BAJAJ-AUTO

Bajaj Auto Ltd – Key Points

Founded in 1945, headquartered in Pune; part of the Bajaj Group. Manufactures motorcycles, scooters, three-wheelers, and quadricycles. Second-largest motorcycle manufacturer in India, third-largest globally, and world’s largest three-wheeler producer. Leading exporter of two- and three-wheelers, with strong presence in Asia, Africa, and South America. Major manufacturing plants in Chakan, Waluj, and Pantnagar; advanced R&D facility in Akurdi, Pune. Popular models: Pulsar, Avenger, Dominar, CT 100, Platina, Discover, and Chetak Electric. Collaborations with KTM (Austria) and Triumph for premium motorcycle segments. Q1 FY26 profit up ~14% YoY to ₹2,210 crore; revenue up ~10% to ₹13,133 crore. Exports grew ~16%, offsetting an ~8% drop in domestic sales; record export revenues achieved. EBITDA margin fell to ~19.7% due to weaker forex realizations. Temporary EV production constraint due to rare earth magnet shortage—output at 50–60% of plan. Introduced low rare-earth magnet technology to address EV production issues. Entered e-rickshaw market to expand electric mobility footprint. Stock price dipped after Q1 results, but analysts maintain positive long-term outlook. Consistent growth in net sales from ₹33,145 crore in FY22 to ₹50,995 crore in FY25. Ask ChatGPT