| Management target | Net Profit FY30 |
|---|
| Revenue growth | Modest 1.5% growth; Consumer Products vertical up 2.4% YoY. |
|---|---|
| Margins | EBITDA margin improved 140 bps to 4.4% via cost efficiencies. |
| Order book | Professional lighting seeing selective bidding due to high inflation. |
| Demand visibility | Positive outlook for festive season despite current sector softness. |
| Management confidence | Balanced, but defensive regarding fan segment share loss and transition. |
Growth
Modest 1.5% revenue growth; gross margin maintained at 31.9%. Consumer products grew 2.4%, but Lighting Solutions declined 1.3%.
Outlook
Targeting high double-digit turnover and 10% profitability in next 2-3 years. BLDC fan capacity ramping up in 3-6 months.
Risks
Persistent double-digit degrowth in the core fans segment. High commodity cost inflation and uncertain geopolitical environment remains a concern.
Earnings Call Transcript filed with NSE, NSE: BAJAJELEC. Summary written with AI assistance from the document.
Bajaj Electricals Ltd: key numbers
- Share price
- ₹292.65
- Market cap
- ₹3,378 Cr
- Revenue (annual)
- ₹4,462 Cr
- Net profit (annual)
- ₹-90.86 Cr
- P/E (TTM)
- -124.4×Sector 42.1×
- Promoter holding
- 62.68%-0.01% QoQ
- FII holding
- 5.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Electricals Ltd
All →Bajaj Electricals Management Change
Bajaj Electricals' executive director Shekhar Bajaj resigned, effective 31-Dec-2026. Sanjay Sachdeva was re-appointed as Executive Director (CEO-MD) for five months from 01-Apr-2027.
Bajaj Electricals Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs1,123 Cr (+1.5% YoY); EBIT Rs50 Cr (4.4% margin vs 3.0%); PAT Rs26 Cr vs Rs10 Cr. Consumer Products grew while Lighting declined.
Bajaj Electricals Q2 FY27 Results: Net Profit ₹26.1 Cr, Up 163.6% YoY
Bajaj Electricals Ltd reported revenue from operations of ₹1,123 Cr (+1.5% YoY) and net profit of ₹26.1 Cr (+163.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹26.1 Cr · +163.6% YoY
Bajaj Electricals Employee Stock Options
Bajaj Electricals granted 88,222 performance stock options to 7 employees under PSOP Plan 2023. Exercise price is face value of Rs.2 per share.
Bajaj Electricals Other Announcement
Bajaj Electricals Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI (LODR) Regulations.
Bajaj Electricals Legal & Regulatory
Bajaj Electricals received an appellate order for FY 2019-20 from the West Bengal tax authority, imposing a total tax demand of Rs. 6.27 Crore.
- Value
- ₹6.27 Cr