Samit Vartak said his portfolio recently added Bajaj Finance after a long gap since 2019, citing attractive valuations

Fri 9 Oct 2026

Expected growth rate

20 percent

Heard on business television between 15:52:49 - 15:55:49 IST.

• Said portfolio held Bajaj Finance long ago until 2019 and recently re-added it.
• Cited valuations coming into a comfortable range, with price to book closer to ROA of the business.
• Noted growth sustaining at about 20% for a strong franchise with long-term structural growth story.
• Called the stock attractively valued given these factors.

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