ALFA Finder| Revenue growth | Q4 revenue grew 32% YoY to record ₹16,000cr+. |
|---|---|
| Margins | Margins sustained at 20.8% in Q4; EV portfolio reached EBITDA-neutral. |
| Demand visibility | Softening domestic motorcycle demand in April; bullish on exports recovery. |
| Management confidence | Strong; 100% profit payout announced via dividend and buyback. |
Growth
FY26 revenue up 17% YoY; Q4 revenue grew 32% YoY to ₹16,006cr. PAT reached ₹9,825cr for FY26.
Outlook
Targeting 2.2L export units/month; 100% profit payout via ₹150 dividend and ₹5,633cr buyback at ₹12,000/share.
Risks
Red Sea crisis logistics issues, Middle East geopolitical tensions, and hyper-inflationary commodity costs (aluminum/copper) in Q1 FY27.
Earnings Call filed with NSE, 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
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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