Bajaj Auto reports 5% rise in September sales

Bajaj Auto has reported rise of 5% in total sales (domestic + exports) to 5,38,443 units in September 2026 as against 5,10,504 in the same month last year. The total exports (two-wheelers + commercial vehicles) increased by 32% to 2,43,987 units in September 2026 as compared to 1,85,252 units in September 2025. However, total domestic sales (two-wheelers + commercial vehicles) decreased by 9% to 2,94,456 units in September 2026 as compared to 3,25,252 units in September 2025. Impact: The Nifty Auto Index plunged over 3% as Bajaj Auto’s weak domestic volume update weighed heavily on broader market sentiment. Major players like Mahindra & Mahindra and Hero MotoCorp also suffered losses following their reports, contrasting sharply with Hyundai Motor India's record-high monthly sales numbers. View : On a cumulative basis for the April–September 2026 (H1 FY27) period, Bajaj Auto's long-term operational health remains positive, with total sales up 24% YoY at 29,87,135 units. Disclosure : I do not hold any position in the mentioned stock. Disclaimer : Investment in securities are subject to market risk. This is only for educational purpose.