Market Performance
- On August 7, 2025, Bajaj Auto share price opened at ₹8,070.00 and was trading around ₹8,117.00 on the NSE, reflecting a slight dip of 0.75% from the previous close.
- The share price saw a swing of about 4% from the day's low before stabilizing; Bajaj Auto shares have fallen by 7% since the start of 2025.
- In the past three years, the company has delivered a robust return of over 101%.
Main News
- Bajaj Auto posted a consolidated net profit of ₹2,210.44 crore for Q1 FY26, marking a 14% increase compared to the same period last year.
- Revenue from operations rose 10% YoY to ₹13,133.35 crore.
- The company sold 11.11 lakh units, up 1% from 11.02 lakh units last year.
- Domestic sales decreased by 8% YoY to 6.35 lakh units, while exports surged 16% YoY to 4.76 lakh units.
- Within exports:
- Two-wheeler exports climbed 14%
- Commercial vehicle (CV) exports jumped 32%
Company Details
- Bajaj Auto achieved its highest-ever Q1 revenue despite challenges in domestic demand.
- Strong growth in premium motorcycles and electric vehicles contributed significantly:
- Electric vehicles now make up over 20% of Bajaj Auto's domestic revenue.
- Premium bikes, including KTM and Triumph models, grew by 20% YoY.
- Bajaj Auto holds the leading position in the electric three-wheeler (L5) segment, commanding a 36% share of the market.
- The company sustained export momentum with historic export revenues, especially in Africa, Latin America, and Asia.
Production Update:
- Due to a global shortage of heavy rare earth magnets—primarily sourced from China—Bajaj Auto reduced production of its electric two-wheelers by up to 50% in July. Output is expected to remain constrained in the coming months.
- The company is mitigating this with:
- Exploring light rare earth magnets as an alternative
- Developing new motor technologies not reliant on rare earths
- Bajaj Auto is also expanding into the e-rickshaw segment, aiming to strengthen its position in last-mile mobility.
Financial Breakdown
Revenue
- Q1 FY26 Consolidated Revenue: ₹13,133.35 crore (up 10.07% YoY)
EBITDA
- Q1 FY26 EBITDA: ₹2,482 crore (up 1% QoQ, margin: 19.7%)
- EBITDA margin fell by 50 basis points, mainly due to currency fluctuations
Net Profit
- Q1 FY26 Consolidated Net Profit: ₹2,210.44 crore (up 13.84% YoY)
- Standalone Net Profit: ₹2,095.98 crore (up 5% YoY)
Summary
Bajaj Auto share price witnessed volatility after its Q1 FY26 results, reflecting both market caution and operational resilience.The company achieved double-digit increases in both revenue and consolidated net profit, supported by robust export performance and a rise in electric vehicle sales. Domestic sales softened, but the robust export performance and expansion into new segments like e-rickshaws underscore Bajaj Auto's adaptability. Despite supply chain headwinds in the EV segment due to rare earth magnet shortages, the company remains focused on innovation and operational efficiency.
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