Shares of Bajaj Housing Finance plunged nearly 9% on 2 December 2025, touching a fresh 52-week low around ₹ 94.90–₹ 95.50 on the BSE. (The Economic Times)
🔎 What Triggered the Fall?
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Major Block Deal & Promoter Stake Sale: The slump came after reports that its promoter — Bajaj Finance — executed a large block-deal, offloading roughly 2.3% of total equity (about 19–19.5 crore shares) valued close to ₹1,890 crore at around ₹97/share. (Business Upturn)
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Supply Overhang & Market Sentiment: Heavy share selling at a discounted price created a supply overhang. The discount — nearly 9–10% below previous closing — intensified bearish sentiment. (Moneycontrol)
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Regulatory/Public-Shareholding Compliance: The promoter’s stake reduction reportedly aims to meet minimum public shareholding norms. While compliance is regulatory, the timing and volume spooked investors. (The Financial Express)
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Overhang of Future Selling Pressure: Market watchers fear more stock may enter the market if further divestments continue — pushing uncertainty over near-term price stability. (Business Upturn)
Result: Despite prior strong performance and fundamentals, sentiment-driven selling led to steep decline — triggering the 52-week low.
🧾 What This Means for Investors
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Short-term volatility ahead: If the block-deal aftermath continues, expect high volatility. Those with a short-term horizon should be cautious.
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Watch for further stake-sale announcements: Any fresh divestment news (promoter or bulk deals) could trigger further downside pressure.
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Potential value-buy opportunity (for long-term): If housing finance fundamentals stay strong, this dip may offer a lower entry point — but only for investors comfortable with risk and volatility.
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Better to wait for consolidation: Conservative investors may wait for stability — i.e. consistent demand, clarity on promoter holdings, or regulatory assurance before buying.
📰 Quick Company Snapshot & Recent Performance
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Bajaj Housing Finance was listed in September 2024. Since listing, the stock has experienced significant swings — touching previous highs but now trading at steep discounts. (Fortune India)
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The recent block-deal and planned stake sale by promoter contribute to downward pressure. (The Economic Times)