Page 2 - Bajaj Auto Ltd News

Maruti, M&M, Bajaj Auto: Limited upside in auto stcks, says Choice Equities

Choice Institutional Equities upgrades auto sector to 'Positive' citing GST reforms, easing rare earth supply, and rural demand. See top auto stock picks with upside potential

Stocks to watch today, Sep 10: Bajaj Auto, TaMo, Sun Pharma, Eicher, BEL

Stocks to watch on Wednesday, September 10, Bajaj Auto: To fully pass on GST cut benefits; price reduction up to ₹20,000 on bikes and ₹24,000 on three-wheelers from September 22.

Auto upcycle is here, says Morgan Stanley; Upgrades Maruti, Eicher, Hero

Among companies, Maruti Suzuki is expected to gain market share with new SUV launches and a revival in first-time buyers, prompting the brokerage to raise its target from ₹14,262 to ₹18,360.

Auto stocks in fast lane: rally up to 6%; M&M, Ashok Leyland hit new highs

In the past one month, the BSE Auto index has outperformed the market by soaring nearly 15 per cent, as compared to 1.4 per cent gain in BSE Sensex.

GST revamp: Motorcycle may become ₹5,000-15,000 cheaper, says Bajaj Auto

Rakesh Sharma said there are multiple other drivers of conversion to electric vehicles, including operating economics, convenience, freedom from the monthly fuel budget and improved technology

Auto stocks rally on GST 2.0; Emkay sees M&M, Maruti as top beneficiaries

Auto stocks surged after the GST Council slashed tax rates across the automobile sector. Analysts at Emkay Global pick M&M, Maruti Suzuki, Hero MotoCorp as top auto stocks to buy

Better demand, tailwinds keeping Street positive on 2-wheeler stocks

Stronger rural demand, festive inventory build-up and GST cut optimism are boosting sentiment on two-wheeler stocks, though valuations now near long-term averages

Royal Enfield, TVS, and Hero rise on festival buzz; Bajaj, Honda slip

Two-wheeler sales in August 2025 rose for Royal Enfield, TVS, Hero and Suzuki, while Bajaj and Honda reported declines, with festive demand and GST reforms set to boost outlook

Auto sector mixed; Maruti, M&M top MOFSL bets as GST decision looms

Maruti Suzuki's volumes dipped marginally by 0.6 per cent Y-o-Y to 181,000 units, with export growth of 40.5 per cent Y-o-Y offset by a 7.5 per cent drop in domestic sales.

Nifty Auto index up 3%; Bajaj, TaMo gain up to 5%; what's behind the rally?

In the past one month, the Nifty Auto index has outperformed the market by soaring 9.5 per cent, as against 0.18 per cent gain in Nifty 50.

Bajaj Auto shares rise 3% on reporting Aug auto sales data; check details

Bajaj Auto shares rose 3 per cent on Monday and logged an intra-day high at ₹8,855 per share on BSE, on reporting August auto sales data

Bajaj Auto restarts Chetak deliveries; secures supply of rare earth magnets

Bajaj Auto resumes deliveries of its Chetak electric scooter after overcoming global supply disruptions, securing sufficient rare earth magnets for the upcoming festive season

M&M, Eicher, Maruti Suzuki hit record highs: Auto stocks rally decoded

During his Independence Day address on August 15, 2025, Prime Minister Narendra Modi announced a potential rationalisation (reduction) of GST rates before Diwali 2025

What should investors do with Bajaj Auto stock post Q1? Brokerages weigh in

The quarter saw Bajaj Auto revenues grow 6 per cent year-on-year to ₹12,580 crore, and Ebitda rise 3 per cent to ₹2,480 crore, slightly ahead of consensus.

Bajaj Auto cuts electric 2-W production by half amid rare earth shortage

Executive Director Rakesh Sharma told reporters in post-earnings call that they have already cut their e-2W production by as much as 50 per cent in July

Bajaj Auto Q1 profit up 14% as exports, EVs and premium bikes drive growth

Bajaj Auto posts Rs 2,210 crore net profit in Q1FY26, up 14% Y-o-Y, with revenue rising 10% to Rs 13,133 crore, fuelled by strong exports, premium motorcycles, and EV sales

Bajaj Auto Q1FY26 results: Net profit rises 13.84% to Rs 2,210.44 crore

Bajaj Auto Ltd on Wednesday reported a 13.84 per cent rise in consolidated profit after tax at Rs 2,210.44 crore in the first quarter ended June 30, 2025, riding on robust exports and increased sales of premium motorcycles, commercial vehicles and Chetak electric scooter. The company had posted a consolidated profit after tax of Rs 1,941.79 crore in the same period last fiscal, Bajaj Auto said in a regulatory filing. Consolidated total revenue from operations in the quarter under review stood at Rs 13,133.35 crore as against Rs 11,932.07 crore in the year-ago period, it added. Total expenses in the quarter were higher at Rs 10,681.68 crore in the first quarter as compared to Rs 9,703.61 crore in the corresponding period last fiscal, Bajaj Auto said. Resurgent exports and scaling up of the emerging electric portfolio more than made up for the domestic motorcycle performance, which, although improving over the previous quarter, had a subduing effect on the overall growth, it added.

Here's what brokerages expect from Bajaj Auto ahead of Q1 results on Aug 6

In July 2025, Bajaj Auto's total sales rose 3 per cent Y-o-Y to 3,66,000 units compared to 3,54,169 units in July 2024.

TVS Motor, Eicher gain up to 4% in weak market. What's driving 2W stocks?

Shares of 2-wheeler companies rallied up to 4% on Friday after TVS Motor and Eicher Motors reported healthy earnings for Q1FY26.

Why are two-wheeler stocks up today?Hero MotoCorp, Bajaj Auto rise up to 4%

In the financial year 2025-26, the Indian two-wheeler industry is poised to build upon the U-shaped recovery trajectory observed over the preceding three fiscal years