Bajaj Holdings & Investment Ltd
Incorporated in 2024, Bajaj Holdings & Investment Ltd is an Investment and Credit Company[1]
- Market Cap ₹ 1,19,637 Cr.
- Current Price ₹ 10,750
- High / Low ₹ 13,250 / 8,588
- Stock P/E 39.7
- Book Value ₹ 2,454
- Dividend Yield 1.35 %
- ROCE 12.8 %
- ROE 11.1 %
- Face Value ₹ 10.0
Pros
- Company has reduced debt.
- Company is almost debt free.
- Company is expected to give good quarter
- Company has been maintaining a healthy dividend payout of 58.8%
Cons
- Stock is trading at 4.38 times its book value
- Tax rate seems low
- Company has a low return on equity of 11.3% over last 3 years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Financial Services Financial Services Finance Holding Company
Part of BSE 500 BSE 100 BSE 200 BSE Dollex 200 Nifty Next 50
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,003 | 1,395 | 883 | 949 | 998 | 2,206 | 426 | 1,831 | 1,933 | 3,176 | 1,573 | 3,184 | 3,222 | |
| 37 | 37 | 211 | 64 | 85 | 114 | 86 | 97 | 119 | 121 | 154 | 158 | 170 | |
| Operating Profit | 966 | 1,357 | 673 | 885 | 914 | 2,092 | 340 | 1,734 | 1,813 | 3,055 | 1,419 | 3,026 | 3,052 |
| OPM % | 96% | 97% | 76% | 93% | 92% | 95% | 80% | 95% | 94% | 96% | 90% | 95% | 95% |
| 4 | 7 | 5 | 5 | 0 | 0 | 6 | 2 | 4 | 0 | 27 | 1,983 | 66 | |
| Interest | 0 | 0 | 0 | 0 | 0 | 13 | 4 | 3 | 7 | 2 | 1 | 1 | 1 |
| Depreciation | 5 | 5 | 5 | 5 | 4 | 32 | 32 | 32 | 32 | 32 | 32 | 32 | 35 |
| Profit before tax | 964 | 1,359 | 672 | 884 | 910 | 2,048 | 310 | 1,701 | 1,779 | 3,021 | 1,413 | 4,977 | 3,083 |
| Tax % | 10% | 6% | 20% | 10% | 13% | 11% | 36% | 4% | 4% | 4% | 9% | 5% | |
| 868 | 1,271 | 538 | 800 | 788 | 1,827 | 199 | 1,631 | 1,712 | 2,896 | 1,292 | 4,708 | 3,016 | |
| EPS in Rs | 77.97 | 114.16 | 48.36 | 71.88 | 70.82 | 164.15 | 17.84 | 146.51 | 153.79 | 260.25 | 116.07 | 423.01 | 271.02 |
| Dividend Payout % | 42% | 28% | 67% | 56% | 46% | 24% | 224% | 78% | 80% | 50% | 80% | 46% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 9% |
| 5 Years: | 50% |
| 3 Years: | 18% |
| TTM: | 92% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 7% |
| 5 Years: | 67% |
| 3 Years: | 15% |
| TTM: | 106% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 18% |
| 5 Years: | 18% |
| 3 Years: | 16% |
| 1 Year: | -13% |
| Return on Equity | |
|---|---|
| 10 Years: | 10% |
| 5 Years: | 11% |
| 3 Years: | 11% |
| Last Year: | 11% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 |
| Reserves | 5,852 | 6,687 | 7,225 | 10,110 | 10,878 | 10,581 | 13,905 | 15,277 | 15,554 | 18,724 | 19,261 | 27,196 |
| 0 | 0 | 0 | 0 | 0 | 168 | 136 | 114 | 93 | 63 | 31 | 10 | |
| 494 | 172 | 66 | 68 | 56 | 66 | 350 | 567 | 563 | 804 | 460 | 926 | |
| Total Liabilities | 6,457 | 6,970 | 7,402 | 10,289 | 11,046 | 10,926 | 14,503 | 16,069 | 16,321 | 19,701 | 19,863 | 28,243 |
| 25 | 24 | 220 | 215 | 193 | 359 | 328 | 297 | 265 | 234 | 203 | 180 | |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 6,173 | 5,308 | 6,894 | 9,597 | 10,295 | 10,335 | 14,020 | 15,492 | 15,724 | 19,289 | 18,432 | 27,955 |
| 259 | 1,637 | 288 | 478 | 557 | 232 | 156 | 280 | 331 | 179 | 1,228 | 108 | |
| Total Assets | 6,457 | 6,970 | 7,402 | 10,289 | 11,046 | 10,926 | 14,503 | 16,069 | 16,321 | 19,701 | 19,863 | 28,243 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 776 | 1,143 | -913 | 1,629 | 627 | 1,849 | 225 | 1,581 | 1,669 | 1,875 | -1,987 | 4,673 | |
| -445 | 1,022 | -383 | -1,123 | -163 | -844 | -188 | -106 | -133 | -460 | 3,019 | -3,676 | |
| -391 | -759 | -110 | -432 | -536 | -988 | -35 | -1,475 | -1,532 | -1,402 | -990 | -1,066 | |
| Net Cash Flow | -59 | 1,406 | -1,406 | 74 | -72 | 17 | 2 | -0 | 4 | 13 | 42 | -70 |
| Free Cash Flow | 776 | 1,143 | -913 | 1,629 | 627 | 1,848 | 225 | 1,580 | 1,669 | 1,875 | -1,960 | 4,673 |
| CFO/OP | 84% | 90% | -111% | 205% | 79% | 92% | 97% | 101% | 99% | 65% | -95% | 183% |
