Bajaj Auto Ltd.

Bajaj Auto Ltd is down for a fifth straight session today. The stock is quoting at Rs 9701, down 1.85% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is down around 1.59% on the day, quoting at 22243.65. The Sensex is at 71660.41, down 1.35%.Bajaj Auto Ltd has lost around 17.72% in last one month.Meanwhile, Nifty Auto index of which Bajaj Auto Ltd is a constituent, has eased around 10.93% in last one month and is currently quoting at 25138.9, down 2.02% on the day. The volume in the stock stood at 86304 shares today, compared to the daily average of 2.94 lakh shares in last one month. The benchmark October futures contract for the stock is quoting at Rs 9735, down 1.34% on the day. Bajaj Auto Ltd jumped 10.11% in last one year as compared to a 11.67% slide in NIFTY and a 7.35% fall in the Nifty Auto index.The PE of the stock is 25.26 based on TTM earnings ending June 26.

Bajaj Auto Limited will hold a board meeting on Tuesday, October 27, 2026, to consider the unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2026, and will submit the results within 45 days of the quarter's end, according to a regulatory filing. The trading window for the company's securities will be closed from October 1, 2026, to October 29, 2026, for designated persons and their immediate relatives.

Bajaj Auto Limited informed the Bombay Stock Exchange and National Stock Exchange of India that the trading window for its securities will be closed for designated persons and their immediate relatives from October 1, 2026, until 48 hours after the declaration of the unaudited standalone and consolidated financial results for the second quarter and half year ending September 30, 2026.

Bajaj Auto Ltd announced that Crisil Ratings Limited has reaffirmed the following ratings to the company’s bank facilities, as detailed in a letter dated September 1, 2026: Crisil AAA/Stable for the Cash Credit facility of Rs 384.00 crore, Crisil A1+ for the Bank Guarantee facility of Rs 158.00 crore (interchangeable with a letter of credit to the extent of Rs 290.00 crore), Crisil A1+ for the Proposed Non-Fund based limits of Rs 139.75 crore, and Crisil A1+ for the Overdraft facility of Rs 210.00 crore, bringing the total rated amount to Rs 891.75; there were no enhancements, assignments, or withdrawals related to these ratings.

Bajaj Auto Ltd rose for a third straight session today. The stock is quoting at Rs 12396, up 2.19% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is up around 0.11% on the day, quoting at 24107.45. The Sensex is at 77123.48, up 0.22%. Bajaj Auto Ltd has added around 4.55% in last one month. Meanwhile, Nifty Auto index of which Bajaj Auto Ltd is a constituent, has added around 1.59% in last one month and is currently quoting at 28841.5, down 0.47% on the day. The volume in the stock stood at 3.22 lakh shares today, compared to the daily average of 2.34 lakh shares in last one month. The benchmark September futures contract for the stock is quoting at Rs 12480, up 3.22% on the day. Bajaj Auto Ltd is up 37.27% in last one year as compared to a 1.92% fall in NIFTY and a 12.19% fall in the Nifty Auto index.The PE of the stock is 30.99 based on TTM earnings ending June 26.

Bajaj Auto Ltd announced that India Ratings and Research Private Limited has affirmed the rating to its bank loan facilities, specifically IND AAA/Stable/IND A1+ for bank loan facilities amounting to Rs 1200.00 crore, as detailed in a letter received by the company on August 21, 2026, at 5:12 p.m. (IST); no enhancements, assignments, or withdrawals were indicated by India Ratings and Research Private Limited regarding the aforementioned bank loan facilities, which include IND AAA/Stable/IND A1+ for bank loan facilities totaling Rs 1200.00 crore, and the information will also be made available on the company’s website at https://www.bajajauto.com/investors/disclosures.

