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Earnings Call

Bajaj Auto Earnings Call: Key Takeaways

Bajaj Auto delivered record Q3 performance with all-time high revenue and EBITDA, driven by a broad-based recovery in exports and robust growth in the electric vehicle portfolio.

Why this was an Alfa AlertNot a filter event. While the company reported record numbers, it did not explicitly compare them against a specific guided range for a 5%+ beat.
Highlights
Revenue growthRevenue grew 19% YoY, reaching an all-time high of ₹15,220 crore.
MarginsEBITDA margins expanded to 20.8% despite absorbing higher commodity and GST costs.
Demand visibilityStrong domestic motorcycle demand bolstered by GST rationalization and export recovery.
Management confidenceBalanced 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.

Source

Earnings Call filed with BSE, NSE: BAJAJ-AUTO. Summary written with AI assistance from the document.

Read the document ↗

Bajaj Auto Ltd: key numbers

Share price
₹11,281.00
Market cap
₹3,15,301 Cr
Revenue (annual)
₹62,905 Cr
Net profit (annual)
₹10,744 Cr
P/E (TTM)
26.8×Sector 33.6×
Promoter holding
55.01%+0.00% QoQ
FII holding
9.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Bajaj Auto Q4 FY26 Results: Net Profit ₹3,662 Cr, Up 103.2% YoY

Bajaj Auto Ltd reported revenue from operations of ₹17,832 Cr (+41.0% YoY) and net profit of ₹3,662 Cr (+103.2% YoY) for Q4 FY26.

Key figure
Net profit ₹3,662 Cr · +103.2% YoY
15:20 IST NSE
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Bajaj Auto Q4 FY26 Results: Net Profit ₹229.8 Cr, Up 247.7% YoY

Bajaj Auto Ltd reported revenue from operations of ₹1,007 Cr (+118.6% YoY) and net profit of ₹229.8 Cr (+247.7% YoY) for Q4 FY26.

Key figure
Net profit ₹229.8 Cr · +247.7% YoY