Bajaj Finance Share Price: Rally Continues with 11% Gain in 2 Weeks
In the world of stock market, new records are made and broken every day, but when it comes to bajaj finance share price, the excitement of investors is at a different level. Bajaj Finance has shown a tremendous rally of 11% in the last two weeks and the stock has been moving upwards for 12 consecutive trading sessions. This upward momentum does not seem to be just a short-term bounce, rather analysts and experts are also highlighting the strong fundamentals behind this rally.
Bajaj Finance Share Price Today
Today bajaj finance share price is once again in momentum and rose 1% to ₹973.85 in intra-day trade on BSE. This level is close to its record high of ₹978.59 which was made on 9 June 2025. This is a signal that the stock is close to touching its highest level again and this positive movement in the market is further strengthening the confidence of investors.
What is driving Bajaj Finance Share Price Rally?
A major factor behind this rally is the recent decision of the GST Council. On 3 September 2025, the GST Council approved a two-slab structure, in which the 12% and 28% slabs were removed and taxes on essential items were reduced. This rate rationalisation has a direct impact on the consumption sector. A boost in demand will naturally benefit NBFCs and lenders like Bajaj Finance.
Household consumption is also expected to remain robust now, especially because of the tax relief given in the Union Budget 2025-26. When people have more money to spend, loan demand and credit growth also accelerate. This is why tremendous optimism is being seen in Bajaj Finance shares.
Bajaj Finance’s Positioning in the Market
Bajaj Finance, India’s largest and well-diversified non-banking finance company, is active in multiple segments. The company offers loans to two-wheelers, consumer durables, housing, SME and MSME sectors. By June 2025, the total Asset Under Management (AUM) of Bajaj Finance had reached approximately ₹4.41 trillion. Not only this, Bajaj Finance is still India’s largest consumer durables lender.
This diversified lending model and wide customer base is proof that Bajaj Finance’s business fundamentals are strong. This is the reason why bajaj finance share price always appears as an attractive option for investors.
Credit Growth Outlook and Impact of GST
According to ICRA estimates, NBFC credit (except infrastructure entities) is expected to be in the growth range of 15-17% in FY2026. This growth was 17% in FY2025 and 24% in FY2024. Although incremental credit growth for banks has slowed, GST rate cuts will support domestic demand and will also be indirectly positive for NBFCs.
Also, due to the upcoming CRR cut and GST rationalization, ICRA expects credit growth for banks to be in the upper range of 10.4-11.3%, and around 15-17% for NBFCs. This data clearly shows that there can be more momentum for bajaj finance share price in near future.
Analysts’ View: Buy Rating of JM Financial
Analysts at JM Financial Institutional Securities have maintained their positive stance on Bajaj Finance. They have revised the target price to ₹1,060 with a ‘Buy’ rating. They say that the movement towards secured segments can put pressure on yields, but this will be offset by the decline in cost of funds.
The balance of operating leverage and fee income will make the company’s profitability outlook stable. JM Financial expects Bajaj Finance’s AUM and EPS CAGR to remain 23% and 27% during FY25-27E. These projections clearly point to the fact that bajaj finance shares still have more upside left.
Investor Sentiment and Future Outlook
What matters most for investor sentiment is clarity and confidence, and both these factors are in favour of Bajaj Finance. Strong AUM growth, diversified lending portfolio, and supportive government policies give this stock the potential to become a long-term wealth creator. Now while bajaj finance share price is close to its record high, market experts believe that this upward journey is not over yet.
Disclaimer:
All the information given in this article is based on publicly available stock exchange data and analysts’ reports. Investments like stock market and bajaj finance shares always come with risk. Before taking any financial decision, definitely take the advice of your certified financial advisor.
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