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Bajel Projects Limited (BAJEL) Fair Value & Analysis

Utilities · IN · Market cap ₹22.7B

BP Bajel Projects Limited BAJEL · NSE
Price₹192.77
Fair Value₹72.68
Upside-62.3%
Quality38/100
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Expensive Growth
Thin margins · 0.7% net margin
negative free cash flow
Trails peers (2/11)
Narrow moat 26/100
Evidence: Medium Range ₹56.16 – ₹84.91 Share as image

Fair value as of: Aug 2, 2026

From 15 valuation models · updated 11 days ago

Fair value updated Aug 2, 2026, revised from ₹80.23 to ₹72.68 (−9.4%) since Jun 29, 2026. Share price +1.2% over the past month.

Below-average quality, and screening another 62% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹84.91). The favourable scenario is already priced in.
  • Weak quality (38/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (3 years)

₹319.86 ₹109.03 Fair Value ₹72.68 Dec 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

32‑month range ₹109.03 – ₹319.86 · fair‑value band ₹56.16 – ₹84.91 · the ₹192.77 price screens above the ₹72.68 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Bajel Projects Limited (BAJEL) currently trades at ₹192.77, while our model-based Fair Value estimate is ₹72.68, implying the stock looks roughly 62.3% overvalued today. The Quality Score stands at 38/100 (below-average quality), in the Utilities sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Bajel Projects Limited generated revenue of ₹27.9B at a net margin of 0.7%. Revenue grew 25.7% year over year. It earns a return on equity of 2.9%. Net debt stands at ₹1.8B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹56.16 (bear case) to ₹84.91 (bull case); at ₹192.77, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 27% below its 52-week high and 43% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at -27% fair-value upside, at -62%, BAJEL screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth-Adj P/E ₹56.16 ₹80.23 ₹104.30 68
ROIC Compounder ₹85.35 ₹113.49 ₹140.45 67
P/E Multiple ₹27.60 ₹36.80 ₹46.00 63
All 15 models by family
DCF Models
Owner Earnings ₹24.24 ₹34.97 ₹57.48 31
Earnings-Based
Graham-Dodd ₹11.92 ₹83.11 ₹116.63 54
Lynch FV ₹42.94 ₹61.34 ₹79.74 50
PEG = 1.0 ₹42.94 ₹61.34 ₹79.74 46
EPV ₹73.64 ₹83.27 ₹91.70 59
Multiples
P/E Multiple ₹27.60 ₹36.80 ₹46.00 63
P/S Multiple ₹22.35 ₹29.79 ₹37.24 58
P/B Multiple ₹22.35 ₹29.79 ₹37.24 55
EV/EBIT ₹101.81 ₹130.47 ₹159.13 53
EV/EBITDA ₹98.18 ₹125.62 ₹153.07 54
EV/Revenue ₹77.20 ₹103.50 ₹129.80 43
Asset-Based
NCAV (Graham) ₹32.31 ₹43.29 ₹64.61 50
Economic Profit
Residual Income ₹46.39 ₹44.69 ₹36.98 61
ROIC Compounder ₹85.35 ₹113.49 ₹140.45 67
Growth Earnings
Growth-Adj P/E ₹56.16 ₹80.23 ₹104.30 68

Widest divergence: Growth Earnings (₹80.23) versus DCF Models (₹34.97). Highest evidence: Growth-Adj P/E (68).

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Key figures & financial health

Revenue (TTM) ₹27.9B
Revenue growth (YoY) +25.7%
Net margin 0.7%
Return on equity 2.9%
Free cash flow −₹576M FY2026
P/E ratio 112.6
More key figures
Operating margin 2.6%
EPS (TTM) ₹1.74
EPS growth (YoY) +191%
Net debt ₹1.8B FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 38/100

Of which business quality 38 · Market factors (momentum, volatility) 45

Profitability 33
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 40
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 55
Calm price path (market factor)
Momentum 45
Price trend over the last 3–12 months (market factor)
52W Momentum 34
Distance to the 52-week high (market factor)
Net Issuance 79
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Bajel Projects Limited engages in the engineering, procurement, and construction (EPC) for power transmission and distribution projects in India and internationally.

