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Bajaj Auto Sept 2026 Sales Up 5% YoY to 5,38,443 Units; Exports Jump 32%
Bajaj Auto reported total monthly sales of 5,38,443 units for September 2026, marking a 5% YoY increase from 5,10,504 units in September 2025. Growth was driven by exports, which surged 32% YoY to 2,43,987 units, offsetting a 9% YoY contraction in total domestic volumes (2,94,456 units). The domestic 2-wheeler segment saw a 12% YoY decline to 2,39,771 units, while domestic commercial vehicles grew 5% to 54,685 units. For the H1 period (Apr-Sep 2026), cumulative sales rose 24% YoY to 29,87,135 units, spearheaded by a 47% rise in total exports.
Confidence: HIGH
What changedMonthly volume update showing strong export acceleration (+32%) balancing out a modest pullback in domestic dispatches (-9%).
Why it mattersShows healthy overseas demand recovery across 30 key emerging markets, but weakness in domestic 2W volumes could pressure near-term margins and market share heading into the festive period.
Total Sales (Sep 2026): 5,38,443 unitsTotal Sales YoY Growth: 5%Exports YoY Growth: 32%Domestic Sales YoY Growth: -9%YTD Total Sales (Apr-Sep 2026): 29,87,135 units
📅 Short termMarkets may focus on the 12% drop in domestic 2-wheelers, although the strong 32% export performance provides a cushion ahead of festive inventory adjustments.
📈 Long termLimited; this is a regular monthly sales disclosure, though strong 47% H1 export growth supports long-term volume diversification targets.
⚠ Risk flags
- Domestic 2-wheeler segment volume contraction (-12% YoY)
- Currency volatility impacting export realization sustainability
Key Highlights
Total sales rose 5% YoY to 5,38,443 units in September 2026 vs 5,10,504 units in September 2025
Total export sales surged 32% YoY to 2,43,987 units, led by 34% growth in 2-wheelers
Total domestic sales contracted 9% YoY to 2,94,456 units, weighed down by a 12% decline in domestic 2-wheelers
YTD Apr-Sep 2026 cumulative sales grew 24% YoY to 29,87,135 units
👀 What to Watch
Track the upcoming Q2 FY27 financial results and festive retail sales trends in October-November to evaluate whether the domestic 2-wheeler slowdown is temporary or a structural margin headwind.
Bajaj Auto August 2026 Sales Up 28% YoY to 5,35,764 Units on 51% Export Surge
Bajaj Auto reported a 28% YoY growth in total sales for August 2026, reaching 5,35,764 units compared to 4,17,616 units in August 2025. Growth was heavily driven by international business, with total exports surging 51% YoY to 2,80,056 units. Domestic sales posted steady growth of 10% YoY to 2,55,708 units. For the YTD period (Apr-Aug 2026), total sales grew 29% YoY to 24,48,692 units.
Confidence: HIGH
What changedBajaj Auto disclosed its August 2026 monthly sales figures, recording 28% overall volume growth driven by a 51% rise in exports.
Why it mattersExports have historically been a higher-margin contributor; sustained 50%+ volume recovery in overseas markets supports top-line growth and operating leverage.
Aug 2026 Total Sales: 5,35,764 unitsTotal Sales YoY Growth: 28%Aug 2026 Total Exports: 2,80,056 unitsTotal Exports YoY Growth: 51%Apr-Aug 2026 YTD Sales: 24,48,692 units
📅 Short termPositive volume print will support sentiment, especially ahead of the domestic festive build-up and ongoing export recovery.
📈 Long termDemonstrates structural rebound in key export markets alongside stable double-digit growth in domestic two-wheeler and commercial vehicle segments.
⚠ Risk flags
- Foreign exchange volatility impacting export realizations
- Geopolitical or macroeconomic slowdown in key export destinations
Key Highlights
Total sales grew 28% YoY to 5,35,764 units in August 2026 vs 4,17,616 units in August 2025
Total exports jumped 51% YoY to 2,80,056 units, outpacing domestic volume
2-Wheeler sales rose 30% YoY to 4,43,748 units (Exports +53%, Domestic +10%)
Commercial Vehicle sales increased 22% YoY to 92,016 units (Exports +39%, Domestic +11%)
Apr-Aug 2026 YTD total sales reached 24,48,692 units, marking a 29% YoY growth
👀 What to Watch
Monitor whether the strong 50%+ export momentum sustains into the upcoming festival season, and track realization metrics and margin trends in the upcoming Q2 FY27 quarterly results.
