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Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
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Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers that immediately caught my attention from Bajaj is that the loan book compounded 40% from 2009 to 2022. To break down Bajaj I'm joined by Saurabh Mukherjea, the founder and CIO of Marcellus Investment Managers. Saurabh previously joined us for a breakdown on Titan and returned to dive into this specialized lender. Please note: Marcellus also holds shares in Microsoft and Amazon. Register for the Business Breakdowns x Founders Conference. For the full show…