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Bajaj Housing Finance

ListedFinancial Services2024

Mortgage lender backed by the Bajaj Group. The year's blockbuster, doubling on debut amid record retail demand.

Return from IPO
+69%
₹70 → ₹118
Issue Price
₹70
Listing Price
₹150
Current
₹118
52W High
₹188
52W Low
₹103
Listing Gain
+114.3%

Company Overview

Introduction

Bajaj Housing Finance is a non-deposit-taking housing finance company offering home loans, loans against property and developer finance, part of the Bajaj Finance group.

Business Model

Earns a net interest margin on a prime, low-risk mortgage book, leveraging the Bajaj brand, low cost of funds and a digital-first distribution model.

Industry Analysis

India's mortgage-to-GDP ratio remains low versus peers, giving prime housing lenders a long growth runway.

Promoters
Bajaj Finance Limited Bajaj Finserv Limited

IPO Details

Issue Size
₹6,560 Cr
Price Band
₹66 – ₹70
Lot Size
214 shares
Open → Close
09 Sept 2024 – 11 Sept 2024
Listing Date
16 Sept 2024
Listing Gain
+114.3%
Subscription (times)
63.6x
Overall
209.4x
QIB
41.5x
NII
7.0x
Retail

Market Performance

Current Price
₹118
Market Cap
₹98,200 Cr
P/E Ratio
49.5
Dividend Yield
0%
ROE
15.2%
ROCE
9.1%

Financials

Revenue CAGR +42.2%
Fiscal YearRevenueProfitEBITDANet WorthDebt
FY22₹3,767 Cr₹710 Cr₹3,200 Cr₹6,700 Cr₹38,000 Cr
FY23₹5,665 Cr₹1,258 Cr₹4,900 Cr₹10,500 Cr₹52,000 Cr
FY24₹7,618 Cr₹1,731 Cr₹6,600 Cr₹12,200 Cr₹73,000 Cr

All figures in ₹ crore.

Price History

IPO Price vs Current

Returns

Key Numbers

GMP
₹75
Issue Size
₹6,560 Cr
Return from IPO
+68.6%
Listing Gain
+114.3%

News & Updates

  • Bajaj Housing AUM crosses milestone in FY25

    Mint

    29 Apr 2025
  • Reports lowest GNPA among large HFCs

    Moneycontrol

    20 Jan 2025

SWOT Analysis

Strengths
  • Strong Bajaj parentage and brand
  • Prime, low-NPA loan book
  • Low cost of borrowing
Weaknesses
  • Thin spreads on prime mortgages
  • High competitive intensity
Opportunities
  • Under-penetrated mortgage market
  • Cross-sell across Bajaj ecosystem
Threats
  • Interest-rate volatility
  • Aggressive pricing by banks

Figures are illustrative sample data for demonstration — not investment advice.