{"id":301671,"date":"2026-10-12T11:54:40","date_gmt":"2026-10-12T06:24:40","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=301671"},"modified":"2026-10-12T11:54:40","modified_gmt":"2026-10-12T06:24:40","slug":"investment-holding-company-stocks-long-term-growth-picks","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/","title":{"rendered":"3 Investment Holding Company Stocks With a Strong Future Roadmap: Bajaj Holdings &#038; Investment, Godrej Industries and Summit Securities"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Bajaj Holdings Rs 10,820.00, P\/E 13.18. Godrej Industries Rs 985.40, P\/E 15.29. Summit Securities Rs 1,330.80, P\/E 11.97. Closing prices of 9 Oct 2026.<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">Investment holding company stocks with the clearest long-term roadmaps today include Bajaj Holdings in group company stakes, Godrej Industries in chemicals and group holdings and Summit Securities in listed group investments. FY26 revenue growth was 35.2% at Bajaj Holdings, 18.5% at Godrej Industries and 21.1% at Summit Securities. P\/E stands at 13.18 for Bajaj Holdings (industry 17.72), 15.29 for Godrej Industries (industry 36.60) and 11.97 for Summit Securities (industry 17.72). Demand cycles, input costs and valuation decide how much of that growth the market keeps paying for, so each company&#8217;s risks need equal attention.<\/p>\n<\/p><\/div>\n<p>Investment holding company stocks give investors exposure to ownership of listed group companies and, in some cases, operating businesses. Dividend income, the value of listed stakes and operating profit decide how much of that value reaches shareholders.<\/p>\n<p>This list covers three investment holding company stocks: Bajaj Holdings &amp; Investment for group company stakes, Godrej Industries for chemicals and group holdings and Summit Securities for listed group investments. Every figure comes from the latest reported financials and the 9 October 2026 market close. Companies without complete current figures were left out.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=investment-holding-company-stocks-long-term-growth-picks\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#What_Are_Investment_Holding_Company_Stocks\" title=\"What Are Investment Holding Company Stocks?\">What Are Investment Holding Company Stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Investment_Holding_Company_Stocks_at_a_Glance\" title=\"Investment Holding Company Stocks at a Glance\">Investment Holding Company Stocks at a Glance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Why_Do_Investment_Holding_Company_Stocks_Have_a_Strong_Roadmap_in_India\" title=\"Why Do Investment Holding Company Stocks Have a Strong Roadmap in India?\">Why Do Investment Holding Company Stocks Have a Strong Roadmap in India?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Bajaj_Holdings_Investment_Group_Holdings_Drive_the_Pipeline\" title=\"Bajaj Holdings &amp; Investment: Group Holdings Drive the Pipeline\">Bajaj Holdings &amp; Investment: Group Holdings Drive the Pipeline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Godrej_Industries_Chemicals_and_Group_Holdings_Build_the_Next_Leg\" title=\"Godrej Industries: Chemicals and Group Holdings Build the Next Leg\">Godrej Industries: Chemicals and Group Holdings Build the Next Leg<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Summit_Securities_Listed_Group_Stakes_Drive_the_Pipeline\" title=\"Summit Securities: Listed Group Stakes Drive the Pipeline\">Summit Securities: Listed Group Stakes Drive the Pipeline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Best_Investment_Holding_Company_Stocks_in_India_Bajaj_Holdings_vs_Godrej_Industries_vs_Summit_Securities_on_Key_Financials\" title=\"Best Investment Holding Company Stocks in India: Bajaj Holdings vs Godrej Industries vs Summit Securities on Key Financials\">Best Investment Holding Company Stocks in India: Bajaj Holdings vs Godrej Industries vs Summit Securities on Key Financials<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#How_to_Evaluate_Investment_Holding_Company_Stocks_to_Buy_Before_You_Invest\" title=\"How to Evaluate Investment Holding Company Stocks to Buy Before You Invest\">How to Evaluate Investment Holding Company Stocks to Buy Before You Invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Risks_to_Consider_Before_Investing_in_Investment_Holding_Company_Stocks\" title=\"Risks to Consider Before Investing in Investment Holding Company Stocks\">Risks to Consider Before Investing in Investment Holding Company Stocks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Final_Take_Which_Stock_Has_the_Strongest_Roadmap\" title=\"Final Take: Which Stock Has the Strongest Roadmap?