Bajaj Auto Limited reported sales of 388,719 two-wheelers and 85,958 commercial vehicles for July 2026, a 31% and 23% increase respectively compared to July 2025, according to a regulatory filing. Total sales for the month reached 474,677 units, up 30% year-on-year. Year-to-date sales for April to July 2026 were 19,12,928 units, a 29% increase compared to the same period last year.

The key equity benchmarks traded trade sharply lower in afternoon trade as investor sentiment remained under pressure after Brent crude prices climbed above the $93-per-barrel mark amid the escalating West Asia conflict. The surge in crude oil prices heightened concerns over inflation, rising import costs, and the potential impact on global economic growth. Reflecting the weak sentiment, the Nifty slipped below the 24,000 level. Investors will closely monitor further developments in the West Asia conflict for cues on global risk sentiment and crude oil prices. The progress of the southwest monsoon and the ongoing Q1 FY27 earnings season will also remain key factors influencing market direction in the near term. Realty, PSU Bank, and Pharma stocks witnessed the sharpest declines, while FMCG and Auto shares bucked the trend to trade in the green. At 13:25 IST, the barometer index, the S&P BSE Sensex tumbled 748.43 points or 0.97% to 76,715.93. The Nifty 50 index fell 202.65 points or 0.84% to 23,986.55. The broader market underperformed the frontline indices. The BSE 150 MidCap Index dropped 1.10% and the BSE 250 SmallCap Index declined 1.44%. The market breadth was weak. On the BSE, 1,340 shares rose and 2,728 shares fell. A total of 208 shares were unchanged. In the commodities market, Brent crude for September 2026 settlement surged $3.42 or 3.76% to $94.43 a barrel. Gainers & Losers: Bajaj Auto (up 5.37%), Nestle India (up 2.38%), Tata Consumer Products (up 1.32%), ONGC (up 0.78%) and Power Grid Corporation of India (up 0.51%) were the major Nifty50 gainers. Indigo (down 3.40%), Infosys (down 2.38%), Jio Financial Services (down 2.19%) and State Bank of India (SBI) (down 2.07%) and Tata Motors Passenger Vehicles (TMPV) (down 1.68%) were the major Nifty50 losers. Stocks in Spotlight: Nestle India jumped 2.38% after the company's standalone net profit climbed 47.92% to Rs 975.12 crore in Q1 FY27, compared with Rs 659.23 crore in Q1 FY26. Revenue from operations climbed 25.16% YoY to Rs 6,378.18 crore, while total sales increased 25.4% to Rs 6,363.27 crore, led by strong domestic sales growth of 25% during the quarter. Bharat Coking Coal tumbled 6.75% after the company reported a net loss of Rs 68.09 crore in Q1 FY27 as against a net profit of Rs 176.87 crore in Q1 FY26. Revenue from operations for the period under was Rs 3,587.27 crore, down 3.56% YoY. Pharmaceutical companies came under pressure on Wednesday after US President Donald Trump unveiled a phased tariff plan on imported generic medicines. Trump announced that generic medicines imported into the US will continue to attract zero tariffs for two years from 1 August 2026. The tariff will then rise to 100% from 1 August 2028 for one year, before increasing to 200% from 1 August 2029. Lupin fell 3.83%, followed by Piramal Pharma (3.52%), Aurobindo Pharma (2.89%), Sai Life Sciences (2.62%), and Ajanta Pharma (2.39%). Other notable losers included Zydus Lifesciences (2.03%), Gland Pharma (2.03%), Wockhardt (1.87%), Alkem Laboratories (1.77%), and Dr. Reddy's Laboratories (1.63%). Crisil rallied 4.48% after the company