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Bajaj Auto Ltd (BAL) is an Indian company that develops, manufactures, and distributes automobiles, including motorcycles, commercial vehicles, and electric two-wheelers. It is one of India's leading two and three-wheeler manufacturers and the country's largest exporter in this category. The company has a current installed capacity of 6.65 million units per annum. BAL operates through various segments including Automotive, Investments, and Financing. Its product range includes motorcycles like Boxer, CT, Platina, Discover, Pulsar, Avenger, KTM, Dominar, Husqvarna, and Chetak, as well as commercial vehicles such as passenger carriers, goods carriers, and quadricycles. Bajaj Auto has manufacturing plants in India and subsidiaries in Indonesia, Netherlands, Thailand, Spain, and Brazil. The company also has strategic partnerships with international brands like KTM and Triumph Motorcycles.
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Company insights, generated from the most recent coverage.
August 2026 exports hit a record high with 51% YoY growth, driven by diversified demand in Africa and Latin America which remained unaffected by West Asia shipping disruptions.
August 2026 total sales grew 28% YoY to 535,764 units, with exports growing 51% YoY to 280,056 units, reinforcing export-led growth model.
Record monthly export volume of 2.80 lakh units (+51% YoY) raises export contribution to ~52% (+800 bps), potentially boosting EBITDA margins by 50-100 bps through higher realizations and operating leverage.