Bajaj Auto Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Auto reported record FY26 financials: over ₹58,000 Cr revenue, ₹12,000 Cr EBITDA, and ₹9,800 Cr PAT. Q4 also strong, with revenue over ₹16,000 Cr (+32% YoY) and 20.8% EBITDA margin. Exports, domestic 150cc+ motorcycles, Probiking, Chetak, and electric 3-wheelers all saw robust performance. Management anticipates Q1 motorcycle growth to moderate to 7-9% but expects electric 2W/3W to accelerate. Rising commodity costs (3.5-4% revenue impact) are partially offset by price hikes and currency tailwinds. A ₹150/share dividend and ₹5,633 Cr share buyback were approved. Management maintains a confident outlook for sustained growth.