BAJAJ-AUTONSEBajaj Auto Limited· Automobiles - 2 And 3 WheelersHighNeutral
Announced Thu, 22 May · 10:07 IST

Bajaj Auto Limited has informed the Exchange about agreements entered into by Bajaj Auto International Holdings BV, a wholly owned subsidiary of Bajaj Auto Limited

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AI summary

Bajaj Auto's wholly-owned Dutch subsidiary BAIH will provide €600 million (about Rs. 5,820 crore) to KTM through two deals: a €450 million secured term loan to KTM AG and a €150 million subscription to convertible bonds issued by Pierer Bajaj AG (PBAG). This funding will be deposited into the Austrian court's escrow account to pay 30% of creditors' claims under KTM's approved restructuring plan, avoiding a forced insolvency process after a May 23, 2025 deadline. Bajaj has already infused €200 million earlier, taking the total debt package to €800 million. Beyond funding, Bajaj intends to acquire a controlling stake in PBAG (which holds ~75% of listed Pierer Mobility AG / PMAG, the parent of KTM), moving from its current ~37.5% effective stake in KTM to becoming the majority owner, subject to approvals from the Austrian Takeover Commission and other regulators. The transactions will also require shareholder approval via postal ballot as related-party transactions.

Likely market impact

This is a transformative move that positions Bajaj Auto as the dominant owner of Europe's leading premium motorcycle brands (KTM, Husqvarna, GASGAS), unlocking global growth and brand-elevation opportunities, though it carries execution risk tied to KTM's turnaround and pending Austrian regulatory approvals. Shareholders will see a sharp rise in capital exposure to KTM but also potential for long-term value creation if the restructuring succeeds.