Ratios
Standalone / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Inventory Days | ||||||||||||
| Days Payable | ||||||||||||
| Cash Conversion Cycle | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Working Capital Days | -146 | -16 | 30 | 60 | 129 | 15 | 64 | 39 | 45 | 5 | 239 | -0 |
| ROCE % | 17% | 21% | 10% | 10% | 9% | 19% | 3% | 11% | 11% | 17% | 7% | 13% |
Insights
In beta| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Adequacy Ratio (CRAR) % |
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| Share of profit from associates (Bajaj Auto + Bajaj Finserv) INR crore |
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| Stake in Bajaj Auto Ltd % |
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| Stake in Bajaj Finserv Ltd % |
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| Strategic Equity Investments Market Value INR crore |
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| Total Investment Portfolio Market Value INR crore |
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Extracted by Screener AI
Documents
Announcements
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Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
- Submitted Regulation 74(5) certificate for quarter ended 30 September 2026.
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Board Meeting Intimation for Considering And Approving Unaudited Standalone And Consolidated Financial Results For The Quarter And Half Year Ended 30 September 2026
- Board to meet on 3 November 2026 for Q2 and half-year FY2027 results; trading window closed until 5 November.
- Closure of Trading Window
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Communication Sent To Shareholders Regarding Tax Deduction At Source (TDS) On Interim Dividend And Updation Of Bank Account Details
- Sent TDS and bank account update communication to shareholders on 17 September 2026.
- Intimation Under Regulation 42 Of The SEBI (LODR) Regulations, 2015 - Record Date
Annual reports
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Annual Report 2026
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Annual Report 2025
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Annual Report 2024
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Annual Report 2023
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Annual Report 2022
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Annual Report 2021
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Annual Report 2020
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Annual Report 2019
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Annual Report 2018
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Annual Report 2017
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Annual Report 2016
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Annual Report 2015
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Annual Report 2014
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Annual Report 2013
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Annual Report 2012
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Business Overview:[1]
a) BHIL was formed after demerger from
Bajaj Auto Limited, whereby its manufacturing undertaking was transferred to the new Bajaj Auto Limited (BAL), and its strategic business undertaking consisting of wind farm business, financial services business was vested with Bajaj Finserv Limited (BFS).
b) All the businesses and all properties, assets, investments, and liabilities of erstwhile Bajaj Auto Ltd, other than the manufacturing undertaking and the strategic business undertaking, now remain with BHIL.
c) Post-demerger, BHIL holds 30%+ shares each in BAL and BFS.
d) BHIL is registered as a Systemically Important Non-deposit Non-Banking Financial Company