Pending — not yet graded
“Bearish on Bajaj Finance, expecting the RBI circular on revolving credit to impact its growth and profitability. IIFL anticipates a roughly 15% impact on consolidated AUM and 20% on standalone AUM, affecting new customer acquisition and fee income. While prepayment charges could offset some yield impact, long-term demand may shift to compliant offerings like credit cards.”
Bajaj FinanceBearishCalled 07 Aug 2026
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