March 21, 2025
Finance

Bajaj Housing Finance shares set for inflows up to $50 million as part of FTSE rebalancing


Shares of Bajaj Housing Finance Ltd. will be in the spotlight on Friday, March 21, as the stock will be receiving inflows as part of the FTSE rebalancing adjustments, which will take place towards the close of the trading session.

Bajaj Housing Finance shares are one among the 14 stocks who have been included in the FTSE India Index. The announcements were made last month.

Based on a report by Nuvama Alternative and Quantitative Research, Bajaj Housing may receive inflows to the tune of $45 million, while estimates from IIFL Capital’s Alt Desk are for inflows up to $48.4 million.

The overall FTSE rebalancing is likely to result in passive inflows between $1.4 billion to $1.6 billion for the Indian markets.

Bajaj Housing Finance shares will also be in focus next month, on April 15, as that is when its one-year shareholder lock-in period will end.

A note from Nuvama Alternative and Quantitative Research, as many as 529 crore shares of Bajaj Housing Finance, or 64% of its outstanding equity will become eligible to trade as the shareholder lock-in ends.

It needs to be specified that the end of the shareholder lock-in does not mean all the 529 crore shares will be sold that day itself but they only become eligible to be traded.

As many as 50% or five out of the 10 analysts that have coverage on Bajaj Housing Finance have a “sell” recommendation on the stock. Three of them have a “buy” rating, while one analyst has a “hold” call. A consensus estimate of these 10 analysts is projecting a potential downside of 15% for the stock going forward.

Shares of Bajaj Housing Finance ended little changed on Thursday at ₹121.5. The stock is down 35% from its post-listing high of ₹188.5, even as it remains well above its IPO price of ₹70.



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