“Dharmesh Kant is positive on Bajaj Finance, citing strong Q4 results across all parameters, management's 22-23% growth guidance, and moderating credit costs. While he sees room for appreciation, he advises a "buy on declines" approach due to potential near-term macro headwinds in Q1 and Q2, particularly from Middle East-related stress impacting MSME and small retail borrowers.”

Dharmesh Kant’s track record: 7 graded calls · 95% CI 16–75%