Bajaj Electricals Limited

BSE:500031 Lagerbericht

Marktkapitalisierung: ₹39.6b

Bajaj Electricals Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Bajaj Electricals wird ein jährliches Gewinn- und Umsatzwachstum von 99.8% bzw. 11.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 99.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.3% betragen.

Wichtige Informationen

99.8%

Wachstumsrate der Gewinne

99.87%

EPS-Wachstumsrate

Consumer Durables Gewinnwachstum24.7%
Wachstumsrate der Einnahmen11.4%
Zukünftige Eigenkapitalrendite10.27%
Analystenabdeckung

Good

Zuletzt aktualisiert09 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 14

500031: Leadership Changes And Capital Raising Plans Will Support Future Margin Expansion

Analysts now see fair value for Bajaj Electricals at about ₹444.67 compared with ₹459.87 earlier, reflecting updated assumptions for revenue growth, profit margins and a slightly higher future P/E multiple. What's in the News A board meeting is scheduled on May 15, 2026, to consider and approve the annual audited financial results for the year ended March 31, 2026, recommend any dividend on equity shares, and discuss matters related to the upcoming Annual General Meeting, including a proposal to seek shareholder approval to raise or borrow funds through the issuance of securities (Key Developments).
Narrativ-Update Apr 29

500031: Interim Finance Leadership Changes Will Shape Cautious Outlook For Shares

Analysts have reduced their price target fair value for Bajaj Electricals from ₹393 to ₹308, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for March 16, 2026, at 11:15 Indian Standard Time to consider the appointment of an Interim Chief Financial Officer, designate the Chief Supply Chain Officer, Mr. Rahul Pundir, as Senior Management Personnel, and address other items of business (Key Developments).
Narrativ-Update Apr 15

500031: Upcoming Governance Decisions Around Interim CFO Will Unlock Future Value

Analysts have slightly trimmed their price target for Bajaj Electricals to about ₹635, from roughly ₹643, citing updated assumptions around revenue growth, profit margin and a higher future P/E multiple. What's in the News Bajaj Electricals has scheduled a Special or Extraordinary Shareholders Meeting for April 30, 2026, to be conducted via postal ballot in India (company event filing).
Narrativ-Update Mar 31

500031: Leadership Transitions And Asset Sale Will Support Future Margin Expansion

Analysts have kept their price target for Bajaj Electricals broadly steady at around ₹460, reflecting only marginal tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E, rather than a material change in their view of the stock. What's in the News Board meeting scheduled for February 9, 2026, to review unaudited standalone and consolidated financial results for the third quarter and nine month period ended December 31, 2025, to consider the appointment of director Pramod Agrawal, and to consider the sale of office premises at Rustomjee Aspiree, Sion, Mumbai (company filing).
Narrativ-Update Mar 17

500031: Future Premium Portfolio Realignment Will Benefit From Margin Expansion

Analysts have trimmed their price target on Bajaj Electricals from around ₹588 to about ₹460, citing updated assumptions that include a different future P/E, a revised fair value estimate, and refreshed expectations for revenue growth, profit margins and discount rate. What's in the News A board meeting is scheduled for Mar 16, 2026 at 11:15 a.m. IST to consider appointing an interim Chief Financial Officer, elevating Chief Supply Chain Officer Rahul Pundir to Senior Management Personnel status, and addressing other matters (company filing).
Narrativ-Update Mar 03

500031: Board Review Of Results And Margins Will Unlock Future Value

Analysts have slightly adjusted their price target on Bajaj Electricals to ₹643.18 per share. This reflects updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations.
Narrativ-Update Feb 17

500031: Nirlep Review Will Unlock Value As Core Margins Strengthen

Analysts have trimmed their price target on Bajaj Electricals from around ₹815 to about ₹643, citing updated assumptions that pair higher projected revenue growth and profit margins with a lower future P/E multiple and a slightly higher discount rate. What's in the News A board meeting is scheduled for Feb 9, 2026 at 11:30 IST to consider unaudited standalone and consolidated financial results for the third quarter and nine months ended Dec 31, 2025, along with other agenda items (company event disclosure).
Narrativ-Update Feb 03

500031: Nirlep Restructuring And Category Expansion Will Shape Measured Future Outlook

Narrative Update The analyst price target for Bajaj Electricals is maintained at ₹393, with analysts neutral on the small adjustments to discount rate, revenue growth, profit margin and forward P/E assumptions that underpin their valuation work. What's in the News Bajaj Electricals has scheduled a board meeting on February 9, 2026 to consider and approve the unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025 (company filing).
Narrativ-Update Jan 19

500031: Cookware Exit Review And CFO Change Will Shape Future Focus

Analysts have revised their fair value estimate for Bajaj Electricals to ₹393 from ₹432, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Bajaj Electricals has initiated a review of its loss-making Nirlep cookware unit, which was acquired in 2018 for about ₹800 million and merged with the parent in March 2024.
Narrativ-Update Jan 05