\">Final Take: Which Stock Has the Strongest Roadmap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#FAQs_on_Investment_Holding_Company_Stocks\" title=\"FAQs on Investment Holding Company Stocks\">FAQs on Investment Holding Company Stocks<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Which_are_the_best_investment_holding_company_stocks_in_India_with_a_strong_roadmap\" title=\"Which are the best investment holding company stocks in India with a strong roadmap?\">Which are the best investment holding company stocks in India with a strong roadmap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Is_Bajaj_Holdings_Investment_a_good_stock_to_buy_now\" title=\"Is Bajaj Holdings &amp; Investment a good stock to buy now?\">Is Bajaj Holdings &amp; Investment a good stock to buy now?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#What_is_the_PE_ratio_of_Bajaj_Holdings_Godrej_Industries_and_Summit_Securities\" title=\"What is the P\/E ratio of Bajaj Holdings, Godrej Industries and Summit Securities?\">What is the P\/E ratio of Bajaj Holdings, Godrej Industries and Summit Securities?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Which_of_these_investment_holding_company_stocks_has_the_highest_return_on_equity\" title=\"Which of these investment holding company stocks has the highest return on equity?\">Which of these investment holding company stocks has the highest return on equity?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#What_are_the_risks_of_investing_in_investment_holding_company_stocks\" title=\"What are the risks of investing in investment holding company stocks?\">What are the risks of investing in investment holding company stocks?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#How_did_Bajaj_Holdings_Godrej_Industries_and_Summit_Securities_perform_in_Q1_FY27\" title=\"How did Bajaj Holdings, Godrej Industries and Summit Securities perform in Q1 FY27?\">How did Bajaj Holdings, Godrej Industries and Summit Securities perform in Q1 FY27?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#Do_investment_holding_company_stocks_pay_dividends\" title=\"Do investment holding company stocks pay dividends?\">Do investment holding company stocks pay dividends?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/univest.in\/blogs-2\/investment-holding-company-stocks-long-term-growth-picks\/#How_can_I_invest_in_investment_holding_company_stocks_in_India\" title=\"How can I invest in investment holding company stocks in India?\">How can I invest in investment holding company stocks in India?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Are_Investment_Holding_Company_Stocks\"><\/span><strong>What Are Investment Holding Company Stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investment holding company stocks are shares of companies that hold shares in listed group companies and earn investment income. Results depend on dividend income, the value of listed stakes and operating profit, so dividends and stake values separate the stronger names.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Investment_Holding_Company_Stocks_at_a_Glance\"><\/span><strong>Investment Holding Company Stocks at a Glance<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The table compares size, valuation, return on equity and debt for the three investment holding company stocks as of the 9 Oct 2026 close.<\/p>\n<div style=\"overflow-x:auto;\">\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Company<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">CMP (Rs)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Market Cap (Rs Cr)<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">P\/E<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Industry P\/E<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">ROE<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/bajajhldng\/bajaj-holdings-investment-ltd-share-price-today\">Bajaj Holdings &amp; Investment<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">10,820.00<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">118,573<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">13.18<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">17.72<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.15%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/godrejind\/godrej-industries-ltd-share-price-today\">Godrej Industries<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">985.40<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">33,784<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">15.29<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">36.60<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.10%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\"><a href=\"https:\/\/univest.in\/stocks\/summitsec\/summit-securities-ltd-share-price-today\">Summit Securities<\/a><\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,330.80<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,433<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.97<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">17.72<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1.22%<\/td>\n<\/tr>\n<\/table>\n<\/div>\n<p>Among holding company stocks, all three trade at a discount to their industry P\/E multiples.