Bajaj Finance and Britannia: Are They Attractive Buys After Recent Declines?

Wednesday, Nov 12, 2025 12:23 am ET1min read

Market expert Parag Thakkar suggests that HDFC, ICICI offer better risk-reward than high-yielding lenders like Bajaj Finance. He highlights SBI's robust performance, citing its strong CASA franchise and low credit cost. Thakkar emphasizes the valuation differential, noting that SBI trades at 1.1 times book value compared to Bajaj Finance's 5 times book value. He believes SBI's 15% ROE and 20% loan book make it a good buy.

Bajaj Finance and Britannia: Are They Attractive Buys After Recent Declines?

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