Bajaj Electricals Limited

Report azionario BSE:500031

Capitalizzazione di mercato: ₹36.3b

Bajaj Electricals Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Bajaj Electricals sono diminuiti a un tasso medio annuo di -22%, mentre il settore Consumer Durables ha visto gli utili crescere a un tasso medio annuo di 11.6%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 1.3%.

Informazioni chiave

-21.99%

Tasso di crescita degli utili

-21.63%

Tasso di crescita dell'EPS

Consumer Durables Crescita del settore18.90%
Tasso di crescita dei ricavi-1.25%
Rendimento del capitale proprio-5.70%
Margine netto-2.04%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

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.

Ripartizione dei ricavi e delle spese

Come Bajaj Electricals guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

BSE:500031 Ricavi, spese e utili (INR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2644,622-9093,9110
31 Dec 2544,9533575,4030
30 Sep 2547,3411,0325,4860
30 Jun 2547,4531,0625,3440
31 Mar 2548,3561,3345,2860
31 Dec 2447,5101,0375,0140
30 Sep 2446,8961,0774,9770
30 Jun 2446,8401,2655,0170
31 Mar 2446,4311,3594,9840
31 Dec 2352,8521,6035,9730
30 Sep 2353,6641,8515,9060
30 Jun 2354,1222,1015,7980
31 Mar 2348,8922,1544,8500
31 Dec 2252,7352,0375,5190
30 Sep 2251,0881,9075,4030
30 Jun 2251,8531,9335,3830
31 Mar 2248,1301,2855,4230
31 Dec 2147,3721,4384,2780
30 Sep 2149,1751,9424,2390
30 Jun 2148,3321,8464,1720
31 Mar 2145,8461,9055,2300
31 Dec 2046,2681,3484,0430
30 Sep 2044,1054604,0860
30 Jun 2042,885-3964,1650
31 Mar 2049,872-934,2430
31 Dec 1954,6181664,2660
30 Sep 1963,4246804,2390
30 Jun 1968,4021,3074,2070
31 Mar 1966,7941,5644,1190
31 Mar 1847,0748363,6410
31 Mar 1742,6171,0223,7290
31 Mar 1645,9351,0783,2720
31 Dec 1545,7051,0787,0980
30 Sep 1544,5602626,9780
30 Jun 1543,62786,9160

Guadagni di qualità: 500031 al momento non è redditizia.

Margine di profitto in crescita: 500031 al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: 500031 non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 22% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di 500031 nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: 500031 non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Consumer Durables ( 0.6% ).


Rendimento del capitale proprio

ROE elevato: 500031 ha un Return on Equity negativo ( -5.7% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 07:37
Prezzo dell'azione a fine giornata2026/05/29 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 39 analisti. 8 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