Bajaj Holdings & Investment Ltd
NSE: BAJAJHLDNG BSE: 500490
Bajaj Holdings & Investment Ltd (BAJAJHLDNG) is a Diversified company listed on NSE: BAJAJHLDNG | BSE: 500490. With a market cap of ₹1,15,074 Cr and ROCE of 12.8%, ROE of 12.2%, it operates in the Indian Diversified sector.
₹10,340
52W: ₹8588 — ₹14873
PE 40.6 · Book ₹2454 · +321% vs bookMarket Cap₹1,15,074 Cr
Stock P/E40.6Price to Earnings
ROCE12.8%Return on Capital
ROE12.2%Return on Equity
Div. Yield1.41%Face Value ₹10
Strengths
- +Company has reduced debt.
- +Company is almost debt free.
- +Company is expected to give good quarter
- +Company has delivered good profit growth of 70.2% CAGR over last 5 years
- +Company has been maintaining a healthy dividend payout of 58.8%
Weaknesses
- −Stock is trading at 4.19 times its book value
- −Tax rate seems low
- −Company has a low return on equity of 11.7% over last 3 years.
- −Earnings include an other income of Rs.2,037 Cr.
Shareholding Pattern
Promoters51.46%
FIIs9.62%
DIIs8.08%
Public30.85%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 51.46% | 51.46% | 51.46% | 51.46% | 51.46% | 51.46% | 51.46% | 51.46% |
| FIIs | 11.21% | 10.89%▼0.3 | 10.65%▼0.2 | 10.56%▼0.1 | 10.31%▼0.3 | 10.33%▲0.0 | 10.26%▼0.1 | 9.62%▼0.6 |
| DIIs | 6.42% | 6.8%▲0.4 | 7.12%▲0.3 | 7.3%▲0.2 | 7.45%▲0.2 | 7.31%▼0.1 | 7.31% | 8.08%▲0.8 |
| Public | 30.92% | 30.82%▼0.1 | 30.75%▼0.1 | 30.69%▼0.1 | 30.78%▲0.1 | 30.9%▲0.1 | 30.97%▲0.1 | 30.85%▼0.1 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 101 | 1,249 | 126 | 1,129 | 120 | 138 | 295 | 2,501 | 281 | 54 |
| Expenses | 31 | 31 | 41 | 44 | 29 | 40 | 40 | 42 | 40 | 36 |
| Operating Profit | 70 | 1,218 | 84 | 1,085 | 91 | 98 | 255 | 2,459 | 241 | 18 |
| OPM % | 70% | 98% | 67% | 96% | 76% | 71% | 87% | 98% | 86% | 34% |
| Net Profit | 66 | 1,204 | 66 | 1,051 | 84 | 91 | 2,036 | 2,181 | 181 | 310 |
| EPS ₹ | 5.89 | 108.22 | 5.93 | 94.45 | 7.55 | 8.15 | 182.92 | 195.95 | 16.26 | 27.89 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹3,131Cr, up 99% YoY. OPM at 95%.
Debt Position
Borrowings at ₹10Cr. Debt-to-equity ratio: 0.00x. Healthy balance sheet.
Institutional Flow
DIIs: 8.08% (+3.04pp change). FIIs: 9.62% (-2.77pp change). Promoters hold 51.46%.
Margin & Efficiency
ROCE declining from 17% (Mar 2015) to 13% (Mar 2026). Working capital days: 0.
Valuation
PE 40.6x with 12.8% ROCE. Price is 321% above book value of ₹2,454. Dividend yield: 1.41%.
Recent Announcements
- Annual General Meeting To Be Held On Friday, 31 July 2026 7 May - Board approved FY26 audited results, recommended Rs130 final dividend, fixed 30 June record date, AGM on 31 July 2026.
- Intimation Of Record Date 7 May
- Corporate Action-Board approves Dividend 7 May
- Reappointment Of Independent Director Of The Company For Second Term Of Five Consecutive Years. 7 May - Board approved FY26 results, recommended Rs130 final dividend, fixed 30 June record date, AGM on 31 July 2026.
- Announcement under Regulation 30 (LODR)-Change in Directorate 7 May - Board approved FY26 audited results, recommended Rs130/share final dividend, fixed 30 Jun record date, AGM on 31 Jul 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse