Bajaj Auto Limited has informed the Exchange regarding Board meeting held on August 06, 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 Q1 FY26 standalone revenue from operations of Rs 12,584 crore, up about 5.5% year-on-year, driven by strong exports, premium motorcycles, commercial vehicles and the Chetak electric scooter. Standalone profit after tax rose around 5% to Rs 2,096 crore, with EPS at Rs 75.1 vs Rs 71.2 last year. EBITDA margin was 19.7%, down 50 basis points quarter-on-quarter mainly due to lower dollar realisation, partly offset by improved mix and operating leverage. Total volumes were nearly flat at 11.11 lakh units, with domestic two-wheelers down 9% but export two-wheelers up 14% and export CVs up 32%. Surplus funds stood at Rs 16,726 crore after infusions into Bajaj Auto Credit and Bajaj Auto International Holdings for the KTM Austria transaction. The consolidated auditor issued a modified review report as the share of profit/loss from associate Pierer Bajaj AG could not be included for the quarter.
Steady revenue and profit growth with margin slightly compressed; export momentum and EV scaling (Chetak >20% of domestic revenue) are positives, while weak domestic two-wheeler demand and rare earth magnet supply issues for EVs are near-term concerns. Stock impact likely neutral to mildly positive given in-line earnings and strong cash position, though the auditor modification on PBAG may draw some attention.