Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

CLSA on Bajaj Finance
Sell, TP Rs 5600
AUM growth of 7% QoQ/31% YoY strong
However, number of loans disbursed was up only 8% YoY
If growth driven by higher ticket sizes, it would come off when inflation cools down
If it is driven by mortgages, ROE should moderate

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!