| Revenue growth | Lighting grew 28% YoY; Consumer Products faced significant seasonal headwinds. |
|---|---|
| Margins | Lighting at record 8.5% EBIT; Consumer margins hit by deleverage. |
| Demand visibility | Mixed visibility due to unseasonal rains and geopolitical uncertainties. |
| Management confidence | Balanced, acknowledging segment misses while highlighting structural changes. |
Growth
Lighting Solutions revenue grew 28% YoY with 8.5% EBIT margins; Consumer Products struggled with seasonal headwinds and supply disruptions.
Outlook
Targeting 6-9% industry-average margins and reduced capex over the next 24 months, focusing on BLDC fan recovery.
Risks
Conflict-driven inflation, cooling product demand volatility, and market share losses in the BLDC fan segment pose immediate threats.
Earnings Call filed with NSE, NSE: BAJAJELEC. Summary written with AI assistance from the document.
Bajaj Electricals Ltd: key numbers
- Share price
- ₹300.70
- Market cap
- ₹3,471 Cr
- Revenue (annual)
- ₹4,462 Cr
- Net profit (annual)
- ₹-90.86 Cr
- P/E (TTM)
- -80.0×Sector 45.6×
- Promoter holding
- 62.69%+0.00% QoQ
- FII holding
- 5.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Call
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Bajaj Electricals Q1 FY27 Results: Net Profit ₹48.4 Cr, Up 5277.8% YoY
Bajaj Electricals Ltd reported revenue from operations of ₹1,089 Cr (+2.3% YoY) and net profit of ₹48.4 Cr (+5277.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹48.4 Cr · +5277.8% YoY