Bajaj Auto Share Price

India Auto Retail Hits Record in August 2026

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 India's automobile retail sales rose 17.51% year-on-year to 24.23 lakh units in August 2026, making it the highest-ever August performance for the sector, according to the Federation of Automobile Dealers Associations (FADA). The growth was broad-based across vehicle categories. Two-wheelers grew 19.69%, passenger vehicles 16.14%, commercial vehicles 14.45%, and three-wheelers 8.64%, while tractor sales remained largely flat. Passenger vehicle retail sales crossed 4 lakh units for the first time in August. Alternative Fuels Overtake Petrol August also marked a significant shift in passenger vehicle fuel preferences. For the first time, the combined share of CNG, hybrid and electric vehicles reached 41.95%, surpassing petrol vehicles at 40.85% of passenger vehicle retail sales. The shift reflects changing consumer preferences, with factors such as lower running costs and interest in alternative fuel options influencing vehicle purchases. What Does This Indicate? The August data highlights strong retail demand across the automobile sector, although the year-on-year growth also benefited from a relatively lower base in August 2025. Retail sales were 6.48% lower than July's record level, which FADA attributed to the seasonal monsoon lull and the shift of some festive demand into September. The upcoming festive season will be an important period for assessing whether the demand momentum continues across passenger vehicles, two-wheelers and alternative-fuel segments. !HYUNDAI !M&M !BAJAJ-AUTO !MARUTI

Source: The Hindu No Recommendations

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INDIA AUTO MARKET: THE ROAD IS GETTING BUSIER

Strong auto sales can indicate improving demand, but investors should study valuations, margins, competition and execution before forming conclusions. More cars leaving showrooms. More two-wheelers joining the streets. More customers choosing CNG, hybrids and EVs. That is the story emerging from India’s August 2026 auto-retail data. According to FADA, total auto retail sales reached a record **24.23 lakh units**, rising **17.51% YoY**. Two-wheelers grew **19.69%**, while passenger vehicles crossed **4 lakh units for the first time in an August**, rising **16.14%**. But the most interesting chapter is the fuel mix. CNG + hybrids + EVs together reached **41.95% of passenger-vehicle retail**, slightly ahead of petrol/ethanol at **40.85%**. EVs alone represented **7.63%**. So, which Nifty 500 companies could be **interesting for investors to study** from this changing industry landscape? 🔹 **

** — market leader in passenger vehicles 🔹 **Mahindra & Mahindra** — SUV, utility vehicle and EV exposure 🔹 **Tata Motors** — strong passenger-vehicle and EV presence 🔹 **Bajaj Auto** — two-wheelers, three-wheelers and EV exposure 🔹 **TVS Motor Company** — two-wheelers and growing EV business 🔹 **Hero MotoCorp** — large domestic two-wheeler franchise The lesson is simple: **sales growth tells us where the road is heading; profitability, valuation and execution tell us whether the journey is worth studying.** September–November festive demand will be an important test. 📌 **Educational purpose only. Not investment advice or a recommendation to buy/sell any security. Conduct independent research and consult a SEBI-registered investment professional where appropriate.

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Bajaj Auto Nifty Top Loser Sept 3 2026 Auto Sector Rout

Bajaj Auto Limited

was the top loser in the Nifty 50 on Wednesday, September 3, 2026, declining sharply as auto stocks faced the most severe session of selling in the sector through the first week of September — a period when crude above $90, renewed US-Iran tensions and a stronger dollar simultaneously compressed the demand and cost outlook for two-wheeler and three-wheeler manufacturers. Bajaj Auto Limited leading the Nifty's loser board on September 3 stands in stark contrast to its operational momentum. The company has consistently delivered monthly volume growth above 10 per cent year on year through the first four months of FY27, with exports — which account for approximately 45 per cent of total volumes — remaining strong on the back of African and Latin American market expansion. Domestic three-wheeler volumes have grown every quarter for six straight quarters as commercial fleet electrification picks up pace. The stock's 52-week range runs from Rs 7,400 to Rs 12,774 — one of the widest absolute ranges among Nifty auto names. The current level near the lower half of that range reflects both the crude-driven compression of the broader auto sector and the specific concern that rising crude costs in African export markets — where Bajaj has the strongest franchise — could reduce affordability and slow the export volume growth that has been the stock's key re-rating driver. Q1 FY27 results showed revenue growth of 15 per cent year on year, with EBITDA margins holding above 19 per cent despite higher commodity costs — fundamentals that remain significantly stronger than the current market narrative would suggest.

