AI Summary
✦ ClarthaBajaj Holdings & Investment is a non-banking financial investment and credit company. It invests in listed and unlisted securities, with returns driven by holdings across Bajaj group companies and other investments. Revenue rose 27% year-on-year, while profit increased 47.8%, indicating improved contribution from its investment portfolio. Bajaj Auto’s 30% July sales growth and ₹750 crore production-linked incentive benefit could support portfolio value, though they do not directly represent operating revenue. The company remains net-cash, with debt-to-equity of 0.01, while ROE stands at 11.6% and margins remain stable. Profit growth outpaced revenue growth, but earnings remain linked to market valuations, dividends, and portfolio-company performance. At 14.1 times earnings, the stock appears discounted relative to its growth profile and offers valuation support. However, investors must monitor holding-company discounts, concentration in Bajaj group assets, and the sustainability of gains from listed investments.
Price Forecast
Probabilistic Range
Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.
Revenue Forecast
₹ CrEPS Forecast
₹ / shareMulti-factor synthesis of 5 key dimensions
Analyst coverage unavailable
Fundamentals
Fundamentals institutional score is 41 using EVA spread proxy -0.4%; growth durability 32.1.
Valuation
Valuation institutional score is 38 using relative multiple z-scores where peer dispersion is available.
Analyst Consensus
No usable analyst target or recommendation data was available.
Technical Structure
Technicals institutional score is 79 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.
Market Sentiment
Recent news flow is balanced or not decisive enough to tilt the tape. Based on 3 recent ticker-linked news items.
Signal Summary
Market intelligence remains Mixed. technical structure provide support, while fundamentals and valuation remain considerations.
Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.
Key Data Points
Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.
Valuation Metrics
Trading 11.2% above historical median. Valuation is stable — currently in the overvalued zone (z-score: +0.71). Confidence: 80%.
Forward outlook is unavailable because live next-12-month estimate data is not available for this ticker right now.
5Y Average
1.92
Current
1.76
Overvalued
2.20
Undervalued
1.63
5Y Average
10.52
Current
14.51
Overvalued
14.27
Undervalued
10.34
5Y Average
65.86
Current
106.62
Overvalued
79.75
Undervalued
47.48
Peers & Comparison
Sector: Financials · Theme: Asset Management
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
ICICI PRUDENTIAL AMC LTD ICICIAMCAsset Management | +18.1% | 55.5% | 43.3x Undervalued | -23% vs avg | +18.1% |
HDFC AMC LIMITED HDFCAMCAsset Management | +13.4% | 61.6% | 36.7x Undervalued | -35% vs avg | -6.3% |
NIPPON L I A M LTD NAM-INDIAAsset Management | +24.5% | 52.5% | 46.4x Undervalued | -18% vs avg | +46.9% |
ADIT BIRL SUN LIF AMC LTD ABSLAMCAsset Management | +10.6% | 47.6% | 29.3x Undervalued | -48% vs avg | +19.1% |
TATA INVESTMENT CORP LTD TATAINVESTAsset Management | +4.1% | 105.2% | 80.7x Premium | +43% vs avg | -0.2% |
ANAND RATHI WEALTH LTD ANANDRATHIAsset Management | +52.1% | 33.2% | 78.5x Premium | +39% vs avg | +54.7% |
JIO FIN SERVICES LTD JIOFINNBFC | +208.2% | 55.0% | 79.5x Premium | +41% vs avg | -22.3% |
BAJAJ HOLDINGS & INVS LTD trades at a discount (14.5x vs peer avg 56.3x), suggesting potential undervaluation relative to the Asset Management cohort. Peers include ICICI PRUDENTIAL AMC LTD, HDFC AMC LIMITED, NIPPON L I A M LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹386 CrJun 2026Latest net profit
₹344 CrJun 2026Latest EPS
₹30.92Jun 2026Net margin
87.0%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 98 | 1,664 | 101 | 1,249 | 126 | 1,129 | 120 | 138 | 295 | 2,501 | 281 | 54 | 386 |
| Expenses + | 32 | 28 | 31 | 31 | 41 | 44 | 29 | 40 | 40 | 42 | 40 | 36 | 52 |
| Operating Profit | 67 | 1,636 | 70 | 1,218 | 84 | 1,085 | 91 | 98 | 255 | 2,459 | 241 | 18 | 334 |
| OPM % | 68% | 98% | 70% | 98% | 67% | 96% | 76% | 71% | 87% | 98% | 86% | 34% | 87% |
| Other Income + | 15 | 15 | 24 | 10 | 14 | 14 | 31 | 29 | 1,996 | 13 | 13 | 15 | 25 |
| Interest | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 11 |
| Profit before tax | 73 | 1,643 | 86 | 1,219 | 90 | 1,090 | 114 | 119 | 2,243 | 2,464 | 245 | 25 | 349 |
| Tax % | 25% | 4% | 23% | 1% | 26% | 4% | 26% | 24% | 9% | 11% | 26% | -1,141% | 1% |
| Net Profit + | 55 | 1,571 | 66 | 1,204 | 66 | 1,051 | 84 | 91 | 2,036 | 2,181 | 181 | 310 | 344 |
| EPS in Rs | 4.97 | 141.18 | 5.89 | 108.22 | 5.93 | 94.45 | 7.55 | 8.15 | 182.92 | 195.95 | 16.26 | 27.89 | 30.92 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Consideration Of Unaudited Standalone And Consolidated Financial Results For The Quarter Ended 30 June 2026