Bajaj Electricals Limited

BSE:500031 Rapport sur les actions

Capitalisation boursière : ₹39.3b

Bajaj Electricals Croissance future

Future contrôle des critères 3/6

Bajaj Electricals devrait augmenter ses bénéfices et son chiffre d'affaires de 84.4% et de 10.4% par an respectivement. Le BPA devrait croître de de 84.5% par an. Le rendement des capitaux propres devrait être 13% dans 3 ans.

Informations clés

84.4%

Taux de croissance des bénéfices

84.47%

Taux de croissance du BPA

Consumer Durables croissance des bénéfices24.4%
Taux de croissance des recettes10.4%
Rendement futur des capitaux propres13.00%
Couverture par les analystes

Good

Dernière mise à jour21 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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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Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

BSE:500031 - Estimations futures des analystes et données financières antérieures (INR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202961,1352,076N/A2,9751
3/31/202856,4381,7161,3082,7006
3/31/202749,6419828052,4784
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: 500031 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 6.9% ).

Bénéfices vs marché: 500031 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: 500031 devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 500031 ( 10.4% par an) devrait croître plus lentement que le marché de Indian ( 10.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 500031 ( 10.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 500031 devrait être faible dans 3 ans ( 13 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 07:17
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Bajaj Electricals Limited est couverte par 38 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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