| Revenue growth | Q4 revenue grew 32% YoY to record ₹16,000cr+. |
|---|---|
| Margins | Margins sustained at 20.8% in Q4; EV portfolio reached EBITDA-neutral. |
| Demand visibility | Softening domestic motorcycle demand in April; bullish on exports recovery. |
| Management confidence | Strong; 100% profit payout announced via dividend and buyback. |
Growth
FY26 revenue up 17% YoY; Q4 revenue grew 32% YoY to ₹16,006cr. PAT reached ₹9,825cr for FY26.
Outlook
Targeting 2.2L export units/month; 100% profit payout via ₹150 dividend and ₹5,633cr buyback at ₹12,000/share.
Risks
Red Sea crisis logistics issues, Middle East geopolitical tensions, and hyper-inflationary commodity costs (aluminum/copper) in Q1 FY27.
Earnings Call filed with NSE, NSE: BAJAJ-AUTO. Summary written with AI assistance from the document.
Bajaj Auto Ltd: key numbers
- Share price
- ₹9,884.00
- Market cap
- ₹2,76,256 Cr
- Revenue (annual)
- ₹62,905 Cr
- Net profit (annual)
- ₹10,744 Cr
- P/E (TTM)
- 23.5×Sector 31.7×
- Promoter holding
- 55.01%+0.00% QoQ
- FII holding
- 9.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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