BAJELBSEBajel Projects LtdHighNeutral
Announced Wed, 27 May · 20:39 IST

Announcement under Regulation 30 (LODR) - Press Release

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

BAJEL · price

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

Price reaction · full curve 14 horizons · vs prior close
+5.8%1-day move
₹183.13
prior close
₹195.00
base price
After-mkt
timing
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+1.6+4.1+1.9+2.1+5.8+6.7+9.2+11.2+9.2+9.8+12.5+5.1
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AI summary

Bajel Projects reported its strongest annual performance since listing with standalone revenue of Rs. 2,792 crores in FY26, up 7% YoY. Profit After Tax surged 74% to Rs. 27 crores from Rs. 15 crores, while EBITDA grew 38% to Rs. 125 crores with margins expanding from 3.4% to 4.4%. Q4 FY26 was particularly strong with revenue of Rs. 1,008 crores (26% growth) and PAT of Rs. 16 crores (226% increase). The Board recommended a maiden dividend of Rs. 0.60 per share. Key order wins include MSETCL ultra-mega order (400 Cr+), Mandsaur transmission (100-200 Cr), and Vindhyachal Pool project (400 Cr+). The company also announced a JV with Saudi Arabia's Al Sharif Group and a collaboration with NIIF for power transmission asset development.

Likely market impact

Strong profitability expansion and maiden dividend signal management confidence in the company's outlook. Margin expansion from 3.4% to 4.4% demonstrates operational efficiency improvements, while substantial order wins provide visible revenue visibility for coming quarters.