| 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
- ₹11,281.00
- 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.
More from Bajaj Auto Ltd
All →Bajaj Auto Earnings Call Transcript: Key Takeaways
Bajaj delivered record FY26 numbers driven by exports and high-end bikes, but management warns of a sharp Q1 FY27 demand slowdown and intense input cost inflation.
- Call
- Guides 9% growth
Bajaj Auto Q1 FY27 Results: Net Profit ₹3,226 Cr, Up 45.9% YoY
Bajaj Auto Ltd reported revenue from operations of ₹21,689 Cr (+65.1% YoY) and net profit of ₹3,226 Cr (+45.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹3,226 Cr · +45.9% YoY
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.
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
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