Bajaj Auto Limited has informed the Exchange regarding Board meeting held on August 06, 2025.

EBITDA margin compressionQualified audit opinionResults View source PDF Explain this filing

BAJAJ-AUTO · price

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Price reactionminutes from the announcement price · days from the prior close

-0.6%Reaction day

₹8221.00

prior close

₹8264.00

announcement price

In-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)-0.4%-0.2% vs market

2/3 Wheelers peers, median of 6sector-1.5%+0.9% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty 100 and 0.9 pts more than its 2/3 Wheelers peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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15m

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30m

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Sessions after the filingfrom the prior close

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Reaction day

-0.6-0.4-0.2-1.5+0.9

Next day

+0.2-0.3+0.5+0.5-0.3

-0.0-1.3+1.2-0.2+0.2

+0.3-0.3+0.6-0.1+0.3

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+4.5+0.9+3.6+5.2-0.6

15d

+5.0-1.0+6.0+11.3-6.3

+15.0+0.6+14.4+20.0-5.0

+7.0+1.9+5.1+22.0-14.9

+6.0+3.6+2.4+17.0-11.0

UpDownMarket · Nifty 100Sector · 2/3 Wheelers peers, median of 6Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

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.

Likely market impact

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.