BAJAJ AUTO LIMITED

Bajaj Auto Limited reported its Q1 FY27 results during a conference call on July 21, 2026. Management highlighted record-breaking performance with volumes reaching 1.4 million units, revenue of INR 17,244 crores, EBITDA of INR 3,596 crores, and PAT of INR 3,000 crores. Despite challenges such as raw material inflation and supply chain disruptions, the company achieved significant growth, particularly in exports and electric vehicles (EVs), which now contribute 30% to domestic revenues. The exports business unit set a new high with 732,000 units sold, while the electric two-wheeler segment saw a 65% year-on-year growth. Management emphasized ongoing capacity expansion plans to meet increasing demand and improve profitability across all segments. The call concluded with a focus on maintaining operational agility amid a volatile environment and a commitment to strategic growth initiatives.

Management emphasized strong performance and growth across multiple segments despite facing challenges.