Bajaj Auto Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

EBITDA margin compressionQualified audit opinionResults View source PDF Explain this filing

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

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₹8221.00

prior close

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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.

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AI summary

Bajaj Auto reported Q1 FY26 standalone revenue from operations of ₹12,584 crore, up about 5.5% year-on-year, with profit after tax of ₹2,096 crore, up roughly 5.4% year-on-year. EBITDA margin came in at 19.7%, down 50 basis points sequentially, almost entirely due to lower dollar realisation even though better product mix and operating leverage offset commodity inflation. On a consolidated basis, profit after tax rose about 14% year-on-year to ₹2,210 crore and basic EPS climbed to ₹79.2 from ₹69.6. Exports reached a record high with two-wheeler volumes up 14% and commercial vehicle exports up 32%, while electric vehicles now contribute over 20% of domestic revenue and Chetak volumes more than doubled year-on-year. The statutory auditor issued a modified (qualified) review report on the consolidated results because Bajaj's share of profit/loss from its Austrian associate Pierer Bajaj AG (linked to KTM) could not be determined for the quarter.

Likely market impact

Steady quarterly performance with modest margin pressure from currency; strong momentum in exports, premium motorcycles and EVs is positive for future growth. Investors should watch the KTM-related associate contribution and the recently announced acquisition funding of ₹1,525 crore, which could lift consolidated earnings once integrated.