Bajaj AUTO Limited

Bajaj Auto Limited (BAJAJ-AUTO) is a large-cap Automobile and Auto Components company valued at ₹2.86 lakh crore operating in 2/3 Wheelers on the NSE and BSE.

Recent price move

Bajaj Auto Limited last traded at ₹10,405, modestly up 0.19% on the day.

Recent developments

On 2026-10-01, Bajaj Auto shares fell 6.5% after domestic two-wheeler sales disappointed in September. The stock hit an intraday low near its lower circuit band. On the same day, the company's Joint MD, Rakesh Sharma, stated that supply chain issues were resolved and October sales are expected to improve. However, weak sales data led to an 8% drop in shares, with domestic sales declining 9% annually.

Financial performance

Bajaj Auto's business is growing, with annual revenue rising 23.4% and net profit increasing 44.4% year-over-year. The latest quarter saw revenue jump 65.1% and net profit rise 44.3% compared to the same quarter a year earlier. The net profit margin expanded 2.4 percentage points to 16.8%, while return on equity remained strong at 27.7%.

Valuation multiples

The stock trades at 27.0 times earnings, 8.36 times book value. It yields 1.3%.

Things to watch

Bajaj Auto's stock is 21.6% below its 52-week high. Domestic two-wheeler sales declined 9% annually in September, raising concerns about market share loss to competitors. Promoter shares pledged amounted to 0.01% of holdings, and domestic institutional holding fell by 0.93 percentage points in the quarter.

Where it stands

Bajaj Auto's revenue and net profit have grown strongly over the past year and quarter, with margins improving. However, recent weak domestic sales data and a significant drop in share price highlight ongoing challenges. The stock remains 21.6% below its 52-week high, and the company faces pressure from competitors in the two-wheeler segment.

Summarised by DocStoX's model on 2026-10-10 from company filings, exchange data and news. This is a factual summary, not a rating or a recommendation. Informational only, not investment advice. Consult a SEBI-registered adviser before investing.