| Revenue growth | Lighting grew 28% YoY; Consumer Products faced significant seasonal headwinds. |
|---|---|
| Margins | Lighting at record 8.5% EBIT; Consumer margins hit by deleverage. |
| Demand visibility | Mixed visibility due to unseasonal rains and geopolitical uncertainties. |
| Management confidence | Balanced, acknowledging segment misses while highlighting structural changes. |
Growth
Lighting Solutions revenue grew 28% YoY with 8.5% EBIT margins; Consumer Products struggled with seasonal headwinds and supply disruptions.
Outlook
Targeting 6-9% industry-average margins and reduced capex over the next 24 months, focusing on BLDC fan recovery.
Risks
Conflict-driven inflation, cooling product demand volatility, and market share losses in the BLDC fan segment pose immediate threats.
Earnings Call filed with NSE, NSE: BAJAJELEC. Summary written with AI assistance from the document.
Bajaj Electricals Ltd: key numbers
- Share price
- ₹318.95
- Market cap
- ₹3,681 Cr
- Revenue (annual)
- ₹4,462 Cr
- Net profit (annual)
- ₹-90.86 Cr
- P/E (TTM)
- -84.8×Sector 45.9×
- Promoter holding
- 62.69%+0.00% QoQ
- FII holding
- 5.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Electricals Ltd
All →Bajaj Electricals Employee Stock Options
Bajaj Electricals Limited allotted 30,867 equity shares to 65 employees under its Performance Stock Option Plan - 2023. The shares were issued at an exercise price of Rs. 2.00.
Bajaj Electricals Earnings Call Transcript: Key Takeaways
Bajaj Electricals started FY27 with a modest 2.3% revenue growth, prioritizing margin expansion over volume.
- Call
- Guides 10% growth
Bajaj Electricals Investor Presentation: Key Takeaways
Bajaj Electricals Q1 FY27 results show 2.3% YoY revenue growth to INR 1,089 Cr. Strategy focuses on cost optimization and expanding 'Alternate' distribution channels.
Bajaj Electricals Q1 FY27 Results: Net Profit ₹48.4 Cr, Up 5277.8% YoY
Bajaj Electricals Ltd reported revenue from operations of ₹1,089 Cr (+2.3% YoY) and net profit of ₹48.4 Cr (+5277.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹48.4 Cr · +5277.8% YoY
Bajaj Electricals Earnings Call: Key Takeaways
Bajaj Electricals Q4FY26 saw mixed results with Lighting Solutions delivering strong performance (EBIT +28%), while Consumer Products faced headwinds from a delayed summer and inventory correction.
Bajaj Electricals Earnings Call: Key Takeaways
Bajaj Electricals reported Q4 FY26 revenue of ₹1,240 Cr, down 2.1% YoY. Lighting Solutions grew 15.6% while Consumer Products declined 6.9%. PAT swung to a ₹68 Cr loss due to ₹59 Cr in exceptional impairments.