Bajaj Auto Ltd (BAJAJ-AUTO) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company achieved a record-breaking quarter, scaling new peaks with an all-time high top line, EBITDA, and PAT, building on the strong momentum from the previous quarter.
- Performance was robust and broad-based, with all business units—Domestic Motorcycles, Domestic 3-Wheelers, Electric Vehicles (EVs), and Exports—contributing meaningfully and performing at their respective record levels.
- The positive momentum was significantly driven by GST rate rationalization, which sustained demand beyond the festive season and positively impacted both the two-wheeler and three-wheeler categories.
- The EV portfolio, comprising both electric two-wheelers and three-wheelers, demonstrated remarkable growth, now contributing to 25% of domestic revenue and achieving double-digit EBITDA margins.
- The export business re-established a strong growth trajectory, surpassing the 600,000 units mark for the first time in 15 quarters and showing resilience despite challenges in key markets like Nigeria.
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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