Bajaj Auto delivered a powerhouse performance for the final quarter of FY26, reporting a consolidated net profit of ₹2,698 crore, a robust 34% increase compared to the same period last year. The Pune-based automaker’s revenue from operations climbed 28% YoY to ₹14,752 crore, fueled by a surge in domestic motorcycle sales and a significant recovery in high-margin export markets. Easing commodity costs and a favorable product mix—led by the premium Pulsar and Triumph lineups—helped the company expand its EBITDA margins to a record 21.2%. In a move that cheered shareholders, the board of directors recommended a massive final dividend of ₹150 per share, representing a total payout of approximately ₹4,200 crore and underscoring the company’s exceptionally strong cash position.
A key highlight of the quarter was the explosive growth of Bajaj’s electric vehicle portfolio. The Chetak electric scooter saw its highest-ever quarterly volumes, while the world’s first CNG-powered motorcycle, the Freedom 125, has already built a substantial order backlog since its recent launch. Executive Director Rakesh Sharma noted that while the entry-level segment remains steady, the “premiumization” trend in the Indian market is accelerating, with the 250cc-plus category now contributing over 20% of domestic revenues. Despite geopolitical uncertainties affecting some African markets, Bajaj’s strategic focus on the Latin American and ASEAN regions has cushioned its export business. Looking ahead to FY27, the company plans to double its electric two-wheeler production capacity and expand its CNG bike availability nationwide, positioning itself as a leader in the transition toward diverse and sustainable fuel technologies.
