Highlights

• Bajaj Auto reported FY26 revenue growth of 17% to ₹ 58,732 crore.
• The company’s FY26 profit after tax increased 21% year-on-year to ₹ 9,825 crore.
• Bajaj Auto announced a final dividend and share buyback following FY26 earnings.

Shares of Bajaj Auto Limited (NSE:BAJAJ-AUTO) gained over 2% on May 7 after the company reported record annual revenue, profit, vehicle volumes and cash generation for FY26. The stock traded at ₹ 10,565 during the session, compared to the previous close of ₹ 10,319 on the NSE.

Source: TradingView

The company reported standalone revenue from operations of ₹ 58,732 crore for FY26, marking a 17% rise from ₹ 50,010 crore in FY25. Profit after tax rose 21% year-on-year to ₹ 9,825 crore from ₹ 8,151 crore.

Vehicle volumes for the financial year crossed 5.1 million units, compared to 4.65 million units in FY25.

Quarterly Revenue And Profit Touch New Highs

For Q4 FY26, Bajaj Auto posted revenue from operations of ₹ 16,006 crore, rising 32% from ₹ 12,148 crore reported in the corresponding quarter last year.

Quarterly EBITDA stood at ₹ 3,323 crore against ₹ 2,451 crore in Q4 FY25. EBITDA margin came in at 20.8%, compared to 20.2% a year earlier.

Profit after tax for the quarter increased 34% year-on-year to ₹ 2,746 crore. Reported profit included an exceptional gain of ₹ 35 crore related to prepayment of a sales tax deferral loan.

Export Markets And EV Business Support Growth

Bajaj Auto said export volumes rose 21% year-on-year to 2.25 million units during FY26. The company cited growth across Latin America, Africa and Asian markets.

The electric vehicle business also contributed to revenue growth during the year. Domestic EV revenue crossed ₹ 8,000 crore, while Chetak revenue exceeded ₹ 4,000 crore.

Commercial vehicle volumes increased 20% year-on-year to 8,00,817 units during FY26. The company also expanded its electric three-wheeler and e-rickshaw presence.

Meanwhile, KTM and Triumph operations reported revenue of nearly ₹ 5,000 crore during FY26, with growth exceeding 40% year-on-year.

Dividend And Buyback Announcement

The board recommended a final dividend of ₹ 150 per share and approved a share buyback through the tender route.

According to the company, the combined dividend and buyback payout totals nearly ₹ 9,825 crore, equivalent to FY26 profit after tax.

On a consolidated basis, revenue from operations stood at ₹ 62,905 crore for FY26, while consolidated profit after tax rose 47% year-on-year to ₹ 10,744 crore.

Key Risks

• Rising input costs may affect operating margins in future quarters.
• Currency fluctuations can impact export revenue realisation and profitability.
• EV subsidy changes may influence electric vehicle demand and pricing.
• Global demand slowdown could affect KTM and export market performance.

Summary

Bajaj Auto (NSE:BAJAJ-AUTO) reported record FY26 revenue, profit and vehicle volumes, supported by domestic sales, exports, EVs and commercial vehicles. The company also announced a final dividend and share buyback following the earnings release. Consolidated earnings received support from KTM-related accounting gains and subsidiary performance, while investors continue tracking export demand, EV margins and international operations.

FAQs

Why did Bajaj Auto shares rise on May 7?

Bajaj Auto shares gained after the company reported record FY26 revenue, profit, vehicle volumes and shareholder payout announcements.

What was Bajaj Auto’s FY26 profit after tax?

The company reported FY26 standalone profit after tax of ₹ 9,825 crore, rising 21% year-on-year from FY25.

What dividend did Bajaj Auto announce for FY26?

Bajaj Auto’s board recommended a final dividend of ₹ 150 per share alongside a share buyback approval.