Bajaj Auto Ltd — earnings calls

Bajaj Auto reported its highest ever quarterly volumes, revenue, EBITDA and PAT in Q1 FY27, with revenue crossing Rs 17,000 crore and EBITDA margin at 20.9%. Management attributed the performance to strong growth across exports, domestic two-wheelers, electric vehicles and three-wheelers, despite disruptions from a ransomware attack, commodity inflation and supply chain issues that constrained availability. The company also detailed plans to expand manufacturing capacity from 7 million to 9 million units annually and to launch a series of new motorcycle models in the 125cc-plus segment over the coming months.

Bajaj Auto reported record FY26 revenue of over Rs 58,000 crore, EBITDA crossing Rs 12,000 crore with 20.5% margins, and record PAT of over Rs 9,800 crore, with Q4 revenue crossing Rs 16,000 crore and EBITDA margin at 20.8%. Management said domestic motorcycle industry growth is expected to slow from 20% in Q4 to 7-9% in the near term due to inflation, price hikes and LPG shortages, while electric 2-wheeler and 3-wheeler segments continue to grow strongly. The Board approved a final dividend of Rs 150 per share and a buyback of Rs 5,633 crore at Rs 12,000 per share, together representing 100% of the prior year's profit.