Bajaj Mobility AG H1 2026 Revenue Up 65% to €701.4M; EBITDA Turns Positive at €37.6M
Bajaj Auto's European step-down subsidiary, Bajaj Mobility AG (formerly PIERER Mobility AG), reported a sharp operational turnaround for H1 2026 with group revenue rising 65.0% YoY to €701.4 million. Motorcycle revenue across KTM, Husqvarna, and GASGAS brands surged 109.1% YoY to €579.6 million on sales of 89,004 units (up 91.9% YoY). Operating profitability recovered significantly with H1 EBITDA turning positive to €37.6 million (5.4% margin) compared to negative €183.3 million in H1 2025, while Q2 2026 EBIT turned positive at €1.3 million. Total worldwide sales including Bajaj Auto's Indian volumes reached 147,572 units, supported by a €65.8 million fixed cost reduction and a €550 million debt refinancing for KTM AG.
Confidence: HIGH
What changedBajaj Mobility AG reported a substantial financial turnaround in H1 2026 following restructuring, returning to positive EBITDA and Q2 EBIT profitability.
Why it mattersDemonstrates operational stabilization of KTM and premium international brands post-restructuring, reducing financial drag on parent Bajaj Auto as it moves toward full financial consolidation.
H1 2026 Group Revenue: EUR 701.4 mnH1 2026 EBITDA: EUR 37.6 mnMotorcycle Volume Sold (ex-India): 89,004 unitsKTM AG Refinanced Debt: EUR 550 mnFixed Cost Reduction: EUR 65.8 mn
📅 Short termPositive sentiment driver for Bajaj Auto as its key European subsidiary confirms operational stabilization and reduced cash burn.
📈 Long termSupports Bajaj Auto's premium motorcycle global expansion strategy, paving the way for accretive contribution once financial consolidation is formalized.
⚠ Risk flags
- Macroeconomic volatility in European and global premium two-wheeler markets
- Foreign exchange fluctuations between Euro and INR
Key Highlights
Group revenue increased 65.0% YoY to €701.4 million in H1 2026 (€370.2 million in Q2 2026).
EBITDA turned positive at €37.6 million (5.4% margin) vs negative €183.3 million in H1 2025; Q2 EBITDA margin reached 8.7%.
Q2 2026 EBIT turned positive at €1.3 million, marking the first positive EBIT since restructuring proceedings.
Worldwide dealer and group motorcycle inventories reduced by 10,190 units since the start of 2026.
Completed a €550 million refinancing for 100%-owned subsidiary KTM AG, easing interest burdens.
👀 What to Watch
Track the full consolidation timeline of Bajaj Mobility AG into Bajaj Auto's financials and monitor sustainable margin expansion into H2 2026 alongside European market demand recovery.
30% Growth in July 2026 Total Sales to 4,74,677 Units; Exports Surge 39%
Bajaj Auto reported a robust 30% year-on-year growth in total sales for July 2026, reaching 4,74,677 units. The performance was significantly bolstered by a 39% surge in exports (2,54,485 units) and a 31% increase in the 2-wheeler segment. Domestic sales also maintained healthy momentum, growing 20% to 2,20,192 units. Year-to-date (Apr-Jul 2026) volumes are up 29%, driven by a massive 50% recovery in export markets compared to the previous year.
Confidence: HIGH
What changedMonthly sales volumes have accelerated to 30% YoY growth, a significant step up from the 15-20% long-term growth target mentioned in company strategy.
Why it mattersStrong volume growth, particularly in exports (which grew 50% YTD), is critical for maintaining Bajaj Auto's high ROCE of 39% and supporting its TTM revenue of Rs 60,559 Cr.
Total July 2026 Sales: 4,74,677 unitsYoY Total Sales Growth: 30%Export Sales Growth (July): 39%YTD Total Sales (Apr-Jul): 19,12,928 unitsYTD Export Growth: 50%
📅 Short termThe stock is likely to react positively to the strong double-digit growth across all segments, especially the outperformance in exports.
📈 Long termThe structural recovery in exports and the scaling of the Brazil subsidiary and EV portfolio (Chetak) remain the primary long-term value drivers.
⚠ Risk flags
- Currency volatility affecting export realizations
- GST rate disparity in the 350cc+ motorcycle segment
Key Highlights
Total monthly sales increased 30% YoY to 4,74,677 units in July 2026.
Export volumes grew by 39% YoY to 2,54,485 units, now exceeding domestic volumes.
