New Delhi, April 30 -- Bajaj Finance continued its streak of consistency in the March quarter (Q4FY26), with the non-banking financial company again delivering an over 20% growth in assets under management (AUM). This time, its AUM surpassed the Rs.5-trillion milestone while it also maintained its sector-leading profitability metrics.

Net profit rose 22% year-on-year (y-o-y) to Rs.5,550 crore, supported by 20% growth in net interest income and a sharp moderation in credit costs. Provisioning declined meaningfully as stress formation eased across key segments. On cue, the stock gained almost 1.5% on Thursday, outperforming the broader Nifty 50 index, which fell 0.5%.

Besides AUM growth, what enthused investors is the expected change in t...