Company Overview

Bajaj Holdings & Investment Limited (BSE: 500490, NSE: BAJAJHLDNG) reported exceptional financial performance for FY2026 and announced its 81st Annual General Meeting scheduled for 31 July 2026.

Financial Performance

BHIL achieved standalone net profit of ₹4,707.80 crore for FY2026, a significant increase from ₹1,291.83 crore in the previous year. This performance was primarily driven by an exceptional gain of ₹1,982.99 crore from the sale of 10.4 million Bajaj Finserv shares through a block deal in June 2025. Total income stood at ₹3,184.31 crore (FY2025: ₹1,600.25 crore), while earnings per share reached ₹423.0 (FY2025: ₹116.1).

Dividend Declaration

The company declared a final dividend of ₹130 per equity share, which includes a special payout of ₹50 per share celebrating 100 years of the Bajaj Group. This follows an interim dividend of ₹65 per share declared earlier. The total dividend payout for FY2026 amounts to ₹2,170.23 crore (interim ₹723.41 crore + final ₹1,446.82 crore). The record date for the final dividend is 30 June 2026, with payment scheduled on or before 5 August 2026.

Investment Activities

BHIL made significant strategic investments, acquiring 17.56% stakes each in Bajaj General Insurance Ltd. (₹9,308.23 crore) and Bajaj Life Insurance Ltd. (₹7,025.07 crore) from Allianz SE. Post-buyback, the company's stake increased to 18.10% in both insurance companies. The total investment portfolio market value reached ₹215,779 crore against a cost of ₹21,660 crore, with investments in associates totaling ₹44,235.52 crore primarily in Bajaj Auto and Bajaj Finserv.

Regulatory Matters

The company applied to RBI on 12 November 2025 for voluntary surrender of its NBFC-ICC registration and reclassification as an Unregistered Core Investment Company, which is currently under review. BHIL maintained compliance with all RBI norms, including a capital adequacy ratio of 154% as of 31 March 2026 against the 15% requirement.

AGM Details and Corporate Governance

The 81st AGM will be held on 31 July 2026 via video conference to approve FY2026 financial statements, declare the final dividend, and consider special business including reappointment of Dr. Arindam Bhattacharya as independent director and commission payment to non-executive directors. The company demonstrated strong corporate governance with compliance to SEBI Listing Regulations and maintained a whistle-blower policy with no instances of fraud reported.

Additional Financial Details

CSR expenditure amounted to ₹27.07 crore against an obligation of ₹42.57 crore. The company had 14 permanent employees and reported foreign exchange outgo of ₹58.86 crore. Contingent liabilities included disputed income tax matters of ₹239.68 crore and service tax matters of ₹26.85 crore, though outflow was considered not probable.

Investment Portfolio Composition

The investment portfolio expanded to ₹40,629.57 crore comprising debt securities (₹1,971.79 crore), equity instruments (₹38,472.74 crore), mutual funds (₹88.74 crore), and other funds (₹96.30 crore). The reserve fund under RBI Act stood at ₹4,595.48 crore, while retained earnings reached ₹12,832.04 crore.