Bajaj Holdings & Investment Limited has informed the Exchange regarding Board meeting held on August 06, 2025.

Exceptional itemQualified audit opinionResults View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+1.6%Reaction day

₹13646.00

prior close

₹14000.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.1%+1.5% vs market

Holding Company peers, median of 13sector+0.0%+1.6% vs sector

On the reaction day the stock moved 1.5 pts more than Nifty 100 and 1.6 pts more than its Holding Company peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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15m

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30m

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Sessions after the filingfrom the prior close

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Reaction day

+1.6+0.1+1.5+0.0+1.6

Next day

+0.5-0.9+1.4-0.5+1.0

+2.6+0.1+2.5+0.2+2.4

+1.3-0.3+1.6-0.3+1.6

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15d

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-6.7+1.0-7.7+4.4-11.0

-11.0+2.4-13.4+7.5-18.5

-7.3+3.9-11.2+3.5-10.8

UpDownMarket · Nifty 100Sector · Holding Company peers, median of 13Pending

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AI summary

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.

Likely market impact

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.