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On latest Maruti premium-hatchback story

India’s Auto Story: When the Consumer Changes Gear Strong auto demand can benefit multiple Nifty 500 companies, but investors should compare volumes, segments, margins, valuations, and risks. Imagine a buyer walking into a showroom looking for a practical hatchback. Today, that same buyer may compare it with a compact SUV, check safety features, fuel efficiency, technology and financing costs. According to Business Standard, Maruti Suzuki’s premium hatchback sales grew **28% between April and August**, faster than the industry’s **17% growth**. The company is strengthening its Baleno proposition with newer features, including ADAS. • **

** — premium hatchbacks, SUVs, CNG and EV transition • **Mahindra & Mahindra** — strong SUV and utility-vehicle exposure • **Tata Motors** — passenger vehicles, SUVs and EV exposure • **Eicher Motors** — premium two-wheelers through Royal Enfield • **Bajaj Auto** — two-wheelers, three-wheelers and exports • **Hero MotoCorp** — mass two-wheeler demand • **Ashok Leyland** — commercial-vehicle cycle Recent industry data also showed strong August passenger-vehicle volumes, with Maruti, Tata Motors and Mahindra among companies reporting substantial year-on-year growth. When an industry grows, don't automatically assume every stock benefits equally. Study which company is winning customers, which segment is expanding, and whether earnings are keeping pace with the story. Educational Disclaimer:** This post is strictly for educational and informational purposes. It is not a stock tip, recommendation, solicitation or investment advice. Please conduct your own research and consult a SEBI-registered investment professional before making investment decisions.

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Ather’s Growth Story: Bets Big on Konarc

In Q1FY27,

’s operating revenue soared 89% year‑on‑year to ₹1,217 crore. Ebitda losses shrank sharply to ₹33 crore from ₹134 crore, turning positive when other income was included. This reflected operating leverage as volumes scaled up. Stock Rally & Market Share Trends: The company’s stock has surged nearly 30% in the past month, delivering a 230% one‑year return. Market share improved to 16.2% in FY27 from 15.4% a year earlier, though August’s 15.7% share remained below the 17.5% peak seen in 2025. Registrations slowed to 49% growth in August, marking the third consecutive month of deceleration. Konarc Launch – Mass Market Entry: Ather’s new scooter, Konarc, launched at ₹99,999, targets the ₹1–1.2 lakh segment, which accounts for nearly half of India’s e‑scooter market. This marks Ather’s first entry into the mass‑market category. Nomura estimates Konarc sales of 24,000 units in FY27 and 240,000 units in FY28, potentially doubling Ather’s addressable market. Capacity & Retail Expansion: Deliveries of Konarc begin in September. Ather plans to expand its retail footprint to 1,800–2,000 stores within two years. Its upcoming Chhatrapati Sambhajinagar plant will add 500,000 units of annual capacity, raising total capacity from 420,000 units to nearly 1 million by year‑end. Investor Confidence: Hero MotoCorp has increased its stake from 29.9% to 32.8% with a ₹1,758 crore investment, signaling strong confidence in Ather’s growth trajectory. Risks & Execution Challenges: Competition from Bajaj Auto and TVS Motor is intensifying, while higher commodity costs amid geopolitical tensions are pressuring margins. Moving into lower price bands could test profitability. With the stock already up 400% since its May 2025 debut, execution missteps could trigger sharp corrections.

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JSW MG leading FADA’s 2026 dealer-satisfaction study

When Dealers Speak, Investors Should Listen: A Lesson From India’s Auto Market The answer can reveal something that sales numbers alone may not immediately show. According to FADA’s 2026 Dealer Satisfaction Study, JSW MG Motor ranked #1 in the four-wheeler mass-market segment with 865 points for the third consecutive year. Mahindra & Mahindra scored 853, while Tata Motors scored 836. It is why dealers are satisfied — and where they still face pressure. FADA highlighted product quality, reliability, product updates, training and warranty processes as important strengths. At the same time, dealers pointed to inventory/deadstock, carrying costs, parts availability, delivery timelines and dealership economics as continuing challenges. Now comes the learning for a market student. 📌 **

** 📌 **Tata Motors** 📌 **Maruti Suzuki India** 📌 **Eicher Motors** 📌 **TVS Motor Company** 📌 **Bajaj Auto** can be useful companies to study because they provide exposure to different parts of India’s mobility story. But remember: **a good industry trend does not automatically mean a stock will rise.** A serious investor should connect the dots between **dealer health → vehicle demand → volumes → margins → cash flows → valuation. That is where the real learning begins. Dealer satisfaction can reveal industry strengths and weaknesses, but investors must connect operational trends with earnings, valuation and business fundamentals. ⚠️ **Educational Disclaimer:** This post is for educational purposes only and is not a stock tip, recommendation, investment advice, or solicitation to buy or sell securities. Please conduct independent research and consult a SEBI-registered investment professional before making investment decisions.

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