ALFA Finder| Revenue growth | Revenue grew 19% YoY, reaching an all-time high of ₹15,220 crore. |
|---|---|
| Margins | EBITDA margins expanded to 20.8% despite absorbing higher commodity and GST costs. |
| Demand visibility | Strong domestic motorcycle demand bolstered by GST rationalization and export recovery. |
| Management confidence | Balanced and highly optimistic regarding market share recovery and EV scale-up. |
Growth
Revenue grew 19% YoY to ₹15,220 crore, while EBITDA reached a record ₹3,161 crore with 20.8% margins.
Outlook
Targets 200,000+ monthly export units and further expansion of the 125cc+ Pulsar portfolio by year-end.
Risks
Rising commodity costs in noble metals and potential export market volatility remain key headwinds for FY26.
Earnings Call filed with BSE, NSE: BAJAJ-AUTO. Summary written with AI assistance from the document.
Bajaj Auto Ltd: key numbers
- Share price
- ₹11,117.00
- Market cap
- ₹3,10,718 Cr
- Revenue (annual)
- ₹62,905 Cr
- Net profit (annual)
- ₹10,744 Cr
- P/E (TTM)
- 23.8×Sector 32.5×
- Promoter holding
- 55.95%+0.94% QoQ
- FII holding
- 8.87%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Auto Ltd
All →Bajaj Auto Annual General Meeting
Bajaj Auto Limited has issued a postal ballot notice seeking shareholder approval, by special resolution, to appoint Ms. Pallavi Joshi Bakhru as a Non-executive Independent Director for five years from 01 January 2027. E-voting runs from 07 November to 06 December 2026.
- Execution
- E-voting 07 November 2026 to 06 December 2026; director term 01 January 2027 to 31 December 2031
Bajaj Auto Results Update
Bajaj Auto intimated its subsidiary Bajaj Mobility AG's Q3/26 quarterly report. Group revenue rose 57% to EUR 351.1 million with EBIT of EUR 11.3 million.
Bajaj Auto Business Update
Bajaj Auto reported October 2026 sales of 5,91,876 units, up 14% year on year. Domestic and export volumes both grew, with exports up 18%.
Bajaj Auto Earnings Call Transcript: Key Takeaways
Bajaj Auto delivered record revenue and EBITDA despite hyper-inflationary pressures, driven by export recovery and a surging EV portfolio. The 'True Narrative' shows a deliberate sacrifice of 100cc volumes to protect corporate margins.
Bajaj Auto Management Change
Bajaj Auto's board approved appointing Ms. Pallavi Joshi Bakhru as Non-Executive Independent Director effective January 2027. The appointment is subject to shareholder approval.
Bajaj Auto Q2 FY27 Results: Net Profit ₹3,384 Cr, Up 59.5% YoY
Bajaj Auto Ltd reported revenue from operations of ₹25,126 Cr (+59.7% YoY) and net profit of ₹3,384 Cr (+59.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹3,384 Cr · +59.5% YoY