Bajaj Auto stock: Profit jumps 62% as exports and EVs lift growth
Published on 11/01/2026 at 00:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSExports and EVs drive quarterly growth
- Consolidated revenue rose 59.7 percent year on year in the July-September quarter.
- Exports increased 41 percent to 778,528 units, while domestic sales grew 4 percent.
- Chetak electric scooter volumes more than doubled, with EVs reaching one-third of domestic revenue.
Bajaj Auto reported a 61.9 percent year-on-year increase in consolidated net profit to INR 3,436.10 crore for the July-September quarter on October 27, 2026. Revenue from operations rose 59.7 percent to INR 25,125.56 crore, according to Business Standard.
Exports set the quarterly pace
Total two-wheeler and three-wheeler sales increased 20 percent to 1.54 million units. Export volumes rose 41 percent to 778,528 units, while domestic sales grew 4 percent to 770,356 units.
Two-wheeler sales climbed 20 percent to 1.28 million units. Commercial-vehicle volumes increased 18 percent to 264,923 units, with exports up 26 percent and domestic sales 13 percent.
Electric portfolio gains momentum
Bajaj Auto said its Chetak electric scooter recorded its strongest quarter, with volumes more than doubling from a year earlier. Electric vehicles accounted for one-third of domestic revenue, while supply constraints continued to limit the portfolio.
Standalone net profit rose 35 percent to INR 3,353.76 crore. Standalone revenue increased 34 percent to INR 20,003.43 crore, crossing INR 20,000 crore for the first time. Standalone EBITDA rose 37 percent to INR 4,172 crore, and the EBITDA margin widened to 20.9 percent from 20.5 percent.
Company portfolio and market position
Bajaj Auto makes motorcycles, three-wheelers and the Qute four-wheeler, with products including the Pulsar, Dominar, Avenger, Platina and Freedom ranges. Its portfolio also includes the Chetak electric scooter, while KTM and Triumph brands broaden its premium motorcycle offering in India. The company is headquartered in Pune, India, and its quarterly growth was led by exports, premium motorcycles and electric vehicles.
Bajaj Auto at a glance
- Company: Bajaj Auto Limited
- ISIN: INE917I01010
- Headquarters: Pune, India
- Reporting period: Second quarter of fiscal 2027, ended September 30, 2026
- Consolidated net profit: INR 3,436.10 crore, up 61.9 percent year on year
- Consolidated revenue: INR 25,125.56 crore, up 59.7 percent year on year
- Standalone EBITDA margin: 20.9 percent, compared with 20.5 percent a year earlier
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