🏍️ Bajaj Auto Q1 FY26 Results Summary

📊 Financial Performance: Net Profit: ₹2,210.44 crore ↳ +14% YoY Revenue from Operations: ₹13,133.35 crore ↳ +10% YoY Total Comprehensive Income: ₹3,232 crore ↳ Vs ₹1,979 crore YoY Basic EPS: ₹79.2 ↳ Vs ₹69.6 in Q1 FY25 🚦 Operational Performance: Metric Q1 FY26 YoY Change Total Sales Volume 11.11 lakh units +1% Two-Wheeler Sales 9.49 lakh units Flat Commercial Vehicles (CVs) 1.62 lakh units +7% 🔹 Domestic Sales: Fell 8% YoY to 6.35 lakh units Two-wheelers: -9% CVs: -2% 🔹 Exports: Rose 16% YoY to 4.76 lakh units Two-wheelers: +14% CVs: +32% Export revenue hit a record high Driven by demand in Africa, Latin America, Asia Weakness in MENA region due to geopolitical tensions ⚡ EV & Premium Segment Highlights: Chetak EV Sales: More than doubled YoY EVs: Now contribute 20%+ to domestic revenue (up from low teens) Premium motorcycles: Strong domestic traction in KTM and Triumph Electric 3-wheelers: A key driver in CV growth 💰 Financial Health & Investments: Standalone EBITDA: ₹2,482 crore ↳ EBITDA Margin: 19.7% (down 50 bps QoQ due to weaker dollar realization) Free Cash Flow: ₹1,200 crore generated in Q1 Investments: ₹1,525 crore infused into Bajaj Auto International Holdings BV (KTM Austria deal) ₹300 crore invested in Bajaj Auto Credit 📉 Stock Market Reaction: Share price: ₹8,227 on NSE (early afternoon, August 6) Movement: Initially flat post-results, recovered from sharp intraday fall 🧠 Key Takeaways: Strong profitability and export performance offset domestic sales weakness Bajaj Auto's strategic EV shift is gaining traction, with Chetak and electric 3-wheelers playing a pivotal role Premium segment growth (KTM/Triumph) is driving higher revenue per unit Record FCF and robust reinvestment strategy point to long-term growth intent #BajajAuto #Bajaj #Automobile #result