Bajaj Holdings & Investment Ltd (BHIL) is an India-based investment company with significant stakes in Bajaj Auto Ltd, Bajaj Finserv Ltd, and Maharashtra Scooters Ltd, focusing on earning returns through dividends and profits. The company's vision prioritizes innovation, community engagement, and cultural heritage preservation while operating across various sectors including financial services, automotive, and insurance. With a market cap of $10.81 billion as of April 2024, BHIL demonstrates steady financial performance and is recognized for strong corporate governance practices.

1. PRESENTATION ON
ENTERPRISE ANALYSIS OF “BAJAJ HOLDING’S AND INVESTMENT LTD”
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Internal Guide
Dr. Shwetha G Y
Assistant Professor
Dept. of Business Administration
VVCE, Mysuru
Presented By
Mr. Sathya T
USN: 4VV23BA086
Dept. of Business Administration
VVCE, Mysuru

2. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
1. COMPANY OVERVIEW
Bajaj Holdings & Investment Ltd (BHIL) (formerly known as Bajaj Auto Ltd) is
an India-based company. The company is acting as a primary investment company
and focusing on new business opportunities. BHIL holds strategic stakes of
33.43% in Bajaj Auto Ltd. (BAL) 39.29% in Bajaj Finserv Ltd. (BFS) and 51% in
Maharashtra Scooters Ltd. (MSL). BHIL is essentially an investment company. Its
focus is on earning income through dividends interest and profits on investments
held. It is largely dependent on the equity and debt markets for its income.

3. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
A. Promotors
Rupa Bajaj (1961 – 2013)
Rahul Bajaj
Chairman, Bajaj Auto
and Head, Bajaj Group
Rahul Bajaj, born on June 10, 1938, headed Bajaj Group of companies. Group activities
include manufacture and sale of motorized two, three, and four-wheeled vehicles, general
and life insurance and investment and consumer finance, home appliances, electric lamps,
wind energy, special alloy and stainless steel, material handling equipment and travel.
Mr. Bajaj was the recipient of many awards, including the Padma Bhushan from the
Government of India and honorary doctorates from six universities. He has a BA (honors)
in economics, a law degree from Mumbai University and an MBA from Harvard.
Rupa Bajaj was born on September 07, 1938. She completed her schooling from St. Joseph’s
Bandra. Thereafter, she studied history at Elphinstone College and went on to teach there as well.
She also had a short stint in a modeling career. Rupa Bajaj was always up to date with current
affairs and was very well read. She was on the Board of Empress Gardens in Pune.

4. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Shekhar Bajaj
Promoter – Director
Niraj Bajaj
Promoter – Director
Mr. Shekhar Bajaj is the Chairman and Managing Director of Bajaj Holdings and Investment
Limited (BHIL). He has been the past President of ELCOMA (Electric Lamp & Components
Manufacturers Association), IFMA (Indian Fans Manufacturers Association) and other
associations. He is on the board of Bajaj Auto Ltd. and number of other companies.
Niraj Bajaj’s career spans more than 35 years. Born on 10 October 1954, he studied at the Cathedral
and John Connon School. He did his B.Com., from Sydenham College of Commerce & Economics,
Mumbai. He acquired his Masters in Business Administration from Harvard Business School, Boston,
U.S.A. Niraj Bajaj is one of the Promoter – Directors of the Bajaj Group.

5. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
B. PRESENT BOARD MEMBERS
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Name Designation
Anami N Roy Director
Anant Marathe Chief Financial Officer
Arindam Bhattacharya Director
D J Balaji Rao Director
Madhur Bajaj Director
Manish Kejriwal Director
Naushad Forbes Director
Niraj Bajaj Vice Chairman
Pradip P Shah Director
Rajiv Bajaj Director
Sanjiv Bajaj Managing Director & CEO
Shekhar Bajaj Chairman
Sriram Subbramaniam C Co. Secretary & Corporate Officer
Vidya Rajiv Yeravdekar Director

6. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
BAJAJ HOLDINGS & INVESTMENT LTD (BHIL) OPERATES WITH A CLEAR VISION AND MISSION THAT ALIGNS WITH ITS CORE VALUES
AND PURPOSE. THE COMPANY’S VISION, VALUES, AND PURPOSE ARE DEEPLY ROOTED IN ITS COMMITMENT TO INNOVATION,
EXCELLENCE, SUSTAINABILITY, COMMUNITY WELFARE, AND UPHOLDING CULTURAL HERITAGE.
VISION
THE VISION OF BAJAJ HOLDINGS & INVESTMENT LTD IS TO CONTINUE SEEKING NEW HORIZONS, CREATING OPPORTUNITIES FOR
GROWTH IN BOTH BUSINESS AND PHILANTHROPY WHILE PRESERVING AND PROMOTING THE CULTURAL HERITAGE OF THE
COUNTRY. THE COMPANY AIMS TO EVOLVE AND ADAPT WHILE REMAINING TRUE TO ITS ROOTS AND VALUES.
MISSION:
 LIVE IN THE PRESENT, LEARN FROM THE PAST TO PLAN THE FUTURE
 RESPECT FOR ALL LIVING BEINGS AND SUSTAINABLE PRACTICES
 COMMUNITY ENGAGEMENT AND GIVING BACK
 HONESTY, FAIRNESS, AND DIGNITY TOWARDS STAKEHOLDERS
 INNOVATION FOR EXCELLENCE
 BUILDING BUSINESSES FOR NATIONAL GROWTH
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Vision and Mission of Bajaj holdings and investment ltd

7. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
C. NO. OF UNITS OPERATING
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
The chairman of Bajaj Group is Rahul Bajaj and has its headquarters based in Mumbai, Maharashtra. The company comprises of 50+ companies
as it has its footprint in many different industries such as spanning automobile, home appliances, lightning, iron & steel, insurance, travel and
finance. The Bajaj group aims to cater the diverse needs of their consumers and add value with their innovation and vision.
 BAJAJ AUTO LTD.
 BAJAJ FINSERV LTD.
 BAJAJ FINANCE LTD.
 BAJAJ ALLIANZ LIFE INSURANCE CO. LTD.
 BAJAJ ALLIANZ GENERAL INSURANCE CO. LTD
 BAJAJ HOUSING FINANCE LTD.
 BAJAJ FINANCIAL SECURITIES LTD.
 BAJAJ FINSERV DIRECT LTD.
 BAJAJ FINSERV HEALTH LTD.
 BAJAJ ALLIANZ FINANCIAL DISTRIBUTORS LTD.
 BAJAJ ALLIANZ STAFFING SOLUTIONS LTD.
 MAHARASHTRA SCOOTERS LTD.
 BAJAJ AUTO HOLDINGS LTD.
 BAJAJ ELECTORAL TRUST
 BAJAJ ELECTRICALS LTD.

8. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
D. NO. OF EMPLOYEES
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Based on various sources including the
company’s website and financial reports,
it can be estimated that Bajaj Holdings &
Investment Limited currently working
with 18,000 employees.

9. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
E. MARKET SHARE
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
As of April 2024 Bajaj Holdings & Investment has a
market cap of $10.81 Billion. This makes Bajaj Holdings &
Investment the world's 1523th most valuable company by
market cap data. The market capitalization, commonly called
market cap, is the total market value of a publicly traded
company's outstanding shares and is commonly used to
measure how much a company is worth.
Year Market cap Change
2024 $10.81 B 5.23%
2023 $10.28 B 32.99%
2022 $7.73 B -4.77%
2021 $8.11 B 73.23%
2020 $4.68 B -11.96%

10. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
F. CUSTOMER BASE
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
 Bajaj Holdings and Investment Ltd, being an investment company, does not have a
traditional customer base in the same way that a consumer-facing business would.
Instead, its stakeholders and investors can be considered as its primary “customers.”
These stakeholders include individuals, institutional investors, and other entities that
have invested in Bajaj Holdings and Investment Ltd either directly or indirectly
through various financial instruments.
 As an investment holding company, Bajaj Holdings and Investment Ltd primarily
focuses on managing its investments in various assets such as equities, fixed income
securities, and other financial instruments. The company’s performance and success
are crucial to its stakeholders who expect returns on their investments based on the
company’s strategic decisions and market performance.

11. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
2) INDUSTRY OVERVIEW
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Bajaj Holdings & Investments Ltd (BHIL) operates as an investment
company with strategic stakes in various sectors, including automotive,
financial services, and manufacturing. The company primarily focuses on
earning income through dividends, interest, and profits on its investments.
BHIL’s portfolio includes investments in equities across sectors such as
pharmacy, agrochemicals, healthcare, autos, technology, telecom, material
resources, oil and gas, financials, construction and infrastructure, consumer
goods, and education.

12. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
3) COMPETITORS DETAILS
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
HDFC Asset Management Company Limited (HDFC AMC), which is one of the leading asset
management companies in India. HDFC AMC offers a range of investment products and
services to retail and institutional investors, including mutual funds and portfolio management
services.
ICICI Prudential Asset Management Company Limited is another significant competitor of
Bajaj Holdings and Investment. ICICI Prudential AMC is a joint venture between ICICI Bank
and Prudential Plc, offering a wide range of asset management services to its clients.
Kotak Mahindra Asset Management Company Limited is also a notable competitor in the
investment sector. Kotak Mahindra AMC provides various investment solutions to individual
and institutional investors, including mutual funds, alternative investments, and portfolio
management services

13. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
4) CORE
VALUES
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
The core values of Bajaj Holdings and Investment Ltd. Are deeply rooted in their vision, values, and purpose as outline. These values guide
the company’s actions and decisions in all aspects of their operations. The key core values of Bajaj Holdings and Investment include:
 Innovation and Excellence: The company is committed to innovation and excellence in all its endeavors, whether in business or
philanthropic activities. This commitment to innovation drives the company to seek new horizons and create opportunities for growth while
maintaining a high standard of excellence.
 Respect for All Living Beings: Bajaj Holdings and Investment emphasizes giving all living beings the respect they deserve. This value
underscores their commitment to adopting sustainable, environmentally friendly practices that benefit not only the company but also the
community at large.
 Honesty, Fairness, and Dignity: Treating each stakeholder with honesty, fairness, and dignity is a fundamental core value of the company.
This value ensures that relationships with stakeholders are built on trust and integrity, fostering long-term partnerships based on mutual
respect.
 Preservation of Cultural Heritage: While focusing on growth and innovation, Bajaj Holdings and Investment remains dedicated to
preserving and promoting the cultural heritage of the country. This commitment reflects a deep sense of responsibility towards upholding
traditional values while embracing progress.
 Adaptability with Rooted Values: The company aims to evolve and adapt to changing environments while staying true to its roots and
core values. This balance between adaptation and tradition ensures that Bajaj Holdings and Investment remains relevant and resilient in a
dynamic business landscape.

14. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
5) PRODUCTS/SERVICES
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Bajaj Holdings and Investment Limited is an Indian service oriented company that operates in various sectors such as financial services,
insurance, and automotive. The company offers a range of services to its customers. Some of the key services provided by Bajaj Holdings and
Investment Limited include:
 Financial Services: Bajaj Holdings and Investment Limited offers a wide range of financial services such as investment management,
wealth management, portfolio management, and financial advisory services to individuals, institutions, and corporate clients.
 Insurance Services: The company also provides insurance products such as life insurance, health insurance, general insurance, and other
related financial protection products to its customers.
 Automotive: Bajaj Holdings and Investment Limited has investments in the automotive sector through its stake in Bajaj Auto Limited,
one of India’s leading two-wheeler manufacturers. This allows the company to benefit from the growth and performance of the automotive
industry.
 Investment Management: The company is actively involved in managing its investment portfolio across various asset classes such as
equities, fixed income securities, mutual funds, real estate, and other alternative investments
 Financial Advisory Services: The company offers financial advisory services to assist clients in making informed investment decisions
based on market research and analysis.

15. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
6) FINANCIAL PERFORMANCE
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Annual FY 2023 FY 2022 FY 2021 FY 2020 FY 2019
Return on Equity (%) 10.97 9.46 9.82 10.77 11.31
Return on Capital Employed (%) 0.66 0.62 0.71 0.82 1.27
Return on Assets (%) 9.11 7.56 8.02 9.12 11.28
Interest Coverage Ratio (%) 55.52 117.17 94.09 21.4 0
Asset Turnover Ratio (%) 0.05 0.06 0.02 1.2 1.57
Price to Earnings(%) 13.59 13.79 10.04 6.7 12.48
Book value (%) 1.49 1.3 0.99 0.72 1.41
EBIT(%) 190.03 175.02 121.68 81.04 109.66
EBIT Margin(%) 83.02 85.89 89.58 76.7 81.27
Return on Equity
(%)
Return on Capital
Employed (%)
Return on Assets
(%)
Interest Coverage
Ratio (%)
Asset Turnover
Ratio (%)
Price to
Earnings(%)
Book value (%) EBIT(%) EBIT Margin(%)
0
40
80
120
160
200

16. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
₹ In Crore Q3 FY24 Q3 FY23 9M FY24 9M FY23 FY23
Total income 133 116 492 421 527
Share of profit associates 1,578 1,235 4,402 3,360 4,667
Profit after Tax 1,644 1,286 4,551 3,498 4,857
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Q3 FY24 Q3 FY23 9M FY24 9M FY23 FY23
0
2000
4000
6000
8000
10000
12000
133 116
492 421 527
1,578
1,235
4,402
3,360
4,667
1,644
1,286
4,551
3,498
4,857
8%
7%
29%
25%
31%
Total income
Q3 FY24 Q3 FY23 9M FY24
9M FY23 FY23

17. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
7) TRACK RECORD OF SUCCESS
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Awards:
Forbes Global 2000 List: Bajaj Holdings and Investment Ltd has been featured in the Forbes Global 2000
list, which ranks the world’s largest public companies based on a mix of four metrics: sales, profits, assets, and
market value.
Corporate Governance Award: The company has received recognition for its strong corporate governance
practices. This is crucial as it signifies that the company is committed to transparency, accountability, and
ethical decision-making.

18. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
8) FUTURE PROJECTS
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Bajaj Holdings & Investment Ltd, as an investment
company focusing on new business opportunities, has
not publicly disclosed any specific upcoming projects
as of the most recent information available.

19. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
9) CONCLUSION
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Overall, Bajaj Holdings & Investment Ltd appears to be a stable
investment company with a prudent approach to managing its
investment portfolios and mitigating Environmental, Social and
Governance (ESG) risks. The company’s focus on long-term
investments and diversified holdings across sectors indicates a
strategic approach to wealth creation and value generation for its
stakeholders.

20. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Scan to know more about capstone project

21. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru

22. VIDYAVARDHAKA COLLEGE OF ENGINEERING, MYSURU
• INTEGRATION OF KNOWLEDGE
• CRITICAL THINKING
• PROBLEM-SOLVING SKILLS
• COMMUNICATION SKILLS
• PROFESSIONALISM
• RESEARCH SKILLS
• APPLICATION OF THEORY INTO PRACTICE
Department of Business Administration, Vidyavardhaka College of Engineering, Mysuru
Learning outcome: