BAJELNSEBajel Projects LimitedMinimalNeutral
Announced Wed, 27 May · 20:41 IST

Bajel Projects Limited has informed the Exchange regarding "Announcement under Regulation 30 (LODR) 2015 - Press Release ".

BAJEL · price

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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 Ltd, a Bajaj Group company, reported its strongest annual performance since listing for FY26 ending March 2026. Standalone revenue grew 7% to Rs. 2,792 crores, while Profit After Tax surged 74% to Rs. 27 crores versus Rs. 15 crores in FY25. EBITDA expanded 38% YoY to Rs. 125 crores with margins improving from 3.4% to 4.4%. Q4 FY26 showed particularly strong momentum with PAT jumping 226% to Rs. 16 crores. The Board recommended maiden dividend of Rs. 0.60 per share (30% payout). Key wins in Q4 include MSETCL ultra-mega order (400 Cr+), Vindhyachal Pool project (400 Cr+), and Mandsaur transmission project (100-200 Cr). The company also entered a 50:50 JV with Saudi Arabia's Al Sharif Group and signed a tripartite agreement with NIIF for power transmission asset development.

Likely market impact

The strong profitability expansion, maiden dividend, and multiple large-order wins signal improving fundamentals and cash generation capability. Shareholders can expect positive sentiment given the 74% PAT growth, margin expansion, and international expansion into Saudi Arabia's growing power infrastructure market.