Bajaj Holdings & Investment Ltd
Incorporated in 2024, Bajaj Holdings & Investment Ltd is an Investment and Credit Company[1]
- Market Cap ₹ 1,21,495 Cr.
- Current Price ₹ 10,917
- High / Low ₹ 13,250 / 8,588
- Stock P/E 13.7
- Book Value ₹ 6,573
- Dividend Yield 1.33 %
- ROCE 11.0 %
- ROE 11.9 %
- 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 19.5%
Cons
- Tax rate seems low
- Company has a low return on equity of 12.4% over last 3 years.
- Earnings include an other income of Rs.8,137 Cr.
* 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
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 524 | 470 | 842 | 420 | 431 | 435 | 457 | 484 | 522 | 1,702 | 739 | 1,121 | 1,139 | |
| 40 | 42 | 215 | 65 | 85 | 134 | 106 | 117 | 142 | 140 | 180 | 162 | 174 | |
| Operating Profit | 484 | 429 | 628 | 355 | 347 | 301 | 352 | 367 | 380 | 1,562 | 559 | 959 | 965 |
| OPM % | 92% | 91% | 75% | 85% | 80% | 69% | 77% | 76% | 73% | 92% | 76% | 86% | 85% |
| 35 | 7 | 8 | 2,390 | 2,827 | 3,058 | 3,451 | 3,896 | 4,673 | 5,967 | 6,224 | 9,130 | 8,137 | |
| Interest | 0 | 0 | 0 | 0 | 0 | 13 | 4 | 3 | 7 | 2 | 1 | 1 | 1 |
| Depreciation | 6 | 5 | 5 | 5 | 4 | 33 | 34 | 34 | 34 | 34 | 34 | 32 | 35 |
| Profit before tax | 513 | 430 | 630 | 2,739 | 3,170 | 3,314 | 3,766 | 4,226 | 5,012 | 7,493 | 6,748 | 10,057 | 9,067 |
| Tax % | 19% | 21% | 21% | 3% | 4% | 7% | 3% | 2% | 1% | 2% | 2% | 3% | |
| 2,029 | 2,265 | 2,473 | 2,655 | 3,048 | 3,080 | 3,654 | 4,126 | 4,946 | 7,365 | 6,626 | 9,789 | 8,993 | |
| EPS in Rs | 182.33 | 203.54 | 222.22 | 238.54 | 273.90 | 268.84 | 327.95 | 364.41 | 435.83 | 652.98 | 585.90 | 865.89 | 795.79 |
| Dividend Payout % | 19% | 16% | 15% | 17% | 12% | 15% | 12% | 32% | 28% | 20% | 16% | 23% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 9% |
| 5 Years: | 20% |
| 3 Years: | 29% |
| TTM: | 30% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 14% |
| 5 Years: | 17% |
| 3 Years: | 19% |
| TTM: | 27% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 19% |
| 5 Years: | 17% |
| 3 Years: | 14% |
| 1 Year: | -15% |
| Return on Equity | |
|---|---|
| 10 Years: | 12% |
| 5 Years: | 12% |
| 3 Years: | 12% |
| Last Year: | 12% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| 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 | 13,282 | 15,182 | 17,707 | 25,090 | 26,841 | 27,652 | 37,056 | 42,731 | 44,071 | 54,136 | 62,576 | 73,039 |
| 0 | 0 | 0 | 0 | 0 | 168 | 136 | 114 | 93 | 63 | 31 | 10 | |
| 500 | 178 | 71 | 68 | 56 | 4,797 | 8,186 | 10,632 | 8,913 | 10,851 | 12,547 | 12,027 | |
| Total Liabilities | 13,893 | 15,472 | 17,889 | 25,269 | 27,008 | 32,729 | 45,490 | 53,588 | 53,188 | 65,161 | 75,266 | 85,187 |
| 544 | 544 | 222 | 215 | 193 | 374 | 342 | 310 | 278 | 244 | 203 | 181 | |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 13,078 | 13,276 | 17,364 | 24,575 | 26,257 | 32,068 | 44,914 | 52,964 | 52,555 | 64,715 | 73,808 | 84,865 |
| 271 | 1,651 | 302 | 478 | 558 | 287 | 234 | 314 | 355 | 203 | 1,254 | 142 | |
| Total Assets | 13,893 | 15,472 | 17,889 | 25,269 | 27,008 | 32,729 | 45,490 | 53,588 | 53,188 | 65,161 | 75,266 | 85,187 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 796 | 1,147 | -923 | 1,631 | 628 | 1,920 | 272 | 1,610 | 1,728 | 1,941 | -1,957 | 4,780 | |
| -464 | 1,019 | -372 | -1,123 | -163 | -800 | -308 | -151 | -137 | -472 | 3,054 | -3,695 | |
| -391 | -761 | -110 | -434 | -536 | -1,028 | -37 | -1,460 | -1,587 | -1,455 | -1,055 | -1,156 | |
| Net Cash Flow | -59 | 1,406 | -1,406 | 74 | -72 | 92 | -73 | -1 | 4 | 14 | 43 | -71 |
| Free Cash Flow | 796 | 1,146 | -923 | 1,631 | 628 | 1,916 | 271 | 1,608 | 1,726 | 1,941 | -1,865 | 4,781 |
| CFO/OP | 171% | 285% | -121% | 512% | 209% | 662% | 108% | 492% | 493% | 133% | -233% | 590% |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| 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 | 4 | 5 | 8 | 5 | 0 | 0 | 0 |
| Inventory Days | ||||||||||||
| Days Payable | ||||||||||||
| Cash Conversion Cycle | 0 | 0 | 0 | 0 | 0 | 4 | 5 | 8 | 5 | 0 | 0 | 0 |
| Working Capital Days | -278 | -48 | 31 | 120 | 299 | 78 | 67 | 160 | 172 | 11 | 500 | 4 |
| ROCE % | 4% | 3% | 4% | 13% | 12% | 11% | 10% | 9% | 10% | 13% | 10% | 11% |
Insights
In beta| Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Capital Adequacy Ratio (CRAR) % ・Standalone data |
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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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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
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Announcement under Regulation 30 (LODR)-Dividend Updates
- Board declared Rs. 65 interim dividend for FY27; record date 21 September 2026, payment by 13 October 2026.
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Board Meeting Outcome for Outcome Of Board Meeting Under Regulation 30 And Regulation 42 Of The SEBI Listing Regulations
- Board declared Rs.65 interim dividend; record date 21 September 2026, payment by 13 October 2026.
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Board Meeting Intimation for Considering Declaration Of Interim Dividend For FY2027
- Board meeting scheduled on 15 September 2026 to consider interim dividend for FY2027.
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
from bse
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