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Priyam Mehta

13th Jun · SEBI-Registered Analyst

Premium motorcycle segment remains strong$BAJAJ-AUTO

$BAJAJ-AUTO 1. Export business showing strong recovery Bajaj Auto continues to benefit from improving demand in key export markets across: Africa Latin America Southeast Asia Export volumes remain a major earnings driver and contribute significantly to overall revenue. 2. Premium motorcycle segment remains strong Brands such as: Pulsar Dominar KTM Triumph continue to support growth and profitability. The premium motorcycle segment is growing faster than the entry-level category. 3. Chetak EV expansion gaining momentum Bajaj Auto is aggressively expanding the reach of its Chetak electric scooter. The company is increasing production capacity, dealership presence and charging ecosystem partnerships to strengthen its EV business. 4. Strong partnership with KTM and Triumph Strategic partnerships with KTM and Triumph continue to provide access to premium motorcycle markets globally. New launches under these partnerships are expected to support future growth. 5. Healthy profitability and margins Bajaj Auto continues to maintain industry-leading margins due to: Premium product mix Strong exports Operational efficiency Profitability remains among the strongest in the two-wheeler industry. 6. Rural demand improving Gradual recovery in rural consumption is supporting demand for motorcycles and entry-level products. Better monsoon expectations and farm income trends remain positive factors. 7. Strong cash position Bajaj Auto remains virtually debt-free with a large cash surplus. The company continues to reward shareholders through dividends and maintains a strong balance sheet. 8. New product launches and innovation The company continues investing in: Electric mobility Premium motorcycles Alternative fuel technologies Connected vehicle features

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