Reference our intimation dated 06 May 2026

Ebitda Margin ExpansionExceptional ItemRelated Party TransactionsResults View source PDF

BAJAJ-AUTO · price

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

Price reaction · full curve 14 horizons · vs prior close

+3.0%1-day move

₹10390.00

prior close

₹10582.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.4-0.3+0.5+0.8+3.0+2.0+0.1-1.0+0.5-1.9+0.9-2.0-2.7—

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AI summary

Bajaj Auto has issued a correction to its FY26 annual results press release, changing a column heading from 'Q4 FY26' to 'Q4 FY25'. The corrected results show record performance: FY26 standalone revenue of ₹58,732 crore (+17% YoY), EBITDA of ₹12,019 crore (+19% YoY) with 20.5% margin expanding by 30 bps, and PAT of ₹9,825 crore (+21% YoY). Q4 FY26 was particularly strong with 32% YoY revenue growth to ₹16,006 crore and 34% PAT growth to ₹2,746 crore. The Q4 PAT includes an exceptional gain of ₹35 crore from prepayment of a Sales Tax deferral loan. The company completed acquisition of controlling stake in KTM AG (now Bajaj Mobility AG) in November 2025. The Board recommended dividend of ₹150 per share and approved a share buyback, totaling 100% payout of annual PAT.

Likely market impact

Strong operational performance with margin expansion and record cash generation; 100% PAT payout through dividend and buyback signals confidence. The KTM acquisition expands the international premium motorcycle portfolio.