Bajaj Holdings and Investment Ltd’s fundamental analysis highlights key financial metrics including market capitalisation of ₹101,515.26 crore, PE ratio of 13.97, debt-to-equity ratio of 0.1, and return on equity of 12.69%. These figures reflect the company’s financial health and current market valuation.
Content:
- Bajaj Holdings & Investment Ltd Overview
- Bajaj Holdings & Investment Financial Results
- Bajaj Holdings & Investment Financial Analysis
- Bajaj Holdings & Investment Company Metrics
- Bajaj Holdings & Investment Stock Performance
- Bajaj Holdings & Investment Peer Comparison
- Bajaj Holdings & Investment Shareholding Pattern
- Bajaj Holdings & Investment History
- How To Invest In Bajaj Holdings & Investment Ltd Share?
- Bajaj Holdings & Investment Limited Fundamental Analysis – FAQs
Bajaj Holdings & Investment Ltd Overview
Bajaj Holdings and Investment Ltd is an India-based holding and investment company. It operates in the financial services sector, focusing on earning income through dividends, interest, and gains on investments held in various sectors and asset classes.
The company has a market capitalisation of ₹101,515.26 crore and is listed on both the Bombay Stock Exchange (BSE) and National Stock Exchange (NSE). Currently, the stock is trading 10.45% below its 52-week high and 37.62% above its 52-week low.
Bajaj Holdings & Investment Financial Results
Bajaj Holdings and Investment Ltd showed substantial growth from FY 22 to FY 24, with sales increasing from ₹429.69 crore to ₹1,649 crore and net profit rising from ₹4,126 crore to ₹7,365 crore. The company maintained strong profitability and improved EPS over the years.
1. Revenue Trend: Sales increased from ₹429.69 crore in FY 22 to ₹464 crore in FY 23, and further to ₹1,649 crore in FY 24, indicating robust revenue growth.
2. Equity and Liabilities: Detailed equity and liabilities aren’t provided, but the table shows consistent depreciation expenses around ₹33.86 crore, suggesting stable long-term asset management.
3. Profitability: Operating Profit Margin (OPM) improved from 73% in FY 22 to 69% in FY 23, and further to 91% in FY 24, reflecting enhanced operational efficiency.
4. Earnings per Share (EPS): EPS increased from ₹364 in FY 22 to ₹436 in FY 23, and further to ₹653 in FY 24, indicating strong profit growth per share.
5. Return on Net Worth (RoNW): While RoNW isn’t directly mentioned, the increasing net profit from ₹4,126 crore in FY 22 to ₹7,365 crore in FY 24 suggests a positive impact on RoNW, indicating better returns on shareholders’ equity.
6. Financial Position: The company’s financial position strengthened with EBITDA increasing from ₹369.09 crore in FY 22 to ₹1,573 crore in FY 24, despite rising expenses, showcasing robust financial health and management.
Bajaj Holdings & Investment Financial Analysis
| FY 24 | FY 23 | FY 22 | |
| Sales Insight-icon | 1,649 | 464 | 429.69 |
| Expenses | 140.23 | 142 | 117.42 |
| Operating Profit | 1,508 | 322 | 312.27 |
| OPM % | 91 | 69 | 73 |
| Other Income | 64.77 | 63.26 | 56.82 |
| EBITDA | 1,573 | 385.3 | 369.09 |
| Interest | 2.16 | 6.94 | 3.15 |
| Depreciation | 33.86 | 33.86 | 33.71 |
| Profit Before Tax | 1537 | 345 | 332 |
| Tax % | 8 | 19 | 30 |
| Net Profit | 7365 | 4946 | 4126 |
| EPS | 653 | 436 | 364 |
| Dividend Payout % | 20.06 | 28.22 | 31.56 |
* Consolidated Figures in Rs. Crores
Bajaj Holdings & Investment Company Metrics
Bajaj Holdings & Investment’s market capitalization is ₹101,515.26 crore, with a book value per share of ₹4874 and a face value of ₹10. The asset turnover ratio is 0.13, total debt is ₹62.57 crore, ROE is 12.69%, quarterly EBITDA is ₹1,626.7 crore, and dividend yield is 1.44%.
