Bajaj Finance Ltd on Saturday released its consolidated business update for the quarter ended December 31, 2025, showing its customer franchise expanded to 115.40 million, up from 97.12 million a year earlier. The company added 4.76 million customers during the December quarter alone, underscoring continued traction across its lending products.
Loan growth, AUM expand in December quarter
New loans booked during Q3 FY26 rose 15% year-on-year to 13.90 million, compared with 12.06 million in the corresponding quarter of the previous financial year, according to the update.
Assets under management increased 22% year-on-year to approximately Rs 485,900 crore as of December 31, 2025, from Rs 398,043 crore a year earlier. On a sequential basis, AUM expanded by about Rs 23,600 crore during the quarter.
The company’s deposits book stood at approximately Rs 71,000 crore as of December 31, 2025, compared with Rs 68,797 crore as of December 31, 2024.
September-quarter earnings recapThe December-quarter business update comes on the back of a strong set of results for the September quarter. Bajaj Finance reported a 21.9% year-on-year increase in consolidated net profit to Rs 4,875 crore for the quarter ended September 2025, compared with Rs 4,000 crore in the same period last year.
Net interest income rose 22% to Rs 10,785 crore from Rs 8,838 crore a year ago. Assets under management grew 24% year-on-year to Rs 4,62,250 crore, rising by nearly Rs 21,000 crore sequentially.
As of September 30, the company’s customer franchise stood at 110.64 million, compared with 92.09 million a year earlier, with 4.13 million customers added during the quarter.
Shares of Bajaj Finance Ltd ended at Rs 990.55 on Friday, up Rs 17.45, or 1.79%, on the BSE.
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