Bajaj Auto Q3 FY26: record revenue, EBITDA and PAT; new BAIHAG subsidiary

Ebitda Margin ExpansionExceptional ItemEmphasis Of MatterResults View source PDF Explain this filing

BAJAJ-AUTO · price

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

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₹9584.00

prior close

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announcement price

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)-1.0%-0.2% vs market

2/3 Wheelers peers, median of 7sector-1.1%-0.0% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty 100 and in line with 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 posted record Q3 FY26 results. Standalone revenue grew 19% YoY to Rs 15,220 cr on record volumes across motorcycles, electric 2W, 3W and exports. EBITDA rose 22% to Rs 3,161 cr, margin up 60 bps to 20.8%. PAT up 19% to Rs 2,503 cr (pre-exceptional 21% at Rs 2,549 cr). 9M revenue grew 13% to Rs 42,727 cr. Excludes Rs 61 cr one-time Labour Codes charge. Bajaj took controlling stake in BAIHAG (KTM parent) on Nov 18; auditor flagged partial consolidation.

Likely market impact

Record quarter with strong double-digit growth across all businesses; EBITDA margin expanded 60 bps YoY. Positive momentum, though BAIHAG consolidation still pending.