2-Wheeler segment recorded 31% growth with 3,88,719 units sold during the month.
Commercial vehicle sales grew 23% YoY to 85,958 units.
Year-to-date (Apr-Jul 2026) total sales reached 19,12,928 units, a 29% increase YoY.
👀 What to Watch
Investors should monitor the sustainability of the 39% export growth, which is a key margin driver. Watch for upcoming quarterly results to see if these volumes translate into improved OPM, especially given the company's strategy to absorb GST hikes in the premium segment.
Bajaj Auto Q1 FY27: Rs 17,000 Cr Revenue; EV Portfolio Achieves Double-Digit EBITDA Margin
Bajaj Auto reported record-breaking Q1 FY27 results with revenue of Rs 17,000 crore and a PAT of Rs 3,000 crore, despite a ransomware attack that impaired volumes by 10-15%. The export business reached a new high of 7.32 lakh units, contributing 40% of total revenue. Significantly, the EV portfolio (Chetak and 3W) now accounts for 30% of domestic revenue and has achieved double-digit EBITDA margins, with Chetak turning EBITDA positive. Management is targeting export volumes of over 2.5 lakh units per month and expanding the Chetak network to 1,000 stores.
Confidence: HIGH
What changedThe EV business has transitioned from being EBITDA neutral to a profitable contributor, with the Chetak brand specifically turning EBITDA positive.
Why it mattersIt demonstrates Bajaj's ability to maintain industry-leading margins (20.9%) while aggressively scaling the EV segment and recovering export volumes to pre-disruption levels.
Q1 Revenue: Rs 17,000 crEBITDA Margin: 20.9%Export Revenue: USD 735 millionEV share of Domestic Revenue: 30%Q1 Revenue vs TTM Revenue: 28.07%
📅 Short termPositive sentiment is expected as the company beat estimates on margins and showed strong recovery in exports and EV profitability.
📈 Long termStructural shift as EVs become a core profit driver and the company expands its footprint in high-margin markets like Brazil and Mexico.
⚠ Risk flags
- Cybersecurity risks (recent ransomware attack)
- Raw material inflation
- Geopolitical disruptions in the MENA region
Key Highlights
Quarterly revenue reached Rs 17,000 crore with a record EBITDA margin of 20.9%.
Export volumes hit 7,32,000 units, generating USD 735 million in revenue for the quarter.
EV segment (2W and 3W) now contributes 30% of domestic revenue with double-digit EBITDA.
Management plans to expand the Chetak EV store network from approximately 550 to 1,000 stores.
A ransomware attack and supply chain disruptions reduced potential volumes by an estimated 10-15%.
👀 What to Watch
Monitor the market reception of the new 125cc and 150cc Pulsar models launching within the next 6 weeks and the final regulatory approval for the KTM/PTW consolidation.
₹5,632.80 Cr Buyback Closed: Bajaj Auto Extinguishes 46.94 Lakh Shares
Bajaj Auto has formally closed its share buyback program following the extinguishment of 46,94,000 equity shares on July 24, 2026. The company utilized ₹5,632.80 crore to repurchase these shares at a price of ₹12,000 per share via the tender offer route. This capital return represents approximately 16.1% of the company's net worth. Consequently, the total share capital has been reduced by 1.68%, and the promoter holding has marginally increased from 55.01% to 55.95%.
Confidence: HIGH
What changedThe company has completed the legal process of destroying 46.94 lakh shares bought back from shareholders, effectively reducing its equity base.
Why it mattersThis is a significant capital allocation move that improves return on equity (ROE) and EPS by reducing the number of shares outstanding while returning surplus cash to shareholders.
Buyback Price: ₹12,000Total Buyback Amount: ₹5,632.80 CrShares Extinguished: 46,94,000Payout vs Net Worth: ~16.1%Equity Reduction: 1.68%
📅 Short termThe stock may see minor support as the reduction in share supply is finalized, though the buyback was already known to the market.
📈 Long termStructurally positive as it demonstrates management's commitment to returning excess cash and optimizing the balance sheet, supporting long-term EPS growth.
Key Highlights
Extinguished 46,94,000 fully paid-up equity shares at a price of ₹12,000 per share
Total buyback value of ₹5,632.80 crore represents ~16.1% of the company's net worth (₹34,975 Cr)
Total outstanding equity shares reduced from 27,94,97,838 to 27,48,03,838
Promoter and Promoter Group holding increased from 55.01% to 55.95% post-buyback
Buyback price of ₹12,000 was at a premium to the current market price of ₹11,310
👀 What to Watch
Investors should look for the positive impact on Earnings Per Share (EPS) in the next quarterly financial statement due to the 1.68% reduction in the total share count.
