Bajaj Holdings & Investment Limited is an India-based holding and investment company. The Company is acting as a primary investment company and focusing on new business opportunities. Its focuses on earning income through dividends, interest and gains on investments held. BHIL is registered as a Systemically Important Non-deposit Non-Banking Financial Company and has established itself as a prominent player in India's financial services sector.
BHIL was formed after demerger from Bajaj Auto Limited, whereby its manufacturing undertaking was transferred to the new Bajaj Auto Limited (BAL), and its strategic business undertaking consisting of wind farm business, financial services business was vested with Bajaj Finserv Limited (BFS). All the businesses and all properties, assets, investments, and liabilities of erstwhile Bajaj Auto Ltd, other than the manufacturing undertaking and the strategic business undertaking, now remain with BHIL. Post-demerger, BHIL holds 30%+ shares each in BAL and BFS.
BHIL holds strategic stakes of 31.54% in Bajaj Auto Ltd. (BAL), 39.29% in Bajaj Finserv Ltd. (BFS) and 24% in Maharashtra Scooters Ltd. (MSL). These substantial holdings position the company as a significant stakeholder in India's automotive and financial services sectors. The company's investment strategy focuses on maintaining long-term positions in high-quality businesses, particularly within the Bajaj ecosystem.
The Company's other equities portfolio comprises of its investments in listed and unlisted entities. It invests in equities normally with an approximately five-year holding horizon or longer based on its views on growth from public equity markets as well as opportunities in the private equity space.
The Company's other equities investment portfolio includes Consumer Discretionary, Consumer Staples, Financials, Industrials, Communication services, Real estate, Materials/energy. The Company's equity investments include strategic/group investments, other listed equities, and other unlisted equities/AIFs.
The company's investment approach is characterized by a diversified portfolio spanning multiple sectors, with a focus on creating long-term value through strategic investments. This diversification strategy helps mitigate risks while capitalizing on growth opportunities across different market segments.
Bajaj Holdings has a market cap of ₹1,57,297 crore (up 65.6% in 1 year) with revenue of ₹684 crore and profit of ₹6,626 crore. The stock is trading at 2.51 times its book value with a current price of ₹14,080. Promoter holding stands at 51.5%, indicating strong promoter confidence in the company's prospects.
The company's financial metrics for FY25 show some mixed results. Net profit of Bajaj Holdings & Investment declined 36.47% to Rs 1725.49 crore in the quarter ended March 2025 as against Rs 2716.12 crore during the previous quarter ended March 2024. Sales declined 88.01% to Rs 145.26 crore in the quarter ended March 2025 as against Rs 1211.84 crore during the previous quarter ended March 2024.
For the full year, net profit declined 10.27% to Rs 6520.67 crore in the year ended March 2025 as against Rs 7267.21 crore during the previous year ended March 2024. Sales declined 58.49% to Rs 684.42 crore in the year ended March 2025 as against Rs 1648.69 crore during the previous year ended March 2024.
The company has announced FY25 audited results with Rs.28 final dividend recommended, with the AGM scheduled for 6 August 2025. The dividend, if approved, shall be paid on or before 15 August 2025. Bajaj Holdings & Investment has fixed 27 June 2025 as record date for the purpose of determining the members eligible to receive the dividend for the financial year ended 31 March 2025.
The company has a dividend yield of 0.66% and has been maintaining a healthy dividend payout of 21.4%. The company has reduced debt and is almost debt free.
Bajaj Holdings sold 1.04 crore Bajaj Finserv shares for Rs. 2,002.21 crore via block deal on 6 June 2025. This strategic divestment reflects the company's active portfolio management approach and its ability to unlock value from its investments.
The Competition Commission of India has approved Bajaj Group's acquisition of a 26% stake in Bajaj Allianz Life and General Insurance from Allianz SE for Rs 24,180 crore, simplifying ownership structure within the group.
The stock has shown strong performance over the past year, with market cap up 65.6% in 1 year. The stock price CAGR of Bajaj Holdings & Investment Limited for 10 Years is 23%, 5 Years is 23%, 3 Years is 21%, 1 Year is 67%.
Key valuation metrics include a Stock P/E of 24.0, Book Value of ₹5,633, and ROE of 11.2%. As of July 03, 2025, the closing price of Bajaj Holdings & Investment Ltd was Rs.14,184.00 with a latest PE ratio of 24.29.
BHIL is a part of BSE 100 and Nifty 100 index of Top 100 companies listed in India. BFS and BFL are included in the benchmark BSE Sensex and Nifty 50 index of large cap stocks, while BAL is included in Nifty 50 index. This inclusion in major indices underscores the company's importance in the Indian equity market and provides it with significant institutional investment flows.
The company's strong market position, diversified investment portfolio, and strategic holdings in key Bajaj group companies make it an attractive investment proposition for those seeking exposure to India's growing financial services and automotive sectors. Its debt-free status and consistent dividend payments further enhance its appeal as a stable investment option in the Indian market.
