Bajaj Auto Limited — Investor Meet, 06-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Auto achieved a record Q3 FY26, reporting INR 15,220 Cr revenue (+19% YoY), INR 3,161 Cr EBITDA (+22% YoY) at 20.8% margin, and INR 2,503 Cr PAT (+19% YoY), with all-time high volumes. Management anticipates 12-15% motorcycle industry growth, especially in 125cc+ segments. Export momentum is strong, aiming for the highest-ever USD top line this fiscal year. Aggressive Pulsar product refreshes (7 launched, 8 more upcoming) target domestic market share gains. The Electric Vehicle portfolio, now 25% of domestic revenue, achieved double-digit EBITDA margins. The KTM AG turnaround plan is actively underway. Management is confident about continued growth and profitability.