Bajaj Holdings Q4 FY26: PAT jumps 49%, ₹130 dividend

Key takeaway for shareholders

Bajaj Holdings and Investment Ltd (BHIL) reported a sharp year-on-year rise in consolidated profit for the March 2026 quarter and announced a high final dividend for FY26. The board recommended a final dividend of ₹130 per equity share, which the company described as 1300% of the face value of ₹10 per share. The dividend includes a special dividend component of ₹50 per share to mark 100 years of the Bajaj Group. The proposal is subject to shareholder approval at the upcoming annual general meeting (AGM).

What BHIL announced on May 7

BHIL said its board of directors recommended a final dividend of ₹130 per equity share for the financial year ended March 31, 2026. In its exchange filing, the company stated the payout is ₹130 (1300%) per equity share of face value ₹10. Alongside this, BHIL reported its consolidated earnings for the quarter ended March 31, 2026. The company disclosed that if shareholders approve the dividend at the AGM, it will be credited on or before August 5, 2026.

Dividend breakup: final plus special

The company’s stated final dividend of ₹130 per share includes a special dividend of ₹50 per share. BHIL linked the special payout to the Bajaj Group completing 100 years. While the filing and report highlight the recommendation, the final payment will depend on shareholder approval. The timeline provided by the company places the credit date on or before August 5, 2026, subject to AGM clearance.

Q4 FY26 profit: strong YoY growth

BHIL’s consolidated profit after tax (PAT) increased by 49.3% year-on-year to ₹2,575 crore in Q4 FY26. In the year-ago quarter (Q4 FY25), the company had reported PAT of ₹1,725 crore. The company also described the same change as a 49% rise in consolidated net profit for the quarter ended March 31, 2026. The profit growth stands out given the movement in total income during the quarter.

Total income fell as interest income declined

BHIL reported that low interest income weighed on the top line in the March 2026 quarter. Total income during Q4 FY26 fell to ₹69 crore from ₹167 crore in the year-ago period. The company attributed this decline explicitly to lower interest income. The reported combination of higher profit and lower total income suggests that income mix and non-operating components mattered in the quarter, although BHIL’s filing excerpt provided here does not break those drivers down further.

Dividend process and dates that matter

The final dividend recommendation is for the financial year ended March 31, 2026. Approval is expected to be sought at the upcoming AGM, as stated in the report. If shareholders approve the proposal, BHIL said the dividend will be credited on or before August 5, 2026. For income-focused investors, the approval step and the credit deadline are the two concrete milestones disclosed.

Snapshot table: BHIL Q4 FY26 and dividend

Bajaj Healthcare results and dividend: separate set of disclosures

The provided material also includes disclosures and reporting related to Bajaj Healthcare Ltd, a pharmaceutical company, which is separate from BHIL. Bajaj Healthcare reported standalone net profit of ₹11.18 crore in Q4 FY25, compared with a net loss of ₹29.92 crore in Q4 FY24. Its revenue from operations rose 15.36% year-on-year to ₹154.47 crore in Q4 FY25 (also reported as ₹154.5 crore), up from ₹133.9 crore a year ago. For FY25, the company reported a standalone net profit of ₹39.50 crore versus a net loss of ₹83.79 crore in FY24.

Bajaj Healthcare: operating metrics and share price reaction

Bajaj Healthcare’s operating performance in Q4 FY25 showed margin pressure in the reporting cited. Ebitda fell 26.7% year-on-year to ₹11.75 crore from ₹16.02 crore, and Ebitda margin contracted to 7.61% from 11.97%. The stock reaction described was negative: the counter fell 7.75% to ₹555.60 on the BSE. Another update noted the share price dropped as much as 8.67% intraday to ₹550 and was down about 7.51% at ₹557 around 10:40 AM.

Bajaj Healthcare dividend and recent history (as stated)

Bajaj Healthcare’s board recommended a final dividend of ₹1 per equity share for FY25, described as 20% on a face value of ₹5 each, subject to shareholder approval at the AGM. The cited “recent dividend history” shows ₹1 per share in FY25 (recommended), FY24, and FY23. Separately, the included annual figures also reference gross income of ₹562.01 crore for a year under review versus ₹482.10 crore in the previous year, and net profit after tax from continued operations of ₹42.93 crore versus a prior-year loss of ₹86.57 crore.

What to watch next

For BHIL, the next formal step is shareholder approval at the AGM for the FY26 final dividend of ₹130 per share, including the ₹50 special dividend. The company has communicated that, if approved, the dividend will be credited on or before August 5, 2026. Investors tracking Bajaj Healthcare will also watch its AGM outcome for the FY25 final dividend recommendation and how the company’s operating margins evolve after the Q4 FY25 Ebitda decline reported.