Rs 150 Dividend and Rakesh Sharma's Appointment as Joint MD Approved at 19th AGM
Bajaj Auto shareholders have approved all resolutions at the 19th Annual General Meeting held on July 21, 2026. Key approvals include a final dividend of Rs 150 per share for FY26 and the appointment of Rakesh Sharma as Joint Managing Director. The dividend payout is substantial, representing approximately 39% of the TTM EPS of Rs 384.62. While most resolutions passed with near-unanimous support, the re-appointment of Sanjiv Bajaj saw a minor 7.7% dissent from institutional voters.
Confidence: HIGH
What changedShareholders have formally ratified the FY26 financial results, the dividend distribution, and key management appointments including the Joint Managing Director.
Why it mattersThis ensures corporate governance continuity and confirms the company's commitment to returning capital to shareholders through a significant dividend payout.
Dividend per share: Rs 150Dividend vs TTM EPS: ~39%Total Shareholders: 3,76,389Votes in favor (Joint MD): 99.36%Institutional dissent (Sanjiv Bajaj): 7.74%
📅 Short termNeutral impact expected as the dividend and AGM agenda were previously disclosed; focus will remain on monthly sales data.
📈 Long termLimited structural change; the appointment of a Joint MD suggests a focus on operational scaling in new segments like EVs and international markets.
Key Highlights
Approved a final dividend of Rs 150 per equity share for the financial year ended March 31, 2026.
Confirmed the appointment of Rakesh Sharma as Joint Managing Director effective from June 1, 2026.
A total of 3,76,389 shareholders were on record as of the July 14, 2026, cut-off date.
Special resolution for Non-executive Director commissions for 5 years starting April 1, 2026, passed with 99.93% favor.
Re-appointment of Sanjiv Bajaj as Director passed with 98.18% overall favor, despite 4.02 million institutional votes against.
👀 What to Watch
Investors should note the dividend payment timeline and monitor the leadership transition as Rakesh Sharma takes on the Joint MD role to drive the company's EV and export strategies.
42% PAT Growth: Bajaj Auto Reports Record Q1 Revenue of ₹17,244 Cr and 20.9% EBITDA Margin
Bajaj Auto delivered a record-breaking Q1 FY27, with standalone revenue surging 37% YoY to ₹17,244 crore. Net profit (PAT) grew 42% YoY to ₹2,983 crore, driven by a 29% increase in total volumes and a significant rebound in exports, which grew 54% YoY. The company maintained strong operational efficiency with EBITDA margins expanding 110 bps YoY to 20.9%. Notably, the electric vehicle (EV) portfolio now accounts for ~30% of domestic revenue, nearly doubling from the previous year.
Confidence: HIGH
What changedBajaj Auto has successfully pivoted to a high-growth EV and premium mix while simultaneously recovering its export volumes to record levels.
Why it mattersThe results prove the company's ability to maintain industry-leading margins (20.9%) while aggressively scaling lower-margin EV segments and navigating geopolitical logistical constraints.
Standalone Revenue (Q1): ₹17,244 crStandalone PAT (Q1): ₹2,983 crEBITDA Margin: 20.9%Export Volume Growth: 54% YoYSurplus Funds: ₹21,000 crBuyback Value: ₹5,632.80 cr
📅 Short termThe stock is likely to react positively to the record revenue and profit beat, alongside the strong recovery in the export business.
📈 Long termThe structural shift toward a 30% EV domestic mix and the scaling of the Triumph/KTM premium brands (up 60% YoY) positions the company for sustained premiumization and market share gains.
⚠ Risk flags
- Hyper-inflating input costs
- Logistical and geopolitical constraints in the MENA region
- Unquantified EPR (Extended Producer Responsibility) obligations
Key Highlights
Standalone Revenue hit an all-time high of ₹17,244 crore, up 37% YoY, representing ~28% of TTM revenue.
Export volumes achieved a record 732,173 units, a 54% YoY increase, led by a 3x growth in Nigeria.
EBITDA reached ₹3,596 crore with margins at 20.9%, up 110 bps YoY despite input cost inflation.
Electric vehicle (EV) business scaled to ~30% of domestic revenue, with e-3W revenues up ~80% YoY.
