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Bajaj Housing Finance (BHFL), a subsidiary of Bajaj Finance, posted strong growth in the September quarter, with both disbursements and assets under management (AUM) registering healthy double-digit gains.The company disbursed about Rs 15,900 crore in Q2 FY26, up 32% from Rs 12,014 crore in the same quarter last year. Its AUM stood at Rs 1,26,740 crore as of September 30, 2025, reflecting a year-on-year growth of 24% compared with Rs 1,02,569 crore a year ago. Sequentially, AUM expanded by around Rs 6,320 crore during the quarter.Loan assets (advances receivable) were at Rs 1,13,050 crore, up from Rs 89,878 crore last year. The growth highlights Bajaj Housing's ability to scale its home finance and loan against property book amid steady demand for housing credit.About the companyBajaj Housing Finance is currently the fastest-growing and second-largest housing finance company in India, clocking a five-year AUM CAGR of nearly 29% between FY20 and FY25. As of June 2025, its AUM was already at Rs 1.2 lakh crore, reinforcing its strong trajectory.Analysts note that the company benefits from the Bajaj Group’s backing, a granular and low-risk business model, a diversified loan mix with higher-yielding products, and a tech-driven scalable distribution platform. These factors, they say, give the lender a competitive edge in the fragmented housing finance space.However, return ratios may remain moderate in the near term. "RoE is expected to remain at around 13–14% due to intense competition and relatively lower yields in the prime home loan segment," Motilal Oswal said in a coverage note.Valuations also appear rich, with BHFL trading at 3.6x price-to-book and 29x FY27 estimated earnings. The brokerage has modelled AUM and PAT CAGR of about 22% each over FY25–28, with RoA/RoE of 2.3% and 14.2% respectively in FY28. It has a Neutral rating and a target price of Rs 120.While competition in home loans could cap yields, Bajaj Housing's scale, brand strength and distribution are expected to keep growth momentum steady. The company’s ability to sustain its pace of expansion while managing margins will be closely tracked by investors.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)

Citroën India has broadened its X-Series range with the launch of the new Citroën Aircross X, priced at ₹8.29 lakh (ex-showroom). The model builds on the automaker’s “Citroën 2.0 – Shift Into the New” strategy and comes shortly after the introduction of the Basalt X.The Aircross X will be available in two engine configurations, with a choice between manual and automatic transmissions. Customers can opt for ICE or CNG powertrains, while the SUV will be offered in 10 exterior colour options and three interior themes. Buyers will also have flexibility in seating, with both 5-seater and 7-seater layouts designed to suit different family requirements.Citroën Aircross X Key Features and DesignThe SUV has been engineered keeping Indian roads and family usage in mind. It offers a roomy cabin, wide shoulder space, and a boot capacity of up to 511 litres. The Advanced Comfort Suspension system, a hallmark of Citroën’s design, ensures what the company describes as a “flying carpet ride”, smoothing out potholes and rough terrain.On the outside, the Aircross X showcases a muscular stance, signature DRLs, and dual-tone paint schemes, complemented by gold-accented interiors. Practicality is further enhanced with 200 mm ground clearance, clever storage options, and roof-mounted air-conditioning vents for both second and third-row passengers. 124290905A standout feature is CARA, Citroën’s multilingual virtual assistant that supports 52 Indian and global languages. CARA can manage vehicle controls, calls, music, reminders, and navigation. It also integrates safety-first features such as SOS alerts and crash notifications.Commenting on the launch, Kumar Priyesh, Business Head & Director – Automotive Brands, Stellantis India, said: “The New Aircross X is built around the real needs of Indian families—space, comfort, safety, and innovation. With CARA, mobility becomes more intuitive and personal. This SUV merges practicality with the X-Series’ premium appeal, making it both aspirational and accessible.”The Aircross X is expected to strengthen Citroën’s position in the competitive compact SUV segment, offering a blend of European styling, advanced features, and family-focused versatility at an aggressive price point.Exterior Features ‘X’ badge on the rear tail lamp/tail light Projector LED headlamps and fog lights Dual-tone roof option (₹20,000) Ten exterior colour options: Polar White, Steel Grey, Garnet Red, Cosmo Blue, Deep Forest Green (new), Perla Nera Black Dual-tone shades: Deep Forest Green/Perla Nera Black, Polar White/Perla Nera Black, Cosmo White/Polar White, Garnet Red/Perla Nera BlackInterior Features Ventilated leatherette seats Ambient and footwell lighting Redesigned gear lever 10.25-inch infotainment system 7-inch instrument cluster (IC) Gold-accented interiors Three interior colour options Functional / Tech Features Proxi-Sense and push-button start Cruise control and speed limiter Auto-dimming IRVM (inside rear-view mirror) 360-degree camera (optional add-on for ₹25,000) CARA AI assistant (supports 52 Indian and global languages; exclusive to Max trim) Remote alerts and voice SOS Safety Features Six standard airbags ESP (Electronic Stability Program) Hill hold assist ABS with EBD Rear parking sensors Mechanical / Powertrain Engines: 1.2L Naturally Aspirated (NA) Petrol – 80 bhp / 115 Nm 1.2L Turbo Petrol – 109 bhp / 190 Nm (6MT), 205 Nm (6AT) Dealer-level CNG retrofit option Seating configurations: 5-seater and 7-seater

