BAJAJHCARE · Bajaj Healthcare Ltd · Biotechnology & Drugs
BAJAJHCARE · Bajaj Healthcare Ltd · Biotechnology & Drugs
As of 06 Nov close
52-week range
36.1% below 52-week high
52-week range: as of 06 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 15 Sep 2026 · the company's own latest record is 53 days old
Revenue (latest Q)
₹166 Cr
Revenue YoY
PAT YoY
+15.8%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
2
P/S (TTM)
1.8
Sector P/E
36.3
Dividend yield
+0.5%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| BAJAJHCARE (this stock) | 48.8 | 2 | +2.8% | +3.3% | 0.47 | +0.5% |
| Sun Pharmaceutical Industries | 38.4 | 5.6 | +19.1% | +14.2% | 0.47 | +0.8% |
| Divi's Laboratories | 59.7 | 14.5 | +26.1% | +17.4% | 0 | +0.3% |
| Torrent Pharmaceuticals | 72.7 | 19.2 | +15.3% | +27.1% | 141.16 | +0.8% |
Promoter
rising 1q
FII
rising 3q
MF
1.69% (0.00pp)
stable
Insider trades
| Date | Insider | Type | Qty | Value |
|---|---|---|---|---|
| 12 Jun 2026 | ANIL CHAMPALAL JAIN | BUY | 1,00,000 | ₹2.97 Cr |
Bulk/block deals
| date | canonicalSymbol | buy quantity | buyer count | deal strength | deal types present |
|---|---|---|---|---|---|
| 2026-07-22 | BAJAJHCARE | 0 | 0 | STRONG | BULK |
| 2026-06-29 | BAJAJHCARE | 3241229 | 9 | WEAK | BULK |
News timeline
- lowbusiness-standard.com· 17 Oct 2026, 10:08 amQ2 results today: HDFC Bank, ICICI Bank, Axis Bank among 18 firms on Oct 17
Concalls & investor presentations
AI-generatedKey takeaway: Bajaj Healthcare Limited reported strong financial performance for Q2 and H1 FY27, with revenue from operations growing 18.9% YoY to INR175.9 crores and profit after tax rising 26.9% YoY. For the first half, revenue grew 15% YoY to INR341.5 crores, with PAT increasing 21.1% to INR27.8 crores. The formulation business rebounded strongly, growing 82% YoY, while API exports rose 28.5% YoY. The company secured NCLT approval for Genrx Pharmaceuticals, enhancing formulation capabilities, and received DCGI approval for Cenobamate API tablets. Strategic initiatives include expanding manufacturing capacity, including a peptide plant with 250 kg annual capacity, and an oncology API plant to commence in Q2 FY28. Management guided toward revenue of INR900-1,000 crores by FY29 with EBITDA margins of 18-21%. The company also emphasized R&D investments, with a dedicated team of over 80 professionals, and plans to increase R&D spending to 2.5-3% of revenue. The balance sheet showed a net worth of INR557 crores as of September 2026, with a debt-to-equity ratio of 0.5x. Management highlighted challenges including raw material inflation and inventory management due to regional crises, but expressed confidence in maintaining EBITDA margins through product mix optimization. The company is expanding regulatory filings globally, with 110 DMF submissions, and aims to strengthen its leadership structure with experienced professionals.
The document emphasizes strong revenue and profit growth, strategic expansions, and positive regulatory developments, indicating a positive tone.
Sourced from an exchange-filed transcript, dated 27 Oct 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Bajaj Healthcare Limited held its Q1 FY27 earnings conference call on July 21, 2026, where management discussed the company's financial performance and strategic initiatives. Management reported a revenue of INR 165.6 crores for the quarter, reflecting an 11.3% year-on-year growth. Gross profit increased to INR 80.4 crores, with a gross margin of 48.3%. The company highlighted its focus on expanding its API business, particularly in high-value segments like peptides and oncology. Management noted the successful completion of bioequivalence studies for Suvorexant Tablets and the launch of Cenobamate Tablets, marking significant regulatory milestones. The company also mentioned plans for a new peptide manufacturing facility and an R&D center expansion. Management guided toward a revenue growth rate of 10% to 15% for FY27. The call concluded with a Q&A session addressing various operational and financial queries from analysts.
Management emphasized growth and strategic advancements in the business.
Sourced from an exchange-filed transcript, dated 27 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedBajaj Healthcare Limited's FY 2025-26 annual report highlights the company's strategic focus on expanding its pharmaceutical value chain beyond Active Pharmaceutical Ingredients (APIs) through investments in specialized molecules, formulation capabilities, and regulatory preparedness. The report emphasizes the company's manufacturing excellence, global regulatory compliance, and efforts to build a diverse product portfolio spanning APIs, intermediates, formulations, and nutraceuticals. It also outlines plans to enhance asset utilization, operationalize new facilities, and scale oncology and institutional supply businesses.
