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 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.
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.
Tractors emerged as the lone outperformer, posting a robust 10 per cent Y-o-Y rise, ahead of Nomura's 6 per cent projection.
Nomura said Hero MotoCorp will be hit hardest, with 99 per cent of its sales from sub-125cc bikes. Honda India follows at 89 per cent, TVS Motor at 86 per cent, and Bajaj Auto at 72 per cent.
Upcoming dividend stock: Bajaj Auto leads the list with a final dividend of ₹210 per share, with the record date set for Friday, June 20, 2025
Auto stocks fell in trade on Friday with Nifty Auto plunging over 2 per cent as US President Donald Trump warns to hike auto tariffs
Stocks to buy: Bajaj Auto is witnessing steady volume, and the price has managed to close above all major Exponential Moving Averages
HDFC Bank, Bajaj Auto, Eicher Motors, L&T Finance and Prestige Estates can potentially rally up to 26% from present levels, indicate technical charts.
Analysts estimate a 4 to 7 per cent rise in FY26, driven by product innovation, supportive policy frameworks, and increasing mobility needs in emerging markets
KTM's tune-up will decide whether automaker can regain its premium balance
Bajaj Auto's total revenue from operations increased 5.8 per cent Y-o-Y to ₹12,148 crore in Q4FY25, from ₹11,484.7 crore a year ago.
Analysts at Nomura also flagged a looming production risk starting June, arising from China's export restrictions on rare earth magnets-used across both EV and ICE components.
The decline in the net profit was attributed to subdued performance in the domestic motorcycle market
However, the two-wheeler manufacturer's revenue from operations increased by 8.5 per cent YoY to ₹12,204.49 crore in the Q4FY25, it had posted ₹11,249.80 crore revenue in the same quarter last year
Bajaj Auto to become majority owner of KTM through fresh funding and debt restructuring support, aiming to revive the brand and strengthen its premium bike presence
Bajaj Auto's Netherlands-based subsidiary BAIHBV will take control of Austria's KTM as part of a revival and debt restructuring effort approved by an Austrian court
At the time of stepping down, he had said, "I believe now is the time for me to pursue my other interests and commitments"
Madhur Bajaj, non-executive director at Bajaj Auto Ltd, died at a hospital here on Friday morning, according to company sources. He was 63. Bajaj had been admitted to Breach Candy Hospital in South Mumbai a few days back due to a health issue, the sources said, adding that he suffered a stroke two days ago. He died at the hospital around 5 am on Friday, they added. Further details are awaited.
The Chetak was originally introduced in the 1970s, when it had a strong presence in the Indian scooter market for several decades