Full company description

Bajel Projects Limited engages in the engineering, procurement, and construction (EPC) for power transmission and distribution projects in India and internationally. The company offers turnkey solutions, including engineering, designing, testing, manufacturing, executing, and commissioning of EHV transmission lines; and constructs new infrastructure, as well as the augmentation of existing infrastructure for various power distribution companies and agencies. It also engages in rural/urban electrification; primary distribution substation; and underground cabling activities. In addition, the company designs, manufactures, supplies, and installs monopoles; designs and manufactures a range of transmission, distribution poles, including single poles, twin poles, and special structures, such as cable termination poles, three poles, or quad structures; and tubular substation structures. Further, it provides lattice structure, steel tubular poles, lighting poles and masts; and galvanizing services. Bajel Projects Limited was incorporated in 2022 and is based in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2023 – FY2026 · reported fiscal years

Bajel Projects Limited reported revenue of ₹27.9B in FY2026 versus ₹5.7B in FY2023, a compound +69.9%/yr. Reported net income was ₹203M in FY2026.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹27.9B
Latest YoY
+7.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+69.9%
Revenue +69.9%/yr
FY23 ₹5.7B
FY24 ₹11.7B
FY25 ₹26.0B
FY26 ₹27.9B
Net income
FY23 −₹15.8M
FY24 ₹42.9M
FY25 ₹155M
FY26 ₹203M

BAJEL screens 62% overvalued. Compare with NextEra Energy, Inc →

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Cite: Fair Value Calculator (2026). "Bajel Projects Limited Fair Value". https://www.fairvalue-calculator.com/stock/BAJEL

Peer Group

Utilities - Regulated Electric · 154 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 38 · Bottom 25%
Fair Value upside −62% · Bottom 25%
Return on equity (TTM) 3% · Bottom 25%
Return on assets 2% · Bottom 25%
Net margin (TTM) 1% · Bottom 25%
Operating margin (TTM) 3% · Bottom 25%
Revenue growth 26% · Top 25%

Valuation Multiples vs Utilities - Regulated Electric median · lower = cheaper

P/E (TTM) 112.6× · Pricier than 75% of peers
P/B 3.03× · Pricier than 75% of peers
P/S (TTM) 0.81× · Cheaper than median
EV/EBITDA 21.3× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 7
FUTURE 100 · sector 32
PAST 11 · sector 39
HEALTH 0 · sector 54
DIVIDEND 0 · sector 56

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Utilities - Regulated Electric stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
NextEra Energy, Inc NEE $88.80 $32.94 -63%
The Southern Company SO $95.61 $61.06 -36%
Duke Energy Corporation DUK $126.11 $97.11 -23%
National Grid plc NGG 61,175 ARS 44,377 ARS -27%
American Electric Power Company AEP $132.50 $79.33 -40%
Dominion Energy, Inc D $70.08 $46.92 -33%
NTPC Limited NTPC ₹341.85 ₹377.16 +10%
CEZ, a. s. CEZ 232.40 PLN 159.33 PLN -31%
Power Grid Corporation POWERGRID ₹283.55 ₹252.77 -11%
China National Nuclear Power Co 601985 ¥8.91 ¥7.69 -14%

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Frequently asked questions

Is Bajel Projects Limited (BAJEL) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹72.68 versus a price of ₹192.77, about −62% (overvalued).
What is the fair value of BAJEL?
Our model-based fair value for Bajel Projects Limited is ₹72.68 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹192.77.
What is the quality score of BAJEL?
Bajel Projects Limited has a Quality Score of 38/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Bajel Projects Limited (BAJEL)?
Bajel Projects Limited reported trailing-twelve-month revenue of about ₹27.9B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of BAJEL?
The net profit margin of Bajel Projects Limited is about 0.7%, meaning it keeps roughly 0.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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