Bajaj Holdings & Investments

Market Cap (₹ Cr.)

₹1,15,398

52 Week High

11,185.00

Book Value

₹4,874

52 Week Low

6,627.90

PE Ratio

15.46

PB Ratio

2.13

PE for Sector

33.71

PB for Sector

2.87

ROE

11.70 %

ROCE

11.54 %

Dividend Yield

1.26 %

EPS

₹670.52

Industry

Finance

Sector

Finance & Investments

Investment Returns

In Long Term

In Short Term

1 Year

0.00%

2 Years

0.00%

3 Years

0.00%

4 Years

0.00%

5 Years

0.00%

Growth Rate

Revenue Growth

224.92 %

Net Income Growth

48.90 %

Cash Flow Change

12.36 %

ROE

21.92 %

ROCE

21.47 %

EBITDA Margin (Avg.)

25.67 %

Financial Results

Quarterly Financials	Mar 2015	Jun 2015	Sept 2015	Dec 2015	Mar 2016	Jun 2016	Sept 2016	Dec 2016	Mar 2017	Jun 2017	Sept 2017	Dec 2017	Mar 2018	Jun 2018	Sept 2018	Dec 2018	Mar 2019	Jun 2019	Sept 2019	Dec 2019	Mar 2020	Jun 2020	Sept 2020	Dec 2020	Mar 2021	Jun 2021	Sept 2021	Dec 2021	Mar 2022	Jun 2022	Sept 2022	Dec 2022	Mar 2023	Jun 2023	Sept 2023	Dec 2023	Mar 2024	Jun 2024
Revenue	82	163	577	74	587	119	315	275	180	87	657	104	106	106	699	110	84	83	724	88	1,310	100	125	105	101	104	1,536	99	95	97	1,637	107	96	114	1,679	125	1,258	139
Expenses	7	10	8	9	10	9	92	91	18	14	14	18	18	14	18	15	37	30	24	26	33	19	18	22	26	25	22	25	25	32	30	33	24	32	28	31	31	41
EBITDA	75	153	569	65	577	110	222	184	162	72	643	86	88	91	681	95	47	53	701	62	1,277	80	107	84	74	79	1,514	74	70	65	1,607	74	72	82	1,651	94	1,228	98
Operating Profit %	91 %	94 %	99 %	87 %	98 %	92 %	70 %	67 %	90 %	83 %	98 %	83 %	83 %	86 %	97 %	86 %	55 %	59 %	97 %	66 %	97 %	77 %	83 %	77 %	67 %	72 %	99 %	70 %	68 %	62 %	98 %	64 %	68 %	68 %	98 %	70 %	98 %	67 %
Depreciation	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8	8
Interest	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	3	3	3	5	1	1	1	1	1	1	1	1	1	1	1	5	1	1	1	1	0
Profit Before Tax	74	152	567	64	576	109	221	183	160	71	642	84	87	90	680	94	46	43	690	51	1,264	71	98	75	66	70	1,505	65	61	56	1,598	66	59	73	1,643	86	1,219	90
Tax	32	29	21	19	19	21	25	57	30	31	46	63	43	38	36	33	23	19	23	18	24	30	11	25	20	20	-19	14	13	13	24	17	9	15	68	17	11	23
Net Profit	42	123	546	45	556	86	198	124	130	44	611	55	91	58	646	61	24	23	667	31	1,106	43	71	51	34	49	1,486	49	46	43	1,574	49	45	55	1,571	66	1,204	66
EPS in ₹	3.80	11.10	49.10	4.10	50.00	7.70	17.80	11.10	11.70	3.90	54.90	4.90	8.10	5.20	58.10	5.40	2.20	2.10	59.90	2.80	99.40	3.90	6.40	4.60	3.00	4.40	133.60	4.40	4.10	3.90	141.40	4.40	4.10	5.00	141.20	5.90	108.20	5.90