Free Cash Flow generation stood at ₹2,300 crore, representing an 80% conversion of PAT.
👀 What to Watch
Monitor the execution of capacity expansion for Chetak and e-3Ws to meet outstripping demand, and track the market reception of the new CNG motorcycle (Freedom).
80% Revenue Growth and 8.7% EBITDA Margin for Bajaj Mobility AG in Q2 2026
Bajaj Auto's step-down subsidiary, Bajaj Mobility AG (formerly PIERER Mobility), reported a sharp turnaround in its preliminary Q2 2026 results. Revenue for the quarter surged 80% YoY to EUR 370 million, while motorcycle sales outside India grew 71% to 48,672 units. Most significantly, the EBITDA margin recovered to approximately 8.7% from a deep negative of 55.6% in the year-ago period. For the first half of 2026, total global sales (including Bajaj-partnered units) reached 147,572 units, an 81% increase, signaling strong momentum in the premium KTM, Husqvarna, and GASGAS brands.
Confidence: HIGH
What changedBajaj Mobility AG has transitioned from a period of heavy restructuring losses to operational profitability, with a significant 8.7% EBITDA margin and 80% revenue growth in Q2.
Why it mattersAs Bajaj Auto moves toward full financial consolidation of this entity, the subsidiary's turnaround will directly contribute to Bajaj's consolidated profitability and strengthen its global premium motorcycle positioning.
Q2 Revenue Growth (YoY): 80%Q2 EBITDA Margin: 8.7%H1 Global Sales Volume: 147,572 unitsH1 Revenue: EUR 700 mio.Q2 Revenue vs Bajaj TTM Revenue: ~5.5% (estimated)
📅 Short termThe stock is likely to react positively to the sharp margin recovery and robust volume growth in the premium export segment.
📈 Long termThe successful turnaround and integration of Bajaj Mobility AG (KTM/Husqvarna) provide a structural growth lever for Bajaj Auto in the global premium 2W market.
⚠ Risk flags
- Restructuring gains included in margin calculations
- Currency volatility (EUR/INR)
- Global demand sensitivity for premium motorcycles
Key Highlights
Q2 2026 revenue increased 80% YoY to EUR 370 million from EUR 205 million in Q2 2025
EBITDA margin turned positive at ~8.7% in Q2 2026 vs -55.6% in Q2 2025
Total global motorcycle sales for H1 2026 reached 147,572 units, up 81% YoY
Sales through strategic partner Bajaj Auto rose to 58,568 units in H1 2026 from 34,950 units
H1 2026 revenue for the motorcycle segment reached EUR 700 million vs EUR 373 million YoY
👀 What to Watch
Investors should track the final half-yearly financial results scheduled for August 27, 2026, and monitor the completion of the regulatory process for full financial consolidation of this subsidiary into Bajaj Auto.
28% YoY Growth in June 2026 Sales Driven by 47% Surge in Exports
Bajaj Auto reported a robust 28% year-on-year growth in total sales for June 2026, reaching 4,63,202 units. The performance was led by a massive 47% jump in exports (2,53,365 units), while domestic sales grew by a steady 11% (2,09,837 units). For the first quarter (Apr-Jun 2026), total volumes reached 14.38 lakh units, a 29% increase over the previous year. This significant export recovery is a key positive, as international markets now contribute over 54% of total monthly volumes.
Confidence: HIGH
What changedBajaj Auto's monthly sales volume has accelerated to 28% YoY growth, a significant improvement over the steady domestic performance, primarily due to a sharp rebound in export markets.
Why it mattersThe recovery in exports is critical for Bajaj Auto as it helps diversify revenue and typically supports higher operating margins (OPM currently at 19.4%). The 29% YTD volume growth is well ahead of the company's 15-20% expected growth rate.
Total Sales (June 2026): 4,63,202 unitsExport Growth (June 2026): 47%Domestic Growth (June 2026): 11%YTD Total Sales (Apr-Jun 2026): 14,38,251 unitsYTD Export Growth: 54%
📅 Short termThe stock is likely to react positively to the strong volume numbers, particularly the export surge which exceeded domestic growth rates.
📈 Long termContinued export recovery and dominance in the 3-wheeler segment (75% market share) provide a strong structural foundation for maintaining high ROCE (39%).
⚠ Risk flags
- Currency volatility affecting export realizations
- Potential impact of GST rate disparities on premium motorcycle segments
Key Highlights
Total sales for June 2026 increased to 4,63,202 units from 3,60,806 units in June 2025 (+28% YoY).
