Bajaj Housing Finance stock down 32% in 11 months. Motilal Oswal sees no near-term recovery. Here's why

Motilal Oswal rates Bajaj Housing Finance Neutral with a target of ₹120, suggesting a 7% upside. The brokerage cites strong asset quality but notes rising competition may pressure growth and RoE, projecting stable NIMs and spreads through FY26-27.

Sep 11, 2025 - 13:00
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Bajaj Housing Finance stock down 32% in 11 months. Motilal Oswal sees no near-term recovery. Here's why
Motilal Oswal rates Bajaj Housing Finance Neutral with a target of ₹120, suggesting a 7% upside. The brokerage cites strong asset quality but notes rising competition may pressure growth and RoE, projecting stable NIMs and spreads through FY26-27.

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