ResultsIQ

ResultsIQ › Latest results › Bajaj Auto Limited

Bajaj Auto Limited Q3 FY26 earnings call summary

NSE: BAJAJ-AUTO · BSE: 532977

Earnings call of 30 Jan 2026, summarised by AI from the filing.

Bajaj Auto's Q3 FY26 revenue rose 19% to ₹15,220 cr with EBITDA at ₹3,161 cr, as management guides 12-15% industry growth and 200,000 plus monthly exports in Q4.

Key takeaways

  1. KTM control Bajaj ownership in KTM Austria rose to 75% effective November 18; KTM will be fully consolidated from next quarter.
  2. Cost inflation Noble metals and copper costs rising; 50 to 60 bps material cost inflation expected in Q4, half offset by pricing.

Original filing on BSE

Bajaj Auto Limited Q1 FY27 results

As filed: Revenue ₹21,689 cr (+65% year on year), EBITDA ₹4,531 cr (+62% year on year), PAT ₹3,189 cr (+44% year on year), EBITDA margin 20.9% (−38 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q3 FY26: Revenue ₹16,204 cr (+23% year on year), EBITDA ₹3,730 cr (+36% year on year), PAT ₹2,750 cr (+25% year on year), EBITDA margin 23.0% (+213 bps). Score 70 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 213 bps year on year. Share price after the results: +5.0% in 28 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹15,735 cr (+19% year on year), EBITDA ₹3,463 cr (+31% year on year), PAT ₹2,122 cr (+53% year on year), EBITDA margin 22.0% (+198 bps). Score 70 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 198 bps year on year. Profit fell 4% from last quarter. Share price after the results: +4.4% in 28 days (Nifty 500: +1.3%).
  • Q1 FY26: Revenue ₹13,133 cr (+10% year on year), EBITDA ₹2,794 cr (+18% year on year), PAT ₹2,210 cr (+14% year on year), EBITDA margin 21.3% (+140 bps). Score 48 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin rose 140 bps year on year. Revenue rose ₹1,201 cr on a year ago, against ₹1,620 cr the year before. Share price after the results: +10.4% in 30 days (Nifty 500: +0.1%).
  • Q4 FY25: Revenue ₹12,646 cr (+9% year on year), EBITDA ₹2,693 cr (+18% year on year), PAT ₹1,802 cr (−10% year on year), EBITDA margin 21.3% (+152 bps). Score 34 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 152 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹1,091 cr on a year ago, against ₹2,626 cr the year before. Share price after the results: −4.9% in 29 days (Nifty 500: +3.3%).
  • Q3 FY25: Revenue ₹13,169 cr (+8% year on year), EBITDA ₹2,750 cr (+14% year on year), PAT ₹2,196 cr (+8% year on year), EBITDA margin 20.9% (+103 bps). Score 34 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was in line with it. EBITDA margin rose 103 bps year on year. Revenue rose ₹1,004 cr on a year ago, against ₹2,846 cr the year before.
  • Q2 FY25: Revenue ₹13,247 cr (+22% year on year), EBITDA ₹2,653 cr (+25% year on year), PAT ₹1,385 cr (−31% year on year), EBITDA margin 20.0% (+37 bps). Score 49 of 100, In line with trend. EBITDA margin rose 37 bps year on year. Consolidated profit -31% but standalone +9%. Not enough history for a trend yet: scored on growth alone. Profit fell 29% from last quarter.
  • Q1 FY25: Revenue ₹11,932 cr (+16% year on year), EBITDA ₹2,371 cr (+23% year on year), PAT ₹1,942 cr (+18% year on year), EBITDA margin 19.9% (+114 bps). Score 63 of 100, In line with trend. EBITDA margin rose 114 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 3% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Bajaj Auto Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.