BAJAJELEC

What Bajaj Electricals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 2 delivered 7 missed 9 open
  • Consumer Products Inventory Normalization delivered, diluted said Q3 FY26 Promised: healthy place in a quarter or so Q1 FY27: Management confirmed that 'at an overall level, our stocks are in a much healthier position than what they were a quarter or a couple of quarters ago,' reinforcing the achievement of this target.
  • Consumer Products EBIT Margin missed said Q4 FY25 Promised: around 6% Q1 FY27: The promise deadline of FY26 has passed and the target was missed. No further updates.
  • Overall Profit Margin revised down said Q4 FY26 Promised: industry average is between 6 to 8%, 9%, and that is where it should be Q1 FY27: Management refined the target to a stable 6-7% for the next two years, a slight downward revision of the upper bound from the original 6-9% range. Q1 EBIT margin was 6.6%, in line with this new guidance.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 18 tracked commitments for Bajaj Electricals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens