Bajaj Auto Limited has informed the Exchange regarding a press release dated July 01, 2025, titled "Sales for the month of June 2025".
BAJAJ-AUTO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Bajaj Auto reported total sales of 3,60,806 units in June 2025, up just 1% from 3,58,477 units a year ago. The headline number masks a sharp 16% fall in domestic two-wheeler volumes (1,49,317 vs 1,77,207), which is the company's core market and indicates weak consumer demand at home. Exports of two-wheelers grew 18% to 1,49,167 units, while commercial vehicle exports surged 49% to 23,179 units, helping offset the domestic weakness. For the April-June 2025 quarter, total sales rose 1% to 11,11,237 units, but domestic volumes were down 8% while exports grew 16%. Overall, the company is becoming more dependent on export markets as the Indian two-wheeler segment stays sluggish.
The 16% drop in domestic two-wheeler sales is a negative signal for near-term India revenue and margin sentiment, even as strong export growth provides a cushion. Investors may view the mix shift toward exports as a positive for hard-currency earnings but will watch domestic demand recovery closely.