Noida, May 6 (APAC Media): Bajaj Auto on Wednesday reported a 48.40% year-on-year rise in consolidated net profit to Rs 3,492.21 crore for the January–March quarter of FY2025–26, compared with Rs 1,801.85 crore in the corresponding period last year, according to a regulatory filing.
The company’s revenue from operations increased 41.01% year-on-year to Rs 17,832.46 crore in the quarter, compared with Rs 12,646.32 crore in the corresponding period of the previous year.
Bajaj Auto reported standalone EBITDA of Rs 3,323 crore for the quarter, marking a 36% increase from Rs 2,451 crore in the same period last year.
The Board of Directors has recommended a final dividend of Rs 150 per share and approved a share buyback under the tender offer route. In line with its distribution policy and commitment to reward shareholders in proportion to business growth, the dividend and buyback together amount to approximately Rs 9,825 crore, resulting in a payout of 100% of the year’s profit after tax.
On a standalone basis, EBITDA rose 19% year-on-year to about Rs 12,019 crore, marking a new peak, while profit after tax reached its highest-ever annual level at approximately Rs 9,825 crore, up 21% year-on-year.
EBITDA margin improved by 30 basis points to 20.5%, supported by favourable USD/INR realisation, a better product mix and operating leverage, which more than offset the impact of scaling up margin-dilutive electric two-wheeler sales and continued investments to support competitive growth.
With global revenue of around Rs 5,000 crore, KTM-Triumph posted its best-ever performance, growing 40% year-on-year and serving approximately 2.25 lakh riders during the year.
The growth was driven by a strengthened product portfolio and strong brand activations, with KTM bolstered by the upgraded Duke range and a robust Adventure lineup, while Triumph expanded its presence through its modern classic portfolio, including Speed, Scrambler and Thruxton.
The performance was further supported by wider reach through KTM and Triumph outlets across nearly 80 towns.
The commercial vehicles business posted a landmark year, reaffirming its strong industry position supported by the widest portfolio in the segment.
The company sustained leadership in the ICE segment while rapidly scaling up electric three-wheelers (e3Ws), exiting the year as the No. 1 player in the category.
It also expanded into the e-rickshaw segment through the Riki brand, now present in over 100 cities with plans for further expansion, thereby creating significant headroom for future growth.
Company Shareholding Pattern as of March 31, 2026, Pre-Buyback
The company’s pre-buyback shareholding structure as of March 31, 2026, showed promoters and the promoter group holding a dominant 55.01% stake, amounting to 153,756,828 shares.
Domestic institutional investors, including banks, financial institutions, mutual funds, and insurance companies, collectively held 14.47% of the equity with 40,443,335 shares. Within this category, mutual funds accounted for 7.17% and insurance companies held 6.13%, while the remainder was held by other financial institutions and banks.
Foreign institutional investors (FIIs), foreign portfolio investors (FPIs), NRIs, depository receipts, and other overseas investors together owned 9.58% of the company, equivalent to 26,775,854 shares. FIIs and FPIs alone constituted 8.82% of total shareholding.
The public shareholding, including Indian retail investors and corporates, stood at 20.94%, representing 58,521,821 shares.
Overall, the company had 314,095 shareholders, with a total outstanding equity of 279,497,838 shares, making up 100% of the paid-up share capital.
Bajaj Auto Credit Limited (BACL) FY26 Performance Highlights
Bajaj Auto Credit Limited (BACL) reported a strong scale-up in operations and profitability for the financial year ended March 31, 2026, with assets under management (AUM) nearly doubling to Rs 18,835 crore, compared with Rs 9,503 crore in FY25.
The company recorded disbursements of Rs 14,885 crore during FY26, supported by steady momentum across the year and customer acquisition of 1.14 million borrowers.
Total income more than tripled to Rs 3,248 crore in FY26, up from Rs 1,041 crore in the previous fiscal, reflecting strong business expansion and improved yield performance.
Net profit surged sharply to Rs 665 crore in FY26, compared with Rs 58 crore in FY25, marking over eleven-fold growth in profit after tax.
Asset quality remained stable, with net non-performing assets (Net NPA) at 1.0%. The company maintained a strong capital adequacy ratio of 19.5%, underscoring a robust balance sheet position.
Return on equity stood at an industry-leading 23% for FY26, reflecting efficient capital deployment and profitability strength.
BACL continued to maintain the highest credit ratings, with AAA/Stable for long-term debt instruments and A1+/Stable for short-term debt programmes, indicating strong financial stability and creditworthiness.
Disclaimer: Views expressed are those of experts and do not reflect APAC Media. This is for informational purposes only, not financial advice. We are not responsible for investment decisions. Please consult a qualified financial advisor before investing.
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