BAJELNSEBajel Projects LimitedMediumNeutral
Announced Wed, 27 May · 21:23 IST

Bajel Projects Limited has informed the Exchange about Investor Presentation for Fourth Quarter & Financial Year ended on 31st March 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+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 Limited, a Bajaj Group company focused on power transmission and distribution EPC, reported strong FY'26 results with standalone revenue of ₹2,792 crores (up 7% YoY). EBITDA grew 38% to ₹125 crores with margins expanding from 3.4% to 4.4%. PAT surged 74% to ₹27 crores with EPS at ₹2.33. The company commissioned 1,168 ckm of transmission lines (~10% of India's total) and executed 17 projects during the year. New order wins include a ₹400+ crore ultra-mega order from MENA region, ₹300 crore MSETCL substation order, and ₹300 crore 765kV AIS substation at Pune East. Management declared maiden dividend of ₹0.6/share and outlined RAASTA 2030 strategy targeting high single-digit EBITDA margins and >15% ROACE in the medium term.

Likely market impact

Strong margin expansion and maiden dividend signal improving profitability and cash generation. The ₹3,442 crore order book provides revenue visibility while international expansion through Saudi JV and new MENA orders reduces India-concentration risk.