Bajaj Auto Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Auto reported record Q2 FY26 results: Revenue at Rs. 15,000 Cr, EBITDA over Rs. 3,000 Cr (20.5% margin), and PAT nearing Rs. 2,500 Cr. Exports surged 24%, with October sales exceeding 200,000 units. Domestic motorcycles saw market share gains in 125cc+ segments post-GST cuts, driving premiumization. The Electric 2W & 3W portfolio achieved double-digit EBITDA margins despite supply challenges, with Chetak regaining the #1 registration spot. Management remains confident, focusing on sustained export momentum, EV growth, and the integration of KTM/Triumph. The acquisition of Pierer Mobility AG is nearing completion, awaiting final regulatory approvals.