According to reports from ET Now, Bajaj Auto is expected to deliver robust Q4FY26 results on May 6, with net profit projected at ₹2,703 crore, representing a 32% year-on-year increase and 5% sequential growth. The company's revenue is estimated at around ₹15,829 crore, marking a 30% year-on-year increase, supported by strong operational performance across key segments. This performance trajectory aligns with broader industry trends, as Mahindra & Mahindra recently reported strong Q4 results with consolidated net profit of ₹4,667.57 crore, marking a 41.65% increase compared to the previous year.
As reported by ET Now, volumes across two- and three-wheelers are likely to grow 24% year-on-year, indicating sustained demand momentum in the domestic market. The company's average selling prices are expected to rise by 6-7% year-on-year, driven by a higher contribution from premium motorcycles above 125cc and a stronger mix of export three-wheelers. This pricing strategy reflects the company's focus on premiumisation and improved product positioning, similar to M&M's approach which saw SUV revenue share increase by 60 basis points year-on-year in Q4, helping the company retain its No. 1 position.
According to ET Now, export markets are expected to remain a key driver, with three-wheeler exports seen growing 39% year-on-year and two-wheeler exports rising 23%. The company has witnessed recovery in African market demand, while USD appreciation is expected to support revenue increase year-on-year. These favorable currency movements, combined with operating leverage, are supporting the company's margin stability. This export strength mirrors M&M's performance, which became the fifth-largest exporter in the PV and CV segments in FY26, demonstrating the broader industry's export momentum.
As reported by ET Now, EBITDA is likely to grow 34% year-on-year to ₹3,290 crore, while margins are expected to remain steady at 20.8%, aided by favorable currency movements and operating leverage. The company's focus on premiumisation continues to aid margin stability despite potential cost pressures, with cost discipline and scale benefits offsetting any near-term input challenges. This margin stability reflects the industry trend, as M&M noted that while EBIT margin contracted 80bps to 19.4% for the farm segment due to higher raw material costs, these pressures were partially offset by better product mix and cost optimization measures.
According to ET Now, in the previous quarter (Q3FY26), Bajaj Auto had reported strong performance with total income rising over 23% year-on-year and profit after tax growing 25%. This consistent performance trajectory suggests the company's ability to maintain growth momentum across quarters and demonstrate resilient operational metrics. The broader industry context shows M&M also delivered strong Q3 performance with total sales rising 21% year-on-year to 3.06 lakh units, indicating healthy demand across the automotive sector.