Export volumes surged 47% YoY in June to 2,53,365 units, indicating strong recovery in international markets.
Domestic 2-wheeler sales grew 12% YoY to 1,66,956 units, while domestic commercial vehicles grew 10% to 42,881 units.
YTD (Apr-Jun 2026) total sales stand at 14,38,251 units, representing a 29% growth compared to the same period last year.
Commercial vehicle exports showed a sharp 69% YTD growth, reaching 96,168 units for the quarter.
👀 What to Watch
Investors should monitor the sustainability of export growth in upcoming quarterly results to see if it translates to higher margins, given that export realizations are typically higher.
₹5,633 Cr Buyback: Bajaj Auto to repurchase 46.94 lakh shares at ₹12,000 per share
Bajaj Auto has finalized the Letter of Offer for its ₹5,632.80 crore share buyback via the tender route. The company will repurchase up to 46.94 lakh shares, representing 1.68% of its total equity, at a fixed price of ₹12,000 per share. Small shareholders (holding up to ₹2 lakh value) have a high entitlement ratio of approximately 27.89%, while the general category is at 3.24%. The buyback window is scheduled to open on July 1, 2026, and close on July 7, 2026.
Confidence: HIGH
What changedThe company has formally issued the Letter of Offer and established the specific timeline and entitlement ratios for its previously announced ₹5,633 crore buyback.
Why it mattersThis is a significant capital allocation move using surplus cash to reward shareholders and improve Return on Equity (ROE) and Earnings Per Share (EPS) by reducing the total share count.
Buyback Price: ₹12,000Total Buyback Value: ₹5,632.80 CrBuyback vs Net Worth: ~16.1%Small Shareholder Entitlement: 27.89%Buyback Opening Date: 1 July 2026
📅 Short termThe stock price may see support or move closer to the buyback price as the tendering window approaches, though the actual acceptance will depend on the total shares tendered.
📈 Long termThe reduction in equity base is structurally positive for EPS growth, reflecting management's confidence in the company's high ROCE (39%) and cash-generating ability.
⚠ Risk flags
- Low acceptance ratio for general category shareholders
- Potential price volatility after the buyback window closes
Key Highlights
Buyback price of ₹12,000 per share represents a ~23% premium over the current market price of ₹9,717
Total buyback size of ₹5,632.80 crore accounts for 15.59% of the company's consolidated free reserves as of March 2026
Small shareholder entitlement ratio is set at 17 shares for every 61 shares held (approx 27.89%)
General category entitlement ratio is set at 17 shares for every 525 shares held (approx 3.24%)
The offer involves repurchasing 46,94,000 shares, which is 1.68% of the total paid-up equity
👀 What to Watch
Eligible shareholders as of the June 24 record date should check their specific entitlement on the KFin Technologies portal and tender shares between July 1 and July 7, 2026, to benefit from the premium price.
Bajaj Auto Restores Normal Operations After June 23 Ransomware Attack
Bajaj Auto Limited has issued an update following a ransomware attack on June 23, 2026, which affected the company and its subsidiary, Bajaj Auto Technology Limited. The company reports that all manufacturing operations, sales, and service activities are now operating normally. While investigations into the cybersecurity breach are still ongoing, key business functions and dealer support remain functional. This update aims to reassure stakeholders regarding business continuity and operational stability.
Key Highlights
Ransomware attack reported on June 23, 2026, involving Bajaj Auto and subsidiary BATL.
Manufacturing, sales, and customer service functions restored to normal by June 26, 2026.
Ongoing investigation to assess the full impact of the cyber security incident.
Company maintains focus on business continuity for dealers, vendors, and partners.
👀 What to Watch
Investors should monitor for potential long-term costs related to cybersecurity upgrades or data privacy issues. The immediate operational recovery is a positive sign for short-term production targets.
Bajaj Auto Announces ₹150 Dividend and Appointment of Rakesh Sharma as Joint MD
Bajaj Auto has scheduled its 19th Annual General Meeting for July 21, 2026, to seek approval for a final dividend of ₹150 per share (1500% of face value). The company has fixed May 29, 2026, as the record date for dividend eligibility, with payments to be processed by July 24, 2026. A key management update includes the appointment of Rakesh Sharma as Joint Managing Director for a term effective June 1, 2026, through March 31, 2029. Shareholders will also vote on the re-appointment of Sanjiv Bajaj as a director and a new 5-year commission structure for non-executive directors.
