Bajaj Auto\u2019s shares declined by 2 percent to \u20b98,703 on May 30 following the company\u2019s Q4 FY25 results announcement. Despite a 6 percent rise in net profit beating estimates, the stock faced selling pressure amid mixed outlook signals and cautious investor sentiment.<\/p>\n
Q4 net profit rose 6% YoY to \u20b92,049 crore, beating expectations.<\/p>\n<\/li>\n
Revenue grew 6% YoY to \u20b912,148 crore, driven by exports, premium motorcycles, EVs, and commercial vehicles.<\/p>\n<\/li>\n
Domestic demand remained weak; KTM export suspension impacted revenue growth.<\/p>\n<\/li>\n
Management forecasts 5-7% motorcycle market growth in FY26.<\/p>\n<\/li>\n
125cc motorcycles and electric vehicles (EVs) seen as key growth drivers.<\/p>\n<\/li>\n
Bajaj\u2019s Chetak e-scooter was the top-selling EV in Q4.<\/p>\n<\/li>\n<\/ul>\n
Bajaj Auto\u2019s quarterly performance was buoyed by strong motorcycle exports and favourable forex gains, which offset softness in the domestic market. Revenue expansion was limited to 6 percent, short of double-digit growth, largely due to a temporary halt in KTM exports.<\/p>\n
The company highlighted robust demand for premium motorcycles, electric scooters, and commercial vehicles, reflecting a diversified product mix contributing to revenue resilience. Bajaj\u2019s emphasis on the growing 125cc segment\u2014now over half of industry volumes\u2014and the promising e-scooter market bodes well for future growth.<\/p>\n
125cc motorcycle segment expected to grow nearly twice as fast as the overall market.<\/p>\n<\/li>\n
E-scooter segment projected to grow 20-25% in FY26, driven by Chetak EV success.<\/p>\n<\/li>\n<\/ul>\n
Maintains \u2018Outperform\u2019 rating with a target price of \u20b911,000 (24% upside).<\/p>\n<\/li>\n
Cites Bajaj\u2019s ability to sustain margins despite market challenges.<\/p>\n<\/li>\n
Highlights positive management outlook, especially on exports.<\/p>\n<\/li>\n<\/ul>\n
Retains \u2018Outperform\u2019 with a \u20b910,149 target.<\/p>\n<\/li>\n
Notes 12% YoY gain in electric two-wheeler market share, now at 25% in Q4.<\/p>\n<\/li>\n
Projects 7% domestic volume growth and 12% export growth in FY26.<\/p>\n<\/li>\n<\/ul>\n
Assigns \u2018Hold\u2019 rating with a target of \u20b98,000, below recent market price.<\/p>\n<\/li>\n
Appreciates growth prospects and EV portfolio expansion.<\/p>\n<\/li>\n
Flags concerns over declining domestic motorcycle market share and two-wheeler exports.<\/p>\n<\/li>\n
Notes current 26x FY26 P\/E valuation as expensive despite expected 13% EPS CAGR (FY25\u201328).<\/p>\n<\/li>\n<\/ul>\n
Bajaj Auto\u2019s shares closed slightly higher at \u20b98,874 on the NSE, marking a modest 0.3% gain from the previous close despite intraday weakness. Over the past three months, the stock has delivered a 13 percent return, reflecting steady investor confidence amid cyclical market conditions.<\/p>\n
Stock slipped 2% post-results but closed with a small gain on the day.<\/p>\n<\/li>\n
13% gain over last 3 months indicates moderate bullishness.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Bajaj Auto\u2019s shares declined by 2 percent to \u20b98,703 on May 30 following the company\u2019s Q4 FY25 results announcement. Despite a 6 percent rise in net profit beating estimates, the stock faced selling pressure amid mixed outlook signals and cautious investor sentiment. Highlights: Q4 net profit rose 6% YoY to \u20b92,049 crore, beating expectations. Revenue […]<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1331],"class_list":{"0":"post-9569","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1331,"user_id":4,"is_guest":0,"slug":"sourabh","display_name":"Sourabh Sharma","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/9569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=9569"}],"version-history":[{"count":1,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/9569\/revisions"}],"predecessor-version":[{"id":9571,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/9569\/revisions\/9571"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/9570"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=9569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=9569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=9569"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=9569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}