Bajaj Auto Ltd - Earnings Miss Estimates; Valuations Fair
Revival in Exports Market: Q3FY25 reported 22.4%/16.3% YoY/QoQ volume growth in the exports market. Latam export volumes grew over 40%
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Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue/EBITDA in Q2FY26 grew by 16.5%/14.9% YoY, respectively, exceeding our expectations of ~12.6%/11.2% YoY for Auto OEMs under our coverage.
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HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company...
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
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HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company..
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
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Auto Monthly Sales Volume - October 2025
Over Apr–Oct’26, Cumulative domestic sales of Bajaj (-6%) and Hero (-3%) offset strong performances from TVS (+14%) and RE (+25%).
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