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Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
DeciZen - make an informed investing decision on Bajaj Hold & Invest
- Based on:
- Data
Overall Rating ⓘ
1. Quality
Very Good
Check detailed 10 Yrs performace
2. Valuation
Overvalued
Check 10 Yrs Valuation charts
3. Price Trend
Semi Strong
Check Price chart
Bajaj Holdings & Investment stock performance -
- 1D
- 1M
- 3M
- 1Y
- 3Y
- Max
PE ChartKey Ratios
P/E Ratio (SA):
39.70
Market Cap:
1,15,401.9 Cr.
52-wk low:
6,634.6
52-wk high:
11,173
Is Bajaj Holdings & Investment Ltd an attractive stock to invest in?
1. Is Bajaj Holdings & Investment Ltd a good quality company?
Past 10 year's financial track record analysis by Moneyworks4me indicates that Bajaj Holdings & Investment Ltd is a good quality company.
2. Is Bajaj Holdings & Investment Ltd undervalued or overvalued?
The key valuation ratios of Bajaj Holdings & Investment Ltd's currently when compared to its past seem to suggest it is in the Overvalued zone.
3. Is Bajaj Holdings & Investment Ltd a good buy now?
The Price Trend analysis by MoneyWorks4Me indicates it is Semi Strong which suggest that the price of Bajaj Holdings & Investment Ltd is likely to Rise-somewhat in the short term. However, please check the rating on Quality and Valuation before investing.
10 Year X-Ray of Bajaj Hold & Invest:
Analysis of Financial Track Record
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Standalone Basis PConsolidated Basis P
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end
Data adjusted to bonus, split, extra-ordinary income, rights issue and change in financial year end.
What is a Financial Track Record? How to read this chart in order to understand the data present here?
Financial track record gives insight into the company's performance on key parameters over the past ten years. MoneyWorks4me’s proprietary colour codes make it easy for retail investors to gauge the company’s past performance.
Bajaj Holdings & Investment Ltd has performed well in majority of the past ten years indicating its past ten year financial track record is very good
| Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | TTM | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Income (₹ Cr.) | 972 | 1,395 | 880 | 949 | 999 | 2,164 | 367 | 1,776 | 1,875 | 3,112 | 1,964 | |
| YoY Gr. Rt. % | - | 43.4% | -36.9% | 7.8% | 5.2% | 116.7% | -83% | 383.4% | 5.6% | 66% | - | |
| Adj EPS (₹ ) | 78 | 114.2 | 48.4 | 71.9 | 70.8 | 164.2 | 17.8 | 146.5 | 153.8 | 260.3 | 261.2 | |
| YoY Gr. Rt. % | - | 46.4% | -57.6% | 48.6% | -1.5% | 131.8% | -89.1% | 721.2% | 5% | 69.2% | - | |
| BVPS (₹ ) | 535.8 | 610.8 | 659.2 | 918.5 | 987.5 | 960.8 | 1,259.5 | 1,382.7 | 1,407.6 | 1,692.4 | 1,698.3 | |
| YoY Gr. Rt. % | - | 14% | 7.9% | 39.3% | 7.5% | -2.7% | 31.1% | 9.8% | 1.8% | 20.2% | - | |
| To view Net Profit/Total Funds (%) Colour Rating Guide click hereⓘ | ||||||||||||
| Net Profit/Total Funds (%) | 14 | 18.9 | 7.5 | 9.1 | 7.5 | 16.8 | 1.6 | 10.7 | 10.6 | 16.1 | 0 | |
CAGR ⓘ
CAGR Colour Code Guideⓘ
| 9 Years | 5 Years | 3 Years | 1 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 13.8% | 25.5% | 103.8% | 66% | ||||||||
| Adj EPS | 14.3% | 29.7% | 144.4% | 69.2% | ||||||||
| BVPS | 13.6% | 11.4% | 10.4% | 20.2% | ||||||||
| Share Price | 22.7% | 27.2% | 33.5% | 44.8% | ||||||||
Key Financial Ratios
| RATIOS \ YEARS | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Quality Ratio | To view Asset Quality Ratio Colour Rating Guide click hereⓘ | |||||||||||
| Net NPA to Net Advances (%) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | - | |
| Capitalization Ratio | To view Capitalization Ratio Colour Rating Guide click hereⓘ | |||||||||||
| Capital Adequacy Ratio (%) | 133 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | - | |
| Margins | ||||||||||||
| Net Profit Margin (%) | 89.3 | 91.1 | 61.1 | 84.3 | 78.9 | 84.4 | 54 | 91.8 | 91.3 | 93.1 | 148 | |
| Performance Ratios | To view Performance Ratios Colour Rating Guide click hereⓘ | |||||||||||
| Return on Equity (%) | 15.1 | 19.9 | 7.6 | 9.1 | 7.4 | 16.9 | 1.6 | 11.1 | 11 | 16.8 | 15.4 | |
Recent Performance Summary
Return on Equity has increased versus last 3 years average to 15.40%
Total Income has increased 103.83 CAGR in last 3 years
Net Profit has increased 144.35 CAGR in last 3 years
Total income growth is good in last 4 quarters
No data to display
Latest Financials - Bajaj Holdings & Investment Ltd.
