Bajaj Electricals swings to Rs 67.5 cr Q4 loss, still declares Rs 3/share dividend

Bajaj Electricals posted a Q4 FY26 net loss of Rs 67.5 crore versus a Rs 59.1 crore profit YoY, as revenue slipped 2.1% to Rs 1,240 crore and Ebitda margin halved to 3.5%. The board still cleared a Rs 3/share dividend with a July 17, 2026 record date. Stock is down 40% over 12 months.

— Source publishedFri, 15 May, 2026, 18:02 IST·First seen Fri, 15 May, 2026, 18:32 IST·Source NDTV Profit

What happened

Bajaj Electricals posted a Q4 FY26 net loss of Rs 67.5 crore on 2.1% revenue decline, with Ebitda margin halving to 3.5%. Despite the loss, the consumer

Key facts

  • Net loss Rs 67.5 cr vs profit Rs 59.1 cr YoY
  • Dividend Rs 3/share (FV Rs 2)
  • Record date July 17, 2026
  • Revenue Rs 1,240 cr (-2.1% YoY)
  • Ebitda Rs 43.2 cr (-53.5%)
  • Ebitda margin 3.5% vs 7.3%
  • Stock Rs 393.10, -17.63% YTD, -40% 12M

Why this matters

A bruised valuation, margin compression, and continued shareholder payouts make Bajaj Electricals a watchlist candidate for strategic stake-building or category-specific carve-out conversations.