Bajaj Holdings & Investment Limited has informed the Exchange regarding Board meeting held on August 06, 2025.
BAJAJHLDNG · price
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Bajaj Holdings (BHIL) reported Q1 FY26 consolidated profit after tax of ₹3,487 crore, more than double the ₹1,610 crore earned in Q1 FY25. The jump was driven mainly by an exceptional one-time gain of ₹1,522 crore (consolidated) from the sale of 1.04 crore equity shares of associate Bajaj Finserv (BFS) via a block deal on 6 June 2025, which fetched ~₹2,002 crore in proceeds. Excluding this exceptional item, consolidated PAT was ₹2,106 crore, still up ~31% year-on-year. Standalone PAT surged to ₹2,036 crore (vs ₹66 crore), with underlying standalone PAT at ₹194 crore. Key group-level numbers: Bajaj Auto standalone EBITDA margin was 19.7%, Bajaj Auto consolidated PAT rose 14% to ₹2,210 crore, and Bajaj Finserv consolidated PAT climbed 30% to ₹2,789 crore. BHIL's investment portfolio had a market value of ₹2,34,603 crore versus a cost of ₹20,624 crore, implying an NAV of ₹21,080 per share against a book value of ₹1,978. The auditors' review report carries a modification relating to Bajaj Auto's associate Pierer Bajaj AG (PBAG), whose Q1 results were unavailable.
Strong headline PAT growth driven by a non-recurring BFS stake sale; underlying earnings growth is healthy but more modest. The PBAG-related auditor modification is a recurring disclosure item and not new. Positive for sentiment given record-high NAV, robust associate performance, and progress on the Allianz insurance stake acquisition.