Bajaj Holdings dividend 2026: Rs 130, record profits

Bajaj Holdings & Investment Limited (BHIL) reported all-time high standalone and consolidated profits for the financial year ended March 31, 2026, and announced a final dividend that includes a one-time centenary payout. The company’s board recommended a final dividend of Rs 130 per equity share of face value Rs 10, which includes a Rs 50 special dividend to mark 100 years of the Bajaj Group.

The announcement came alongside the company’s fourth-quarter results for FY26, where profit rose sharply year-on-year even as reported revenue fell. As a holding company, BHIL’s earnings can be significantly influenced by investment income and gains from stake sales, which featured prominently in FY26.

Final dividend details and centenary special payout

BHIL’s board has recommended a final dividend of Rs 130 (1,300%) per equity share of Rs 10 face value for FY26. This includes a special celebratory dividend of Rs 50 (500%) per share linked to the Bajaj Group’s centennial milestone.

The dividend is subject to shareholder approval at the company’s Annual General Meeting (AGM) scheduled for July 31, 2026. The record date to determine eligible shareholders is June 30, 2026. If approved, the company has indicated the dividend is expected to be credited by August 5, 2026.

FY26 profits hit record on consolidated and standalone basis

For the year ended March 31, 2026, BHIL reported a sharp rise in profitability on both consolidated and standalone numbers. Consolidated profit after tax (PAT) rose 48% to Rs 9,637 crore, compared with Rs 6,521 crore in the previous year.

On a standalone basis, PAT increased to Rs 4,708 crore, up from Rs 1,291 crore in the previous financial year. The company attributed the year’s performance to strong investment performance and the sale of stakes.

Stake sale in Bajaj Finserv adds to profits

A key disclosed driver was the sale of a portion of BHIL’s equity stake in Bajaj Finserv Limited. The company reported a profit of Rs 1,522 crore from this stake sale on a consolidated basis.

For investment holding companies, such transactions can meaningfully lift annual profitability in years where gains are booked. BHIL’s FY26 performance, described as an all-time high, reflects a year where investment outcomes and realised gains played a larger role in earnings.

Q4 FY26: profit rises, revenue declines

In the quarter ended March 2026, BHIL reported consolidated net profit of Rs 2,575 crore, up 49.2% year-on-year from Rs 1,726 crore in the same quarter last year.

Reported revenue for the quarter declined sharply. The company’s revenue fell about 58% year-on-year to around Rs 61 crore (reported as Rs 60.5 crore in the results summary), compared with Rs 145 crore in the year-ago quarter.

This combination of higher profits and lower reported revenue highlights the nature of BHIL’s income profile, where investment income and capital gains can be the dominant contributors to bottom-line results.

Key dates investors will track

The timeline around the dividend matters for shareholders monitoring eligibility and cash-flow expectations. BHIL has fixed June 30, 2026 as the record date, with shareholder approval scheduled at the AGM on July 31, 2026. The company has indicated the dividend would be credited by August 5, 2026.

These dates will determine which investors are entitled to receive the Rs 130 per share payout, including the Rs 50 special component.

Snapshot table: dividend and results highlights

Market move after the announcement

Following the results and dividend announcement, BHIL’s share price was marginally lower during the trading session. The stock was down 0.11% at Rs 10,600 at 3:10 p.m.

After the day’s trade, the share closed at Rs 10,601, down 0.10%. Over the same period, the NSE Nifty 50 was down 0.14%, as per the cited market update.

Governance update: independent director reappointment

Along with financial and dividend disclosures, the company’s board approved the reappointment of Arindam Bhattacharya as a non-executive independent director. His proposed term is set to begin on September 17, 2026 and continue for five consecutive years.

The appointment will be subject to shareholder approval at the upcoming AGM, through a special resolution.

Context from earlier FY26 disclosures

Earlier in FY26, BHIL had also disclosed a strong first-half performance, with consolidated PAT of Rs 5,046 crore, up 66% from Rs 3,047 crore in H1 FY25. Total income for H1 FY26 rose 69.4% to Rs 747 crore.

The company had declared an interim dividend of Rs 65 per share (650%), amounting to Rs 723 crore, which was paid on October 14, 2025.

Why the announcement matters for investors

BHIL’s FY26 update brings two clear signals for shareholders: record annual profits and a large final dividend that includes a special centenary payout. The reported profit jump is linked to investment performance and realised gains, including the disclosed Bajaj Finserv stake sale profit.

At the same time, the Q4 numbers also show that reported revenue can be volatile, even when profits rise, which is relevant when investors compare BHIL with operating companies where revenue trends usually align more closely with earnings.

Conclusion

Bajaj Holdings & Investment ended FY26 with record profits and recommended a final dividend of Rs 130 per share, including a Rs 50 special centenary payout. Investors will track June 30, 2026 as the record date, the July 31, 2026 AGM for approval, and the expected credit timeline by August 5, 2026.

Source: BSE