Bajaj Holdings & Investment Limited (BAJAJHLDNG) - Net Assets
Based on the latest financial reports, Bajaj Holdings & Investment Limited (BAJAJHLDNG) has net assets worth Rs786.72 Billion INR (≈ $8.51 Billion USD) as of September 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (Rs825.14 Billion ≈ $8.92 Billion USD) and total liabilities (Rs38.41 Billion ≈ $415.43 Million USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Check Bajaj Holdings & Investment Limited asset resilience ratio to evaluate the company's liquid asset resilience ratio.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | Rs786.72 Billion |
| % of Total Assets | 95.34% |
| Annual Growth Rate | 14.99% |
| 5-Year Change | 64.72% |
| 10-Year Change | 375.17% |
| Growth Volatility | 13.61 |
Bajaj Holdings & Investment Limited - Net Assets Trend (2005–2025)
This chart illustrates how Bajaj Holdings & Investment Limited's net assets have evolved over time, based on quarterly financial data. Also explore Bajaj Holdings & Investment Limited balance sheet assets for the complete picture of this company's asset base.
Annual Net Assets for Bajaj Holdings & Investment Limited (2005–2025)
The table below shows the annual net assets of Bajaj Holdings & Investment Limited from 2005 to 2025. For live valuation and market cap data, see BAJAJHLDNG market cap overview.
| Year | Net Assets | Change |
|---|---|---|
| 2025-03-31 | Rs726.69 Billion ≈ $7.86 Billion |
+15.40% |
| 2024-03-31 | Rs629.71 Billion ≈ $6.81 Billion |
+22.12% |
| 2023-03-31 | Rs515.63 Billion ≈ $5.58 Billion |
-0.03% |
| 2022-03-31 | Rs515.80 Billion ≈ $5.58 Billion |
+16.92% |
| 2021-03-31 | Rs441.18 Billion ≈ $4.77 Billion |
+36.59% |
| 2020-03-31 | Rs323.00 Billion ≈ $3.49 Billion |
+19.84% |
| 2019-03-31 | Rs269.52 Billion ≈ $2.91 Billion |
+26.00% |
| 2018-03-31 | Rs213.91 Billion ≈ $2.31 Billion |
+20.05% |
| 2017-03-31 | Rs178.18 Billion ≈ $1.93 Billion |
+16.51% |
| 2016-03-31 | Rs152.93 Billion ≈ $1.65 Billion |
+14.19% |
| 2015-03-31 | Rs133.93 Billion ≈ $1.45 Billion |
+11.62% |
| 2014-03-31 | Rs119.99 Billion ≈ $1.30 Billion |
+15.99% |
| 2013-03-31 | Rs103.45 Billion ≈ $1.12 Billion |
+19.18% |
| 2012-03-31 | Rs86.80 Billion ≈ $938.71 Million |
+16.50% |
| 2011-03-31 | Rs74.51 Billion ≈ $805.78 Million |
+34.12% |
| 2010-03-31 | Rs55.56 Billion ≈ $600.81 Million |
+22.49% |
| 2009-03-31 | Rs45.36 Billion ≈ $490.52 Million |
+4.45% |
| 2008-03-31 | Rs43.43 Billion ≈ $469.63 Million |
-31.83% |
| 2007-03-31 | Rs63.71 Billion ≈ $688.95 Million |
+19.08% |
| 2006-03-31 | Rs53.50 Billion ≈ $578.56 Million |
+20.30% |
| 2005-03-31 | Rs44.47 Billion ≈ $480.94 Million |
-- |
Equity Component Analysis
This analysis shows how different components contribute to Bajaj Holdings & Investment Limited's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 32864520000000.0% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (March 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | Rs328.65 Billion | 52.43% |
| Common Stock | Rs1.11 Billion | 0.18% |
| Other Comprehensive Income | Rs292.67 Billion | 46.69% |
| Other Components | Rs4.44 Billion | 0.71% |
| Total Equity | Rs626.88 Billion | 100.00% |
Bajaj Holdings & Investment Limited Competitors by Market Cap
The table below lists competitors of Bajaj Holdings & Investment Limited ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Julius Baer Gruppe AG
SW:BAER
|
$12.36 Billion |
|
Anhui Conch Cement Co Ltd
SHG:600585
|
$12.37 Billion |
|
GD Power Development Co Ltd
SHG:600795
|
$12.37 Billion |
|
AKESO INC. O.N.
F:4RY
|
$12.38 Billion |
|
Globus Medical
NYSE:GMED
|
$12.35 Billion |
|
Kuang Chi Technologies Co Ltd
SHE:002625
|
$12.35 Billion |
|
Bollore SA
PA:BOL
|
$12.34 Billion |
|
Xpeng Inc
NYSE:XPEV
|
$12.34 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Bajaj Holdings & Investment Limited's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 542,475,100,000 to 626,875,500,000, a change of 84,400,400,000 (15.6%).
- Net income of 65,206,700,000 contributed positively to equity growth.
- Dividend payments of 10,204,200,000 reduced retained earnings.
- Other comprehensive income decreased equity by 5,092,000,000.
