URL copied to clipboard
Bajaj Holdings & Investment Ltd. Fundamental Analysis English

1 min read

Bajaj Holdings & Investment Ltd Fundamental Analysis

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.

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 24FY 23FY 22
Sales Insight-icon1,649464429.69
Expenses140.23142117.42
Operating Profit1,508322312.27
OPM %916973
Other Income64.7763.2656.82
EBITDA1,573385.3369.09
Interest2.166.943.15
Depreciation33.8633.8633.71
Profit Before Tax1537345332
Tax %81930
Net Profit736549464126
EPS653436364
Dividend Payout %20.0628.2231.56

* 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.

PeriodReturn on Investment (%)
1 Year30.2
3 Years31.1
5 Years23.2

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.

NameCMP Rs.P/EMar Cap Rs.Cr.1Yr return %Vol 1d1mth return %From 52w highDown %6mth return %
Bajaj Finance6538.3527.12404816.6-8.2949601-8.40.820.19-0.57
Bajaj Finserv1564.129.94249797.73.691976743-0.980.910.2-0.41
Jio Financial311.35124.8197840.713625337-11.740.7921.1218.47
Cholaman.Inv.&Fn1335.3530.7112280.825.041047718-6.720.99.5917.81
Shriram Finance2836.814.1106673.752.941196092-1.010.937.2820.82
Bajaj Holdings9189.9513.71102271.623.1530647-4.940.918.835.95
HDFC AMC3984.141.0585060.2362.56755772-5.920.937.279.35

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.

CategorySharesShares %
Promoter2,00,49,51518.00%
Public59,05,4015.30%
Dii54,49,1524.90%

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

1. What Is The Fundamental Analysis Of Bajaj Holdings & Investment?

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.

2. What is the Market Cap of Bajaj Holdings & Investment Ltd?

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.

3. What Is Bajaj Holdings & Investment Limited?

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.

4. Who Is Bajaj Holdings & Investment Owner?

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.

5. Who Are The Main Shareholders Of Bajaj Holdings & Investment?

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.

6. What Type Of Industry Is Bajaj Holdings & Investment?

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.

7. How To Invest In Bajaj Holdings & Investment Ltd Share?

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.

We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.

Shares Below 5BSE smallcapSmall Cap Investment Banking StocksCentral Bank Of India PortfolioAU Small Finance Bank Ltd. Fundamental Analysis
Shares Below 50BSE TechSmall Cap Textiles StocksFundamentally Strong Mid Cap StocksHigh Dividend Yield Hospitals Stocks under Rs.500
IT Services Stocks Below 500Asset Management With High Dividend YieldSmall Cap CompaniesFundamentally Strong Stocks in NSEHigh Dividend Yield Hotel Stocks under Rs.500
Renewable Energy Stocks Below Rs 500Auto Parts With High Dividend YieldSmall Cap Stocks Under 50 RsFundamentally Strong Stocks in BSEHigh Dividend Yield Industrial Machinery Stocks under Rs.500
Sugar Stocks Below 500Cement Stocks With High Dividend YieldMid Cap StocksBest Performing Stocks in Last 5 YearsHigh Dividend Yield Iron & Steel Stocks under Rs.500
Best Pipe Penny StocksFootwear Stocks With High Dividend YieldList Of Mid Cap Stocks In NseBest Performing Stocks Last 1 MonthHigh Dividend Yield Logistics Stocks under Rs.500
Best Cement Penny StocksTea & Coffee Stocks With High Dividend YieldBest Mid Cap Stocks Under 100 RsBest Performing Stocks in Last 10 YearsHighest Dividend Paying Stocks Under Rs.100
Best Logistics Penny StocksBest Debt Free Asset Management StocksMidcap Stocks under 50Top Logistic Stocks with High FII HoldingHighest Dividend Paying Stocks Under Rs.1000
Best Electrical Equipments Penny StocksDebt Free Agro Products StocksMidcap Stocks under 500Food Stocks with High FII HoldingHighest Dividend Paying Stocks Under Rs.200
Best Packaging Penny StocksDebt Free IT Services StocksLarge Cap StocksTop Plastic Products Stocks with High FII HoldingHighest Dividend Paying Stocks Under Rs.50
Top Stocks to Benefit From BJP win.Best Debt Free Stocks under Rs 1000Large Cap Stocks List In NseTextile Stocks with High DII HoldingHighest Dividend Paying Stocks Under Rs.500
Best IT Hardware StocksDebt Free
Companies
Large cap stocks under 100Tire & Rubber Stocks with High DII HoldingWhat Is Exit Load In Mutual Fund
Best Business Support StocksLong Term Paper StocksLarge cap stocks under 200Fertilizer Stocks with High DII HoldingWhat Is Ter In Mutual Fund
Best Conglomerate StocksBest Short Term StocksLarge cap stocks under 500Hospital Stocks with High ROCEEquity Savings Fund
Best Housewares StocksLong Term Pharma StocksCanara Group StocksHotel Stocks with High ROCEList Of Mid Cap Stocks In Nse
Nifty FMCGLong Term Private Banks StocksIDFC Group StocksIndustrial Machinery Stocks with High ROCELimit Order
Nifty MetalLong Term Real Estate StocksBank Of Baroda Group Stocks HoldingsTop Performed Value Fund in 10 yearsMarket vs Limit Order
Finnifty Stocks ListBest Flexi Cap Mutual FundsRPG Group StocksTop Performed Aggressive Hybrid Fund in 10 yearsBTST Trading
Nifty RealtyBest etf in indiaJindal Group StocksTop Performed Focused Fund in 10 yearsBest Indicator for Intraday
Low PE stocks in Nifty 50Best gold etf in indiaUnited India Insurance Company Limited PortfolioZomato Ltd. Fundamental AnalysisHow to Become a Sub Broker?
BSE PSUSolution Oriented Mutual FundsNational Insurance Company Ltd PortfolioZydus Lifesciences Ltd. Fundamental AnalysisHow to Become a Stock Broker?
BSE Cap GoodsBest Arbitrage Mutual FundsStichting Depositary Apg Emerging Markets Equity Pool’s PortfolioACC Ltd. Fundamental AnalysisSensex vs Nifty
BSE SmallCap Select IndexSmall Cap Stocks 100Vls Finance Ltd PortfolioAPL Apollo Tubes Ltd. Fundamental AnalysisWhat is Sensex?
All Topics
Related Posts
Finance

Best Stocks to Invest in this Navratri

During Navratri, consider investing in stocks from sectors like consumer goods, Apparel & Accessories, and Fashion, as these often see increased demand during festive seasons.

Navratri Effect On Indian Stock Market English
Finance

Navratri Effect On Indian Stock Market

Navratri often positively influences the Indian stock market as investor sentiment tends to be bullish during this auspicious period. Increased trading activity and optimism driven

Is Navratri A Good Time To Invest In Gold English
Finance

Is Navratri A Good Time To Invest In Gold?

Navratri is considered a good time to invest in gold due to its cultural significance and auspiciousness in Indian tradition. Many believe that buying gold