Bajaj Electricals Limited

Report azionario BSE:500031

Capitalizzazione di mercato: ₹38.8b

Bajaj Electricals Gestione

Criteri Gestione verificati 0/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Sanjay Sachdeva

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO1.1yrs
Proprietà del CEOn/a
Durata media del management1.4yrs
Durata media del Consiglio di amministrazione2.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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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Nuova narrazione • 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.

AMMINISTRATORE DELEGATO

Sanjay Sachdeva

1.1yrs
Mandato

Mr. Sanjay Sachdeva serves as Managing Director, Chief Executive Officer & Additional Executive Whole-Time Director at Bajaj Electricals Limited since April 15, 2025. He graduated as an Electrical Engineer...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Shekharkumar Bajaj
Executive Chairman41.5yrs₹77.75m8.11%
₹ 3.1b
Prashant Dalvi
Company Secretary & Chief Compliance Officer2.8yrs₹8.16mNessun dato
Pooja Bajaj
Whole-time Director1.8yrs₹1.09m1.34%
₹ 518.8m
Sanjay Sachdeva
MD, CEO & Additional Executive Whole-Time Director1.1yrsNessun datoNessun dato
Ashween Anand
Chief Financial Officerno dataNessun datoNessun dato
Anand Joshi
Chief Technology Officerno dataNessun datoNessun dato
Milind Korgaonkar
Chief Information Officer & Chief Digital Officerno dataNessun datoNessun dato
Binu Puri
General Counsel & Head of ESGless than a yearNessun datoNessun dato
Suman Ghosh
Chief Human Resource Officerno dataNessun datoNessun dato
Rakesh Moolchandani
VP & Head of Sales - Modern Trade Businessno dataNessun datoNessun dato
Rishiraj Haldankar
VP & Head of Internal Auditno dataNessun datoNessun dato
Rajesh Naik
Chief Operating Officer of Lighting Solutions Business3.9yrsNessun dato0.0086%
₹ 3.3m
1.4yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di 500031 non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Shekharkumar Bajaj
Executive Chairman41.5yrs₹77.75m8.11%
₹ 3.1b
Pooja Bajaj
Whole-time Director7.5yrs₹1.09m1.34%
₹ 518.8m
Sanjay Sachdeva
MD, CEO & Additional Executive Whole-Time Director1.1yrsNessun datoNessun dato
Rajivnayan Bajaj
Non-Executive Non-Independent Director7yrs₹600.00kNessun dato
Shailesh Haribhakti
Non-Executive Independent Director6.8yrs₹2.95mNessun dato
Sudarshan Sampathkumar
Independent Director3yrs₹3.30mNessun dato
Nirav Nayan Bajaj
Additional Non-Executive Non-Independent Director1yrNessun dato0.24%
₹ 95.1m
Vikram Hosangady
Non-Executive Independent Director2.5yrs₹2.95mNessun dato
Swati Salgaocar
Non-Executive Independent Director2.5yrs₹1.55mNessun dato
Saurabh Kumar
Independent Director2.2yrs₹1.55mNessun dato
2.8yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di 500031 non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 22:33
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bajaj Electricals Limited è coperta da 38 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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