Why did Bajaj Housing Finance share jump, and how does it impact Bajaj Finance?

Bajaj Housing Finance reported a 21% year-on-year profit rise with stable asset quality, which lifted confidence in funding and credit costs at the group. That positive read-through supported sentiment in the parent stock. When a key subsidiary shows resilience, markets often infer healthier consolidated margins and more predictable earnings for the next few quarters.

What are the key things to track in Bajaj Finance Q3 results?

Watch AUM growth by segment, NII trajectory, and cost-to-income for operating leverage. Margins versus funding costs will be central, alongside stage-3 ratios and credit costs. Guidance on demand, opex discipline, and mix between secured and unsecured lending can shape earnings visibility and drive near-term direction for Bajaj Finance share price.

How does options pricing affect Bajaj Finance share price around results?

Implied volatility points to a roughly ±6.5% move into the February expiry, so traders expect a wide reaction after earnings. If the actual move is smaller, implied volatility may fall and support prices. If results surprise, realized volatility can exceed the implied move, causing sharp swings in either direction.

Is Bajaj Finance expensive on valuation today?

At about 30.7 times trailing earnings and near 5.4 times book, the stock prices in premium growth and strong return metrics. With ROE near 19% and solid profitability, the premium can sustain if margins and credit costs remain stable. Any miss on spreads or asset quality could compress multiples in the short term.

Global Market Insights

BAJFINANCE.NS Stock Today: February 03 Q3 due; BHFL jumps on profit beat

ByHuzaifa Zahoor February 3, 2026February 3, 2026

Bajaj Finance share price jumped nearly 7% in afternoon trade on 3 February as investors positioned for Q3 results due post market. Bajaj Finance (BAJFINANCE.NS) drew support from its housing arm’s strong print and stable asset quality. Options pricing signals a ±6.5% move into the February expiry, highlighting event risk. We break down what drove the move, what to watch in Bajaj Finance Q3 results, and the near-term levels for traders tracking Bajaj Finance share price today.