Bajaj Auto is set to launch new Pulsar motorcycles in the 125cc and 150-250cc segments in Q2 FY27, aiming to capitalise on the upcoming festival season surge. This move follows strong growth in the 150cc-plus segment, where refreshed Pulsar models already account for over 50 per cent of Bajaj's sales.
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).
Two-wheeler (2W) major Bajaj Auto on Friday posted its highest ever quarterly revenue and profit during the third quarter of 2025-26 (Q3FY26). Bajaj Auto's consolidated net profit for the quarter grew by 25 per cent year-on-year (Y-o-Y) to Rs 2,749 crore, with the revenue also growing 23 per cent to Rs 16,204 crore.
The maker of Pulsar and Discover reported a net profit of Rs 1,138.20 crore in the second quarter, compared to Rs 1,402.42 crore a year ago.
Analysts say Bajaj's move to correct prices can potentially disrupt the market.
Bajaj Auto has virtually closed the gap with Ather Energy in September, notching up 6423 EV registrations compared to 6466 registrations by Ather.
Overseas shipments at auto firms expanded at a brisk pace year-on-year (YoY) in March, bumping up the overall annual exports for FY22 and taking it to a record level for some like Maruti Suzuki India and Bajaj Auto. Amid a semiconductor shortage, a depreciating rupee and a strong demand in various export destinations, passenger vehicle makers diverted capacity meant for the local market in favour of the more-lucrative export market. Among the passenger vehicle makers, market leader Maruti Suzuki led the rally with its overseas shipments touching a record level of 238,376 units in FY22 - the highest for the company in any financial year.
India's home-grown EV startups say the government's auto PLI scheme is helping big players while shutting out innovators building electric two- and three-wheelers from scratch.
Ola Electric is making a renewed push into the electric motorcycle market with aggressive pricing and in-house battery manufacturing, aiming to replicate its earlier success in electric scooters while addressing past quality and service issues.
The Pulsar 150 AS is positioned as an adventure tourer+commuter motorcycle with a ton of goodies, says Indian motoring website MotorBeam.
Bajaj Finance's shares fell more than 7 per cent on Tuesday after it trimmed growth guidance for FY26, from 24-25 per cent projected earlier to 22-23 per cent.
The Freedom 125 has sold 8,310 units in October to date. This is its highest since it was launched in July and may touch close to 9,000 by the end of the month.
In 1989 when Bajaj came out with their legendary and elegant Hamara Bajaj campaign, that looked more at apna India, rather than the scooter, and at all hues of scootered Indians, it drew millions of eyeballs and was brilliantly successful.
The Bajaj Pulsar 150 classic is Rs 10,118 cheaper than the standard Pulsar 150.
The electric Chetak has already sold close to 25,000 units in India, and the European version will be based on the same platform.
Yamaha expects its first EVs to hit showrooms by the last quarter of FY26 (January - March), once network readiness is complete.
Overall, volume growth is likely to be in the range of 3-8 per cent for two-wheelers and 5-7 per cent for passenger vehicles owing to healthy demand from urban and rural areas and pending order books.
Clearly, some of the bullishness of the early days has gone missing. Ola's market share is slipping amid rising competition from incumbents like Bajaj Auto and TVS.
Royal Enfield sees its scale and dominant market share as adequate buffers against Bajaj's recent challenges, says Ajay Modi.
In doing so, Bajaj has become the first internal combustion engine two-wheeler company to launch an all-electric two-wheeler in India.
Fuel efficiency was the platform that had been built by the market leader in the segment, fun was the Discover domain. By diluting the message, the brand lost its old customers and pushed potential buyers into the leader's fold.
Euro NCAP had said it was disappointed to see quadricycles, including the Bajaj Qute, lack basic safety features.
India's incumbent two-wheeler players, led by TVS Motors, are flexing their muscles, having crossed the registration of 10,000 electric two-wheelers for the first time in November this year, according to data from Vahan, the website of the ministry of road transport and highways. The two key incumbent players, TVS Motors and Bajaj Auto, now account for around 15 per cent share of registrations in the month of November. The number will only go up with Hero MotoCorp now joining the bandwagon with its Vida range of electric scooters.
Bajaj Auto on Monday unveiled a 150 cc bike 'V', which contains metal from India's first aircraft carrier INS Vikrant.
