Mumbai, September 4, 2025 – Bajaj Finance share has seen a powerful rise today as the government announced a reduction in GST on consumer durables. This move, seen as an early festive-season stimulus, is expected to lift demand for gadgets, appliances, and other EMI-eligible purchases.
Shares of Bajaj Finance surged by up to 6%, marking the sixth straight session of gains. The reduction in GST from 28% to 18% on appliances like air conditioners and TVs is expected to spur retail spending and, in turn, borrowing activity,with attractive EMIs.
Analysts say the Bajaj Finance share will benefit most among NBFCs thanks to its large consumer-loan portfolio. The tight link between demand for consumer durables and instant finance makes it a clear winner under this policy change.
This rally reflects brighter prospects,not just for Bajaj Finance’s retail financing, but also for the broader NBFC space. A sustained uptick in loan disbursals could shape its fiscal trajectory positively through the festive period.
In addition, Bajaj Finance recently received a reaffirmed “Outperform” rating from leading market analysts, with strong expectations for loan growth and disciplined risk management. This outlook adds further confidence to investors tracking the stock.
Risk Disclaimer
This article is for informational purposes only and does not constitute financial advice. Stock prices are volatile and past performance does not guarantee future results. Please consult a financial advisor before making investment decisions.
