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Bajaj Electricals Ltd

Q4 FY26Consumer Durables

Bajaj Electricals Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹352
Market cap₹4.0K Cr
Updated23 Aug 2026
Read4 min read

The short version

Bajaj Electricals aims to grow ahead of the market, which is expected to grow at a mid-single digit rate. Bajaj Electricals aims to grow ahead of the market, expecting mid-single digit market growth and targeting higher company growth than this benchmark.

From Bajaj Electricals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Bajaj Electricals aims to grow ahead of the market, which is expected to grow at a mid-single digit rate.
  • The company’s intent is to achieve revenue growth exceeding the industry average.
  • Focus on innovations with the right price points and margins to capture consumer needs.
  • Lighting Solutions and wires portfolio expected to be strong growth drivers.
  • Consumer Products vertical to bounce back with better momentum in upcoming quarters.
  • Plans to bridge performance gaps in fans, especially in BLDC segment, over the next 12 months.

2 more points from Bajaj Electricals Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

  • Next two years (FY27 and FY28) capex will substantially come down, expected to be less than half of previous levels.
  • Capex will mainly be for replacement of moulds and necessary innovations.
  • Intensity of capex investments will decrease over the next 2 years.
  • Strategic investments focus includes enhancing innovation and brand building.
  • Investments behind products and initiatives aim for growth and margin improvement beyond FY27, targeting FY28-FY29.

2 more points from Bajaj Electricals Ltd's call on capex

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Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
2Visdem Technosys
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 3
5
Rev 1Mar 3
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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

The transcript provided does not mention any specific details about the current or expected order book or pending orders for Bajaj Electricals Limited. Key points discussed relate to: - Market share performance in fans and BLDC fans segment. - Operating cash flow improvements driven by working capital. - Capex plans for FY27 and FY28 significantly reduced, focused on replacement and innovation.

2 more points from Bajaj Electricals Ltd's call on order book

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Bajaj Electricals Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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.

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What Bajaj Electricals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Bajaj Electricals Ltd Q4 FY26 results?

Bajaj Electricals aims to grow ahead of the market, which is expected to grow at a mid-single digit rate. Bajaj Electricals aims to grow ahead of the market, expecting mid-single digit market growth and targeting higher company growth than this benchmark.

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?

Next two years (FY27 and FY28) capex will substantially come down, expected to be less than half of previous levels.

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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.