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Do_Investment_Holding_Company_Stocks_Have_a_Strong_Roadmap_in_India\"><\/span><strong>Why Do Investment Holding Company Stocks Have a Strong Roadmap in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investment holding company stocks have a strong roadmap in India because holding companies give investors indirect ownership of strong group businesses and steady dividend income. Three drivers stand out.<\/p>\n<ul>\n<li><strong>Group company growth:<\/strong> The value of stakes rises as listed group companies grow.<\/li>\n<li><strong>Dividend income:<\/strong> Dividends from group companies fund the holding company.<\/li>\n<li><strong>Capital allocation:<\/strong> Management choices on buying, holding or selling stakes shape returns.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Bajaj_Holdings_Investment_Group_Holdings_Drive_the_Pipeline\"><\/span><strong>Bajaj Holdings &amp; Investment: Group Holdings Drive the Pipeline<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Bajaj Holdings&#8217; roadmap rests on a holding company with large stakes in Bajaj Auto and Bajaj Finserv along with its own investment portfolio, with the growth of group companies supporting investment value.<\/p>\n<p>Revenue grew from Rs 486.51 crore in FY22 to Rs 1,123.87 crore in FY26, a 131.0% rise, and FY26 revenue was 35.2% higher than FY25. FY26 net profit rose 47.7% to Rs 9,788.92 crore. Over four years, net profit rose from Rs 4,125.61 crore in FY22 to Rs 9,788.92 crore. In Q1 FY27, revenue grew 24.2% to Rs 419.32 crore.<\/p>\n<p>Debt to equity is 0.00 and return on equity is 11.15%. Bajaj Holdings paid a dividend of Rs 195 per share for FY26, a yield of 1.83%. At a P\/E of 13.18 against an industry P\/E of 17.72, the stock trades below its industry multiple.<\/p>\n<p>What to watch: The P\/E of 13.18 against an industry P\/E of 17.72 leaves valuation less stretched, so the next quarters&#8217; growth is the figure to follow.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Godrej_Industries_Chemicals_and_Group_Holdings_Build_the_Next_Leg\"><\/span><strong>Godrej Industries: Chemicals and Group Holdings Build the Next Leg<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Godrej Industries&#8217; roadmap rests on chemicals, along with stakes in listed group companies in real estate, consumer products and agri-business, and a finance arm, with its chemical business and holdings in other group companies widening the earnings base.<\/p>\n<p>Revenue grew from Rs 15,064.67 crore in FY22 to Rs 25,980.60 crore in FY26, a 72.5% rise, and FY26 revenue was 18.5% higher than FY25. FY26 net profit rose 29.8% to Rs 2,411.91 crore. In Q1 FY27, revenue grew 11.2% to Rs 6,360.30 crore. Operating margin was 26.91% in FY26 and 29.56% in Q1 FY27 against 39.20% a year earlier.<\/p>\n<p>Return on equity is 11.10%. At a P\/E of 15.29 against an industry P\/E of 36.60, the stock trades below its industry multiple.<\/p>\n<p>What to watch: The Q1 FY27 operating margin of 29.56% was below the 39.20% of a year earlier.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Summit_Securities_Listed_Group_Stakes_Drive_the_Pipeline\"><\/span><strong>Summit Securities: Listed Group Stakes Drive the Pipeline<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Summit Securities&#8217; roadmap rests on an investment company that holds shares in listed group companies, with investment income and dividends supporting earnings.<\/p>\n<p>Revenue grew from Rs 75.00 crore in FY22 to Rs 144.12 crore in FY26, a 92.2% rise, and FY26 revenue was 21.1% higher than FY25. FY26 net profit was Rs 104.63 crore. In Q1 FY27, revenue grew 48.5% to Rs 40.91 crore.<\/p>\n<p>Debt to equity is 0.00 and return on equity is 1.22%. At a P\/E of 11.97 against an industry P\/E of 17.72, the stock trades below its industry multiple.<\/p>\n<p>What to watch: Return on equity of 1.22% is modest.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Best_Investment_Holding_Company_Stocks_in_India_Bajaj_Holdings_vs_Godrej_Industries_vs_Summit_Securities_on_Key_Financials\"><\/span><strong>Best Investment Holding Company Stocks in India: Bajaj Holdings vs Godrej Industries vs Summit Securities on Key Financials<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Among the best investment holding company stocks in India, Bajaj Holdings leads on FY26 revenue growth and return on equity; Godrej Industries ranks second on return on equity and dividend yield; Summit Securities leads on Q1 FY27 revenue growth and the lowest P\/E. The table puts the numbers side by side.