- Expansion of pharmaceutical value chain capabilities beyond APIs into formulations and specialized molecules
- Strengthened global regulatory compliance and product registration efforts
- Focus on improving asset utilization and operational efficiency across manufacturing facilities
- Strategic emphasis on oncology business scaling and export registration conversion to recurring revenue
- Commitment to research-driven innovation and manufacturing process optimization
Key takeaway: Bajaj Healthcare is strategically expanding its pharmaceutical capabilities beyond traditional APIs into integrated solutions, emphasizing regulatory compliance, operational efficiency, and value chain diversification to drive long-term growth.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Auditor Qualification (1 item); Default / Covenant Breach (2 items)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Auditor Qualification
1 occurrenceOlder (3+ years ago)
The auditor expressed a qualified opinion on the adequacy and operating effectiveness of the Company’s internal financial controls over financial reporting.
Default / Covenant Breach
2 occurrencesEarlier (1-3 years ago)
The company defaulted on repayment of a term loan of 19,46,700 to SVC Bank and interest of 23,18,548 to Saraswat Co-op Bank, with delays for the month of March.
Older (3+ years ago)
The company had substantial defaults in the payment to depositors, debentures holders, shareholders (in case of non-payment of declared dividends), and creditors.
Routine disclosures
Internal Control Weakness
2 occurrencesOlder (3+ years ago)
The auditor identified a material weakness in internal financial controls over trade receivables as of March 31, 2023, where management failed to substantiate the adequacy and effectiveness of controls on extending credit facilities.
The auditor mentions that they have evaluated the adequacy of the company's internal financial controls over financial reporting and refer to a separate report in Annexure for details.
Contingent Liability
5 occurrencesRecent (last 12 months)
The company has disclosed the impact of pending litigation(s) on its financial position as at 31 March 2026.
Earlier (1-3 years ago)
Bajaj Healthcare Limited has disclosed the impact of pending litigation(s) on its financial position as at 31 March 2025, as detailed in note 45 to the financial statements.
Bajaj Healthcare Limited has a contingent liability of GBP 6,46,883.39 to a debtor, subject to deduction of USD 5,13,946.20, with an estimated net claim of ₹252.63 Lakhs (previous year ₹233.59 Lakhs) plus applicable interest.
Older (3+ years ago)
The company has contingent liabilities related to loans secured against assets and personal guarantees of directors.
The company has contingent liabilities related to outstanding liabilities not stated under contingent liabilities, and borrowings secured by personal guarantees of directors Mr. S. K. R. Bajaj and Mr. Anil C. Jain.
Related-Party Transaction
5 occurrencesRecent (last 12 months)
The company has a loan from a related party, as disclosed in Note 45, and has trade payables due to related parties, also referenced in Note 45.
Earlier (1-3 years ago)
The company has transactions with related parties, including unsecured loans and remuneration paid to individuals like Mr. S.K.R. Bajaj and Mr. Anil C. Jain, as disclosed in the financial statements for the year ended 31 March 2025.
Bajaj Healthcare Limited has a loan from a director, which is disclosed as a related party transaction in note no 45.
Older (3+ years ago)
The company has borrowings from directors, and note no. 47 provides details of related party transactions.
Bajaj Healthcare Limited has borrowings from directors which are classified as related party transactions, as referenced in note no. 44.
Statutory dues in dispute
2 occurrencesRecent (last 12 months)
The company has statutory dues under the Income Tax Act and Goods and Service Tax Act that are disputed and pending before various authorities, with no amounts paid under protest and relating to fiscal years from 2007-08 to 2022-23.
Earlier (1-3 years ago)
Bajaj Healthcare Limited has statutory dues under dispute with authorities, including excise duty, income tax, and custom duty, with amounts unpaid and disputes pending before CESTAT Mumbai and Commissioner of Income Tax (Appeals) for periods ranging from 2007-08 to 2020-21.
Management & Board Governance
3 occurrencesEarlier (1-3 years ago)
The Chief Financial Officer and Company Secretary resigned in FY 2024-25, with their remuneration not comparable due to their resignation and appointment in the middle of the previous financial year.
Mr. Rupesh H Nikam, Whole Time Director (WTD) & CFO, resigned effective 9th February 2024. His remuneration for FY2023-24 is not for the entire year, so percentage increase and ratio to median remuneration are not stated.
Older (3+ years ago)
Mr. Luke B. Fernandez, a Non-Executive Independent Director, resigned on 16th March 2023 due to health issues and professional commitments, stating there were no other material reasons for his resignation.