Bajaj Auto Q2 results: Net profit rises 35% YoY; revenue jumps 36% YoY to ₹20,003 crore

Shares of India’s leading two-wheeler brand Bajaj Auto jumped 3% on Tuesday ahead of the quarterly earnings for the period ended September 2026. The shares have largely remained steady throughout the year delivering over 8% returns in 2026 on a YTD basis.

On a standalone basis, the company’s sales for the quarter jumped 19.6% YoY to 15.4 lakh units as compared to 12.9 lakh units for the quarter ended September 2025. The standalone revenue for the quarter jumped 34% YoY to ₹20,008 crore as compared to ₹14,922 crore in the same period last year. At the segmental level, the automotive segment delivered 58% growth in the revenue.

At the operational level, the EBITDA for the quarter jumped 36.8% YoY to ₹4,175 crore as against ₹3,051 crore and the EBITDA margin expanded from 20.45% to 20.8% in the Q2 of FY27.

Similarly, the net profit for the quarter jumped 35.2% to ₹3,353 crore as compared to ₹2,479 crore in the same period last year.

At the consolidated level, revenue for the quarter jumped 60% YoY to ₹25125 crore as compared to ₹15,734 crore in the same period last year. On a sequential basis, the revenue jumped 16.2% YoY from ₹21,688 crore

On the operational front, the earnings before interest, taxes, depreciation and amortisation (EBITDA) jumped 44% YoY to ₹4,985 crore for the quarter ending September 2026 as compared to ₹3,461 crore in the same period last year. However, the EBITDA margins contracted to 19.7% from 22.2% in the same period last year. On a sequential basis, the EBITDA jumped 10% QoQ from ₹4,530 crore.

Lastly the net profit for the quarter surged over 59% YoY to ₹3,384 crore as compared to ₹2122 crore in the same period last year. The strong growth in profitability was largely driven by improved operational efficiency and strong sales volume growth.

Disclaimer: This article is purely for informational purposes and should not be considered investment advice from Upstox. Please consult with a financial advisor before making any investment decisions.