In its Q4FY25 results released on May 29, Bajaj Auto said its net profit increased to ₹2,049 crore, compared to ₹1,936 crore in the same quarter last year. This beat market expectations, as brokerage estimates had projected a profit of around ₹1,970 crore.
Higher motorcycle exports and foreign exchange gains helped offset a dip in domestic demand.
Revenue Growth Led by Premium Bikes and EVs
The company’s revenue for Q4FY25 stood at ₹12,148 crore, marking a 6% rise from ₹11,485 crore in Q4FY24. This growth was driven by strong performance in premium motorcycles, electric scooters, and commercial vehicles.
While the revenue missed the double-digit growth mark, the company cited a temporary suspension of KTM exports as a reason for the shortfall.
Dividend Boost: ₹210 Per Share Announced
In a significant move for shareholders, Bajaj Auto declared a dividend of ₹210 per share, resulting in a total payout of ₹5,864 crore.
This is a major boost for investors, reflecting the company’s confidence in its financial health and future outlook.
EBITDA and Margins Improve
Bajaj Auto’s EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) also grew 6% year-on-year to reach ₹2,451 crore. The company said that improved gross margins, driven by a favourable exchange rate and cost reductions on its new Chetak electric scooter platform, supported this performance.
“Better margins helped us manage higher brand investments and production-related costs,” Bajaj Auto noted in its stock exchange filing.
Strong Export Performance Cushions Domestic Slump
Even though domestic demand remained subdued, Bajaj Auto’s exports played a key role in delivering a solid quarter. The company highlighted that export volumes showed strong growth, especially in markets where premium motorcycles and commercial vehicles have high demand.
Analyst Expectations vs. Actual Results
According to a Moneycontrol poll of eight brokerage firms, Bajaj Auto was expected to post:
Revenue of ₹11,853 crore
Net profit of ₹1,970 crore
With actual numbers crossing these expectations, the results reflect resilience and smart operational efficiency from the company.
Key Takeaways from Bajaj Auto Q4 FY25 Results
Net Profit: ₹2,049 crore, up 6% YoY
Revenue: ₹12,148 crore, up 6% YoY
EBITDA: ₹2,451 crore, up 6% YoY
Dividend: ₹210 per share (₹5,864 crore total payout)
Strong export growth offset weak domestic demand
Premium motorcycles and EVs led revenue growth
Conclusion: Balanced Growth with a Reward for Investors
Bajaj Auto has managed to deliver a balanced performance in Q4FY25, maintaining growth momentum in a challenging environment. With a strong dividend payout, improved profitability, and continued focus on exports and electric mobility, the company appears well-placed for the upcoming quarters.
The Q4 results reflect Bajaj Auto’s ability to adapt and grow, even when parts of the market show weakness.
Investors and analysts will now be watching closely to see how the company builds on this performance in the new financial year, especially with growing interest in electric two-wheelers and premium bikes.
