Bajaj Auto Reports Record Financial Results for FY26, Boosted by Strong Volumes Across Global Segments

Bajaj Auto Reports Record Financial Results for FY26, Boosted by Strong Volumes Across Global Segments​

Bajaj Auto Limited announced its financial results for the year ended March 31, 2026, reporting record performance across its key business segments. The company noted broad-based momentum, citing strong growth in volumes and revenues across its ICE/EV, 2W/3W, and Domestic/Exports verticals.

FY26 Full Year Highlights​

For the full fiscal year (FY26), Bajaj Auto Limited recorded an all-time high revenue of f58,732 crores, marking a robust 17% year-over-year (YoY) growth. The company reported a new peak EBITDA of ₹12,019 crores, and Profit after Tax (PAT) reached its biggest annual print at ₹9,825 crores, a 21% YoY increase. The EBITDA margin improved to 20.5% (+30 bps YoY), driven by favorable USD/INR realization and operating leverage.

The financial summary for the standalone segment for FY26 compared to FY25 is detailed below:


In terms of volume, the company recorded a total unit sale of 43,16,850 units for Two-Wheelers and 8,00,817 units for Commercial Vehicles, leading to a Grand Total of 51,17,667 units, representing a 10% increase over FY25 volumes.

Quarter 4 Performance Boosts Growth​

The quarterly results for Q4 FY26 further highlighted the momentum. Revenue from operations peaked at ₹16,006 crore, showing a strong 32% YoY growth. EBITDA set a record at ₹3,323 crore (36% YoY growth), while Profit after Tax was at its highest ever at ₹2,746 crore, up 34% YoY.

The Q4 standalone figures compared to the previous year's quarter are:

Key Business Drivers​

The company's growth was attributed to a wide array of factors across different markets and segments:

• Exports: The exports segment showed significant growth, with the total units sold reaching 22,50,183 units, up 21% YoY. International performance was stellar, with Latin America setting a new benchmark for the third consecutive year.
• KTM-Triumph: The KTM-Triumph duo posted its best-ever performance, achieving a 40% YoY increase in global revenue, catering to approximately 2.25 lakh riders.
• Commercial Vehicles: The segment posted a landmark year, reaffirming its leadership position. The company expanded into the e-rickshaw category through Riki, establishing presence in over 100 cities.
• Chetak: Chetak reported revenues exceeding ₹4,000 crores, retaining its position as a leading electric scooter manufacturer.
• Dividend and Buyback: The Board of Directors recommended a Final Dividend of ₹150 per share and approved a buyback of shares through the Tender route, totaling a payout of 100% of the year's Profit after Tax.

Subsidiary Performance Updates​

The company also provided updates on its key subsidiaries:

Bajaj Auto Credit Limited (BACL):
The subsidiary reported strong growth, with its Assets Under Management (AUM) growing 2X to ₹18,835 crores as of March 31, 2026. Total Income reached ₹3,248 crores in FY26 (up over 3X from ₹1,041 crore in FY25), and Profit After Tax (PAT) surged over 11X to ₹665 crores. The financial health remained robust, with a Net NPA of approximately 1.0%.

Bajaj Auto International Holdings BV (BAIHBV):
BAIHBV, the parent entity for Bajaj Mobility AG - KTM AG, completed the acquisition of a controlling interest in PMAG/KTM AG on November 18, 2025. This transaction effectively changed the Group's holdings in the KTM brand. The Group is also making voluntary plans to align its reporting of BMAG KTM AG operations to a quarterly basis in the future for improved transparency.

BAJAJ-AUTO Stock Price Movement​

On Wednesday, Bajaj Auto Limited shares rallied, closing at ₹10319 after gaining 3.42% on the session. The stock registered a powerful day, reaching its 52-week high and capitalizing on a robust total volume of 393,486 shares traded.