Bajaj Auto Q2FY26: Profit Accelerates 53% YoY to ₹2,122 Crore; Revenue Crosses ₹15,000 Crore Milestone
Bajaj Auto Ltd delivered a standout performance in the September 2025 quarter, posting a 53% year-on-year rise in consolidated net profit to ₹2,122 crore, powered by strong exports, premium product demand, and record spares sales. The company’s revenue from operations surged 19% YoY, breaching the ₹15,000 crore mark for the first time in its history.
The company attributed its robust showing to a balanced portfolio and agile execution, which helped offset supply challenges in the electric vehicle segment caused by rare earth magnet shortages. Despite these headwinds, Bajaj Auto said its diversified business model continued to deliver “resilient and broad-based growth.”
Sequentially, profit dipped 4% from ₹2,210 crore in the June quarter, while revenue climbed 20% from ₹13,133 crore, reflecting strong momentum across domestic and export markets.
On a standalone basis, Bajaj Auto achieved a new benchmark with EBITDA surpassing ₹3,000 crore for the first time, translating to a 20.5% margin. Standalone PAT rose 24% YoY to ₹2,480 crore, compared to ₹2,005 crore in the same period last year.
Business Highlights
• Domestic Motorcycles: The sport and premium segments led growth, driving double-digit sequential revenue gains. Domestic two-wheeler volumes stood at 5,96,576 units, down 6% YoY, but up 13% QoQ, reflecting a strong festive build-up.
• Commercial Vehicles: Sales improved 3% YoY to 1,44,217 units, supported by steady demand in both passenger and cargo categories.
• Exports: Overseas markets delivered a sharp rebound, with export revenue up 35% YoY. Total exports reached 5,53,327 units, a 24% increase over last year and 16% higher than the previous quarter.
Bajaj Auto highlighted that a strategic focus on premiumisation, global expansion, and technology-led innovation continues to reinforce Bajaj Auto’s competitive edge. The company remains committed to scaling its electric mobility portfolio while sustaining leadership in the conventional two- and three-wheeler segments.
With this quarter’s performance, Bajaj Auto has set a new benchmark for operational excellence and profitability, reaffirming its position as one of India’s most resilient and forward-looking automotive manufacturers.
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