Bajaj Finance

Few financial services players in Asia Pacific match the executional depth of Bajaj Finance. From Pune, the group manages a workforce of approximately 48k and generates close to $7B in revenue, while steadily widening the gap with regional peers.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“Bajaj Finance is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Governance upgrades and a more transparent disclosure cadence are gradually narrowing the historical valuation gap with global peers.