(BSE: 500490 | NSE: BAJAJHLDNG)
January 30, 2025
Key Highlights:
- Consolidated Q3 FY25 Profit After Tax (PAT): ₹1,748 crore (YoY growth: 6.3%)
- Standalone Q3 FY25 PAT: ₹84 crore (YoY growth: 27.3%)
- 9M FY25 Consolidated PAT: ₹4,795 crore (YoY growth: 5.4%)
- Total Investments (Market Value): ₹2,05,541 crore
Financial Performance:
Standalone Financial Results (₹ in crore)
| Particulars | Q3 FY25 | Q3 FY24 | YoY Growth |
|---|---|---|---|
| Total Income | 151 | 125 | 20.8% |
| Profit After Tax | 84 | 66 | 27.3% |
| Total Comprehensive Income | (389) | 648 | -160.0% |
Consolidated Financial Results (₹ in crore)
| Particulars | Q3 FY25 | Q3 FY24 | YoY Growth |
|---|---|---|---|
| Total Income | 158 | 133 | 18.8% |
| Share of Profits of Associates | 1,662 | 1,578 | 5.3% |
| Profit After Tax | 1,748 | 1,644 | 6.3% |
| Total Comprehensive Income | (431) | 1,545 | -128.0% |
Business Segment Performance:
- Bajaj Auto (Standalone)
- EBITDA Margin: 20.2% (Higher profitability)
- Q3 FY25 PAT: ₹2,196 crore (YoY growth: 8.0%)
- Bajaj Finserv (Consolidated)
- Q3 FY25 PAT: ₹2,231 crore (YoY growth: 3.4%)
- Maharashtra Scooters Ltd.
- Q3 FY25 PAT: ₹3 crore (YoY growth: 200%)
Strategic Developments:
- Re-categorization to Core Investment Company (CIC):
The Board approved a proposal to shift from an Investment & Credit Company (ICC) to an Unregistered Core Investment Company (CIC), pending RBI approval. - Investment Portfolio Overview:
Asset Class Cost (₹ Cr) Market Value (₹ Cr) Strategic Equity (Group Companies) 3,150 1,89,627 Other Equity Shares 4,240 10,132 Debt Securities 5,450 5,481 Investment Properties 168 301 Total Portfolio Value 13,008 2,05,541
Outlook & Future Strategy:
- Continued focus on stable investment returns via strategic stakes in Bajaj Auto and Bajaj Finserv.
- Portfolio realignment as per the new CIC framework for better capital efficiency.
- Cautious stance on market volatility impacting fair value gains/losses.