| Standalone | Consolidated | |
|---|---|---|
| TTM EPS (₹) | 261.2 | 670.5 |
| TTM Sales (₹ Cr.) | 1,964 | 535 |
| BVPS (₹.) ⓘ | 1,698.3 | 4,881 |
| Reserves (₹ Cr.) ⓘ | 18,790 | 54,211 |
| P/BV ⓘ | 6.11 | 2.12 |
| PE ⓘ | 39.70 | 15.46 |
| From the Market | |
|---|---|
| 52 Week Low / High (₹) | 6634.60 / 11173.00 |
| All Time Low / High (₹) | 146.67 / 11173.00 |
| Market Cap (₹ Cr.) | 1,15,402 |
| Equity (₹ Cr.) | 111.3 |
| Face Value (₹) | 10 |
| Industry PE ⓘ | 33.1 |
Management X-Ray of Bajaj Hold & Invest:
Shareholding Pattern
Promoter's Holding & Share Pledging
| Pledged * | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* Pledged shares as % of Promoter's holding (%)
Valuation of Bajaj Hold & Invest
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Analyst's Notes
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Key Ratios of Bajaj Hold & Invest
Standalone Basis Consolidated Basis
Adj EPS (Rs.)
Total Income (Cr.)
ROE (%)
BVPS (Rs.)
Profit And Loss
(All Figures are in Crores.)
Standalone Basis Consolidated Basis
| PARTICULARS | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 1,006 | 1,401 | 888 | 954 | 1,003 | 2,206 | 431 | 1,833 | 1,937 | 3,176 |
| Interest Income | 972 | 1,395 | 880 | 949 | 999 | 2,164 | 367 | 1,776 | 1,875 | 3,112 |
| Other Income ⓘ | 34 | 7 | 8 | 5 | 5 | 42 | 64 | 57 | 62 | 64 |
| Expenditure ⓘ | 42 | 43 | 216 | 70 | 94 | 158 | 121 | 132 | 158 | 155 |
| Interest Expense ⓘ | 0 | 0 | 0 | 0 | 0 | 13 | 4 | 3 | 7 | 2 |
| Operating Expenses ⓘ | 17 | 32 | 44 | 52 | 58 | 109 | 102 | 108 | 130 | 136 |
| Provisions | 25 | 11 | 172 | 17 | 36 | 36 | 16 | 20 | 22 | 17 |
| Exceptional Items ⓘ | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit Before Tax ⓘ | 965 | 1,359 | 672 | 884 | 910 | 2,048 | 310 | 1,701 | 1,779 | 3,021 |
| Taxes ⓘ | 97 | 88 | 134 | 84 | 121 | 221 | 111 | 71 | 67 | 124 |
| Profit After Tax | 868 | 1,271 | 538 | 800 | 788 | 1,827 | 199 | 1,631 | 1,712 | 2,896 |
| Adjusted EPS (₹) | 78.0 | 114.2 | 48.4 | 71.9 | 70.8 | 164.2 | 17.8 | 146.5 | 153.8 | 260.3 |
| Dividend Payout Ratio (%) | 42% | 28% | 67% | 56% | 46% | 24% | 224% | 78% | 80% | 50% |
Balance Sheet
(All Figures are in Crores.)