<\/p>\n<div style=\"overflow-x:auto;\">\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Metric<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Bajaj Holdings<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Godrej Industries<\/th>\n<th style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;background:#F0F4F8;\">Summit Securities<\/th>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">FY26 revenue (Rs Cr)<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1,123.87<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">25,980.60<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">144.12<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">FY26 revenue growth<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">35.2%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">18.5%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">21.1%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">FY26 net profit (Rs Cr)<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">9,788.92<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">2,411.91<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">104.63<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Q1 FY27 revenue growth (YoY)<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">24.2%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.2%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">48.5%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Return on equity<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.15%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.10%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1.22%<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">P\/E ratio<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">13.18<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">15.29<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">11.97<\/td>\n<\/tr>\n<tr>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">Dividend yield<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">1.83%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.00%<\/td>\n<td style=\"border:1px solid #DDDDDD;padding:8px 10px;text-align:left;\">0.00%<\/td>\n<\/tr>\n<\/table>\n<\/div>\n<p>Holding company earnings follow dividend income, the value of listed stakes and operating profit, so full-year numbers and quarterly trends together give a better view.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Evaluate_Investment_Holding_Company_Stocks_to_Buy_Before_You_Invest\"><\/span><strong>How to Evaluate Investment Holding Company Stocks to Buy Before You Invest<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A short checklist keeps the research consistent when you screen investment holding company stocks and shortlist investment holding company stocks to buy.<\/p>\n<ol>\n<li>Compare each stock&#8217;s P\/E with its industry P\/E, which differs by company here.<\/li>\n<li>Check how the share price compares with the value of the stakes the company holds.<\/li>\n<li>Check whether revenue growth is turning into profit growth, not only sales.<\/li>\n<li>Read loan growth against funding costs to see how growth is financed.<\/li>\n<li>Watch debt to equity and interest cover before sizing a position.<\/li>\n<li>Spread exposure across companies and business lines instead of one demand cycle.<\/li>\n<\/ol>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Check the Univest Screener for live data on these investment holding company stocks<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Risks_to_Consider_Before_Investing_in_Investment_Holding_Company_Stocks\"><\/span><strong>Risks to Consider Before Investing in Investment Holding Company Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Margins:<\/strong> Godrej Industries&#8217; Q1 FY27 operating margin of 29.56% was below the 39.20% of a year earlier.<\/li>\n<li><strong>Market swings:<\/strong> The value of listed stakes moves with the stock market.<\/li>\n<li><strong>Holding discount:<\/strong> Holding company shares often trade below the value of their stakes.<\/li>\n<li><strong>Quarterly trends:<\/strong> A single weak quarter can change near-term earnings, so track results every quarter.<\/li>\n<\/ul>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track Bajaj Holdings, Godrej Industries and Summit Securities live.<\/em><\/p>\n<p>Annual reports and quarterly result presentations are the most reliable places to verify the numbers quoted here, because they show segment details, management commentary and the notes behind each figure.<\/p>\n<p>Comparing a quarter with the same quarter of the previous year gives a cleaner reading than comparing it with the preceding quarter, since seasonal patterns affect many businesses in India.<\/p>\n<p>The shareholding pattern published every quarter shows whether promoters, mutual funds and foreign investors are raising or trimming their holdings, which adds useful context to the financial numbers.<\/p>\n<p>Spreading money across several sectors and company sizes helps keep a portfolio steady, because each business responds differently to interest rates, commodity prices and consumer demand.