Bajaj Auto posts record Q2 FY27 results amid cost pressure

Management guided margin pressureInvestor Communications View source PDF Explain this filing

BAJAJ-AUTO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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

+1.5%Reaction day

₹10339.00

prior close

₹10470.00

announcement price

After-mkt

timing

Nifty 100market+1.5%+0.1% vs market

2/3 Wheelers peers, median of 8sector+1.2%+0.3% vs sector

On the reaction day the stock moved 0.1 pts more than Nifty 100 and 0.3 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

-1.1

10m

-1.1

15m

-0.9

30m

-0.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.5+1.5+0.1+1.2+0.3

Next day

+2.4+2.3+0.1+0.9+1.6

+3.6+4.6-1.0+2.2+1.4

+5.4pendingpending+3.8+1.6

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15d

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UpDownMarket · Nifty 100Sector · 2/3 Wheelers peers, median of 8Pending

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

AI summary

Q2 FY27 volumes topped 15 lakh units, revenue exceeded Rs 20,000 crore, EBITDA rose 37% to Rs 4,172 crore and PAT rose 35% to Rs 3,354 crore. Exports reached 7.8 lakh units. Management said input inflation remained elevated in Q3, with pricing recovering only part of the impact.

Likely market impact

Record earnings, export growth and capacity expansion support sentiment, but persistent inflation and limited pricing power could cap margins and weigh on the stock.