Bajaj Auto Reports Strong Q4FY26 Earnings With ₹5,633 Crore Buyback; Share Rise

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Bajaj Auto posted a 103% rise in Q4FY26 profit, approved a ₹5,633 crore buyback and declared ₹150 dividend. Shares touched a 52-week high. Read more for detailed Q4 highlights.

Bajaj Auto reported a strong jump in earnings for the March quarter, helped by healthy demand across motorcycles, exports and electric vehicles.

The company posted a consolidated profit after tax (PAT) of ₹3,662 crore in Q4FY26, up 103% year-on-year, while revenue from operations rose 41% to ₹17,832 crore.

Bajaj Auto shares climbed over 4% during Thursday’s intra-day trade on the Bombay Stock Exchange (BSE) and touched a fresh 52-week high of ₹10,738.40 after the earnings announcement. The stock has gained nearly 12% in the past six trading sessions amid positive sentiment around the company’s quarterly performance and shareholder payout announcements.

At 12:15 PM on Thursday, Bajaj Auto shares were trading at ₹10,645, about 3.16% up.

The board also approved a share buyback worth ₹5,633 crore through the tender offer route at ₹12,000 per share. Buyback size represents up to 1.68% of total paid-up equity share capital.

  • Consolidated PAT rose 103% year-on-year to ₹3,662 crore.

  • Consolidated revenue from operations increased 41% to ₹17,832 crore.

  • Standalone net profit climbed 34% to ₹2,746 crore.

  • Standalone revenue rose 32% to ₹16,006 crore.

  • Total vehicle volumes grew 24% to 13.71 lakh units.

  • Domestic vehicle sales increased 24% year-on-year.

  • Export volumes rose 25% during the quarter.

  • Chetak electric scooter sales crossed the one lakh quarterly milestone for the first time.

The company also announced a dividend of ₹150 per equity share for FY26 and fixed May 29 as the record date for the payout.

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Bajaj Auto said export demand remained strong across several international markets, especially in Latin America, while Africa and Asia also delivered double-digit growth during the quarter.

The company added that favourable currency movements and growth across motorcycles, three-wheelers and electric vehicles helped support profitability.

Premium motorcycles continued to perform well during the quarter, led by the Pulsar range along with KTM and Triumph models. The commercial vehicle category also made steady progress, helped by products in internal combustion engines and electric three-wheelers. Recently, the firm introduced the Wego P9018 electric three-wheeler, which it touted as the largest in its category.

The quarterly results further reflected the effects of the consolidation of Bajaj Auto International Holdings AG into the company’s subsidiaries since November 2025. This led to a one-time gain of about ₹1,195 crore providing a significant boost to overall profitability.

Sources:

Business Standard

Moneycontrol

This article is for informational purposes only and does not constitute financial advice. It is not produced by the desk of the Kotak Securities Research Team, nor is it a report published by the Kotak Securities Research Team. The information presented is compiled from several secondary sources available on the internet and may change over time. Investors should conduct their own research and consult with financial professionals before making any investment decisions. Read the full disclaimer here.

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