Bajaj Holdings & Investment Limited has submitted to the Exchange, the unaudited financial results for the period ended Jun 30, 2025.
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Bajaj Holdings & Investment Limited (BHIL) reported Q1 FY26 consolidated profit after tax of ₹3,487 crore, up sharply from ₹1,610 crore in Q1 FY25, largely driven by an exceptional gain of ₹1,522 crore from the sale of 1.04 crore shares of associate Bajaj Finserv Limited (BFS) via a block deal for ₹2,002 crore. Excluding this one-time gain, underlying consolidated PAT grew ~31% to ₹2,106 crore. Standalone PAT surged to ₹2,036 crore from ₹66 crore, with core standalone profit (ex-exceptional) at ₹194 crore versus ₹66 crore. Total consolidated income rose to ₹338 crore from ₹148 crore, supported by higher interest income and share of profits from associates. Key investees performed well: Bajaj Auto consolidated PAT grew 14% to ₹2,210 crore, and BFS consolidated PAT jumped 30% to ₹2,789 crore. The NAV stood at ₹21,080 per share, and BHIL is realigning its portfolio to transition into an Unregistered Core Investment Company under RBI guidelines.
The headline numbers look spectacular but are inflated by a one-time exceptional gain from selling BFS shares, so the stock may not react strongly to the headline PAT spike. Underlying operating performance from associates (Bajaj Auto, BFS) remains healthy with double-digit growth, and the large cash inflow from the BFS sale strengthens the balance sheet. Shareholders should focus on core earnings trends and the ongoing realignment under CIC norms.