Bajaj Auto has accelerated its product launch timeline with plans to launch three new products and two new brands by mid-October, as reported by The Economic Times. This represents a 15-day advancement from the company's earlier commitment to launch five new products within the next 45 days and roll out two new brands in the coming months. The company had previously launched the new Pulsar 125 and Pulsar 150 at introductory prices of ₹92,900 and ₹1,15,233 (ex-showroom Delhi) respectively, as part of its strategy to cater to repeat customers and attract new buyers. Since October, Bajaj Auto has launched 12 models as part of its aggressive product development strategy to widen a portfolio overhaul aimed at recovering domestic market share.
Bajaj Auto reported a 30% rise in total sales to 4,74,677 units in July, compared to 3,66,000 units in the same month last year, as reported by NDTV Profit. Total domestic sales increased 20% year-on-year to 2,20,192 units against 1,83,143 units in the year-ago period. Two-wheeler sales in the domestic market grew 19% year-on-year to 1,65,747 units from 1,39,279 units in July 2025. The company expressed optimism about sales in the second half and the upcoming festive season, with management noting that demand remains robust despite price hikes passed on to customers. As per PTI, the company has launched 12 models since last October, demonstrating its aggressive product development strategy.
Despite strong overall performance, the company faced challenges in specific segments with Pulsar 125 sales declining 38% year-on-year and Pulsar 150 seeing a steep fall of 67% year-on-year. According to Sarang Kanade, head of two-wheeler business at Bajaj Auto, the company had experienced some "fatigue" in the segment as some Pulsar models had not received major updates for a long time. However, the 125-cc motorcycle segment has grown from 25% three years ago to 28% currently, indicating sharp appreciation in this segment. Management noted that while near-term trends in the 125cc segment show softer performance, they remain optimistic about the 125cc segment in the coming festivities. The upgraded versions of the Pulsar 125 and Pulsar 150 are expected to help woo new buyers and attract existing customers.
Bajaj Auto's market share has declined significantly, with its retail share slipping to 10.6% in H1 CY26 from 11.2% as the market expanded nearly 19% to about 1.11 crore units. The pressure persisted in Q1 FY27, trimming its retail share to about 10.4% from 10.9%. The company's motorcycle-only share separately fell to 15.6% in FY26 from 18.2% two years earlier. However, the higher-performance NS motorcycles were growing at about 1.5 times the market rate and the newer N-series at roughly twice the market rate, while the older Classic range remained the missing piece. The Pulsar brand, which generated more than ₹11,000 crore in domestic revenue in FY26—nearly 19% of Bajaj Auto's ₹58,732-crore standalone revenue, is now receiving a ground-up overhaul with both motorcycles moving from twin rear shock absorbers to monoshocks and receiving new frames, engines and gearboxes.