<\/p>\n<p>Investors who plan to hold for several years often review results twice a year, check whether management delivered on earlier guidance and compare progress with the original reasons for investing.<\/p>\n<p>Reading the notes to accounts and the management discussion section helps separate recurring income from one-time items, which matters when a single quarter looks unusually strong or weak.<\/p>\n<p>Position sizing matters as much as stock selection, because even a well-researched company can move against an investor in the short term for reasons unrelated to its business.<\/p>\n<p>Liquidity is worth checking before buying, since thinly traded shares can be harder to sell at the price an investor expects, especially in smaller companies.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Final_Take_Which_Stock_Has_the_Strongest_Roadmap\"><\/span><strong>Final Take: Which Stock Has the Strongest Roadmap?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>These three holding company stocks cover stakes in listed group companies, chemicals and investment income. Bajaj Holdings leads on FY26 revenue growth and return on equity; Godrej Industries ranks second on return on equity and dividend yield; Summit Securities leads on Q1 FY27 revenue growth and the lowest P\/E.<\/p>\n<p>Across investment holding company stocks, each roadmap still has to turn growth into steady profit, so independent research and position sizing matter. Investors should consult a SEBI-registered advisor before acting on any of the investment holding company stocks to buy discussed here.<\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/p><\/div>\n<h2><span class=\"ez-toc-section\" id=\"FAQs_on_Investment_Holding_Company_Stocks\"><\/span><strong>FAQs on Investment Holding Company Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Which_are_the_best_investment_holding_company_stocks_in_India_with_a_strong_roadmap\"><\/span><strong>Which are the best investment holding company stocks in India with a strong roadmap?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Bajaj Holdings &amp; Investment, Godrej Industries and Summit Securities stand out for their roadmaps in stakes in listed group companies, chemicals and investment income. FY26 revenue growth was 35.2% at Bajaj Holdings, 18.5% at Godrej Industries and 21.1% at Summit Securities, and return on equity ranges from 1.22% to 11.15%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_Bajaj_Holdings_Investment_a_good_stock_to_buy_now\"><\/span><strong>Is Bajaj Holdings &amp; Investment a good stock to buy now?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Bajaj Holdings &amp; Investment has a debt to equity ratio of 0.00, a return on equity of 11.15% and a P\/E of 13.18 against an industry P\/E of 17.72. Valuation, market swings and dividend flows move results. This article is not investment advice, so consult a SEBI-registered advisor before deciding.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_PE_ratio_of_Bajaj_Holdings_Godrej_Industries_and_Summit_Securities\"><\/span><strong>What is the P\/E ratio of Bajaj Holdings, Godrej Industries and Summit Securities?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The P\/E ratio is 13.18 for Bajaj Holdings (industry 17.72), 15.29 for Godrej Industries (industry 36.60) and 11.97 for Summit Securities (industry 17.72). All of them trade below the industry multiple.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_of_these_investment_holding_company_stocks_has_the_highest_return_on_equity\"><\/span><strong>Which of these investment holding company stocks has the highest return on equity?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Bajaj Holdings &amp; Investment has the highest return on equity at 11.15%, followed by Godrej Industries at 11.10% and Summit Securities at 1.22%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_risks_of_investing_in_investment_holding_company_stocks\"><\/span><strong>What are the risks of investing in investment holding company stocks?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The main risks are margins, market swings, holding discount and quarterly trends. Godrej Industries&#8217; Q1 FY27 operating margin of 29.56% was below the 39.20% of a year earlier.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_did_Bajaj_Holdings_Godrej_Industries_and_Summit_Securities_perform_in_Q1_FY27\"><\/span><strong>How did Bajaj Holdings, Godrej Industries and Summit Securities perform in Q1 FY27?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Bajaj Holdings &amp; Investment reported revenue of Rs 419.32 crore, up 24.2% year on year. Godrej Industries reported revenue of Rs 6,360.30 crore, up 11.2% year on year. Summit Securities reported revenue of Rs 40.91 crore, up 48.5% year on year.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Do_investment_holding_company_stocks_pay_dividends\"><\/span><strong>Do investment holding company stocks pay dividends?