BAJAJ-AUTONSEBajaj Auto Limited· Automobiles - 2 And 3 WheelersHighNeutral
Announced Wed, 6 Aug · 12:17 IST

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

Ebitda Margin CompressionQualified OpinionResults View source PDF

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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 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.