Show % Change

Above figures are in Rs. Crores

Balance Sheet

Balance Sheet	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
Total Assets	6,457	6,970	7,402	10,289	11,046	10,926	14,503	16,069	16,321	19,701
Fixed Assets	25	24	24	215	193	359	328	297	265	234
Current Assets	481	1,523	1,917	289	418	187	156	280	331	179
Capital Work in Progress	0	0	0	0	0	0	0	0	0	0
Investments	373	23	1,808	9,597	10,295	10,335	14,020	15,492	15,724	19,289
Other Assets	6,059	6,923	5,570	478	557	232	156	280	331	179
Total Liabilities	494	172	66	68	56	234	486	681	655	866
Current Liabilities	463	139	31	68	56	66	55	57	58	87
Non Current Liabilities	31	33	35	0	0	168	432	624	598	779
Total Equity	5,963	6,798	7,336	10,222	10,989	10,693	14,017	15,388	15,665	18,835
Reserve & Surplus	5,852	6,687	7,225	10,111	10,878	10,581	13,906	15,277	15,554	18,724
Share Capital	111	111	111	111	111	111	111	111	111	111

Show % Change

Above figures are in Rs. Crores

Cash Flow

Cash Flow	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
Net Cash Flow	-59	1,406	-1,406	74	-72	17	2	-0	4	13
Investing Activities	-445	1,022	-383	-1,123	-163	-844	-188	-106	-133	-460
Operating Activities	776	1,143	-913	1,629	627	1,849	225	1,581	1,669	1,875
Financing Activities	-391	-759	-110	-432	-536	-988	-35	-1,475	-1,532	-1,402

Show % Change

Above figures are in Rs. Crores

Share Holding

% Holding	Mar 2021	Jun 2021	Sept 2021	Dec 2021	Mar 2022	Jun 2022	Sept 2022	Dec 2022	Mar 2023	Jun 2023	Sept 2023	Dec 2023	Mar 2024	Jun 2024
Promoter	49.95 %	49.95 %	50.07 %	50.48 %	51.09 %	51.20 %	51.20 %	51.36 %	51.46 %	51.46 %	51.46 %	51.46 %	51.46 %	51.46 %
FIIs	14.39 %	13.68 %	13.31 %	13.02 %	12.06 %	11.80 %	12.04 %	12.27 %	12.34 %	12.39 %	11.65 %	11.57 %	11.53 %	11.20 %
DIIs	3.67 %	4.29 %	4.64 %	4.73 %	5.16 %	5.28 %	5.32 %	4.95 %	4.96 %	5.04 %	5.88 %	5.95 %	6.10 %	6.42 %
Government	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %	0.00 %
Public / Retail	31.99 %	32.08 %	31.98 %	31.77 %	31.68 %	31.72 %	31.44 %	31.42 %	31.23 %	31.11 %	31.00 %	31.01 %	30.90 %	30.92 %

Show % Change

Peer Comparison Compare Peers on Screener

Competitors	LTP	Market Cap (₹ Cr.)	P/E Ratio	Revenue (₹ Cr.)	YoY Revenue Growth %	Net Profit (₹ Cr.)	YoY Profit Growth %	RSI
Bajaj Finance	7,631.10	4,55,813.41	30.54	54,982.51	32.75	14,451	13.82	66.90
Bajaj Finserv	1,888.20	2,95,143.00	35.38	1,10,383.00	34.50	15,595	13.48	69.45
Jio Financial Services	346.90	2,23,413.23	140.66	1,854.68	4,036.22	1,605	-5.81	55.12
Cholamandalam Investment	1,590.15	1,32,233.08	36.15	19,419.87	48.18	3,411	33.41	68.86
Shriram Finance	3,574.70	1,28,736.84	17.02	36,412.99	19.35	7,391	18.60	76.93
Bajaj Holdings & Investments	10,793.00	1,15,398.27	15.46	1,713.46	224.92	7,365	14.04	66.49
HDFC AMC	4,432.25	94,535.56	45.69	3,163.39	27.42	1,943	26.47	57.39
Muthoot Finance	2,017.00	81,155.93	18.17	15,162.74	26.62	4,468	14.45	63.20
SBI Cards	779.85	75,375.96	31.29	17,483.48	22.39	2,408	0.19	58.74
Aditya Birla Capital	227.15	58,639.83	17.03	34,560.58	14.43	3,439	17.06	57.80