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Bajaj Holdings pays dividends. The dividend yield is 1.83% for Bajaj Holdings, based on dividends declared for FY26.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_can_I_invest_in_investment_holding_company_stocks_in_India\"><\/span><strong>How can I invest in investment holding company stocks in India?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> You can buy investment holding company stocks through a demat and trading account on NSE or BSE after checking each company&#8217;s financials, margins and valuation. The Univest Screener lets you compare fundamentals before placing an order. Investments in securities are subject to market risk, so consider your risk profile first.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Which are the best investment holding company stocks in India with a strong roadmap?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Bajaj Holdings & Investment, Godrej Industries and Summit Securities stand out for their roadmaps in stakes in listed group companies, chemicals and investment income. FY26 revenue growth was 35.2% at Bajaj Holdings, 18.5% at Godrej Industries and 21.1% at Summit Securities, and return on equity ranges from 1.22% to 11.15%.\"}},{\"@type\":\"Question\",\"name\":\"Is Bajaj Holdings & Investment a good stock to buy now?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Bajaj Holdings & Investment has a debt to equity ratio of 0.00, a return on equity of 11.15% and a P\/E of 13.18 against an industry P\/E of 17.72. Valuation, market swings and dividend flows move results. This article is not investment advice, so consult a SEBI-registered advisor before deciding.\"}},{\"@type\":\"Question\",\"name\":\"What is the P\/E ratio of Bajaj Holdings, Godrej Industries and Summit Securities?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The P\/E ratio is 13.18 for Bajaj Holdings (industry 17.72), 15.29 for Godrej Industries (industry 36.60) and 11.97 for Summit Securities (industry 17.72). All of them trade below the industry multiple.\"}},{\"@type\":\"Question\",\"name\":\"Which of these investment holding company stocks has the highest return on equity?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Bajaj Holdings & Investment has the highest return on equity at 11.15%, followed by Godrej Industries at 11.10% and Summit Securities at 1.22%.\"}},{\"@type\":\"Question\",\"name\":\"What are the risks of investing in investment holding company stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The main risks are margins, market swings, holding discount and quarterly trends. Godrej Industries' Q1 FY27 operating margin of 29.56% was below the 39.20% of a year earlier.\"}},{\"@type\":\"Question\",\"name\":\"How did Bajaj Holdings, Godrej Industries and Summit Securities perform in Q1 FY27?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Bajaj Holdings & Investment reported revenue of Rs 419.32 crore, up 24.2% year on year. 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Investments in securities are subject to market risk, so consider your risk profile first.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Bajaj Holdings &#038; Investment, Godrej Industries and Summit Securities compared on growth, margins, debt and valuation, with the roadmap and risks investors should track.<\/p>\n","protected":false},"author":35,"featured_media":301667,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[845],"tags":[7186,11123,11124,11125],"class_list":["post-301671","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-stocks","tag-godrej-industries","tag-investment-holding-company-stocks","tag-investment-holding-company-stocks-to-buy","tag-summit-securities"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["301667"],"rank_math_title":["Investment Holding Company Stocks: Top 3 Roadmap Picks"],"rank_math_description":["Investment holding company stocks with a strong roadmap: Bajaj Holdings, Godrej Industries and Summit Securities compared on growth, valuation and risks."],"rank_math_focus_keyword":["investment holding company stocks"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/10\/3-investment-holding-company-stocks-with-a-strong-future-roadmap-bajaj-holdings.webp","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/301671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=301671"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/301671\/revisions"}],"predecessor-version":[{"id":301673,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/301671\/revisions\/301673"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/301667"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=301671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=301671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=301671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}