Bajaj Holdings Reports Over 100% Consolidated Profit Growth in Q1 FY26 Driven by Bajaj Finserv Share Sale
The reported profits show an exceptional increase due to a one-time strategic sale of shares, which significantly boosts the company's financial position. This, combined with the company's re-categorization as a Core Investment Company, marks a substantial shift and has a high financial and strategic impact.
The company reported a significant increase in both consolidated and standalone profit after tax, primarily driven by a substantial profit from the strategic sale of Bajaj Finserv Limited equity shares. Additionally, key associate companies like Bajaj Auto and Bajaj Finserv also reported healthy growth in their profits.
Bajaj Holdings & Investment Limited (BHIL) announced its unaudited standalone and consolidated financial results for the quarter ended 30 June 2025, reporting a substantial increase in profit after tax. * Consolidated profit after tax surged to ₹3,487 crore in Q1 FY26, up from ₹1,610 crore in Q1 FY25. Excluding the profit from the sale of Bajaj Finserv Limited (BFS) equity shares, consolidated profit after tax increased by 30% to ₹2,106 crore. * Standalone profit after tax dramatically increased to ₹2,036 crore in Q1 FY26, compared to ₹66 crore in Q1 FY25. Excluding the profit from the BFS share sale, standalone profit after tax was ₹194 crore. * The significant increase in profits was primarily driven by the sale of 1.04 crore equity shares of its associate company, Bajaj Finserv Limited (BFS), on 6 June 2025, for an aggregate consideration of ₹2,002.21 crore. The net profit on this sale was ₹1,982.99 crore on a standalone basis and ₹1,521.88 crore on a consolidated basis. BFS continues to be an associate of BHIL. * Performance of key associates in Q1 FY26: * Bajaj Auto (consolidated) reported a 14% increase in profit after tax to ₹2,210 crore. * Bajaj Finserv (consolidated) profit after tax increased by 30% to ₹2,789 crore. * Maharashtra Scooters Ltd. profit after tax increased to ₹35 crore. * BHIL is in the process of realigning its investment portfolio as per Reserve Bank of India's (RBI) Core Investment Company (CIC) guidelines, following the Board's approval on 30 January 2025 to re-categorize the company into an Unregistered CIC. * As of 30 June 2025, the market value of BHIL's investment portfolio stood at ₹2,34,603 crore. The Net Asset Value (NAV) of these investments was ₹21,080 per share, against a book value of ₹1,978 per share.
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