Highlights

• Bajaj Auto reported a 40% year-on-year increase in total sales for April 2026.
• Export volumes recorded sharp growth and contributed significantly to overall performance.
• Commercial vehicle segment showed faster growth compared to the two-wheeler segment.

Bajaj Auto Limited (NSE:BAJAJ-AUTO) reported total sales of 5,13,792 units in April 2026, compared to 3,65,810 units in April 2025. This reflects a year-on-year growth of 40%. The increase was supported by growth in both domestic and export markets.

Domestic sales rose to 2,48,210 units from 2,20,615 units, showing a 13% increase. Export sales reached 2,65,582 units, compared to 1,45,195 units in the same month last year, registering an 83% rise.

Two-Wheeler Segment Performance

The two-wheeler segment remained the main contributor to total sales volume. Domestic two-wheeler sales increased to 2,10,063 units from 1,88,615 units, up by 11%.

Exports in this segment grew significantly to 2,29,890 units from 1,29,322 units, marking a 78% increase. Total two-wheeler sales stood at 4,39,953 units, compared to 3,17,937 units in April 2025, showing a growth of 38%.

Commercial Vehicle Segment Growth

The commercial vehicle segment recorded higher growth compared to two-wheelers. Domestic sales increased to 38,147 units from 32,000 units, reflecting a 19% rise.

Export volumes in this category rose to 35,692 units from 15,873 units, showing a 125% increase. Total commercial vehicle sales reached 73,839 units, compared to 47,873 units in the previous year, indicating a 54% growth.

Stock Performance and Key Metrics

Shares of Bajaj Auto Limited (NSE:BAJAJ-AUTO) were trading at ₹10,130.50 on May 4, 2026, up 1.37% from the previous close of ₹9,994.00. The stock opened at ₹10,244.00 and touched a high of ₹10,477.50, which is also its 52-week high.

The traded volume stood at 4.83 lakh shares, with a traded value of ₹498.78 crore. The company’s market capitalisation was ₹2,83,690.31 crore.

The stock delivered returns of 5.05% over one week and 15.88% over one month. On a one-year basis, it has gained 29.52%.

Key Risks to Monitor

• Export demand may change due to global economic conditions.
• Currency fluctuations can impact earnings from overseas markets.
• Domestic demand depends on consumption trends in urban and rural areas.
• High reliance on two-wheelers may affect performance during segment slowdown.

Summary

Bajaj Auto Limited (NSE:BAJAJ-AUTO) reported a 40% increase in sales for April 2026, supported by growth in both domestic and export markets. Export volumes played a major role, especially in commercial vehicles.

The two-wheeler segment remained the largest contributor. The stock traded higher during the day and stayed near its 52-week high with positive short-term returns.

FAQs

1. How much did Bajaj Auto’s sales grow in April 2026?
   The company reported a 40% year-on-year increase in total sales volumes for April 2026 across all segments.
2. Which segment contributed the most to total sales?
   The two-wheeler segment contributed the highest share of total sales volume during April 2026.
3. How did exports perform during the month?
   Exports recorded strong growth of 83% year-on-year, contributing significantly to the company’s overall sales increase.