* Bajaj Housing Finance Limited (BAJAJHFL) has scheduled an analyst/investor group meet in Mumbai, Maharashtra on 5 December 2025. * The company has made available the presentation to be made to analysts/investors on its website. * The home loans industry has witnessed a 13.7% CAGR from FY20 to FY25 and is expected to grow in the range of 14-16% till FY28. * The home loans portfolio grew at 13.7% CAGR over FY20-25, from ₹21.4 lakh crore to ₹40.6 lakh crore. * The sector is expected to continue growing at 14-16% CAGR till FY28 with a portfolio size of approximately ₹60-63 lakh crore. * Lender-wise, the home loan market share remains skewed towards banks, with moderation in HFC share from FY21 to FY25. * During FY23-25, public sector banks grew by 14.1% CAGR, private sector banks by 11.1% CAGR, and HFC portfolios grew by 8.8% CAGR. BHFL grew by 22.8% CAGR during the same period. * As of September 30, 2025, BAJAJHFL's AUM for Home Loans is ₹69,845 crore, LRD is ₹27,290 crore, DF is ₹14,928 crore and LAP is ₹12,985 crore. * The company aims to increase its market share to 5% in incremental home loan originations from the current approximately 2.5-2.7%. * For H1FY26, Assets under management stood at ₹1,26,749 crore and Loan Assets stood at ₹1,13,059 crore. * For H1FY26, Interest income was ₹5,107 crore, Net Interest Income was ₹1,843 crore and Profit after tax was ₹1,226 crore.
