24-26% AUM growth in FY26, led by affordable housing & digital scale-up. ROE lag & spread compression are near-term risks. Clean book, premium play with high execution bar.
Thanks Pradhuman! You are a savior. You caught the typo in our calculation which took our analysis in a different direction. Thanks for pointing it out. We owe you a big favor.
The market cap for BAJAJ Housing is 111,000 cr and not 11k cr and hence the P/B is not 0.66x as stated in the write up !!!
Thanks Pradhuman! You are a savior. You caught the typo in our calculation which took our analysis in a different direction. Thanks for pointing it out. We owe you a big favor.
We have corrected it.