Key Highlights
Recommended final dividend of ₹150 per equity share (1500%) for the financial year ended March 31, 2026.
Record date for dividend eligibility set for May 29, 2026, with payment by July 24, 2026.
Appointment of Rakesh Sharma as Joint Managing Director from June 1, 2026, to March 31, 2029.
Proposed commission for Non-executive Directors not exceeding 1% of net profits for a 5-year period.
Ratification of ₹5 Lakh plus expenses as remuneration for Cost Auditor R.B. Laddha & Co. for FY 2026-27.
👀 What to Watch
Investors should note the record date of May 29, 2026, to qualify for the substantial ₹150 dividend. The appointment of a Joint MD signals a structured leadership transition which is generally viewed as a positive for long-term stability.
Bajaj Auto and Subsidiary BATL Hit by Ransomware Attack; Mitigation Underway
Bajaj Auto Limited reported a ransomware attack on June 23, 2026, affecting its systems and those of its wholly-owned subsidiary, Bajaj Auto Technology Limited (BATL). The incident was detected at approximately 08:00 a.m. IST, prompting immediate intervention by technical teams and cybersecurity experts. While the company claims mitigation efforts have been successful based on current information, the incident has been formally reported to CERT-In. Investors should monitor for any potential disruptions to manufacturing operations or supply chain management in the short term.
Key Highlights
Ransomware attack occurred on June 23, 2026, at approximately 08:00 a.m. IST.
Incident impacted both Bajaj Auto Limited and its subsidiary Bajaj Auto Technology Limited.
Company has formally notified CERT-In under the Information Technology Act, 2000.
Management claims mitigation protocols have been successful based on available data.
Disclosure made under Regulation 30 of SEBI Listing Regulations as a matter of good governance.
👀 What to Watch
Investors should monitor for further updates regarding any operational downtime or data integrity issues. No immediate action is required, but the situation warrants a watch on short-term stock volatility.
Bajaj Auto Subsidiary BACL Allots NCDs Worth ₹500.20 Crores on Private Placement Basis
Bajaj Auto Credit Limited (BACL), a wholly owned subsidiary of Bajaj Auto Limited, has successfully raised approximately ₹500.20 crores through the issuance of Non-Convertible Debentures (NCDs). The allotment includes 50,000 secured, rated, and redeemable NCDs with a face value of ₹1,00,000 each. These debentures were issued on a private placement basis and were listed on the National Stock Exchange (NSE) on June 23, 2026. This capital infusion is intended to support the financing operations of the subsidiary.
Key Highlights
BACL allotted 50,000 Secured, Rated, Listed, Redeemable, Non-Convertible Debentures (NCDs).
The total issue size amounts to INR 500,19,55,000 (approx. ₹500.20 Crores).
The NCDs carry a face value of INR 1,00,000 each and were issued via private placement.
The debentures were officially listed on the National Stock Exchange (NSE) on June 23, 2026.
👀 What to Watch
Investors should monitor the growth of Bajaj Auto's financing arm as this fundraise enables BACL to expand its credit book, potentially boosting consolidated margins. No immediate action is required as this is a routine capital-raising activity for a credit subsidiary.
Bajaj Auto Shareholders Approve ₹5,632.8 Crore Buyback at ₹12,000 Per Share
Bajaj Auto shareholders have passed a special resolution to buy back up to 46,94,000 equity shares at a price of ₹12,000 per share. The total buyback size is capped at ₹5,632.80 crore, representing approximately 1.68% of the total equity shares. The process will be conducted via the tender offer route, with 15% of the offer reserved for small shareholders. This move follows the board's initial approval on May 6, 2026, and aims to return surplus cash to shareholders.
Key Highlights
Buyback of up to 46,94,000 fully paid-up equity shares at ₹12,000 per share.
Total buyback size of ₹5,632.80 crore, excluding transaction costs.
Represents 16.93% and 15.59% of standalone and consolidated net worth respectively as of March 31, 2026.
15% reservation for small shareholders as defined by SEBI regulations.
Execution through the 'Tender Offer' route on a proportionate basis.
👀 What to Watch
Investors should watch for the announcement of the 'Record Date' to determine eligibility for participation. Small shareholders may find the ₹12,000 price attractive given it likely represents a premium to the prevailing market price.
