Bajaj Finance 'bulls' expects stock to benefit from this RBI move, projects 19% upside

IN · 2026-07-03

1. Step 1 · The triggerRBI eases FCNR (B) norms for NBFCs, enabling foreign currency deposit mobilization.
2. Step 2 · Knock-onBajaj Finance attracts low-cost FCNR deposits, reducing its overall funding cost.
3. Step 3 · Knock-onLower funding cost improves net interest margin and lending competitiveness.
4. Step 4 · Reaches youSustained margin expansion supports higher return on equity and valuation re-rating.

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: CNBC TV18 (Markets)

This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.