Bajaj Auto Share Price Swings After Q1 FY26 Results

Bajaj Auto Share Price Swings After Q1 FY26 Results

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.

Download the Samco Trading App

Get the link to download the app.

Samco Fast Trading App

Leave A Comment?