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Bajaj Electrical Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 25 Aug 2026 | Consumer Durables | Market Cap: ₹4.1K Cr

Bajaj Electricals targets 8% to 10% top-line growth over the next couple of years, aiming to outperform the industry growth of 6%-7%. Bajaj Electricals is targeting 8% to 10% top-line growth over the next couple of years, aiming to outperform the industry growth of 6%-7%.

From Bajaj Electrical's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Price

₹333

Market Cap

₹4.1K Cr

How does Bajaj Electrical rank in Consumer Durables?

Compare Bajaj Electrical against every Consumer Durables company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 4Margin: Rank 2
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Bajaj Electrical — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.2K Cr, net profit ₹-68 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 4
  • →Bajaj Electricals targets 8% to 10% top-line growth over the next couple of years, aiming to outperform the industry growth of 6%-7%. (Page 11)
  • →Growth assumptions consider inflation and market expansion; quarter-to-quarter variations expected but 8%-10% is the ballpark. (Page 11)
  • →Focus on premiumization, innovation, and expanding distribution to drive volume growth and market share gains, especially outside fans category. (Pages 7, 13)
  • →Fans category growth expected to recover after supply chain disruptions and operational issues are addressed. (Pages 13, 14)
  • →E-commerce and quick commerce channels are rapidly growing, with e-commerce contributing around 15%-20% and showing double-digit growth. (Pages 13, 14)
  • →Lighting segment continues strong growth with 4.4% recent growth and is seen as a structural growth and margin driver. (Page 4)
  • →New categories such as solar, wires, cables, and professional lighting expected to contribute to long-term growth. (Page 11)

See what Bajaj Electrical said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes
  • →Bajaj Electricals is actively working on expanding its category presence and infrastructure, aiming for growth beyond core consumer products and lighting (Page 10).
  • →They are exploring new areas such as solar energy, wires, cables, and professional lighting projects, signaling strategic investments in these segments (Page 10).
  • →The company is focusing on building a different kind and larger scale of company over the next 4-5 years; this involves new category entries and innovation-led growth (Page 10).
  • →There is a mention of investing in brand strengthening and return on investment (ROI)-led productivity initiatives as part of margin improvement efforts (Page 8).
  • →The company continues to calibrate its distribution and direct dealer network expansion as part of go-to-market (GTM) improvements (Page 14 and 8).
  • →No explicit numerical capex guidance was provided for the current or future period during the call.

See what Bajaj Electrical said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

No information
The provided transcript of Bajaj Electricals Limited's Q1FY27 Earnings Call does not explicitly mention specifics about the current or expected order book or pending orders. There is no direct reference to order book size, value, or pending orders during the discussion in the transcript pages provided. Key related points noted: - The company continues to grow in consumer products and lighting solutions. - Professional lighting has some legacy projects affecting margins temporarily. - There is emphasis on expanding distribution channels and consumer reach. - Growth and margin improvement are based on operational efficiencies, product premiumization, and market expansion. - Management is optimistic about future growth but does not quantify order backlog or pending orders. If required, please provide additional specific pages or sections for more detailed information.

Key Metrics

1 of 5 growth signals positive in the Q1 FY27 call.

Revenue

Rank 4

Margin

Rank 2

Capex

Yes

Fundraise

No information

Order Book

No information

How does Bajaj Electrical rank vs peers in Consumer Durables?

Pro feature
1Bajaj Electrical
Rev 4Mar 2

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What Bajaj Electricals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Bajaj Electrical Q1 FY27 results?

Bajaj Electricals targets 8% to 10% top-line growth over the next couple of years, aiming to outperform the industry growth of 6%-7%. Bajaj Electricals is targeting 8% to 10% top-line growth over the next couple of years, aiming to outperform the industry growth of 6%-7%.

What is Bajaj Electrical share price analysis?

Bajaj Electrical currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹4,058 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bajaj Electrical planning capital expenditure?

Bajaj Electricals is actively working on expanding its category presence and infrastructure, aiming for growth beyond core consumer products and lighting (Page 10).

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.