Bajaj Auto Ltd (BAJAJ-AUTO) Q2FY27 Management Mirror - Sep-2026 Qtr
Q2 FY27 Export Volumes Deliver >250,000 Monthly Run Rate Guided in Jun'26 Qtr; Q3 Target Set at ~750,000
In Sep'26 Qtr, reported export volumes reached a record 7.8 lakh units, generating quarterly revenue of nearly $800 million. This delivered the export momentum moving beyond the 250,000 units per month level starting from Q2 FY27 that management guided in the Jun'26 Qtr concall. Looking beyond Sep'26 Qtr, management targets sustaining an export run rate of approximately 750,000 units per quarter, translating to 240,000 to 260,000 units per month, while acknowledging that Q3 and Jan'27 will be seasonally softer due to inventory pre-build ahead of Christmas in Latin America and Africa.
4 more themes on the ELITE plan.