500031: Lossmaking Cookware Exit And CFO Departure Will Likely Pressure Shares

Analysts have kept their fair value estimate for Bajaj Electricals steady at ₹432.0. They point to slightly different assumptions on discount rate, revenue growth, profit margin and future P/E to support this unchanged price target. What's in the News Bajaj Electricals has put its loss making Nirlep cookware unit on the block after the board cleared a restructuring of the cookware business.
Narrativ-Update Dec 19

500031: Profit Margin Pressures Will Likely Weigh On Future Share Performance

Narrative Update on Bajaj Electricals Analysts have reduced their price target on Bajaj Electricals from ₹507 to ₹432, citing expectations of slightly higher discount rates and pressure on profit margins, which are only partially offset by marginally stronger revenue growth and a higher anticipated future P/E multiple. What's in the News Bajaj Electricals has initiated a strategic review of its loss making Nirlep cookware and pressure cooker business, including potential options such as discontinuation, sale, or hive off, to sharpen focus on core consumer electricals and higher margin categories (company disclosures, industry executives).
Narrativ-Update Dec 05

500031: Future Portfolio Realignment Will Drive Upside Through Premium Brand Expansion

Analysts have trimmed their price target on Bajaj Electricals from ₹616 to ₹588, as they factor in slightly slower expected revenue growth, modestly lower profit margins, and a marginally higher discount rate, partly offset by a richer forecast future P/E multiple. What's in the News Bajaj Electricals has initiated a strategic review of its loss-making Nirlep cookware and pressure cooker portfolio, exploring options including discontinuation, sale, or hive off to sharpen focus on its core electricals business (company annual report / management commentary).
Narrativ-Update Nov 20

500031: Future Brand Acquisition Will Drive Upside Despite Leadership Transition

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.
Narrativ-Update Nov 06

500031: Future Brand Acquisitions Will Drive Significant Upside Potential

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.
Narrativ-Update Sep 06

Premium And Energy-Efficient Expansion Will Unlock Future Opportunities

Despite no change in the analyst price target for Bajaj Electricals, the sharp decline in its future P/E from 30.88x to 17.52x signals improved earnings expectations or a valuation reset, while the fair value remains steady at ₹681.19. What's in the News Bajaj Electricals launched the BAJAJ SECURA (TM) range of switchgear products, including MCBs, RCCBs, isolators, changeover switches, and distribution boards, enhancing safety and targeting both residential and commercial markets.
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Neues Narrativ Feb 24

Ramping Up Premium Products Will Meet Growing Consumer Demand For Feature-Rich Appliances

Expanding premium offerings and efficiency improvements should enhance revenue growth, market share, and operational efficiency.

Gewinn- und Umsatzwachstumsprognosen

BSE:500031 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (INR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/202856,8611,8671,3222,8316
3/31/202750,6991,3901,0922,7796
3/31/202645,243-9095,3256,193N/A
12/31/202544,953357N/AN/AN/A
9/30/202547,3411,0321,2891,819N/A
6/30/202547,4531,062N/AN/AN/A
3/31/202548,3561,3342,9293,468N/A
12/31/202447,5101,037N/AN/AN/A
9/30/202446,8961,0773,6004,383N/A
6/30/202446,8401,265N/AN/AN/A
3/31/202446,4311,3592,2263,538N/A
12/31/202352,8521,603N/AN/AN/A
9/30/202353,6641,8512,2733,641N/A
6/30/202354,1222,101N/AN/AN/A
3/31/202348,8922,1543,6824,494N/A
12/31/202252,7352,037N/AN/AN/A
9/30/202251,0881,9075,1065,770N/A
6/30/202251,8531,933N/AN/AN/A
3/31/202248,1301,2858,3859,141N/A
12/31/202147,3721,438N/AN/AN/A
9/30/202149,1751,9426,4307,057N/A
6/30/202148,3321,846N/AN/AN/A
3/31/202145,8461,9056,1786,582N/A
12/31/202046,2681,348N/AN/AN/A
9/30/202044,1054607,7177,996N/A
6/30/202042,885-396N/AN/AN/A
3/31/202049,872-935,9546,264N/A
12/31/201954,618166N/AN/AN/A
9/30/201963,424680N/A1,450N/A
6/30/201968,4021,307N/AN/AN/A
3/31/201966,7941,564N/A-6,205N/A
3/31/201847,074836N/A-1,029N/A
3/31/201742,6171,022N/A4,370N/A
3/31/201645,9351,078N/A3,049N/A
12/31/201545,7051,078N/AN/AN/A
9/30/201544,560262N/AN/AN/A
6/30/201543,6278N/AN/AN/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 500031 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (6.9%).

Ertrag vs. Markt: 500031 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: 500031 wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: 500031Die Einnahmen des Unternehmens (11.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Indian (10.8% pro Jahr).

Hohe Wachstumseinnahmen: 500031Die Einnahmen des Unternehmens (11.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 500031Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.3%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 11:12
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Bajaj Electricals Limited wird von 38 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Kunal Sheth360 ONE Capital Market Private Limited
Dhruv JainAmbit Capital
Ashwin MehtaAmbit Capital