Update shared on 06 Nov 2025
Fair value Decreased 6.92%Narrative Update: Analyst Price Target for Bajaj Electricals Revised
Analysts have lowered their fair value estimate for Bajaj Electricals from ₹681.19 to ₹634.06. This revision is based on updated assumptions regarding revenue momentum, modestly compressed margins, and a higher projected valuation multiple.
What's in the News
- Chief Financial Officer E C Prasad has resigned to pursue an external professional opportunity, effective from the close of business on January 26, 2026 (Key Developments).
- The board held a meeting on October 31, 2025 to consider and approve the unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025 (Key Developments).
- On September 23, 2025, the board approved a proposal to acquire the Morphy Richards brand and associated intellectual property rights in India and neighboring countries for INR 146 crore (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Decreased from ₹681.19 to ₹634.06.
- Discount Rate: Remained nearly unchanged at 16.02%.
- Revenue Growth: Projected to rise modestly from 11.60% to 12.35%.
- Net Profit Margin: Edged down slightly from 4.79% to 4.75%.
- Future P/E: Increased significantly from 17.52x to 36.66x.
Disclaimer
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