Bajaj Finance reported a 22% year-on-year increase in net profit to Rs 5,553 crore for the March quarter, in line with Bloomberg’s profit estimates of Rs 5,560 crore. This profit figure followed a one-time action and presentation change. Before this adjustment, the company’s net profit had risen by 27% y-o-y to Rs 5,660 crore for the March quarter. In Q4 FY26, Bajaj Finance revised the presentation of recoveries from written-off loans, moving them from other operating income to loan losses and provisions. This change led to a decrease in net total income, loan losses and provisions, along with related ratios, although it did not affect operating or net profit, according to the company.