These automotive companies were afraid of competition and made wrong accusations on grounds of safety.
An alternative to a small car, it is expected to be priced ex-showroom between Rs 260,000 and Rs 300,000, and will offer better mileage (more than 30 km a litre) and less pollution than a car, and will be a convenient alternative to a two-wheeler but at the same operating costs.
Unresolved succession plans and informal ownership structures are fuelling bitter family fights across India's corporate boardrooms.
'Invest only in stocks of those companies that deliver on earnings and there is earnings visibility too for the next few quarters.'
Shares of Bajaj Finance sprinted 4.7 per cent to Rs 7,732 per share on the BSE in Thursday's (January 4) intra-day trade as the non-bank finance company's (NBFC's) December quarter business update reflected minimal impact of the Reserve Bank of India's ban on two of its lending products. The shares, eventually, ended 4.4 per cent higher at Rs 7,710 per share as against 0.69 per cent gain in the benchmark S&P BSE Sensex. The NBFC's asset under management (AUM) topped the Rs 3-trillion-mark at the end of December 2023, swelling by roughly Rs 20,700 crore (35 per cent year-on-year) to hit Rs 3.11 trillion-mark.
However, while Splendor's annual sales surged 31.7 per cent to 3.638 million units between 2019 and 2024, Hero's other models suffered sharp drops.
GST 2.0 may cushion consumers against US tariffs, but like the 2019 corporate tax cut, it risks being another tactical fix rather than a structural growth strategy, expects Debashis Basu.
Ola Electric's initial public offering (IPO), of Rs 5,500 crore, is essentially aimed at ensuring the company maintain its top position in the electric two-wheeler segment, with incumbent players TVS and Bajaj Auto giving a fight to the number one player in market share. Most experts and competitors say the amount being raised is in line with the investment required to expand the electric-vehicle (EV) business. There are two discernible trends in the competitive electric two-wheeler market.
These are the best value for money bikes in terms of the money they save by using less fuel to run longer distances
'We are Indians irrespective whether we are Punjabi, Gujarati, Bengali, Malayali or Tamilian.' 'I am the best example of this integration.'
Scooters such as those from Kinetic Motors had become gearless by then and were no more family rides, but peppier individual modes of transport.
Bajaj Auto, said the company might re-enter the scooter market and if and when it does, the iconic Chetak might be revived.
A strong business update for the April-June quarter of the 2023-24 financial year Q1FY24 has led to a big jump of over 7 per cent in the share price of Bajaj Finance on Tuesday (July 4). The non-banking financial company's (NBFC's) new loan book grew 34 per cent with 9.9 million new loans booked in Q1FY24 from 7.2 million loans booked in Q1FY23. The company's total customer franchise rose to 72.98 million (as on June 30, 2023), compared to 60.30 million year-on-year (YoY) with the highest-ever quarterly increase of 3.84 million in Q1FY24. Assets under management (AUM) grew by 32 per cent to about Rs. 270,050 crore in Q1FY24 from Rs. 204,018 crore in Q1FY23.
Honda Motorcycle and Scooter India (HMSI) on Wednesday forayed into the fast-growing domestic electric mobility market with the introduction of e-scooters, ACTIVA e: and QC1, with swappable and fixed batteries. With this, the Japanese two-wheeler maker will now be competing with other legacy players such as Bajaj Auto, Hero MotoCorp, TVS Group as well as pure EV players like Ather and Ola, who already have a good presence in the segment, which is growing at 34 per cent year-on-year.
Tata Motors, India's largest commercial vehicle manufacturer, is looking to launch a first-of-its-kind sub-600 kg small commercial vehicle, aiming to cater to the growing demand for efficient last-mile delivery solutions, an area currently witnessing a surge in interest from e-commerce giants. This new entrant is set to be positioned just below the marquee Tata Ace, which is popular across the country as "Chota Haathi".
Bengaluru-headquartered electric two-wheeler manufacturer Ather Energy is all set to file its draft red herring prospectus within the second week of September to the Securities Exchange Board of India (Sebi) for its maiden initial public offering (IPO), in which it is expected to raise over $450 million. On Tuesday, the fourth-largest electric two-wheeler maker in the country by volume raised Rs 600 crore from its existing investor, the National Investment and Infrastructure Fund (NIIF), catapulting itself into a unicorn with a valuation of $1.3 billion.