reported 26.2% rise in consolidated net profit to Rs 216.5 crore on a 27.6% increase in income from operations to Rs 1,075.4 crore in Q2 CY26 as compared with Q2 CY25. Sunteck Realty declined 5.88% after the company's consolidated net profit fell 33.68% to Rs 42.28 crore on a 43.5% drop in revenue from operations to Rs 191.56 crore in Q1 FY27 over Q4 FY26. Cyient DLM surged 11.34% after the company's consolidated net profit soared 118.23% to Rs 16.28 crore in Q1 FY27, compared with Rs 7.46 crore in Q1 FY26. Revenue from operations increased 34.26% YoY to Rs 373.80 crore in Q1 FY27. Mahindra & Mahindra Financial Services surged 6.63% after the non-banking finance company (NBFC) reported a strong rise in quarterly profit, supported by record first-quarter disbursements, higher margins and lower credit costs. On a standalone basis, profit after tax increased 69.6% YoY to Rs 899 crore in Q1 FY27. Total income rose 12.1% YoY to Rs 4,974 crore in the quarter ended 30 June 2026. Bandhan Bank tumbled 15.92% after the lender lowered its FY27 exit return on assets (RoA) guidance and warned of sustained pressure on margins. In its post-earnings conference call, the bank revised its FY27 exit RoA guidance to 1.2%-1.4% from 1.6%-1.8% earlier. For the quarter ended 30 June 2026, the bank reported a standalone net profit of Rs 501.67 crore, up 34.9% from Rs 371.96 crore a year earlier but down 6.1% from Rs 534.14 crore in the previous quarter. Net interest income rose 5.9% YoY to Rs 2,921 crore, while net revenue increased 1.2% YoY to Rs 3,524 crore. MPS surged 13.92% after the company reported a 42.99% year-on-year increase in consolidated net profit to Rs 50.39 crore in the quarter ended 30 June 2026 (Q1 FY27), compared with Rs 35.24 crore in Q1 FY26. Revenue from operations grew 20.38% YoY to Rs 224.24 crore in Q1 FY27. Global Markets: European marker advance after the UK inflation rate eased to 2.6% year-on-year in June 2026, down from 2.8% in May, according to the Office for National Statistics (ONS). The reading moved closer to the Bank of England's 2% inflation target. June's U.K. inflation print was lower than the euro zone's 2.8% reading for June, and well below the U.S. inflation rate of 3.5% recorded for the same month. Asian markets traded in the green on Wednesday as investors took cues from a rebound in U.S. markets, shrugging off climbing oil prices as Houthi rebels threatened to open a front in the widening Middle East conflict. In the commodity markets, brent crude jumped after two oil tankers carrying Saudi crude to Asia reversed course in the Red Sea on Tuesday after threats of ⁠attack from Yemen's Iran-aligned Houthis. Overnight in the US, the S&P 500 fell on Monday as oil prices advanced in response to the latest bout of military exchanges between the U.S. and Iran. The broad market index dropped 0.19% to close at 7,443.28, while the Nasdaq Composite lost 0.05% and ended at 25,508.07. The Dow Jones Industrial Average fell 307.16 points, or 0.59%, to 51,839.26. The U.S. completed its ninth consecutive day of strikes on Iran overnight, but investor sentiment improved by midmorning in London after Iranian Foreign Ministry spokesman Esmail Baghaei lifted hopes for a diplomatic settlement. Baghaei was quoted by the media saying that intermediaries had continued to exchange messages with Iran amid the latest round of U.S. strikes, and said negotiations between the two adversaries could be pursued based on national interests.Powered by Capital Market - Live

