Bajaj Auto Ltd (BAJAJ-AUTO) Q4FY26 Management Mirror - Mar-2026 Qtr
Domestic Motorcycles
Management lowered near-term industry growth expectations to 7%-9% in the Mar'26 Qtr due to inflation and fuel constraints, down from the 12%-15% double-digit forecast in the Dec'25 Qtr, though slightly above the 6%-8% baseline set in the Sep'25 Qtr. Despite the broader industry moderation, the company consistently targets outpacing the market in the 125cc+ and 150cc+ segments, supported by new variants launching by Jul'26. [Status: Downgraded]
4 more themes on the ELITE plan.