Shares of Bajaj Finance, Bajaj Finserv and Bajaj Housing Finance advanced in early Mumbai trading after the companies reported upbeat provisional numbers for the first quarter of fiscal 2026. Bajaj Finance gained around 2.6% to Rs 934.20, topping the Sensex, while Bajaj Housing Finance and Bajaj Finserv rose 1.6% and 1.3%, respectively. Suryoday Small Finance Bank also climbed 5% on its own business update. Bajaj Finance said assets under management grew 25% year-on-year to about Rs 4.41 lakh crore as of 30 June. The non-bank lender booked 13.49 million new loans in the quarter, up 23%, and expanded its customer base to 106.51 million. Deposits increased 15% to Rs 72,100 crore. At Bajaj Housing Finance, gross disbursements reached roughly Rs 14,640 crore, up from Rs 12,004 crore a year earlier. Assets under management climbed 24% to about Rs 1.20 lakh crore, with loan assets rising to Rs 1.06 lakh crore. Morgan Stanley reiterated an “overweight” rating on Bajaj Finance, citing the company’s ability to maintain mid-20% AUM growth even as system-wide credit expansion shows signs of easing. Investors are now watching the lender’s guidance on credit costs and asset quality when detailed earnings are released later this month.