The company's standalone profit after tax increased 42.3% YoY to Rs 2,983 crore in Q1 FY27. PAT rose 8.6% QoQ from Rs 2,746 crore in Q4 FY26. Revenue from operations climbed 37.0% YoY and 7.7% QoQ to a record Rs 17,244 crore in Q1 FY27. Profit before tax stood at Rs 3,985 crore in Q1 FY27, up 43.0% YoY and 8.8% QoQ. EBITDA increased 44.9% YoY and 8.2% QoQ to a record Rs 3,596 crore. EBITDA margin expanded to 20.9% from 19.7% in Q1 FY26 and 20.8% in Q4 FY26. On the cost front, total expenses rose 34.64% YoY to Rs 13,770.77 crore in Q1 FY27. Cost of raw materials and components consumed rose 37.9% YoY to Rs 11,158 crore, while employee benefits expense increased 12.8% YoY to Rs 467 crore. Depreciation and amortisation rose 6.5% YoY to Rs 118 crore. Finance costs declined to Rs 4.28 crore from Rs 14.14 crore a year earlier. On a consolidated basis, profit after tax rose 45.9% YoY and declined 11.9% QoQ to Rs 3,226 crore in Q1 FY27. Revenue from operations increased 60.1% YoY and 21.6% QoQ to Rs 21,689 crore. Profit before tax stood at Rs 4,423 crore, up 49.4% YoY and 2.0% QoQ. Total vehicle volumes increased 29% YoY to a record 14,38,251 units in Q1 FY27. Domestic volumes grew 11% YoY to 7,06,078 units, led by 11% growth in two-wheelers and 13% growth in commercial vehicles. Export volumes surged 54% YoY to 7,32,173 units, driven by 52% growth in two-wheeler exports and 69% growth in commercial vehicle exports. The company said record quarterly volumes, better realisations and broad-based double-digit growth across ICE and EV products, domestic and export markets drove revenue to an all-time high. Domestic revenue increased 26% YoY, supported by double-digit growth in both two-wheelers and three-wheelers across ICE and electric powertrains. Electric vehicle revenue accounted for around 30% of domestic revenue and was nearly double the level reported a year ago. Exports delivered their strongest-ever quarter, with revenue and volumes crossing the 700,000-unit mark for the first time. The company gained market share across key markets, with Latin America posting another record performance, Africa revenue more than doubling, led by a three-fold increase in Nigeria, and commercial vehicle exports rising around 70% YoY, despite logistical and geopolitical challenges in the Middle East and North Africa. The domestic motorcycle business posted double-digit revenue growth, led by the sports segment, where retail sales grew 1.5 times faster than the rest of the industry. Pulsar, Avenger and Dominar recorded double-digit growth. The company said upcoming upgrades across the 125-160cc segment are expected to further strengthen its competitive position. The KTM and Triumph brands maintained strong momentum, with domestic revenue rising 60% YoY, supported by the 350cc range and an expanding dealership network spanning more than 90 towns. Commercial vehicle revenue increased 25% YoY, driven by nearly 80% growth in electric three-wheelers. The company said the e3W business has grown to nearly two-thirds the size of its ICE three-wheeler franchise, while capacity expansion is underway. The Chetak electric scooter business reported record quarterly volumes, revenue and profitability. Demand continued to outpace production capacity, and the company said ongoing investments will improve availability, support international expansion and drive the next phase of growth. Bajaj Auto generated more than Rs 2,300 crore of free cash flow during the quarter, equivalent to around 80% of profit after tax. It ended the quarter with surplus funds exceeding Rs 21,000 crore, providing flexibility to invest in future growth while delivering attractive returns to shareholders. Bajaj Auto is one of India's largest manufacturers of motorcycles, three-wheelers and electric vehicles, with a significant presence in domestic and international markets. Shares of Bajaj Auto were down 0.92% at Rs 10,425.50 on the NSE. Powered by Capital Market - Live

Net profit of Bajaj Auto rose 45.93% to Rs 3225.63 crore in the quarter ended June 2026 as against Rs 2210.44 crore during the previous quarter ended June 2025. Sales rose 65.03% to Rs 20870.23 crore in the quarter ended June 2026 as against Rs 12646.59 crore during the previous quarter ended June 2025. ParticularsQuarter EndedJun. 2026Jun. 2025% Var. Sales20870.2312646.59 65 OPM %21.6922.08 - PBDT4828.243078.16 57 PBT4423.412960.65 49 NP3225.632210.44 46 Powered by Capital Market - Live