Bajaj Auto Ltd (BAJAJ-AUTO) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- Bajaj Auto Ltd reported an outstanding Q2 FY26 performance, building on Q1's strong start, achieving several all-time highs across key financial metrics.
- All business units demonstrated strong performance, contributing to record-breaking outcomes, particularly in October, driven by festive sentiment and GST rate cuts.
- The company achieved its highest-ever quarterly soft exports, highest-ever quarterly revenue, EBITDA, and Profit After Tax (PAT).
- Market share erosion in the domestic 125cc+ motorcycle segment was arrested by Q2 end, with market share gains commencing in October, especially in the 150cc+ sports segment.
- The electric vehicle (EV) portfolio (3-wheelers, Chetak, Yulu) collectively contributed almost 20% of domestic revenue and achieved a double-digit EBITDA percentage in Q2.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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