- Other factors increased equity by 34,489,900,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | Rs65.21 Billion | +10.4% |
| Dividends Paid | Rs10.20 Billion | -1.63% |
| Other Comprehensive Income | Rs-5.09 Billion | -0.81% |
| Other Changes | Rs34.49 Billion | +5.5% |
| Total Change | Rs- | 15.56% |
Book Value vs Market Value Analysis
This analysis compares Bajaj Holdings & Investment Limited's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 1.82x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 23.84x to 1.82x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2005-03-31 | Rs430.67 | Rs10267.00 | x |
| 2006-03-31 | Rs514.01 | Rs10267.00 | x |
| 2007-03-31 | Rs607.89 | Rs10267.00 | x |
| 2008-03-31 | Rs429.10 | Rs10267.00 | x |
| 2009-03-31 | Rs448.19 | Rs10267.00 | x |
| 2010-03-31 | Rs542.53 | Rs10267.00 | x |
| 2011-03-31 | Rs684.85 | Rs10267.00 | x |
| 2012-03-31 | Rs780.04 | Rs10267.00 | x |
| 2013-03-31 | Rs929.53 | Rs10267.00 | x |
| 2014-03-31 | Rs1078.22 | Rs10267.00 | x |
| 2015-03-31 | Rs1203.20 | Rs10267.00 | x |
| 2016-03-31 | Rs1375.31 | Rs10267.00 | x |
| 2017-03-31 | Rs1600.82 | Rs10267.00 | x |
| 2018-03-31 | Rs1922.03 | Rs10267.00 | x |
| 2019-03-31 | Rs2421.73 | Rs10267.00 | x |
| 2020-03-31 | Rs2494.62 | Rs10267.00 | x |
| 2021-03-31 | Rs3339.54 | Rs10267.00 | x |
| 2022-03-31 | Rs3849.48 | Rs10267.00 | x |
| 2023-03-31 | Rs3969.93 | Rs10267.00 | x |
| 2024-03-31 | Rs4874.27 | Rs10267.00 | x |
| 2025-03-31 | Rs5632.81 | Rs10267.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Bajaj Holdings & Investment Limited utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 10.40%
- The company shows good efficiency in utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 94.82%
- • Asset Turnover: 0.09x
- • Equity Multiplier: 1.20x
- Recent ROE (10.40%) is below the historical average (15.27%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2005 | 18.32% | 13.90% | 0.57x | 2.32x | Rs3.63 Billion |
| 2006 | 21.25% | 14.80% | 0.51x | 2.82x | Rs5.85 Billion |
| 2007 | 20.33% | 13.48% | 0.45x | 3.34x | Rs6.35 Billion |
| 2008 | 12.11% | 145.12% | 0.05x | 1.60x | Rs914.37 Million |
| 2009 | 6.68% | 209.77% | 0.02x | 1.50x | Rs-1.51 Billion |
| 2010 | 24.53% | 190.05% | 0.09x | 1.48x | Rs8.07 Billion |
| 2011 | 31.17% | 258.61% | 0.11x | 1.07x | Rs15.78 Billion |
| 2012 | 19.35% | 568.65% | 0.03x | 1.04x | Rs8.11 Billion |
| 2013 | 17.94% | 546.57% | 0.03x | 1.04x | Rs8.22 Billion |
| 2014 | 16.56% | 464.58% | 0.03x | 1.04x | Rs7.88 Billion |
| 2015 | 15.15% | 362.99% | 0.04x | 1.04x | Rs6.90 Billion |
| 2016 | 14.81% | 477.26% | 0.03x | 1.01x | Rs7.36 Billion |
| 2017 | 13.88% | 290.89% | 0.05x | 1.00x | Rs6.91 Billion |
| 2018 | 12.41% | 94.50% | 0.13x | 1.00x | Rs5.16 Billion |
| 2019 | 11.31% | 93.87% | 0.12x | 1.00x | Rs3.53 Billion |
| 2020 | 10.78% | 85.82% | 0.11x | 1.18x | Rs2.16 Billion |
| 2021 | 9.82% | 93.45% | 0.09x | 1.22x | Rs-668.66 Million |
| 2022 | 9.47% | 92.68% | 0.08x | 1.25x | Rs-2.29 Billion |
| 2023 | 10.98% | 93.47% | 0.10x | 1.20x | Rs4.32 Billion |
| 2024 | 13.40% | 94.78% | 0.12x | 1.20x | Rs18.42 Billion |
| 2025 | 10.40% | 94.82% | 0.09x | 1.20x | Rs2.52 Billion |
Industry Comparison
This section compares Bajaj Holdings & Investment Limited's net assets metrics with peer companies in the Asset Management industry.
Industry Context
- Industry: Asset Management
- Average net assets among peers: $7,070,552,910
- Average return on equity (ROE) among peers: 40.32%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Bajaj Holdings & Investment Limited (BAJAJHLDNG) | Rs786.72 Billion | 18.32% | 0.05x | $12.36 Billion |
| 360 ONE WAM LIMITED (360ONE) | $766.94 Million | 292.13% | 0.19x | $4.54 Billion |
| Aditya Birla Sun Life AMC Limited (ABSLAMC) | $12.21 Billion | 36.61% | 0.23x | $3.17 Billion |
| Anand Rathi Wealth Limited (ANANDRATHI) | $121.23 Million | -4.47% | 1.08x | $3.23 Billion |
| BF Investment Limited (BFINVEST) | $6.64 Billion | 3.00% | 0.00x | $169.44 Million |
| GACM Technologies Limited (GATECH) | $71.32 Million | 15.89% | 1.59x | $5.84 Million |
| GACM Technologies Limited (GATECHDVR) | $20.59 Million | -48.44% | 3.76x | $943.54K |
| GFL Limited (GFLLIMITED) | $35.59 Billion | 5.11% | 0.99x | $57.71 Million |
| HDFC Asset Management Company Limited (HDFCAMC) | $7.17 Billion | 44.46% | 1.05x | $12.56 Billion |
| Jindal Photo Limited (JINDALPHOT) | $1.05 Billion | 18.55% | 0.48x | $123.17 Million |
About Bajaj Holdings & Investment Limited
Bajaj Holdings & Investment Limited, an investment holding company, operates as a non-banking financial institution-investment and credit company in India. It invests in listed and unlisted securities of companies. The company was incorporated in 1945 and is headquartered in Pune, India.