Bajaj Auto Share Price in Focus; PAT Rises 5% YoY in Q1 FY26 Results

Bajaj Auto reported its unaudited standalone financial results for Q1 FY26, showcasing a solid performance despite challenges in the domestic two-wheeler segment. The company posted a revenue from operations of ₹12,584 crore, up 6% YoY, driven by strong exports, premium motorcycles, commercial vehicles (CVs), and electric vehicle (EV) sales.

EBITDA stood at ₹2,482 crore, reflecting a 1% increase QoQ, with margins at 19.7%, down 50 basis points primarily due to lower dollar realisations. Profit After Tax (PAT) came in at ₹2,096 crore, up 2% QoQ and 5% YoY, continuing its track record of stable profitability.

EVs and Premium Bikes Lead Domestic Growth

Bajaj Auto’s domestic market performance was led by strong double-digit growth in premium motorcycles, Chetak EVs, and commercial vehicles. Electric vehicles now contribute over 20% to domestic revenues, a significant jump from the early teens in Q1 FY25. The Chetak EV platform, particularly the new Chetak 3001, played a pivotal role, doubling YoY retail volumes and capturing ~1000 bps market share gains.

In the premium segment, KTM and Triumph saw robust growth, billing over 25,000 units in the domestic market – up 20% YoY. The launch of KTM Enduro R and Triumph Scrambler 400XC enhanced the brand's premium appeal.

Export Momentum Hits New High

Exports remained a strong pillar of growth, with quarterly export revenues hitting historic highs. Bajaj Auto recorded double-digit volume-led growth in Africa, Latin America, and Asia, despite muted activity in MENA due to geopolitical headwinds. The revival of exports to KTM post-restructuring further boosted the quarter’s performance.

Commercial Vehicles Maintain Leadership

The CV segment continued its momentum, clocking over 1 lakh retails for the eighth consecutive quarter. Bajaj Auto emerged as the #1 electric 3-wheeler (L5 category) player, with retail volumes tripling YoY and a market share of 36%.

Bajaj Auto Share Price Performance

On August 7, 2025, Bajaj Auto share price (NSE: BAJAJ-AUTO) opened at ₹8,070.00, down from its previous close of ₹8,178.50. At 9:59 AM, the share price of Bajaj Auto was trading at ₹8,117.00, down by 0.75% on the NSE.

Also Read: July 2025 Auto Sales: TVS Leads Two-Wheeler Segment, Hero and Bajaj Trail Behind!

Conclusion

With a balanced business model, strong export performance, growing EV share, and continued momentum in premium offerings, Bajaj Auto reported its highest-ever Q1 revenue. Supported by a healthy balance sheet with ₹16,726 crore in surplus funds, the company is well-positioned for sustained growth in the upcoming quarters.

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