Strong Result --->Bajaj Auto Delivers a Strong Q1! Exports Take the Driver's Seat While Premium Bikes Continue to Accelerate

Bajaj Auto has reported an impressive Q1 FY27, with strong growth in both revenue and profitability. The company's performance was supported by healthy export demand, premium motorcycle sales and favourable currency movements, reinforcing its position as one of India's strongest auto exporters. Q1 FY27 Highlights • Consolidated Revenue: ₹16,427 crore (up 65% YoY) • Consolidated Net Profit: ₹3,226 crore (up 46% YoY) • Strong improvement in operating performance • Growth supported by robust exports and premium motorcycle demand. ##What Drove the Strong Quarter? Exports Continue to Shine One of the biggest positives for Bajaj Auto was its export business. Improving demand across key international markets and favourable foreign exchange movements helped the company deliver strong earnings growth. ##Premium Motorcycle Segment Remains Strong Motorcycles such as the Pulsar, Dominar, Triumph and KTM portfolio continued to support premiumisation. Consumers are increasingly moving towards higher-value motorcycles, helping improve both revenue and profitability. ---->Focus Stocks • $BAJAJ-AUTO • $TVSMOTOR • $EICHERMOT • $HEROMOTOCO ----->Bottom Line Bajaj Auto's Q1 was powered by exports, premium motorcycles and a stronger product mix. The results highlight that the company's growth story is no longer driven only by India's two-wheeler market—it is increasingly becoming a global automotive player with multiple growth engines.