Market Capitalization: Market Capitalization represents the total market value of Bajaj Holdings & Investment’s outstanding shares, amounting to ₹101,515.26 crore.
Book Value: The book value per share of Bajaj Holdings & Investment is ₹4874 indicating the value of the company’s net assets divided by its shares outstanding.
Face Value: The face value of Bajaj Holdings & Investment shares is ₹10, which is the nominal value of each share as stated on the share certificate.
Asset Turnover Ratio: The Asset Turnover Ratio of 0.13 measures how efficiently Bajaj Holdings & Investment uses its assets to generate sales revenue or sales income.
Total Debt: The Total Debt of Bajaj Holdings & Investment stands at ₹62.57 crore, representing the total amount of money the company owes to creditors.
Return on Equity (ROE): The ROE of 12.69% measures Bajaj Holdings & Investment’s profitability by revealing how much profit the company generates with the money shareholders have invested.
EBITDA (Q): The quarterly EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) of Bajaj Holdings & Investment is ₹1,626.7 crore, indicating the company’s operating performance.
Dividend Yield: The dividend yield of 1.44% shows the annual dividend payment as a percentage of Bajaj Holdings & Investment’s current share price, indicating the return on investment from dividends alone.
Bajaj Holdings & Investment Stock Performance
Axis Bank Ltd delivered returns of 30.2% in one year, 31.1% over three years, and 23.2% over five years, showcasing robust growth potential. This consistent performance reflects the company’s capacity to generate substantial returns for investors.
| Period | Return on Investment (%) |
| 1 Year | 30.2 |
| 3 Years | 31.1 |
| 5 Years | 23.2 |
Example: If an investor had invested ₹1,000 in Bajaj Holdings and Investment Ltd stock:
1 year ago, an investment would be worth ₹1,302.
3 years ago, the investment would have grown to ₹1,311.
5 years ago, the investment would have increased to approximately ₹1,232.
Bajaj Holdings & Investment Peer Comparison
Bajaj Holdings and Investment Ltd, with a CMP of ₹9,189.95 and a P/E ratio of 13.71, has a market cap of ₹1,02,271.59 Cr and a one-year return of 23.15%. In comparison, peers like Shriram Finance and HDFC AMC delivered higher one-year returns of 52.94% and 62.56%, respectively.
| Name | CMP Rs. | P/E | Mar Cap Rs.Cr. | 1Yr return % | Vol 1d | 1mth return % | From 52w high | Down % | 6mth return % |
| Bajaj Finance | 6538.35 | 27.12 | 404816.6 | -8.2 | 949601 | -8.4 | 0.8 | 20.19 | -0.57 |
| Bajaj Finserv | 1564.1 | 29.94 | 249797.7 | 3.69 | 1976743 | -0.98 | 0.9 | 10.2 | -0.41 |
| Jio Financial | 311.35 | 124.8 | 197840.7 | 13625337 | -11.74 | 0.79 | 21.12 | 18.47 | |
| Cholaman.Inv.&Fn | 1335.35 | 30.7 | 112280.8 | 25.04 | 1047718 | -6.72 | 0.9 | 9.59 | 17.81 |
| Shriram Finance | 2836.8 | 14.1 | 106673.7 | 52.94 | 1196092 | -1.01 | 0.93 | 7.28 | 20.82 |
| Bajaj Holdings | 9189.95 | 13.71 | 102271.6 | 23.15 | 30647 | -4.94 | 0.91 | 8.83 | 5.95 |
| HDFC AMC | 3984.1 | 41.05 | 85060.23 | 62.56 | 755772 | -5.92 | 0.93 | 7.27 | 9.35 |
Bajaj Holdings & Investment Shareholding Pattern
Bajaj Holdings and Investment Ltd shareholding pattern includes promoters holding 2,00,49,515 shares (18.00%), the public holding 59,05,401 shares (5.30%), and DIIs with 54,49,152 shares (4.90%). This structure highlights significant promoter control while also involving public and institutional investor participation.
