Bajaj Auto Ltd (BAJAJ-AUTO) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company reported a defining year with record-breaking performances across all business units, achieving its best-ever annual results in revenues, EBITDA, and PAT, driven by robust growth and operational management.
- Quarter 4 was a standout period, setting new records with revenues surpassing 16,000 crores and EBITDA exceeding 3,300 crores, reflecting strong, broad-based growth across all segments.
- The export business demonstrated sustained momentum, crossing 600,000 units for the second consecutive quarter and achieving its highest-ever quarterly revenue, despite the largest market, Nigeria, operating at only 50% of its peak.
- The domestic motorcycle business saw a significant turnaround in the 150cc+ sports segment, with market share gains driven by a refreshed Pulsar portfolio, contributing to strong second-half performance.
- The electric vehicle (EV) business, encompassing both two-wheelers (Chetak) and three-wheelers, has become a major growth engine, now accounting for over 20% of domestic revenues and contributing a double-digit EBITDA margin.
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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