Bajaj Holdings and Investment Limited - Strong holding company with a deep discount to its intrinsic value
Disclosure: I do hold the company in my portfolio.
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I had extracted data from latest annual report, and made a google sheet to track current investment value, I am sharing it here.
Hope it will benifit someone.
This sheet will update automatically every 5 mins.
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Isn’t Bajaj Holdings and Investment Limited holding 39.16% Bajaj Finserv and 33% Bajaj Auto Limited?
I took the data from latest annual report, I think, maybe they had calculated total shareholding also adding holdings through subsidiaries. Take for example, Maharashtra Schooters is a subsidiary of Bajaj Holdings, which also holds shares of Bajaj Auto, Bajaj Finserv, Bajaj Finance and Bajaj Holdings
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Thank you Sir, can you share the latest one if you have ?
Hi bdvravariya,
This is very helpful.
Weights and few other fields are not getting populated. Can you recheck if your sheet is still working good.
Also do you update this on quarterly basis?
Regards,
Mukesh
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I have one question
Bajaj holding is trading at p/e of 13
Tata investment p/e is 82
Why is this difference is tata investment do different business
Bajaj Holdings is trading at 2x PB. I am unable to have an explaination for that? Usually they trade with holding co. discount of 20-30%. What am I missing here?
Can someone help me with understanding the impact on the holding company when Bajaj Housing Finance goes for IPO? I’ve seen some numbers where BH has 34% stake in BHFC.