| Category | Shares | Shares % |
| Promoter | 2,00,49,515 | 18.00% |
| Public | 59,05,401 | 5.30% |
| Dii | 54,49,152 | 4.90% |
Bajaj Holdings & Investment History
Bajaj Holdings & Investment Limited is a prominent Indian holding and investment company. Its primary focus is on generating income through dividends, interest, and capital gains from its diverse investment portfolio. The company acts as a primary investment vehicle, constantly exploring new business opportunities in the market.
The company’s investment strategy encompasses a wide range of sectors and asset classes. Its equity portfolio includes investments in both listed and unlisted entities across various industries such as Consumer Discretionary, Consumer Staples, Financials, Industrials, Communication Services, Real Estate, and Materials/Energy. This diversified approach helps in spreading risk and capturing growth opportunities across different sectors.
In addition to its equity investments, Bajaj Holdings & Investment maintains a fixed-income portfolio. This includes instruments such as Certificates of Deposit, Mutual Funds, Government Securities, and Corporate Bonds. The company typically adopts a long-term investment horizon, often holding investments for five years or more, based on its growth projections and market opportunities.
How To Invest In Bajaj Holdings & Investment Ltd Share?
To invest in Bajaj Holdings & Investment Ltd shares, begin by opening a demat account with Alice Blue. Complete the necessary KYC process and fund your account with the desired investment amount.
Research the company’s fundamentals, financial performance, and market trends before making an investment decision. Use the trading platform provided by the broker to place a buy order for Bajaj Holdings & Investment shares at your preferred price.
Monitor your investment regularly and stay informed about company news and market developments. Consider setting up a systematic investment plan (SIP) for long-term investing in the stock if it aligns with your financial goals.
Bajaj Holdings & Investment Limited Fundamental Analysis – FAQs
The Fundamental analysis of Bajaj Holdings & Investment examines key financial metrics: Market Cap (₹101,515.26 crore), PE Ratio (13.97), Debt to Equity (0.1), and Return on Equity (12.69%). These indicators provide insights into the company’s financial health, market valuation, and overall performance in the investment sector.
The market capitalization of Bajaj Holdings & Investment Ltd is ₹101,515.26 crore. This figure represents the total value of the company’s outstanding shares in the stock market, calculated by multiplying the current share price by the total number of shares outstanding.
Bajaj Holdings & Investment Limited is an India-based holding and investment company. It focuses on generating income through dividends, interest, and capital gains from a diverse portfolio of investments across various sectors and asset classes, including equities and fixed-income instruments.
Bajaj Holdings & Investment is a public limited company and doesn’t have a single owner. It is part of the Bajaj Group, with the Bajaj family being significant promoters. However, as a listed company, it has multiple shareholders including institutional investors, public shareholders, and promoter entities.
The main shareholders of Bajaj Holdings & Investment typically include the Bajaj Group (promoter entities), institutional investors (both domestic and foreign), mutual funds, and public shareholders. For the most current and accurate information on major shareholders, refer to the latest shareholding pattern disclosed by the company.
Bajaj Holdings & Investment operates in the financial services industry, specifically in the investment and holding company sector. It focuses on managing a diverse portfolio of investments across various sectors and asset classes, including equities, fixed-income instruments, and strategic investments.
To invest in Bajaj Holdings & Investment shares, open a demat account with Alice Blue. Complete the KYC process and fund your account. Research the company thoroughly, then use the trading platform to place a buy order for the desired number of shares at your preferred price.
