Bajaj holdings sees strong H1 growth, strategic investments

Bajaj Holdings & Investment Limited (BHIL) has reported a substantial increase in its consolidated profit after tax, reaching ₹5,046 crore for the half-year ended September 30, 2025, up from ₹3,047 crore in H1 FY25. This growth was bolstered by a profit of ₹1,522 crore from the sale of equity shares in Bajaj Finserv Ltd. (BFS), contributing to a total income of ₹747 crore for the period. The company also declared an interim dividend of ₹65 per equity share, totaling ₹723 crore, paid on October 14, 2025.

The strong performance was driven by key group companies. Bajaj Auto Ltd. (BAL) saw standalone profit after tax increase by 15% to ₹4,576 crore, with turnover growing 10% to ₹28,306 crore, benefiting from premium bikes and commercial vehicles. Bajaj Finserv Ltd. (BFS), on a consolidated basis, reported a 19% rise in profit after tax to ₹5,033 crore, with total income up 12% to ₹72,854 crore. Bajaj Finance recorded a 21% increase in profit after tax to ₹9,575 crore.

BHIL is also advancing strategic acquisitions, having received necessary approvals to acquire Allianz SE’s 26% equity stake in Bajaj Allianz General Insurance Company Ltd. and Bajaj Allianz Life Insurance Company Ltd., with BHIL authorized to purchase up to 19.95% of this stake in each company. The investment portfolio as of September 30, 2025, reflected a total market value of ₹236,429 crore, with strategic equity investments in group companies valued at ₹217,786 crore.