After a volatile start to the week, the Nifty index has shown signs of recovery, trading flat at 24,840 on Friday. Market experts point to technical cues suggesting a possible upward momentum in the near term. CA Rudramurthy BV, a seasoned market analyst, highlighted the shift in market patterns over recent sessions. “Last week on Friday we had this pattern of continuously falling top and falling bottom and the last trading session that was on October 1st, we saw a clear reversal in the pattern and Nifty has now made a higher top and even today making an higher top is very-very positive. So, we are seeing that reversal signs on chart and to be very specific on numbers, Nifty holds a key support now at 24,580. So, this has been the low which markets saw on October 1st. So, I will be a buyer in this market for sure.” Rudramurthy emphasized that while macroeconomic and global factors remain in play, recent domestic measures provide optimism. “Keep aside all the macroeconomic factors and even the global situation and the Trump tariff has now become more or less a joke and in fact, all the changes whatever we are seeing now in terms of both macroeconomic wise as well as locally what we are seeing, the push what we have seen from government in terms of GST cuts and also RBI push in terms of liquidity what we are seeing, they are all very-very positive for me. Finally, we have to remember, share price is always a slave of earning and if earnings are good and the commentary which is going to come out if that is good, I am sure markets will bottom out.” On trading strategy, he recommends using dips as buying opportunities. “Unless 24,300 breaks, I will use all dips as a buying opportunity and for a short-term trader have a stop loss of 24,580 on Nifty and similar levels on Bank Nifty is at around 54,200 and every dip is a buying opportunity. In fact, Bank Nifty can relatively do better than Nifty.” He also highlighted sectors poised for outperformance, including metals, e-commerce, defence, PSU banks, and new-age platform stocks. Rudramurthy also shared his stock picks. “Already long time I have been recommending stock Nykaa from 180, 200 zone and it has outperformed a lot. So, in the same sector I am just trying to pick more stocks. In fact, Paytm is one stock from Rs 800 I am recommending, available in F&O, even at current market price it is a great buy or for that matter Eternal also looks very good. So, Nykaa, Eternal, Paytm, these are all stocks from the same sector more or less and I like all of them and IndiGo is one stock which can definitely outperform.” For IndiGo, Rudramurthy suggests buying near 5,500 levels with targets of 6,000 and a stop loss at 5,500. Eternal, he notes, offers a similar opportunity with initial targets of 360, eventually reaching 400, and a stop loss at 315.

Shares of Atlantaa Ltd soared 20% to hit the upper circuit at Rs 55.65 on the NSE on Wednesday, October 3, after the small-cap company clinched a massive Rs 2,485 crore order from IRCON — over five times its market capitalization of just Rs 450 crore. The stock has hit an upper circuit for a second session in a row.On September 30, Atlantaa informed the exchanges that it had entered into an agreement with IRCON International to undertake the contract for the construction of the Bhandara-Gadchiroli Access Controlled Expressway in Maharashtra on an EPC mode.The order is for package BG-03 from Sarandi in the Bhandara district to Kinhi in the Chandrapur district. The bids were invited by the Maharashtra State Road Development Corporation (MSRDC). IRCON had submitted the bid for the subject contract through legal terms, and was declared L-1 for the package, the company said in a regulatory filing.Also read: Tata Investment Corp shares surge over 45% in 7 sessions. Should you book profit or accumulate?Atlantaa is engaged in a wide range of activities, including infrastructure development such as the construction of roads, highways, bridges, and runways. The company undertakes engineering, procurement, and construction (EPC) contracts and participates in public-private partnership (PPP) projects on Build-Operate-Transfer (BOT) as well as Design-Build-Finance-Operate-Transfer (DBFOT) models.It is also involved in Hybrid Annuity Mode (HAM) projects, operation and maintenance transfer (OMT) projects, and has a presence in real estate development, tourism and hospitality, along with surface mining of limestone and coal.Volumes were strong today, as more than 41 lakh shares changed hands. This is significantly higher than the weekly and monthly averages of 2 lakh and 5 lakh shares, respectively.Read more: Goldman Sachs' Rs 10,000 crore India portfolio: 4 stocks rally 50-155% in 1 yearAs per the latest shareholding pattern on the BSE, promoters hold a 74.67% stake in the company, while retail shareholders account for the remaining 25.33% stake. No mutual funds have an exposure to the company, data showed.Atlantaa is a multibagger stock, rising over 700% in the last 5 years.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)