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Investor Presentaiton

Executive summary - Q4 FY21 Business update by segments: BAJAJ FINANCE LIMITED 1. Most businesses have started disbursing 90-105% of last year's volumes with incremental growth being observed every month. 2. In Q4 FY21, urban consumption businesses (B2B) were at 105%, rural consumption business (B2B) at 119%, credit card origination at 95%, ecommerce at 84% and auto finance business was at 80% of Q4 FY20 volume. 3. In Q4 FY21, urban B2C was at 87% of Q4 FY20 and Rural B2C was at 115% of Q4 FY20 disbursements. 4. In Q4 FY21, SME business was at 138% of Q4 FY20 disbursements. 5. In Q4 FY21, Mortgages was at 147% of Q4 FY20 disbursements. 6. Commercial business AUM grew by 25% in Q4 FY21 compared to Q4 FY20. 7. LAS business AUM grew by 28% in Q4 FY21 compared to Q4 FY20. 8. Existing customers contributed 59% of new loans booked during Q4 FY21 vs 68% in Q4 FY20. This was due to keeping in abeyance wallet loans business (175 K accounts quarterly) and selective lending of Retail EMI (REMI) business (impact of 300 K accounts quarterly). 9
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