Bajaj Auto to Buyback 46.94 Lakh Shares at ₹12,000 per Share via Tender Offer
Bajaj Auto has received shareholder approval for a significant buyback of up to 46.94 lakh equity shares, representing 1.68% of its total paid-up capital. The buyback is priced at ₹12,000 per share, involving a total cash outlay of ₹5,632.80 crore. The transaction will be conducted through the tender offer route, meaning shareholders can tender their shares proportionately. This move reflects the company's strong balance sheet and intent to return surplus cash to its investors.
Key Highlights
Buyback of up to 46,94,000 fully paid-up equity shares at a price of ₹12,000 per share.
Total buyback size is capped at ₹5,632.80 crore, excluding transaction costs.
The buyback represents 15.59% of the company's audited consolidated free reserves as of March 31, 2026.
15% of the total buyback (or the entitlement of small shareholders, whichever is higher) is reserved for small shareholders.
The buyback will be executed via the 'Tender Offer' route on a proportionate basis to all eligible shareholders.
👀 What to Watch
Investors should look out for the announcement of the 'Record Date' to determine eligibility for participation. Small shareholders (holding shares worth less than ₹2 lakh) may find this particularly attractive due to the 15% reservation and the premium buyback price.
Bajaj Auto Sets June 24, 2026, as Record Date for ₹5,632.8 Cr Buyback at ₹12,000/Share
Bajaj Auto Limited has officially fixed June 24, 2026, as the record date to determine shareholder eligibility for its upcoming equity buyback. The company intends to repurchase up to 46,94,000 shares at a premium price of ₹12,000 per share, involving a total cash outlay of ₹5,632.80 crore. This move follows approvals from the Board of Directors on May 6, 2026, and shareholders on June 18, 2026. The buyback will be conducted on a proportionate basis through the tender offer route.
Key Highlights
Record date for buyback eligibility is Wednesday, June 24, 2026.
Buyback price is set at ₹12,000 per equity share of face value ₹10.
Total buyback size is up to 46,94,000 shares, aggregating to ₹5,632.80 crore.
The offer is a tender route buyback, allowing eligible shareholders to participate based on their holding as of the record date.
👀 What to Watch
Investors interested in participating in the buyback must ensure they hold the shares in their demat accounts by the record date. Evaluate the arbitrage opportunity between the current market price and the ₹12,000 buyback price.
Bajaj Auto Shareholders Approve Share Buyback and Director Re-appointment with 99.8% Favor
Bajaj Auto Limited has announced the successful passage of two key special resolutions via postal ballot. Shareholders overwhelmingly approved a proposal for the Buyback of Equity Shares with 99.84% of votes in favor. Additionally, the re-appointment of Shri Pradeep Shrivastava as Whole-time Director for a five-year term starting April 2026 was approved with a 95.44% majority. While the buyback saw near-unanimous support, the director's re-appointment faced a notable 17.61% dissent from institutional investors.
Key Highlights
Special resolution for the Buyback of Equity Shares passed with 99.84% majority (21.66 crore votes in favor).
Re-appointment of Pradeep Shrivastava as Executive Director for 5 years approved with 95.44% support.
Institutional investors cast 17.61% of their votes against the director's re-appointment resolution.
Total of 21.70 crore valid votes were polled for the buyback resolution out of a total shareholder base of 3,33,717.
The remote e-voting process concluded on June 16, 2026, with results officially announced on June 18, 2026.
👀 What to Watch
Investors should look out for the upcoming announcement regarding the specific buyback price, size, and record date. The strong support for the buyback indicates a positive outlook on the company's capital return strategy.
Bajaj Auto May 2026 Total Sales Up 20% YoY to 4,61,257 Units
Bajaj Auto reported a robust 20% year-on-year growth in total sales for May 2026, reaching 4,61,257 units. The growth was primarily fueled by a 34% surge in exports, which totaled 2,13,226 units, while domestic sales grew by a steady 10%. The commercial vehicle segment performed exceptionally well in the export market, recording a 65% increase. Year-to-date (Apr-May 2026) performance remains strong with a 30% overall growth compared to the previous year.
Key Highlights
Total sales increased by 20% YoY to 4,61,257 units in May 2026.
Export volumes across 2-wheelers and commercial vehicles rose 34% to 2,13,226 units.
Commercial vehicle exports saw a significant jump of 65% YoY to 29,550 units.
Domestic 2-wheeler sales grew 9% to 2,09,528 units.
Year-to-date (Apr-May 2026) total sales stand at 9,75,049 units, up 30% YoY.
👀 What to Watch
The strong double-digit growth in both domestic and export markets suggests a healthy demand environment. Investors should monitor the sustainability of the export recovery, which is currently a major growth driver for the company.
