Bajaj Electricals Ltd
Bajaj Electricals Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Consumer Products (CP) business targets better-than-market growth despite uncertainties like regional conflicts (Page 13). Bajaj Electricals aims to improve profitability and margins consistently, targeting double-digit EBIT within 3-4 years.
From Bajaj Electricals Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Consumer Products (CP) business targets better-than-market growth despite uncertainties like regional conflicts (Page 13).
- Strong double-digit growth expected in appliances, especially coolers; kitchen appliances like mixers remain under stress but expected to improve (Page 6).
- Lighting Solutions business flat currently due to Professional Lighting delays; expects growth as order clearances come through (Pages 6, 13).
- Professional Lighting order book has doubled YoY, execution and growth expected in coming quarters (Page 13).
- Consumer Lighting price erosion bottoming out; growth to resume as MFI issues phase out in next 1-2 quarters (Page 12).
- Premiumization and penetration expansion viewed as key growth drivers across segments (Pages 11, 12).
2 more points from Bajaj Electricals Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Bajaj Electricals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is evaluating a factory setup, with principal board approval for a potential Rs. 300 crores investment.
- If this factory investment materializes, total CAPEX for the year would range from Rs. 400 to Rs. 450 crores.
- Normal CAPEX for the year is estimated around Rs. 100 crores.
- The Rs. 300 crores approved CAPEX is planned to be spread across all product lines.
- There is an ongoing strategic initiative to expand the company's international footprint, including setting up a wholly owned subsidiary in UAE, specifically in Ras Al-Khaimah.
2 more points from Bajaj Electricals Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Bajaj Electricals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Professional Lighting order book is healthy at Rs. 248 crores (Page 6).
- The unexecuted order intake in Professional Lighting is Rs. 240 crores, almost double the figure from last year (Page 13).
- Delays in order execution from urban local bodies impacted Professional Lighting degrowth, but clearances are now being received (Pages 13-14).
2 more points from Bajaj Electricals Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Bajaj Electricals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.2K Cr, net loss ₹68 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Bajaj Electricals Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in Consumer Durables this season
- T B Z (Q4 FY25)
Q4 FY25 revenue from operations: ₹5,293.43 million, a 4.51% increase YoY (Q4 FY24: ₹5,065.17 million) (Page 9, Page 8). Key concall takeaways from Tribhovandas…
- Wonder Electric. (Q4 FY25)
Q4 FY25 Revenue from Operations: ₹312.03 Crores, up 20.75% YoY from ₹259.29 Crores in Q4 FY24 (Page 11, 8). Key concall takeaways from Wonder Electricals Ltd's…
- Asian Granito (Q4 FY25)
Q4FY25 Revenue from Operations: ₹471.62 crore, up 11% YoY (from ₹423.63 crore in Q4FY24) [Page 12]. Key concall takeaways from Asian Granito India Ltd's Q4…
- Symphony Ltd (Q4 FY25)
ROCE on core capital employed, excluding Australia and Mexico, stood very high historically (583% EBITDA/Capital Employed as of Dec 2024), indicating improved…
Arthneeti Pro · Annual
Bajaj Electricals Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Bajaj Electricals Ltd Q4 FY25 results?
Consumer Products (CP) business targets better-than-market growth despite uncertainties like regional conflicts (Page 13). Bajaj Electricals aims to improve profitability and margins consistently, targeting double-digit EBIT within 3-4 years.
What is Bajaj Electricals Ltd share price analysis?
Bajaj Electricals Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹4,017 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bajaj Electricals Ltd planning capital expenditure?
The company is evaluating a factory setup, with principal board approval for a potential Rs.
Keep Bajaj Electricals Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.