Bajaj Auto plans to increase its annual production capacity by nearly 25 per cent, from around 7 million to over 9 million vehicles, in the coming quarters. This expansion is driven by strong export demand and rapid growth in electric vehicles, which have stretched current capacity across key product segments.
Bajaj Auto reported a significant increase in its consolidated Q4FY26 performance, with profit after tax more than doubling to approximately 3,662 crore, a 103 per cent year-on-year rise, primarily driven by record volumes, an improved product mix, and the strategic consolidation of Bajaj Auto International Holdings AG (BAIHAG).
Pune-based two-wheeler major Bajaj Auto posted its highest ever quarterly revenue and profit after tax (PAT) in Q2FY26. Even as consolidated revenues were up 18.8 per cent year-on-year (Y-o-Y) to Rs 15,734.7 crore, PAT zoomed 53.2 per cent to Rs 2,122 crore.
Bajaj Auto, the sole player in India's CNG-powered motorcycle segment, has seen a dramatic drop in registrations for its Freedom 125 CNG bike, from a peak of 12,167 in November 2024 to just 1,211 in May this year, primarily due to reduced price arbitrage between petrol and CNG and growing availability challenges.
Bajaj Auto Ltd will soon go for an across the board price hike in order to maintain profitability and offset the impact of the education cess introduced in the Budget, said Bajaj Auto Managing Director Rajeev Bajaj.
Escalating geopolitical tensions in West Asia are beginning to disrupt India's automotive supply chain, leading to rising commodity prices, logistics bottlenecks, material shortages, and pressure on consumer demand, with two-wheeler makers already raising prices.
Bajaj Auto is planning a slow, calibrated push to take the Chetak, its electric scooter, to more than 100 countries on the strength of its distributor network and market-specific localisation rather than an aggressive global rollout, reports Sohini Das.
Bajaj Auto, India's leading two-wheeler (2W) and three-wheeler (3W) maker, is scaling up its wholly owned finance subsidiary, Bajaj Auto Credit Ltd (BACL), with an investment of more than Rs 3,000 crore planned over the next two financial years, company's managing director Rajiv Bajaj said. BACL has already started commercial operations, Bajaj recently said on the sidelines of the group's CSR identity event. According to rating agency CRISIL, BACL's operations began on January 1 after receiving its licence from the Reserve Bank of India (RBI) in August last year.
Bajaj Auto is likely to launch the much-awaited Quadricycle.
"Now, in my view, Bajaj is a bit like a zoo," Bajaj Auto managing director Rajiv Bajaj said on Wednesday, likening the different models from the firm's stable as different animals in a zoo.
Bajaj Auto has amended its dividend distribution policy as it seeks to reward its shareholders and boost return ratios. The amended policy will also consider the surplus the company has when calculating the dividend payout as a percentage of profits after tax, the Pune-based firm said in a stock exchange filing on Thursday.
Consumer groups have urged Bajaj Auto not to bring the Qute to India until such a time that necessary adjustments have been made to its design
Rajiv Bajaj is on a high. First Bajaj Auto raced into the executive segment with the Discover snapping up a share of 21 per cent
In just three months from now, 'Hamara Bajaj' could become 'Hamara Pulsar' or 'Hamara Discover'.
The country's second largest two- wheeler maker Bajaj Auto on Tuesday launched a sports bike 'Duke 200' from its Austrian associate firm KTM's portfolio at an introductory price of Rs 1.18 lakh (ex-showroom Delhi).
Rajiv, who is BAL chairman and MD Rahul Bajaj's elder son, had joined the company as officer-on-special duty on December 19, 1990
Bajaj Auto Ltd on Friday said it plans to roll out 5,000 units of its much-delayed four-seater "quadricycle" codenamed RE-60 from its Aurangabad plant.
The board of Bajaj Auto has appointed Rahul Bajaj as the chairman for a five-year term beginning April 1 while his son Rajiv would take over as the managing director.
'We strongly believe that anyone with capability and a strong work ethic should have a chance at the top job.'
Bajaj Auto's market capitalisation (market cap) hit Rs 2 trillion mark for the first time. The stock of the two and three-wheeler major rallied 6 per cent to hit a new high of Rs 7,420 on the BSE in Tuesday's (January 9) intraday trade after its board approved Rs 4,000 crore share buyback at Rs 10,000 per share. The stock ended the day at Rs 7,093.75, up 1.55 per cent and its market cap a shade above Rs 2 trillion.
Bajaj Auto Chairman Rahul Bajaj on Friday said he will step down as the managing director of the company with effect from March 31, 2005.
On the exports front, Bajaj is under pressure in Bangladesh and Africa. On the domestic front, it could ride improvement in rural demand and new launches but it also has to cope with competitive intensity and a high base. The management projects 7-8 per cent volume growth in domestic 2W in financial year 2025 (FY25) with moderation in H2FY25 due to a high base Y-o-Y.
Analysts expect Bajaj Auto to perform well in Q1.
Bajaj Auto reported steady results in Q1FY25, with revenue surging 16 per cent year-on-year (Y-o-Y), operating profit registering a growth of 24 per cent Y-o-Y, and margins swelling 20.2 per cent. The profitability was aided by 50 basis points (bps) on the accrual of PLI benefits. The domestic prospects for two-wheelers are healthy, though the response to the newly launched CNG motorcycle is a key monitorable.
The union had threatened to go on strike on April 28, but later deferred the proposed strike till May 15.
The company took advantage of the slowdown in the auto industry.
Analysts say Bajaj's move to correct prices can potentially disrupt the market.
Automobile manufacturers are increasingly vocal about the mounting paperwork and delays associated with India's Production-Linked Incentive (PLI) scheme for the automotive sector, arguing that compliance requirements are becoming as challenging as meeting technical eligibility conditions. They are pushing for a simpler, faster, and more predictable certification and compliance framework.
Falling sales at home have failed to douse the company's zeal to grow abroad.
Bajaj Auto workers at the Chakan plant called off their strike on Tuesday after 50 days of agitation.
Bajaj Auto Ltd (BAL) on Tuesday said workmen at its Chakan plant have "stopped coming" to work thereby affecting production following the management's refusal to allot them shares at discounted price.
Sobha Puravankara is yet to explain to the safety lapses found by the DGCA.
The Union Cycliste Internationale (UCI) has pledged its full support to establish the Pune Grand Tour as the world's fourth Grand Tour, aiming to transform it into a leading global sports tourism destination. The UCI praised the event's quality, crowd discipline, and rapid execution, committing expertise for its long-term growth and grassroots cycling development in India.
Bajaj Auto has raced ahead of Hero Honda Motors in terms of market capitalisation following the recent drubbing received by the latter, while the former managed gains in a weak market.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
Royal Enfield's sales are equivalent to the global sales of Harley-Davidson, KTM, BMW, Triumph, and Ducati combined, but Bajaj's MD has a counterview.
With the introduction of Pulsar in the first decade of this century, the Chakan-based bike maker had rightly gauged the pulse of the youth. Pulsar AS 150 just raises the notch further for competition, reckons Tanmay Pangam
Bajaj Auto is gearing up to launch clean-energy vehicles including another motorcycle powered by compressed natural gas (CNG), showcase ethanol-powered motorcycles and three-wheelers next month, as well as launch a new Chetak platform early next year, as it closes in on hitting 100,000 monthly sales from clean-energy vehicles this festival season. In an interview with CNBC-TV18, Bajaj Auto managing director Rajiv Bajaj said these initiatives were part of the firm's broader goal to achieve monthly sales of 100,000 clean-energy vehicles this festival season.
