BAJEL.BO(BAJEL.BO)

$172.70—Stale · unknown old

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BAJEL.BO(BAJEL.BO)

BSE • Last print unknown ago

$172.70—Stale · unknown old

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BAJEL.BO(BAJEL.BO)

BAJEL.BO

9/26/26

Bajel Projects (BAJEL.BO)

Saturday

11:45 PM

ThesisRecent regulatory support for renewable energy projects and urban demand growth are shifting investor sentiment positively towards Bajel.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$27.9B	$34.7B	$45.9B
Rev. Growth	+7.4%	+24.2%	+32.5%
EPS	$1.75	$10.10	$17.40
EPS Growth	+30.6%	+477%	+72.3%
P/E (fwd)	98.7×	17.1×	9.9×

★ Analysts see FY2028 revenue reaching $45.9B — +32.5% growth in a single year.

Why Revenue Could Accelerate

01Approval of a new renewable energy project expected to increase capacity by 20% and enhance revenue stability.
02Recent tariff adjustments by the regulatory body could lead to a 5% increase in average revenue per user.
03Partnership with a leading solar technology firm to develop solar farms, potentially reducing operational costs by 15%.
04Increased urbanization in key service areas driving a projected 10% rise in electricity demand over the next year.
05Transition to renewable energy sources
06Urbanization and increased electricity demand
07Regulatory changes affecting tariff structures
08Renewable energy project approvals and developments

FY2026 Snapshot

Revenue: $27.9B
Rev. Growth: +7.4%
Gross Margin: 11.2%
Op. Margin: 2.8%
Net Margin: 0.7%
Net Income: $203M
NI Growth: +31.1%
EPS: $1.75
1Y Return: -19.3%

BAJEL.BO Chart

My Notes

"Management highlighted, 'Our commitment to renewable energy and urban expansion positions us well for sustainable growth.'"
Moat: Bajel's established infrastructure and regulatory backing provide a significant barrier to entry for new competitors.
value - The company’s stable revenue streams and regulated nature appeal to value investors seeking defensive plays.
Higher interest rates could increase financing costs for capital expenditures, potentially affecting profitability and expansion plans.
Watch on earnings: Electricity demand growth in urban areas, Regulatory updates on tariff adjustments, Capital expenditure trends for renewable projects.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $34.7B to $45.9B as approval of a new renewable energy project expected to increase capacity by 20% and enhance revenue stability.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

98.7×

17.1×

9.9×

Why Revenue Could Accelerate

01Approval of a new renewable energy project expected to increase capacity by 20% and enhance revenue stability.

02Recent tariff adjustments by the regulatory body could lead to a 5% increase in average revenue per user.

03Partnership with a leading solar technology firm to develop solar farms, potentially reducing operational costs by 15%.

04Increased urbanization in key service areas driving a projected 10% rise in electricity demand over the next year.

05Transition to renewable energy sources

06Urbanization and increased electricity demand

07Regulatory changes affecting tariff structures

08Renewable energy project approvals and developments

My Notes

"Management highlighted, 'Our commitment to renewable energy and urban expansion positions us well for sustainable growth.'"

Moat: Bajel's established infrastructure and regulatory backing provide a significant barrier to entry for new competitors.

value - The company’s stable revenue streams and regulated nature appeal to value investors seeking defensive plays.

Higher interest rates could increase financing costs for capital expenditures, potentially affecting profitability and expansion plans.

Watch on earnings: Electricity demand growth in urban areas, Regulatory updates on tariff adjustments, Capital expenditure trends for renewable projects.