BAJAJHLDNG

🧩 1. Promoter Stake Sale in Bajaj Finserv Bajaj Holdings & Jamnalal Sons plan to sell up to 1.94 % stake in Bajaj Finserv via a block deal valued at approximately ₹5,828 cr, at a floor price of ₹1,880/share — about 3.3 % below the prevailing market price The deal includes a base tranche of ₹4,750 cr and a possible upsizing of ₹1,078 cr 📊 2. Q3 & Q4 Financial Performance Q3 FY25 consolidated PAT rose ~6% YoY to ₹1,748 cr on total income of ₹158 cr; standalone PAT was ₹84 cr FY24 ex-dividend announced: Final dividend of ₹28/share (280%) with record date 27 June 2025 📈 3. Stock Behavior & Analyst Views Near its 52-week high (~₹14,400), the stock has rallied ~20% in the past three months Price/Earnings at ~20×, P/B ~2.5; showing moderate valuations . Recent volatility seen with a ~3.2% drop on April 30; however, strong surge of ~2.75% on May 21 on high volume reflects investor confidence In contrast to broader BSE‑100 weakness, BHIL has outperformed with a 2.2% gain amid overall market downturn 🧠 4. Strategic Position & Key Takeaways BHIL holds ~34% in Bajaj Auto and ~39% in Bajaj Finserv — trusted equity investments form its core assets High returns from its associates and strong PAT growth underpin the recent stock momentum. Upcoming ex-dividend recorded on June 27 offers a dividend yield around 0.7% currently . The block deal may introduce some short-term volatility, but is unlikely to change BHIL’s long-term fundamentals — unless promoters reduce significant holdings.