BAJAJ-AUTONSEBajaj Auto Limited· Automobiles - 2 And 3 WheelersMediumNeutral
Announced Fri, 2 Jan · 08:58 IST

Bajaj Auto Limited has informed the Exchange regarding a press release dated January 02, 2026, titled "Sales for the month of December 2025".

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BAJAJ-AUTO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bajaj Auto reported total sales of 3,69,809 vehicles in December 2025, up 14% from 3,23,125 units in December 2024. Two-wheeler domestic sales rose 3% to 1,32,228 units, while two-wheeler exports grew a strong 24% to 1,78,125 units. Commercial vehicle sales jumped 17% overall, with domestic up 9% and exports up 32%. For the April–December 2025 YTD period, total sales grew 6% to 37,46,609 units, helped by a 19% jump in exports and a 53% surge in commercial vehicle exports, even though overall domestic volumes dipped 3%.

Likely market impact

Strong export-led growth in both two-wheelers and commercial vehicles is a positive for revenue and margins, as overseas markets typically command better realisations. Weak domestic two-wheeler volumes (down 4% YTD) remain a concern and could weigh on near-term sentiment, though the sharp acceleration in CV and export demand partially offsets it.