep'26 Qtr, Bajaj Finance reported AUM growth of 26.5% with a net addition of approximately INR 38,000 crores, alongside 4.42 million new customer additions. Against the earlier FY27 AUM growth corridor of 22% to 24% maintained in the Jun'26 Qtr concall, management upgraded the full-year guidance to 26% to 27%. Similarly, the FY27 new customer addition target was raised to 18 to 20 million from the 15 to 17 million initially guided in the Mar'26 Qtr. Looking ahead, medium-term AUM growth guidance is reaffirmed at 23% to 25%, with the company on track to deliver 60 to 62 million new loans in FY27.