BAJAJ-AUTO

BUY ON DIPS STRATEGY TO BE FOLLWED

Bajaj Auto is one of India's leading two- and three-wheeler manufacturers, with a particularly strong export franchise. Its portfolio includes Pulsar, Dominar, Avenger, Chetak EV and commercial three-wheelers. The company's business is interesting because it combines: Premium motorcycles Strong international exports Three-wheelers Electric two-wheelers Strong cash generation and capital returns 2. Fundamental Analysis Q1 FY27 was extremely strong Bajaj Auto reported: Metric Q1 FY27 Standalone Revenue ₹17,244 Cr Standalone PAT ₹2,983 Cr PAT Growth +42.3% YoY EBITDA ₹3,500+ Cr EBITDA Margin 20.9% Total vehicle volumes 14.4 lakh Revenue grew about 37% YoY, while PAT increased more than 42%. The consolidated numbers were even stronger, with revenue of about ₹21,689 crore and PAT of ₹3,226 crore, although the year-on-year comparison is affected by changes in consolidation following Bajaj Auto's acquisition of control in Bajaj Auto International Holdings AG.