Loading...
Back to narrative

500031: Future Brand Acquisition Will Drive Upside Despite Leadership Transition

Update shared on 20 Nov 2025

Fair value Decreased 2.80%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-37.9%
7D
-0.7%

Analysts have slightly lowered their price target for Bajaj Electricals from ₹634.06 to ₹616.33. This reflects minor adjustments to discount rate, revenue growth, and profit margin assumptions.

What's in the News

  • The board accepted the resignation of Chief Financial Officer E C Prasad. He will leave his position at the close of business hours on January 26, 2026 (Key Developments).
  • A board meeting was held on October 31, 2025 to consider and approve 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 related intellectual property rights for India, Nepal, Bhutan, Bangladesh, the Maldives, and Sri Lanka from Glen Electric Limited for INR 146 crore (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased slightly from ₹634.06 to ₹616.33.
  • Discount Rate has edged up marginally, moving from 16.01 percent to 16.02 percent.
  • Revenue Growth forecast has increased modestly from 12.35 percent to 12.46 percent.
  • Net Profit Margin projection has declined from 4.75 percent to 4.65 percent.
  • Future P/E multiple has reduced fractionally, dropping from 36.66x to 35.97x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.