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Investor Presentation

Bajel Projects Investor Presentation: Key Takeaways

Bajel Projects reported Q1 FY27 revenue of ₹567 Cr with a record unexecuted order book of ₹4,055 Cr. Strategy focuses on EHV transmission, data centers, and international expansion.

Highlights
MarginsEBITDA margin expanded to 4.1% from 4.0% YoY.
Order bookRecord ₹4,055 Cr, up 12% YoY, excluding supply orders.
Demand visibilityStrong visibility from National Electricity Plan and renewable energy integration.
Management confidenceHigh confidence in converting record order book to profitable growth.

Growth

Revenue down 7% YoY; however, PBT grew 55% to ₹6.9 Cr and Net Profit rose 37% to ₹4.5 Cr.

Outlook

Planned manufacturing capacity expansion to 110,000 MT. ₹170 crore capex committed for Ranjangaon facility expansion.

Risks

Revenue phasing moderated due to project execution timelines; significant dependence on domestic power sector infrastructure spending.

Source

Investor Presentation filed with BSE, NSE: BAJEL. Summary written with AI assistance from the document.

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Bajel Projects Ltd: key numbers

Share price
₹173.14
Market cap
₹2,003 Cr
Revenue (annual)
₹2,792 Cr
Net profit (annual)
₹20.28 Cr
P/E (TTM)
90.8×Sector 53.6×
Promoter holding
62.53%+0.00% QoQ
FII holding
0.53%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:45 IST BSE
Annual General Meeting

Bajel Projects Annual General Meeting

Bajel Projects has issued a Postal Ballot notice seeking shareholder approval for material related party transactions with AnantGrid Projects One Private Limited.

18:25 IST BSE
Financial Results

Bajel Projects Q4 FY26 Results: Net Profit ₹14.1 Cr, Up 193.8% YoY

Bajel Projects Ltd reported revenue from operations of ₹1,008 Cr (+25.8% YoY) and net profit of ₹14.1 Cr (+193.8% YoY) for Q4 FY26.

Key figure
Net profit ₹14.1 Cr · +193.8% YoY