Bajaj Electricals Limited · NSE:BAJAJELEC
Bajaj Electricals — Q4 FY2026 Earnings Presentation
19 slides from Bajaj Electricals's earnings presentation, May 15, 2026
Slide 1: Exchange filing cover letter for results presentation
L-1/0063/PG/PD May 18, 2026 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 0
Slide 2: Investor Presentation Q4 FY'26
Investor Presentation Q4 FY’26 May 15, 2026
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 Q4 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 3
Slide 5: Table of Contents
Table of Contents 1 Q4 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 4
Slide 6: Q4 FY'26 – Performance Overview
Q4 FY’26 – Performance Overview Core FMEG Performance (growth in Lighting Solutions (LS) offset by de-growth in Consumer Products (CP) • Consumer Products (CP) Segment: c.7% de-growth on a YoY basis; Strong growth in Kitchen appliances offset by high channel inventory of summer products • Lighting S
Slide 7: Table of Contents
Table of Contents 1 Q4 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 6
Slide 8: Profit & Loss Statement
Q4 FY’26 – Profit & Loss Statement (INR Cr) Particulars Q4 FY’26 Q4 FY’25 YoY (%) Q3 FY’26 Commentary Revenue from Operations 1,240 1,265 (2.1%) 1,051 Revenue: Less : COGS 876 872 0.4% 732 1) Lighting Solutions Gross Margin 364 394 (7.6%) 319 • High double – digit growth across both Consumer Lightin
Slide 9: Segment Details
Q4 FY’26 – Segment Details Commentary Segment Revenue Lighting Solutions Segment: Q4 FY’26 Q4 FY’25 Q3 FY’26 Particulars YoY (%) • Double – digit growth in Consumer lighting due to a (Cr) (Cr) (Cr) Consumer Products 926 994 (6.9%) 777 higher mix of wires and switchgears Lighting Solutions 314 271 15
Slide 10: FY'26 – Profit & Loss Statement
FY’26 – Profit & Loss Statement (INR Cr) Particulars FY’26 FY’25 YoY (%) Segment Revenue Revenue from Operations 4,462 4,828 (7.6%) FY’26 FY’25 Less : COGS 3,097 3,334 (7.1%) Particulars YoY (%) (₹ Cr) (₹ Cr) Gross Margin 1,365 1,494 (8.6%) Consumer Products 3,343 3,806 (12.2%) Staff Cost 391 380 2.
Slide 11: Cash Flow Summary: FY'26
Cash Flow Summary: FY’26 Commentary Particulars INR Cr Profit Before Tax (89) Cash Flow from Operating Activities Adjustments for : (CFO) : • Non-Cash items 295 • (Increase) / Decrease in Working Capital 421 • Positive CFO of INR 619 Cr in FY’26, Taxes Paid (8) contributed by improvement in working
Slide 12: Table of Contents
Table of Contents 1 Q4 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 11
Slide 13: New Product Launches: Consumer Products (Bajaj)
New Product Launches: Consumer Products (Bajaj) 5 Launches* Bajaj 3000TMC (30L) OTG • 30L Capacity • 1500W • Illumination chamber • Motorized Rotisserie with tong & fork sets • Bake, Toast, Griller, Rotisserie, and Convection mode • BIS approved • Warranty: 2 Years *No. of SKUs 12
Slide 14: Professional Lighting: Projects Undertaken (1/3)
Professional Lighting: Projects Undertaken (1/3) Segment: Industrial Lighting Shivam Packaging, Vapi Waaree Energies 13
Slide 15: Professional Lighting: Projects Undertaken (2/3)
Professional Lighting: Projects Undertaken (2/3) Segment: Street Lighting with Decorative Pole Dipti Signal Road Over Bridge in Nagpur 14
Slide 16: Professional Lighting: Projects Undertaken (3/3)
Professional Lighting: Projects Undertaken (3/3) Segment: Façade Lighting NRDA, Nagpur Lakadganj Bridge, Nagpur 15
Slide 17: Brand Campaigns
Brand Campaigns PRINT TOPICAL/PRODUCT LED Print campaign – Fans Topical & tactical campaigns Across Key Publications across India for awareness & engagement 16
Slide 18: Shareholding Pattern as on 31st March 2026
Shareholding Pattern as on 31st March 2026 13.9% Bajaj Electricals Limited CIN: L31500MH1938PLC009887 6.5% Regd. Office: Mulla House 51, Mahatma Gandhi Road, Mumbai - 400001 Website: www.bajajelectricals.com 16.9% IR-related queries (Bajaj Electricals Limited): 62.7% Suketu Shah (suketu.shah@bajajel
Slide 19: Thank you
Thank you