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business/news//CNBC TV18
Bajaj Auto's standalone Q4 net profit surged 34% year-on-year to ₹2,746 crore, beating estimates.
Bajaj Auto's Q4 net profit rose 34% YoY to ₹2,746 crore, beating estimates.
KEY POINTS
Revenue for Q4 increased 31.8% to ₹16,006 crore, exceeding consensus expectations.
EBITDA margin expanded to 20.8%, driven by strong export demand and a premium product mix.
The board approved a share buyback of up to ₹5,633 crore via tender offer at ₹12,000 per share.
A ₹150 per share dividend for FY26 was recommended, payable in July 2026 pending approval.
Bajaj Auto's standalone Q4 net profit surged 34% year-on-year to ₹2,746 crore, beating estimates, as revenue jumped 31.8% to ₹16,006 crore. EBITDA margin expanded to 20.8%, reflecting strong export demand and a premium product mix.
By Ajay Vaishnav
Bajaj Auto’s standalone net profit jumped 34% year-on-year (YoY) for the January-March quarter, beating Street estimates across major headline metrics as the Pune-based two-wheeler and three-wheeler maker benefited from sustained export demand and a richer product mix.
Bajaj Auto’s net profit for the fourth quarter came in at ₹2,746.13 crore, comfortably ahead of the CNBC-TV18 poll consensus of ₹2,629 crore and up from ₹2,049 crore in the year-ago period. Revenue from operations rose 31.8% to ₹16,005.7 crore against ₹12,148 crore a year earlier, beating the street estimate of ₹15,665 crore.
Earnings before interest, taxes, depreciation and amortisation (EBITDA) climbed 35.6% on-year to ₹3,322.7 crore, outpacing the poll forecast of ₹3,212 crore. The EBITDA margin expanded to 20.8%, against the estimate of 20.5% and last year's 20.2% — a 60-basis-point improvement.
The board also approved a proposal to buy back up to 46.94 lakh shares, representing 1.68% of its paid-up equity capital, at ₹12,000 per share, aggregating ₹5,633 crore. The buyback, subject to shareholder and regulatory approvals, will be executed through the tender offer route.
Shares of Bajaj Auto ended 2.70% higher, quoting at ₹10,314 apiece. The Bajaj Auto board has recommended a dividend of ₹150 per equity share for FY26. Subject to shareholder approval at the AGM, the dividend will be paid on or around 24 July 2026 to shareholders on record as of 29 May 2026.