BAJAJFINSVNSEQ4 FY2510 May 2025

Bajaj Finserv Limited

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Key numbers — 40 extracted
51.39%
version rate of 87 used across the deck 1 Bajaj Group Structure Bajaj Finserv Limited (Listed) 51.39%1 74%^ 74%^ 80.10% 100% 100% Bajaj Finance Limited (Listed)* Bajaj Allianz General Insuranc
74%
ate of 87 used across the deck 1 Bajaj Group Structure Bajaj Finserv Limited (Listed) 51.39%1 74%^ 74%^ 80.10% 100% 100% Bajaj Finance Limited (Listed)* Bajaj Allianz General Insurance Comp
80.10%
ed across the deck 1 Bajaj Group Structure Bajaj Finserv Limited (Listed) 51.39%1 74%^ 74%^ 80.10% 100% 100% Bajaj Finance Limited (Listed)* Bajaj Allianz General Insurance Company Limited B
100%
s the deck 1 Bajaj Group Structure Bajaj Finserv Limited (Listed) 51.39%1 74%^ 74%^ 80.10% 100% 100% Bajaj Finance Limited (Listed)* Bajaj Allianz General Insurance Company Limited Bajaj A
88.75%
ited (Including Vidal Healthcare Services Pvt. Limited) Bajaj Finserv Asset Management Limited 88.75% 100% Bajaj Housing Finance Limited (Listed) Bajaj Financial Securities Limited 1. 54.73% holdi
54.73%
ited 88.75% 100% Bajaj Housing Finance Limited (Listed) Bajaj Financial Securities Limited 1. 54.73% holding via promoter holding & promoter group 2. Bajaj Finserv Mutual Fund Trustee Ltd is a wholly
26%
ajaj Finserv has entered into a Share Purchase Agreement (SPA) with Allianz SE to acquire Allianz’s 26% stake in its two insurance ventures, BAGIC and BALIC, with participation by the promoter and promo
rs 9
ves, creating responsible leaders who build long term profitable businesses, to delight our customers 9 Our Reach Entire data is as on 31 March 2025 BAJAJ FINANCE 4,263 Locations (Urban: 1,582 | Rural:
rs,
ks 85,600+ POS 66,000+ Individual Agents BAJAJ FINSERV HEALTH BAJAJ FINSERV DIRECT 100,000+ Doctors, 15,000+ Hospitals 5,000+ Labs 45+ MM franchise 96 partners in Bajaj Markets Expansion to Middle e
32%
x from Jun 2020 5 Year CAGR# (FY 20 – FY 25) 10 Year CAGR# (FY 15 – FY 25) BFL BFS Nifty 50 32% 34% 22% 36% 30% 11% Bajaj Finserv & Bajaj Finance On 28 April 2025, BFL announced sub-divisi
34%
m Jun 2020 5 Year CAGR# (FY 20 – FY 25) 10 Year CAGR# (FY 15 – FY 25) BFL BFS Nifty 50 32% 34% 22% 36% 30% 11% Bajaj Finserv & Bajaj Finance On 28 April 2025, BFL announced sub-division of
22%
2020 5 Year CAGR# (FY 20 – FY 25) 10 Year CAGR# (FY 15 – FY 25) BFL BFS Nifty 50 32% 34% 22% 36% 30% 11% Bajaj Finserv & Bajaj Finance On 28 April 2025, BFL announced sub-division of fac
Guidance — 8 items
Integrations
opening
1.93 L Policies Issued with over 11.8 MM of Business Booking WhatsApp BOING 2.0 + Other Chatbots Various new features & enhancements were done in BOING and other BOTS 2.12 MM Unique Users, 176 MM Messages Exchanged * Numbers are as on FY25.
Integrations
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; *VNB CAGR of industry is of 4 private listed players (information available) i.e.
Integrations
opening
~26K active employees, with 97.06% adoption 90% adoption with ~5.4k monthly active users & ~1.28 MM sessions in FY25 15% increase in calls answered over FY24 with ~USD 1.15 MM cumulative renewal collection for FY25 25% increase in total sessions as compared to FY’24 – 0.5 MM+ Sessions recorded * Numbers are for FY2025 40 BALIC – Risk Management Product Pricing ▪ Prudent assumptions built in product pricing.
Integrations
opening
CAGR is calculated for period FY20 to FY25 Note : Numbers used in the above table are compliant with International Financial Reporting Standards; Consol.
Integrations
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CAGR is calculated for period FY20 to FY25 Note : Numbers used in the above table are compliant with International Financial Reporting Standards; Consol.
Integrations
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.
Integrations
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.
Integrations
opening
By viewing this presentation you acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company.
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Risks & concerns — 8 flagged
All others are for the period The usage of the app launched for Farmer Community has seen a significant uptake 1.62 MM Downloads Voice Bot AI enabled multilingual voice bot developed for Non-motor & Agri Claim intimation and Motor & health claim intimation & status 6.4 L Claim intimation / status check calls 23 BAGIC – Risk Management Asset Quality ▪ 96.3% of the debt portfolio in AAA and sovereign assets and 87.9% of Equity in Nifty 50 stocks & 95.8% in BSE100 stocks.
Integrations
▪ 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.
Integrations
Allowance for risk is provided in computing cash flows for various risks and the cost of risk capital.
Integrations
Investment returns are derived from the risk free yield curve.
Integrations
~26K active employees, with 97.06% adoption 90% adoption with ~5.4k monthly active users & ~1.28 MM sessions in FY25 15% increase in calls answered over FY24 with ~USD 1.15 MM cumulative renewal collection for FY25 25% increase in total sessions as compared to FY’24 – 0.5 MM+ Sessions recorded * Numbers are for FY2025 40 BALIC – Risk Management Product Pricing ▪ Prudent assumptions built in product pricing.
Integrations
▪ High Credit Quality investments in Fixed Income schemes to ensure safety and mitigate risk.
Integrations
69 BHFL – Key Strategic Differentiators STRATEGY Focus on building a low-risk balance sheet with medium ROE.
Integrations
Strive to adopt environmental practices and processes that minimize / eliminate the adverse impact of company operations on the environment.
Integrations
Speaking time
Integrations
1
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Opening remarks
Integrations
A total of 484 integrations were delivered across 94 partners (51 new Partners) • New Product journeys: End-to-End journeys developed for 6 new products along with 9 new add-ons & 176 generic products • LMS & Pre-inspection app for Cattle: Comprehensive solutions suite for cattle business, which includes a LMS designed for banks to generate leads, a real-time pre-inspection app to streamline the inspection process and improve efficiency 22 AI – Artificial Intelligence, RPA – Robotic Process Automation, * NPS conducted by an independent agency across the customer journey for FY2024 Key Technology & Customer Initiatives of FY 2025 –[2/2] Existing Digital Capabilities Enhanced & Scaled-up Website Caringly Yours App* Our website is now available in 7 different languages for our customers 29.8 MM Visitors | 6.5 L Policies Issued Our Customer facing app remains amongst the most used app in Insurance Industry 5.37 MM Total Downloads | 9.58 L Active Users BAGICARE – CRM B Care Portal & App Omn
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