BHIL Q2/H1 FY26: PAT jumps on Bajaj Finserv stake sale gain

Exceptional ItemPat Growth 25pctRevenue Growth 20pctNegative Operating CashflowResults View source PDF Explain this filing

BAJAJHLDNG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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

-1.2%Reaction day

₹12145.00

prior close

₹12499.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.6%-1.8% vs market

Holding Company peers, median of 13sector+2.2%-3.3% vs sector

On the reaction day the stock moved 1.8 pts less than Nifty 100 and 3.3 pts less 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

Stock

-3.8

10m

-3.4

15m

-3.4

30m

-3.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.2+0.6-1.8+2.2-3.3

Next day

-1.2+0.6-1.9+2.3-3.5

+3.0+0.7+2.3+2.2+0.8

+0.0+1.1-1.1+1.7-1.7

-1.9+0.7-2.6-0.2-1.7

-3.5+1.1-4.6+0.3-3.7

-4.0+1.0-5.0-1.9-2.1

15d

-7.0+0.6-7.6-0.4-6.6

-10.2+0.9-11.1-4.6-5.7

-11.7+0.1-11.7-6.7-5.0

-9.3+0.4-9.7-3.9-5.4

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

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Bajaj Holdings Q2/H1 FY26 standalone PAT jumped to Rs 4,216.5 cr from Rs 1,117.1 cr, lifted by a Rs 1,983 cr exceptional gain from the sale of 10.4 mn Bajaj Finserv shares for Rs 2,002 cr. Standalone revenue grew to Rs 2,796 cr from Rs 1,255 cr. Consolidated PAT attributable to owners at Rs 5,046 cr. Standalone EPS at Rs 378.9 vs Rs 100.4. Interim dividend of Rs 65 per share was paid in October. BHIL has applied to RBI to re-categorise as a Core Investment Company.

Likely market impact

Exceptional BFS stake sale lifted earnings and delivered Rs 2,002 cr cash; Rs 65/share dividend paid. Underlying income trends solid. CIC re-categorisation application filed.