Standalone Basis Consolidated Basis
| PARTICULARS | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 |
|---|---|---|---|---|---|---|---|---|---|---|
Equity and Liabilities | ||||||||||
| Equity Capital | 5,963 | 6,798 | 7,336 | 10,222 | 10,989 | 10,692 | 14,017 | 15,388 | 15,665 | 18,835 |
| Share Capital ⓘ | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 | 111 |
| Reserves ⓘ | 5,852 | 6,687 | 7,225 | 10,110 | 10,878 | 10,581 | 13,905 | 15,277 | 15,554 | 18,724 |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Long Term Borrowings | 31 | 33 | 35 | -165 | -135 | -40 | 301 | 512 | 508 | 720 |
| Current Liabilities | 463 | 139 | 31 | 44 | 51 | 229 | 185 | 169 | 148 | 146 |
| Trade Payables | 1 | 1 | 1 | 0 | 1 | 4 | 1 | 4 | 2 | 3 |
| Short term borrowings | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | -1 | -1 | -1 | 0 | -1 | -4 | -1 | -4 | -2 | -3 |
| Total Liabilities ⓘ | 6,457 | 6,970 | 7,402 | 10,101 | 10,906 | 10,881 | 14,503 | 16,069 | 16,321 | 19,701 |
Assets | ||||||||||
| Non Current Asset | 5,976 | 5,447 | 5,486 | 9,828 | 10,777 | 10,352 | 13,929 | 15,541 | 15,641 | 17,816 |
| Loan Asset | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non Current Asset ⓘ | 5,976 | 5,447 | 5,486 | 9,828 | 10,777 | 10,352 | 13,929 | 15,541 | 15,641 | 17,816 |
| Current Asset | 481 | 1,523 | 1,917 | 273 | 129 | 530 | 574 | 528 | 680 | 1,886 |
| Current Investment | 373 | 23 | 1,808 | 24 | 7 | 393 | 458 | 415 | 559 | 1,745 |
| Other Current Asset | 108 | 1,500 | 109 | 249 | 122 | 137 | 116 | 113 | 121 | 141 |
| Total Assets ⓘ | 6,457 | 6,970 | 7,402 | 10,101 | 10,906 | 10,881 | 14,503 | 16,069 | 16,321 | 19,701 |
Cash Flow
(All Figures are in Crores.)
Standalone Basis Consolidated Basis
| PARTICULARS | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash Flow From Operating Activity ⓘ | 776 | 1,143 | -913 | 1,629 | 627 | 1,849 | 225 | 1,581 | 1,669 | 1,875 |
| Cash Flow From Investing Activity ⓘ | -445 | 1,022 | -383 | -1,123 | -163 | -844 | -188 | -106 | -133 | -460 |
| Cash Flow From Financing Activity ⓘ | -391 | -759 | -110 | -432 | -536 | -988 | -35 | -1,475 | -1,532 | -1,402 |
| Net Cash Flow ⓘ | -59 | 1,406 | -1,406 | 74 | -72 | 17 | 2 | 0 | 4 | 13 |
Finance Ratio
Standalone Basis Consolidated Basis
| PARTICULARS | Mar'15 | Mar'16 | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Mar'22 | Mar'23 | Mar'24 |
|---|---|---|---|---|---|---|---|---|---|---|
Operational & Financial Ratios | ||||||||||
| EPS (₹) | 78 | 114 | 48 | 72 | 71 | 164 | 18 | 147 | 154 | 260 |
| DPS (₹) | 33 | 33 | 33 | 40 | 33 | 40 | 40 | 115 | 123 | 131 |
| BVPS (₹) | 536 | 611 | 659 | 918 | 987 | 961 | 1259 | 1383 | 1408 | 1692 |
Performance Ratios | ||||||||||
| ROA (%) | 14.0 | 18.9 | 7.5 | 9.1 | 7.5 | 16.8 | 1.6 | 10.7 | 10.6 | 16.1 |
| ROE (%) | 15.1 | 19.9 | 7.6 | 9.1 | 7.4 | 16.9 | 1.6 | 11.1 | 11.0 | 16.8 |
| ROCE (%) | 16.8 | 21.3 | 9.5 | 10.1 | 8.6 | 19.0 | 2.5 | 11.6 | 11.5 | 17.5 |
Valuation Parameters | ||||||||||
| Price/Book(x) | 2.4 | 2.4 | 3.3 | 2.9 | 3.5 | 1.9 | 2.6 | 3.6 | 4.2 | 4.9 |
Bajaj Holdings & Investment Ltd Stock News
Bajaj Holdings & Investment Ltd FAQs
What is the share price of Bajaj Hold & Invest?
