Bajaj Auto hits 52-week high on Q4 results, dividend and buyback announcement; check key numbers

The stock rose as much as 4.07% to ₹10,740 per unit on the National Stock Exchange (NSE). At 9:52 am, it was up 2.80% to ₹10,607.5 apiece.

The Q4 FY26 revenue from operations stood at ₹16,006 crore, up 32% from ₹12,147.97 crore in the same period of the previous fiscal year, driven by record volumes, improved mix and favourable currency, resulting in broad-based double-digit growth across all businesses – domestic motorcycles, 3Ws, e2Ws and exports.

EBITDA rose 36% YoY to ₹3,323 crore in the quarter under review, and margin stood at 20.8%, the regulatory filing said.

Bajaj Auto’s board of directors also recommended a dividend of ₹150 per share. The record date is May 29.

The company has approved a buyback of up to 46.94 lakh equity shares at a price of ₹12,000 per share, for a total consideration of up to ₹5,633 crore.

Overall vehicle sales in the reporting quarter were at 13,71,058 units, compared to 11,02,934 units in the year-ago period, up 24%.

Total two-wheeler sales clocked 11,66,689 units in Q4 as against 9,43,563 units in the same period a year ago, a growth of 24%, it added. Overall commercial vehicle sales grew by 28% in the quarter under review at 2,04,369 units, up from 1,59,371 units in the year-ago period, the company said.

In the domestic market, two-wheeler sales were at 6,21,912 units, up 24% from 5,01,096 units in the corresponding period of the previous fiscal. Commercial vehicle sales in the domestic market also grew by 24% to 138,934 units as against 1,12,152 units in the year-ago period.

West Asia war hits motorcycle demand: Bajaj Auto

Bajaj Auto Executive Director Rakesh Sharma told reporters in an earnings call that war in West Asia hit demand for motorcycles, especially in the entry-level segment in India.

From over 20% growth witnessed in Q4 FY26, the motorcycle segment is now expected to grow at around 7% to 9%, he said.

"The motorcycle industry, which was growing at 20%, grew only by 9% in April, and that is an indication," he said when asked about the indicators of slowdown.

There was a "point of inflection between March and April driven by all sorts of ramifications from the geopolitical crisis in the Middle East", he noted.