BAJAJFINSVNSEQ3 FY202530 January 2025

Bajaj Finserv Limited

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Key numbers — 40 extracted
10%
one) Net worth (Consolidated) Surplus Funds Book Value Per share (Consolidated) 32,042 29,038 10% 97,226 78,341 24% 110,383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,
24%
olidated) Surplus Funds Book Value Per share (Consolidated) 32,042 29,038 10% 97,226 78,341 24% 110,383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360
3%
ok Value Per share (Consolidated) 32,042 29,038 10% 97,226 78,341 24% 110,383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340
7%
(Consolidated) 32,042 29,038 10% 97,226 78,341 24% 110,383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57
28%
110,383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57,307 3,407 2,284 440 360 28% 23% 49% 34% 8,148 6,
23%
383 2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57,307 3,407 2,284 440 360 28% 23% 49% 34% 8,148 6,569
49%
2,231 2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57,307 3,407 2,284 440 360 28% 23% 49% 34% 8,148 6,569 60,32
22%
2,158 3% 6,456 6,029 7% 8,340 6,524 70,218 57,307 3,407 440 2,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57,307 3,407 2,284 440 360 28% 23% 49% 34% 8,148 6,569 60,329 2,
34%
,284 360 28% 23% 49% 22% 8,340 6,524 70,218 57,307 3,407 2,284 440 360 28% 23% 49% 34% 8,148 6,569 60,329 2,198 377 PAT includes unrealized mark-to-market (MTM) loss on equity inve
₹ 275 Crore
M) loss on equity investments measured at fair value through profit and loss of BALIC and BAGIC of ₹ 275 Crore in Q3 FY2025 and ₹ 196 Crore for 9M FY2025 as compared to MTM gain of ₹ 107 Crore in Q3 FY2024 and
₹ 196 Crore
measured at fair value through profit and loss of BALIC and BAGIC of ₹ 275 Crore in Q3 FY2025 and ₹ 196 Crore for 9M FY2025 as compared to MTM gain of ₹ 107 Crore in Q3 FY2024 and 78 Crore for 9M FY2024. Also
₹ 107 Crore
LIC and BAGIC of ₹ 275 Crore in Q3 FY2025 and ₹ 196 Crore for 9M FY2025 as compared to MTM gain of ₹ 107 Crore in Q3 FY2024 and 78 Crore for 9M FY2024. Also realized MTM loss booked in OCI stands at 37 Crore i
Guidance — 11 items
Behaviours
opening
25 BAGIC – Balanced Product Mix 8% 1% 18% 19% 12% 6% 35% 9% 14% 14% 17% 14% 5% 29% BUSINESS MIX 5% 12% 5% 13% 17% 13% 5% 35% 36% 9% 12% 9% 4% 25% 9% 16% 12% 17% 14% 4% 28% 8% 19% 9% 17% 16% 5% 27% FY23 FY24 Q3 FY24 Q3 FY25 9M FY24 9M FY25 Motor Retail Health Group Health Property, Liability and Engineering Agri (Crop Insurance) Government Health Others  Govt.
Behaviours
opening
 1.36 Crore farmer applications insured in 9MFY25  Issued 1.23 Crore NOPs under crop insurance in 9M FY25  Received crop insurance enrollments from 18,342 CSC centers in 9M FY25  27,550+ active CSC centers in 9M FY25  25+ Partnerships across Insuretech companies, aggregators, wallets such as Phone Pe, payments banks, etc.
Behaviours
opening
1.83 L Policies Issued with over 92.6 Crore of Business Booking WhatsApp + BOING 2.0 Various new features & enhancements were done in BOING and other BOTS 11.35 L Unique Users, 110 Mn Messages Exchanged * Numbers are as on 9M FY25.
Behaviours
opening
~26K active employees, with 96% adoption 90% adoption with ~4.3k monthly active users & ~4 lakh sessions monthly 25% increase in calls answered over Q3 FY’24 with ~₹7.2 Crore cumulative renewal collection for FY'25 30% increase in total sessions as compared to Q3 of FY’24 47 BALIC – Risk Management Product Pricing  Prudent assumptions built in product pricing.
Behaviours
opening
– Financial Snapshot Particulars Total Income PAT Capital infused (as on 31 Dec 2024) (Infused during the quarter) Net Worth (as on 31 Dec 2024) Q3 FY25 Q2 FY25 Q1 FY25 9M FY25 234 (40) 233 (32) 207 (49) 674 (121) All Figures in ₹ Crore 1,126 (40) 458 256 207 Consolidated Revenue & Opex 267 233 281 234 Q1 FY24-25 Q2 FY24-25 Revenue Opex Q3 FY24-25 All the numbers are as per Consolidated Financials for Bajaj Finserv Health and Vidal Healthcare.
Behaviours
opening
NIM was steady in Q3 FY25  As of 31 Dec 2024, deposits book Contribution to consolidated borrowing was 20%  Net Loan losses & provisions for Q3 FY25 were ₹ 2,043 Crore  In Q3, net increase in stage 2 & 3 assets was ₹ 608 Cr.
