BSE: 512261
BAJAJ GLOBAL LTD.
Operates as a single-segment financing business, with revenue of ₹72.49 lakhs in FY26, up 50% from the previous year. The company is classified under Services / Trading & Distributors and reports no separate segments in its filings. Its main cost lines are employee expenses at 22.1% of revenue and other operating expenses at 45.1% of revenue, with no materials or depreciation booked. It holds an investment portfolio that drove a negative fair-value impact of ₹1,199.50 lakhs through other comprehensive income, swinging FY26 to a net loss of ₹414.52 lakhs versus a profit in the prior year. Operating cash flow was negative at ₹1,524.55 lakhs, while total assets stood at ₹22.90 crore. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Financing business. Small, single-segment financing business with material mark-to-market investment exposure
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · standalone | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 1 |
| EBITDA (ex other income) | 0 | 0 | 0 | 0 | (0) |
| margin % | 20.8 | 6.0 | 42.4 | 49.7 | (5.4) |
| Owners' profit | 1 | 1 | 0 | 6 | (4) |
| EPS, as reported (₹) | 35.82 | 72.23 | 18.89 | 246.79 | (217.38) |
| ROE % · ROCE % | 4.1 · — | 5.0 · — | 1.5 · — | 14.8 · — | (18.1) · — |
| Debt / equity (x) | — | — | — | — | — |
| Cash from operations | 3 | 5 | (0) | 18 | (15) |
| Capex | 0 | 0 | 0 | 0 | 0 |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 0 | 0 | 0 | 0 | 0 | 0 | 0 | (0) |
| Net profit | 0 | 0 | 0 | 6 | 0 | 0 | 0 | (4) |
| EPS (₹) | 0.58 | 131.79 | 43.47 | 19.51 | 3.72 | (53.39) | (23.76) | (143.94) |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| REDINGTON LIMITED | 28,026 | 16.5 | 2.69 | 13.1 | 12.3 | 15.7 | 15.9 | 2.2 |
| MMTC LIMITED | 7,680 | 17.2 | 3.62 | 16.4 | 18.3 | 21.6 | (83.7) | 18426.5 |
| MSTC LIMITED | 3,932 | 16.8 | 4.35 | 11.5 | 24.2 | 31.8 | (13.9) | 86.5 |
| CREATIVE NEWTECH LIMITED | 1,637 | 25.1 | 4.23 | 18.8 | 18.1 | 21.0 | — | 5.2 |
| Pervasive Commodities Limited | 1,125 | — | 12.51 | — | (0.0) | (0.0) | — | 45.0 |
| The Yamuna Syndicate Ltd | 737 | 8.1 | 0.57 | 185.4 | 4.0 | 0.3 | 4.8 | 6.2 |
| SHIV AUM STEELS LIMITED | 734 | 64.6 | 6.08 | 46.9 | 6.0 | 6.9 | — | 4.9 |
| THE STATE TRADING CORPN | 601 | 0.9 | — | 50.9 | — | — | — | — |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| ROE | (18.1) | 2.3 | 146 of 158 | 8% |
| EBITDA margin | (64.7) | 4.5 | 127 of 137 | 7% |
| Revenue growth | 173.1 | (8.6) | 20 of 135 | 86% |
| Profit growth | (176.0) | 0.6 | 136 of 157 | 14% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 26 Oct 2026 · Shraddha Pachare appointed CFO, Company Secretary and Compliance Officer | management changes | high | — | — |
| 26 Oct 2026 · Shraddha Pachare appointed Company Secretary, Compliance Officer and CFO | management changes | high | — | — |
| 26 Oct 2026 · Rupali Ghosh resigns as CFO, Company Secretary and Compliance Officer | management changes | high | — | — |
| 26 Oct 2026 · Rupali Ghosh resigns as CFO, Company Secretary and Compliance Officer | management changes | critical | — | — |
| 26 Oct 2026 · Bajaj Global posts higher revenue and profit for September 2026 quarter | results | high | — | — |
| 26 Oct 2026 · Revenue up 53% and net profit up 84% in September 2026 quarter | results | medium | — | — |
| 21 Oct 2026 · Board meeting on 26 Oct to approve Q2 and H1 FY27 results | results | low | — | — |
| 6 Oct 2026 · Routine filing of RTA certificate under SEBI Regulation 74(5) for Q2 | compliance | minimal | — | — |
| 30 Sept 2026 · Trading Window Closure for Q2 FY26 Results | compliance | minimal | — | — |
| 22 Sept 2026 · 41st AGM voting results: all 5 resolutions passed with 100 percent approval | board shareholder meetings | low | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.