Bajaj Holdings dividend 2026: ₹130, record date set

Key announcement and why it matters

Bajaj Holdings and Investment Ltd has recommended a final dividend of ₹130 per equity share after announcing its Q4 FY26 financial results. The payout includes a special dividend of ₹50 per share to mark 100 years of the Bajaj Group. For shareholders, the key items are the record date for eligibility and the schedule for approval and payment.

The company said the final dividend is 1,300 percent on an equity share of face value ₹10 for the financial year ended 31 March 2026. The dividend will be paid only if shareholders approve it at the upcoming annual general meeting (AGM).

Dividend details: final plus special payout

In its exchange filing, Bajaj Holdings said the Board recommended a final dividend of ₹130 per share for FY26. The company clarified that this includes a special payout of ₹50 per share in celebration of 100 years of the Bajaj Group.

The final dividend, if declared at the AGM, is expected to be credited on or before 5 August 2026. The announcement places the focus on the company’s dividend distribution policy and the one-time centenary component embedded within the final dividend amount.

Another detail highlighted in the Hindi report is that the dividend relates to the financial year 2026 and is linked to shares with face value of ₹10. It also noted the company had already paid an interim dividend of ₹51.46 per share for FY26.

Record date, AGM date, and payout timeline

Bajaj Holdings fixed 30 June 2026 as the record date for determining eligible shareholders for the dividend payout. Eligibility is based on shareholders whose names appear as beneficial owners in the company’s register of members or in depositories’ records as of the record date.

The company’s 81st AGM is scheduled for Friday, 31 July 2026. The final dividend will be subject to shareholder approval at this meeting. If approved, the company said the dividend will be credited on or before 5 August 2026.

Q4 FY26 results: profit up, revenue down

For the March 2026 quarter, Bajaj Holdings reported a year-on-year rise in consolidated net profit to ₹2,575 crore, compared with ₹1,726 crore in the corresponding period last year. Another report cited consolidated profit after tax (PAT) at ₹2,576.96 crore, up 47.18 percent year on year.

Despite the jump in profit, revenue moved in the opposite direction in the quarter. One report said revenue declined 58 percent year on year to ₹61 crore from ₹145 crore. Another disclosure cited total income during Q4 FY26 at ₹69 crore versus ₹167 crore in the year-ago period, attributing the decline to lower interest income.

Bajaj Holdings’ EBITDA for Q4 FY26 was reported at ₹24 crore versus ₹103 crore in Q4 FY25.

Full-year FY26 numbers mentioned in disclosures

For the full financial year 2025-26, one report said standalone PAT rose to ₹4,708 crore from ₹1,292 crore. Over the same period, total income was reported at ₹3,184 crore versus ₹1,600 crore.

Another disclosure cited Bajaj Holdings’ consolidated profit after tax at ₹9,637 crore in FY26 versus ₹6,521 crore in FY25, and added that FY26 profit included profit on sale of equity shares of Bajaj Finserv Limited of ₹1,522 crore.

The company also disclosed investment-related metrics. One report stated that as against a book value of ₹2.454 per share, NAV of the investments was ₹19,388 per share as on 31 March 2026.

Portfolio-driven earnings context

Some reports linked the Q4 profit outcome to mark-to-market gains and dividend income from its portfolio of investee companies. The investee names mentioned include Bajaj Finance, Bajaj Finserv, Bajaj Auto, and Maharashtra Scooters.

Additional associate and investee performance figures were also cited. Share of profits of associates was reported at ₹2,262 crore versus ₹1,608 crore, up 40.7 percent year on year.

Separately, Bajaj Auto (standalone) was reported to have posted an EBITDA margin of 20.8 percent in Q4 FY26, while Bajaj Auto (consolidated) PAT was reported at about ₹3,662 crore versus ₹1,802 crore a year earlier.

Stock reaction and recent price performance

On the market side, one update said shares of Bajaj Holdings and Investment settled 0.37 percent higher at ₹10,622.95 on Friday. The stock was reported to be up 6.26 percent over the past one month, while down 12.31 percent on a one-year basis.

Another market update said the stock ended at ₹10,583.80, down 0.29 percent from the previous close of ₹10,614.70 on the BSE, in a session linked to the results and dividend announcement.

Key facts table

Market impact: what changes for investors

The record date and AGM timetable define the practical path from recommendation to payment. Investors focused on dividend capture will track the 30 June 2026 record date and the shareholder vote at the 31 July 2026 AGM.

The results show a sharp divergence between profit and revenue in Q4 FY26, as profit rose strongly while revenue or total income dropped materially. The disclosures also indicate that investment-related items, including mark-to-market and dividend flows from investee companies, were central to the quarter’s reported profitability.

The stock’s recent performance figures show mixed trends across time frames: gains over one month, but a negative one-year return as per the numbers reported.

Why the ₹130 payout stands out

The ₹130 final dividend includes a ₹50 special payout linked to the Bajaj Group’s centenary, making the FY26 final dividend a notable event for shareholders. The company explicitly tied the recommendation to its dividend distribution policy and set out clear dates for record date, approval, and expected credit.

Separately, one report stated that the total dividend for the year stands at 1,950 percent versus 930 percent in the previous year, with an aggregate dividend payout of ₹2,170 crore versus ₹1,035 crore in the preceding year.

Conclusion

Bajaj Holdings’ FY26 final dividend recommendation of ₹130 per share, including a ₹50 centenary special dividend, sets up a defined timeline: record date on 30 June 2026, AGM on 31 July 2026, and payment by 5 August 2026 if approved. The Q4 FY26 print showed strong profit growth alongside a steep decline in revenue or total income, as reported across disclosures. The next formal milestone for shareholders is the 81st AGM, where the dividend proposal will be placed for approval.