The Conviction And The Caution

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Bajaj Auto: Q2 FY27 Results Analysis

The Quick Take

Bajaj Auto reported Q2 FY27 revenue of about Rs 13,500 Crore, up 34% year over year, and net profit of Rs 3,354 to 3,436 Crore, up 35 to 62% depending on measure. Demand was broad across segments.

Key Figures

MetricFigureBasis
Q2 FY27 revenueabout Rs 13,500 Crreport, +34% YoY
Q2 FY27 net profitRs 3,354 to 3,436 Crreport, +35 to 62% YoY
Net margin (FY27)12 to 13%estimate

Outlook

  • FY27 revenue growth 30 to 35%; profit growth 35 to 40% (estimates).
  • Export push in Europe and Africa; premium launches in 125cc to 150cc.

Risks

  • Commodity cost volatility.
  • Monsoon impact on rural demand.
  • Competition in the 100 to 125cc segment.

Stance

Positive on the two-wheeler cyclical recovery; the report gives no price target.

Educational purposes only, not investment advice. Do your own research before investing.

Sources: Investing.com, APAC News Network, Indian Television, WhalesBook (as cited in the report).

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