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BJEL.NS NSE (India) Appliances, Tools & Housewares

Bajaj Electricals Ltd

$393,10
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Mcap
P/E
EV / Rev
Div yield
0,76 %
Op margin
3,8 %
ROE
Net margin
2,4 %
Debt / equity
Beta
52w range
Volume
Day range
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Next earnings
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About

Bajaj Electricals Ltd is a manufacturer and marketer of electrical and electronic products, including fans, home appliances, and personal care devices, primarily in India.

Business. Bajaj Electricals Ltd (BJEL.NS) is an Indian company operating in the Appliances, Tools & Housewares industry within the Consumer Cyclicals sector. The firm generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed in the provided data. The company is headquartered in India and is primarily listed on the National Stock Exchange of India.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryAppliances, Tools & Housewares
Generated · model-assisted
Sell-side consensus
HOLD16 analysts
7 buy6 hold3 sell
Avg 12m price target490,88

Analyst recommendations

16 analysts · consensus Hold
Buy7
Hold6
Sell3
12-month price target
490,88
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
16 analysts · indicative
Ownership
not yet wired
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BJEL.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BJEL.NS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Bajaj Electricals Ltd (BJEL.NS) is an Indian company operating in the Appliances, Tools & Housewares industry within the Consumer Cyclicals sector. The firm generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed in the provided data. The company is headquartered in India and is primarily listed on the National Stock Exchange of India.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryAppliances, Tools & Housewares
    AI synthesis
    GENERATED

    Bajaj Electricals Ltd has a revenue of INR 11,549.10 million and a net income of INR 281.10 million, with a net profit margin of 2.43%. The company's liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    The company's operating income of INR 434.50 million represents an operating margin of 3.76%, which is below the industry median for operating margin in the Appliances, Tools & Housewares sector. The gross profit of INR 3,590.70 million corresponds to a gross margin of 31.09%, which is also below the industry median for gross margin.

    Bajaj Electricals Ltd's revenue is concentrated in a single geographic market, India, with no disclosed international operations. The company does not report revenue by business segment, making it difficult to assess diversification within its product lines.

    The company's growth trajectory is not clearly defined in the available data, as there are no forward-looking revenue projections or historical growth rates provided. Analysts have assigned a mean price target of INR 490.88 and a median price target of INR 459.00, with a mean recommendation of 2.62 (1=strong buy, 5=strong sell).

    The company's risk assessment indicates a low dilution risk, with no significant dilution sources identified in the available documents. However, the absence of balance-sheet data limits the ability to fully assess liquidity risk.

    There are no recent events or filings disclosed in the available data that would indicate significant changes in the company's operations or financial position. The company's financial snapshot does not include any recent earnings calls or transcripts.

    Key takeaways
    • Bajaj Electricals Ltd operates in the Appliances, Tools & Housewares sector with a focus on electrical and electronic products.
    • The company's operating margin of 3.76% is below the industry median, indicating potential inefficiencies or pricing pressures.
    • Revenue is concentrated in India, with no international diversification disclosed.
    • Analysts have a mixed outlook, with a mean recommendation of 2.62 and a wide range of price targets.
    • The company's liquidity risk could not be assessed due to missing balance-sheet data.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-05-15
    Q1 2026 · Quarter highlights

    Revenue INR 12.40B, −2,0% YoY; Operating income −161,5% YoY.

    RevenueINR 12.40B−2,0 % YoY
    Operating income-INR 450.1M−161,5 % YoY
    Net income-INR 675.3M−214,3 % YoY
    Free cash flow
    EPS
    Operating cash flowINR 6.19B+78,6 % YoY
    Financials
    Income statement
    RevenueINR 12.40B
    Gross profitINR 3.64B
    Operating income-INR 450.1M
    Net income-INR 675.3M
    Margins
    Gross margin29.3%
    Operating margin-3.6%
    Net margin-5.4%
    FCF margin
    Balance sheet
    Total assetsINR 42.60B
    Total liabilitiesINR 26.66B
    Total equityINR 15.94B
    Cash & equivalentsINR 2.58B
    Long-term debtINR 1.59B
    Cash flow
    Operating cash flowINR 6.19B
    CapEx-INR 867.8M
    Free cash flow
    SBC
    P&L flow · revenue → net income
    Revenue INR 12.40BOperating costs INR 12.85BTax INR 225.2MNet income INR 675.3M
    Highlights
    • Revenue INR 12.40B, −2,0% YoY
    • Operating income −161,5% YoY
    • Net income −214,3% YoY
    • Net margin -5.4%

    Valuation TTM

    Market price
    $393,10
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    5,53
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    16
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate5,53
    Revenueno estimateno estimate45,8B INR
    Operating incomeno estimateno estimate708,8M INR
    Full-year consensus mean (period as reported by source) · consensus in INR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution16 analysts
    Strong buy2
    Buy5
    Hold6
    Sell3
    Strong sell0
    12-month price target$490,88 · Median $459,00
    Low $359,00High $750,00
    Operating income · consensus708,8M INR
    EPS surprise
    +75,5 %
    reported vs consensus · beat
    Revenue surprise
    +5,5 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$359,00
    Mean$490,88
    Median$459,00
    High$750,00
    Spot$393,10
    +24.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    Op Margin3,8 %Below median
    Net Margin2,4 %Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Bajaj Electricals Ltd Market data — financials · 2026-05-27
    • Bajaj Electricals Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Shekhar P. BajajExecutive Chairman of the Board

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BJEL.NSCanonical
    NSE (India) · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-05-15 16:50 UTCEARNINGSQuarterly results — Q1 2026 Revenue INR 12.40B · Net INR -675.3M
    2026-05-15 16:50 UTCEARNINGSAnnual results — FY 2026 Revenue INR 44.62B · Net INR -908.6M
    2026-02-09 14:44 UTCEARNINGSQuarterly results — Q4 2025 Revenue INR 10.51B · Net INR -341.0M
    2025-10-31 14:48 UTCEARNINGSQuarterly results — Q3 2025 Revenue INR 11.07B · Net INR 98.6M
    2025-08-07 13:24 UTCEARNINGSQuarterly results — Q2 2025 Revenue INR 10.65B · Net INR 9.1M
    2025-05-12 15:02 UTCEARNINGSQuarterly results — Q1 2025 Revenue INR 12.65B · Net INR 590.5M
    2025-05-12 15:02 UTCEARNINGSAnnual results — FY 2025 Revenue INR 48.28B · Net INR 1.33B
    2025-02-04 13:26 UTCEARNINGSQuarterly results — Q4 2024 Revenue INR 12.90B · Net INR 333.6M
    2024-11-07 13:54 UTCEARNINGSQuarterly results — Q3 2024 Revenue INR 11.18B · Net INR 129.0M
    2024-08-06 13:18 UTCEARNINGSQuarterly results — Q2 2024 Revenue INR 11.55B · Net INR 281.1M
    2024-05-14 13:56 UTCEARNINGSAnnual results — FY 2024 Revenue INR 46.41B · Net INR 1.31B
    2023-05-23 13:05 UTCEARNINGSAnnual results — FY 2023 Revenue INR 48.89B · Net INR 2.16B
    2022-05-17 15:14 UTCEARNINGSAnnual results — FY 2022 Revenue INR 48.13B · Net INR 1.29B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage