Large non-bank lenders flag early signs of stress in gold loan portfolios
Bajaj Finance moved higher.
· BS Companies
Bajaj Finance and Piramal Finance flag early signs of stress in gold loans as rapid lending growth raises concerns over repayment delays, borrower leverage and…
The analysis
Against that, the stock is +0.0% on the day at ₹939.10, and has returned -10.9% over three months. It sits 19% below its 52-week high. The financial services sector has moved -14.9% over the same period, so Bajaj Finance is running 4.0 points ahead of its peers.
For Bajaj Finance, the question is how much of this is already reflected in the price and how much re-rates the financial services peer set alongside it.
Market context
- In focus: Bajaj Finance (BAJFINANCE), in Financial Services.
- On the day, 1 of 2 are higher: Bajaj Finance leads at +0.0% and Piramal Finance trails at -2.6%.
- Over three months: Bajaj Finance -10.9% against Financial Services -14.9% (4.0 points ahead); Piramal Finance -10.4% against Financial Services -14.9% (4.5 points ahead).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Bajaj FinanceBAJFINANCE · Financial Services | ₹939.10 | +0.0% | -2.1% | -10.9% | -19.0% | 1.2× | — |
| Piramal FinancePIRAMALFIN · Financial Services | ₹1,817.00 | -2.6% | -11.1% | -10.4% | -21.4% | 0.6× | — |
Financial Services
1M -8.8% · 3M -14.9%
Bajaj Finance, Piramal Finance
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
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