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SAURABH SAHU

3rd Apr · SEBI-Registered Analyst

🚗 Bajaj Auto Reports Strong March Sales Growth

Bajaj Auto Limited reported a solid performance for March 2026, with total sales rising **20% YoY to 4.45 lakh units**, driven by strong growth across both domestic and export markets. The **two-wheeler segment** remained the key contributor, posting a **21% YoY increase** to 3.80 lakh units. Domestic two-wheeler sales grew 20%, while exports surged 21%, reflecting robust global demand. In the **commercial vehicle segment**, sales also showed momentum, rising **20% YoY to 64,904 units**, supported by both domestic and export growth. On a full-year basis (FY26), Bajaj Auto recorded a **10% increase in total sales to 51.17 lakh units**. Export performance stood out, with overall exports growing **21%**, while commercial vehicle exports surged an impressive **49%**, highlighting strong traction in international markets. From an investor perspective, the consistent growth in exports remains a key positive, providing diversification beyond domestic demand. However, margins and currency movements will be crucial factors to monitor going forward. Overall, the performance indicates strong operational momentum and reinforces Bajaj Auto’s position in both domestic and global markets.

BAJAJ-AUTO

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