ALFA Finder| Revenue growth | Lighting up 16% Q4; Kitchen appliances ~30% growth. |
|---|---|
| Margins | Lighting EBIT margin at record 8.5%; Consumer Products vertical reported Q4 loss. |
| Order book | Good traction in recent orders for Lighting and new Wires category. |
| Demand visibility | Mixed bag; North saw delayed summer, South had good traction. |
| Management confidence | Confident in long-term profitable growth despite near-term macro headwinds. |
Growth
Lighting Solutions revenue grew 16% in Q4; annual turnover up 9.5%. Kitchen appliances delivered double-digit growth.
Outlook
Final dividend of ₹3 per share. Capex to halve for next 2 years. Target to bridge BLDC fan gap.
Risks
Geopolitical uncertainties, supply chain disruptions, input cost pressures, and a milder start to the summer season.
Earnings Call filed with NSE, NSE: BAJAJELEC. Summary written with AI assistance from the document.
Bajaj Electricals Ltd: key numbers
- Share price
- ₹286.80
- Market cap
- ₹3,310 Cr
- Revenue (annual)
- ₹4,462 Cr
- Net profit (annual)
- ₹-90.86 Cr
- P/E (TTM)
- -121.9×Sector 44.3×
- Promoter holding
- 62.68%-0.01% QoQ
- FII holding
- 5.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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