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BAJAJ-AUTO - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.3

Last Updated Time : 04 May 26, 11:57 am

Fundamental Rating: 4.3

Stock Code BAJAJ-AUTO Market Cap 2,79,330 Cr. Current Price 9,994 ₹ High / Low 10,187 ₹
Stock P/E 30.4 Book Value 1,100 ₹ Dividend Yield 2.10 % ROCE 37.6 %
ROE 28.5 % Face Value 10.0 ₹ DMA 50 9,477 ₹ DMA 200 9,185 ₹
Chg in FII Hold -0.02 % Chg in DII Hold 0.28 % PAT Qtr 2,549 Cr. PAT Prev Qtr 2,480 Cr.
RSI 62.9 MACD 106 Volume 12,58,037 Avg Vol 1Wk 4,89,076
Low price 7,556 ₹ High price 10,187 ₹ PEG Ratio 1.57 Debt to equity 0.00
52w Index 92.7 % Qtr Profit Var 20.9 % EPS 327 ₹ Industry PE 31.2

📊 Financials: BAJAJ-AUTO demonstrates strong fundamentals with ROCE at 37.6% and ROE at 28.5%, supported by a debt-free balance sheet. EPS stands at ₹327, reflecting robust profitability. Quarterly PAT grew 20.9% (₹2,549 Cr. vs ₹2,480 Cr.), showing consistent earnings momentum. Dividend yield at 2.10% adds shareholder value, reinforcing healthy cash flows.

💹 Valuation: The stock trades at a P/E of 30.4, close to the industry average of 31.2, suggesting fair valuation. The PEG ratio of 1.57 indicates growth is reasonably aligned with valuation. Book value is ₹1,100, giving a P/B ratio of ~9.1, which is premium but justified by strong returns. Current price of ₹9,994 is near its 52-week high, limiting immediate upside.

🏢 Business Model & Competitive Advantage: BAJAJ-AUTO operates in the automobile sector with a strong brand, global presence, and diversified product portfolio. Its competitive advantage lies in efficient capital use, high profitability, and zero leverage. Consistent dividend payouts and strong institutional support further enhance its long-term appeal.

🎯 Entry Zone: A favorable entry zone lies near ₹9,400–₹9,500 (close to 50 DMA support). Current price is slightly above comfort levels, suggesting caution for fresh entry.

📈 Long-Term Holding Guidance: Highly suitable for long-term investors given strong fundamentals, fair valuation, and consistent profitability. Holding with a 3–5 year horizon is recommended, with profit booking near ₹10,100–₹10,200 resistance.

Positive

  • Strong ROCE (37.6%) and ROE (28.5%)
  • Debt-free balance sheet
  • EPS at ₹327 supports robust earnings
  • Dividend yield of 2.10% adds shareholder value
  • Quarterly PAT growth of 20.9%

Limitation

  • P/B ratio ~9.1 indicates premium valuation
  • Current price near 52-week high limits upside
  • RSI at 62.9 suggests nearing overbought zone

Company Negative News

  • FII holdings declined slightly (-0.02%)
  • Valuation premium may limit near-term entry opportunities

Company Positive News

  • DII holdings increased (+0.28%), showing domestic institutional confidence
  • Quarterly PAT improved to ₹2,549 Cr. from ₹2,480 Cr.

Industry

  • Automobile sector trades at industry P/E of 31.2
  • Sector outlook remains positive with rising demand and exports

Conclusion

⚖️ BAJAJ-AUTO is a fundamentally strong company with high efficiency, zero debt, and consistent profitability. Entry is advisable near ₹9,400–₹9,500. Long-term holding is recommended with a 3–5 year horizon, while partial profit booking near ₹10,100–₹10,200 resistance is prudent.

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