Bajaj Electricals Limited · NSE:BAJAJELEC
Bajaj Electricals — Q2 FY2026 Earnings Presentation
20 slides from Bajaj Electricals's earnings presentation, Oct 31, 2025
Slide 1: Exchange filing cover letter
October 31, 2025 To, BSE Limited : Code No. 500031 Department of Corporate Services Phiroze Jeejeebhoy Towers, Dalal Street Mumbai 400 001 National Stock Exchange of India Limited : BAJAJELEC - Series: EQ Listing Department Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai 400 051 Dear Sir
Slide 2: Investor Presentation Q2 FY'26
Investor Presentation Q2 FY’26 October 31, 2025
Slide 3: Disclaimer
Disclaimer The material that follows is a Presentation of general background information about the activities of Bajaj Electricals Limited (“Company”) or its subsidiary or joint venture, or associate (together with the Company, the “Group”) as at the date of the Presentation or as otherwise indicate
Slide 4: Table of Contents
Table of Contents 1 Q2 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 3
Slide 5: Table of Contents
Table of Contents 1 Q2 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 4
Slide 6: Q2 FY'26 – Performance Overview
Q2 FY’26 – Performance Overview Core FMEG Performance (1.0% de-growth on YoY, due to drop in summer products and high channel inventories) • Consumer Products (CP) Segment: 4.1% de-growth on a YoY basis due to a drop in fans (TPW) and coolers • Lighting Solutions (LS) Segment: 9.6% growth on a YoY b
Slide 7: Table of Contents
Table of Contents 1 Q2 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 6
Slide 8: Q2 FY'26 – Profit & Loss Statement
Q2 FY’26 – Profit & Loss Statement (INR Cr) Particulars Q2 FY’26 Q2 FY’25 YoY (%) Q1 FY’26 Commentary Revenue from Operations 1,107 1,118 (1.0%) 1,065 Revenue: Lighting Solutions (LS) witnessed major Less : COGS 755 778 (2.9%) 734 growth, offset by a decline in Consumer Products (CP) Gross Margin 35
Slide 9: Q2 FY'26 – Segment Details
Q2 FY’26 – Segment Details Segment Revenue Commentary Q2 FY’26 Q2 FY’25 Q1 FY’26 Consumer Products Segment: Particulars YoY (%) (₹ Cr) (₹ Cr) (₹ Cr) • Double-digit value growth in kitchen appliances Consumer Products 833 868 (4.1%) 807 • Single-digit value decline in domestic appliances and Lighting
Slide 10: Cash Flow Summary: H1 FY'26
Cash Flow Summary: H1 FY’26 Particulars (₹ Cr) Commentary Profit Before Tax 17 Cash Flow from Operating Activities Adjustments for : (CFO) : • Non-Cash items 102 • (Increase) / Decrease in Working Capital (85) • Positive CFO of INR 11 Cr contributed by Taxes Paid (23) operating profits Net Cash from
Slide 11: Table of Contents
Table of Contents 1 Q2 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 10
Slide 12: New Product Launches: Consumer Products (Bajaj)
New Product Launches: Consumer Products (Bajaj) 26 Launches* Ardenelle Turbo Prime BLDC Robusto HS 300 mm Wall Bajaj GX 18 Pro 500W Mixer Grinder • Stationary bottom cover with unique • Silent BLDC motor with remote • Chiseled Design – Stylish and Youthful • DuraCut Blades with Lifetime Warranty bla
Slide 13: New Product Launches: Morphy Richards
New Product Launches: Morphy Richards 3 Launches* Morphy Richards Luxe Glide 1200 W Steam Morphy Richards iDazzle Neo 1200 W Hair Dryer Morphy Richards 30 RC Manual OTG Iron • 2 Speed/heat settings to control airflow and maintain • 60 Minutes Timer moisture • Self Clean function • Accessories – Roti
Slide 14: New Product Launches: Consumer Lighting (1/2)
New Product Launches: Consumer Lighting (1/2) 144 Launches* SOLARZ HANGING SOLAR RC ZYPHOR LED PANEL SERIES AWE PLUS SMART BLE LED LAMP BEAM ACE BATTEN 20W (2 feet) LANTERN 9W B22 • Solar Panel for easy charging • Lumen Efficacy – 80 lumens/Watt • Elegant Decorative Reflector • Connect with Bluetoot
Slide 15: New Product Launches: Consumer Lighting (2/2)
New Product Launches: Consumer Lighting (2/2) ZYPHOR PLUS LED PANEL CELESTA LED ROPE LIGHT ZYPHOR NEO LED PANEL HYPERION LED SURFACE CELESTA LED PANEL WITH EXTERNAL DRIVER SERIES (50 Meter) PANEL SERIES • 6’’ cutout • Lumen Efficacy – 100 • Lumen Efficacy– 100 • Slim Panel With External • IP-65 Prot
Slide 16: Professional Lighting: Projects Undertaken
Professional Lighting: Projects Undertaken Key highlights: • High-Performance Blaster LED Floodlights • Glare Control & Beam Precision • Smart Control System (DMX-Compatible) • Sustainable & Energy-Efficient Design Holkar Cricket Stadium, Indore 15
Slide 17: Brand Campaigns
Brand Campaigns Onam Print campaign Festive campaigns with Mega influencers Festive brand engagement Publication: Malayala Manorama During Onam, Ganeshotsav & Durga Puja Bajaj lights up Kolkata’s Durga Pujo with iconic Pandal presence Bajaj launches Experience Zone at Lalbaugcha Raja Ahaana Shriya I
Slide 18: Awards and Recognitions
Awards and Recognitions 13th CII IQ National Excellence Practice CII National Six Sigma Competition 2025 India Procurement Leadership Award 2025 Competition 2025 Bajaj Electricals has won two prestigious CII IQ Bajaj Electricals Wins Gold Standard Presented by the Procurement India Leadership Nation
Slide 19: Shareholding Pattern as on 30th September, 2025
Shareholding Pattern as on 30th September, 2025 13.7% Bajaj Electricals Limited CIN: L31500MH1938PLC009887 7.8% Regd. Office: Mulla House 51, Mahatma Gandhi Road, Mumbai - 400001 Website: www.bajajelectricals.com 15.9% IR-related queries (Bajaj Electricals Limited): 62.7% Suketu Shah (suketu.shah@ba
Slide 20: Thank you
Thank you