Behaviours
opening
 Annualized loan loss to average AUF was 2.16% in Q3 FY25 Bajaj Financial Securities Limited – Key Highlights  Net total income grew by 49% to ₹ 110 Crore in Q3 FY2025 Crore as against ₹ 74 crore in Q3 FY2024.
Behaviours
opening
players) Retail Claims Settlement Ratio of 99.23% and Group Claims Settlement Ratio of 99.84% as on 31 Mar 2024 All metric are for five year period FY2019 to FY2024; *NBV CAGR of industry is of 4 private listed players (information available) i.e.
Behaviours
opening
Any opinion, estimate or projection constitutes a judgment as of the date of this presentation, and there can be no assurance that future results or events will be consistent with any such opinion, estimate or projection.
Behaviours
opening
No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation.
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Risks & concerns — 10 flagged
ROE (annualised @200% solvency) estimated to be ~22% All Figures in ₹ Crore FY 2024 Previous Financial Year 20,630 15,068 99.9% (166) 1,550 15.2% 349% 21 BAGIC – Impact of Change in Regulation Q3 FY2025 9M FY2025 All Figures in ₹ Crore Particulars With 1/n impact Without 1/n impact With 1/n impact Gross Written Premium Gross Written Premium Growth Gross Written Premium (Ex.
Behaviours
All others are for the period The usage of the app launched for Farmer Community has seen a significant uptake 10.7 Mn Downloads Voice Bot AI enabled multilingual voice bot developed for Non-motor & Agri Claim intimation and Motor & health claim intimation & status 80k+ Claim intimation / status check calls 32 BAGIC – Risk Management Asset Quality  96.7% of the debt portfolio in AAA and sovereign assets.
Behaviours
 Robust investigation, loss management & analytics intervention Re-Insurance  Reinsurance ceded only to A- and above & AA rated foreign reinsurers and GIC  Large reinsurance capacity & optimum retention  Robust process and analytics to monitor concentration of risk  Catastrophic events adequately covered Reserving & Solvency ultimate for long-tail claim management (Motor TP) over Vintages.
Behaviours
~26K active employees, with 96% adoption 90% adoption with ~4.3k monthly active users & ~4 lakh sessions monthly 25% increase in calls answered over Q3 FY’24 with ~₹7.2 Crore cumulative renewal collection for FY'25 30% increase in total sessions as compared to Q3 of FY’24 47 BALIC – Risk Management Product Pricing  Prudent assumptions built in product pricing.
Behaviours
 High Credit Quality investments in Fixed Income schemes to ensure safety and mitigate risk.
Behaviours
The Company continues to take proactive risk actions by cutting segments and pruning exposures.
Behaviours
70 BHFL – Key Strategic Differentiators STRATEGY Focus on building a low-risk balance sheet with medium ROE.
Behaviours
Strive to adopt environmental practices and processes that minimize / eliminate the adverse impact of company operations on the environment.
Behaviours
All Risk Insurance for Engineering Projects 2.
Behaviours
Health) Q3 FY2025 BAGIC Q3 FY2025 Industry 9M FY2025 BAGIC 9M FY2025 Industry GDPI Growth 2.3% 10.3% 2.8% 6.3% 4.4% 2.3% (48.1%) 46.2% (2.3%) (8.0%) 7.6% 7.5% 7.6% 3.6% 17.5% (8.2%) 7.3% 5.4% 9.9% 14.8% -2.0% 5.9% 12.3% 29.3% (8.3%) 10.1% 10.3% 1.1% 9.1% 7.9% 8.4% 9.3% 11.3% 9.8% 6.9% 7.8% • Continued focus on profitable lines such as commercial, where our growth is multiple times that of the market • Continue to be cautious on Motor CV which has led to lower growth vs.
Behaviours
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Opening remarks
Purpose
“A place where innovation, agility and ownership thrives, creating responsible leaders who build long term profitable businesses, to delight our customers”
Behaviours
Innovate to Simplify Develop & Delegate Dream to Deliver Do The Right Thing 13 Our Reach BAJAJ FINANCE 4,259 Locations (Urban: 1,599 | Rural: 2,660) 224,000+ POS (Active point of sale) BAJAJ HOUSING FINANCE LIMITED 174 Locations 216 Branches BAJAJ ALLIANZ LIFE INSURANCE BAJAJ ALLIANZ GENERAL INSURANCE 575 Branches 155,000+ Individual Agents 100+ Corp. Agents and Brokers 3,500+ PSF 221 Branches 200+ Corp. Agents and Banks 83,600+ POS 64,900+ Individual Agents Entire data is as on 31 December 2024 14 BAJAJ FINSERV LTD. 15 Consolidated Revenue components – Q3 FY2025 Consolidated Revenue components for Q3 FY2025 (Ind AS) Life Insurance 6,157 (- 11%) Others1 399 Intercompany adjustments (598) Bajaj Finserv- Standalone 80 32,042 Bajaj Finserv Consolidated (+ 10%) 1 Includes Bajaj Markets* ₹ 156 Crore, Bajaj Finserv health ₹ 234 Crore BFS AMC ₹ 10 Crore and BFS Ventures ₹ (1) Crore General Insurance 7,944 (+ 2%) Bajaj Finance 18,058 (+ 27%) Consolidated Revenue components for Q3 FY2024 (Ind A
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