Company share prices are keep on changing according to the market conditions. The closing price of Bajaj Hold & Invest on 18-Sep-2024 11:47 is ₹10,475.3.
What is the market cap of Bajaj Hold & Invest?
Market capitalization or market cap is determined by multiplying the current market price of a company's shares with the total number of shares outstanding. As of 18-Sep-2024 11:47 the market cap of Bajaj Hold & Invest stood at ₹1,15,401.9.
What is the P/E ratio of Bajaj Hold & Invest?
The latest P/E ratio of Bajaj Hold & Invest as of 18-Sep-2024 11:47 is 39.70.
What is the P/B ratio of Bajaj Hold & Invest?
The latest P/B ratio of Bajaj Hold & Invest as of 18-Sep-2024 11:47 is 6.11.
What is the 52-week high and low of Bajaj Hold & Invest?
The 52-week high of Bajaj Hold & Invest is ₹11,173 and the 52-week low is ₹6,634.6.
What is the TTM revenue of Bajaj Hold & Invest?
The TTM revenue is Trailing Twelve Months sales. The TTM revenue/sales of Bajaj Hold & Invest is ₹1,964 ( Cr.) .
About Bajaj Holdings & Investment Ltd
Bajaj Holdings & Investment (BHIL) - erstwhile Bajaj Auto (BAL) - was de-merged as per the Bombay High Court order dated 18 December 2007. The company is essentially a holding and investment company focusing on earnings income through dividend, interest and gains on investments held. Bajaj Auto is the flagship company of the Bajaj Group. The group comprises of 35 companies and was founded in the year 1926.
As part of the demerger Scheme, Bajaj Holdings and Investment, the auto company, was renamed as Bajaj Auto and the erstwhile Bajaj Auto was renamed as Bajaj Holdings & Investment (which would act as the primary investment company).
The process of demerger of erstwhile BAL, which was approved by the board of directors of the company on May 17, 2007 was completed with all approvals being obtained, including that of Bombay High Court and SEBI. Pursuant to the Scheme of Arrangement of Demerger, Bajaj Holdings & Investments Ltd (BHIL, erstwhile BAL) was demerged into three undertakings with effect from the effective date, viz. 20 February 2008. Further Pursuant to the Scheme of Demerger, the GDR programs for Bajaj Auto Limited (BAL) and Bajaj Finserv Limited (BFS) got established on August 21, 2008.
After the demerger BHIL’s manufacturing undertaking was transferred to the new Bajaj Auto (BAL) while its business undertaking consisting of wind farm business and financial services business has been transferred to Bajaj Finserv (BFS) and the company was focusing on new business opportunities. Post-demerger, BHIL holds over 30% shares each in BAL and BFS. Going forward, BHIL will focus on new business opportunities. BAL and BFS will be able to tap (on an arm’s length basis) into BHIL’s cash pool to support future growth opportunities. BHIL by having more than 30% stake in both BAL and BFS will benefit from the future growth of these companies.
The decision of demerging the company was taken in view of the growth opportunities in the auto, wind energy, insurance and finance sectors and it was decided that it was timely and appropriate to de-merge these activities into separate entities, each of which can focus on these core businesses and strengthen its competencies.
BHIL has been registered as a Non-Banking Financial Company (NBFC) under the Registration No. N-13.01952 dated October 29, 2009 with Reserve Bank of India (RBI). The company is classified as a ‘Systemically Important Non-deposit taking NBFC’ as per RBI regulations.
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MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating andranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in thevarious content made available from time to time. In case you need more please write to [email protected]
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
- Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. Forthis we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance whenthe fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if lessthan 80%. Funds with less than 5 year data are color-coded Grey.
- Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether thecompany's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) andgenerated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previousyear. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange(between 8 and 14) and Red (less than 8 out of 20). Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. Theranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the numberthat appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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