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Informist, Thursday, May 29, 2025

 

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--Bajaj Auto: Focus on 125 cc segment bikes to drive volumes
--Bajaj Auto: Aim to outpace industry growth in bike volumes
--Bajaj Auto: To launch more variants of Pulsar bikes in FY26
--Bajaj Auto: Expect regulatory OK for KTM ops purchase in 2-3 months
--Bajaj Auto: Waiting for regulatory OK for KTM ops acquisition
--Bajaj Auto: To revamp acquired KTM ops with new governance structure
--Bajaj Auto: Total electrical vehicles revenue INR 55 bln in FY25
--Bajaj Auto: Working to revive KTM motorbike exports
--Bajaj Auto: Aim to scale up Chetak e-scooter sales FY26
--Bajaj Auto: Working to increase share in export markets FY26
--Bajaj Auto: Focus on improving market leadership in 125 cc bikes FY26
--Bajaj Auto: Motorcycle industry expected to grow 5-6% in FY26
--Bajaj Auto: Motorcycle industry growth driven by 125 cc bikes
--Bajaj Auto: Expect exports to grow 15-20% every quarter in FY26
--CONTEXT: Bajaj Auto mgmt's comments in post-earnings analyst concall
--Bajaj Auto: See healthy recovery in key export markets

 

By Narayana Krishna and Ashutosh Pati

 

HYDERABAD/MUMBAI - Bajaj Auto Ltd. is bullish on exports and expects to report 15-20% growth in the sector every quarter of the financial year 2025-26 (Apr-Mar), the company's management said in a post-earnings conference call with analysts. The company reported 20% on-year growth in exports for the March quarter.

 

The management said it expects robust demand from Africa, Latin America, and Mexico for Bajaj Auto's two-wheelers. The company also expects to begin exporting its high-end KTM sports motorbikes from the September quarter. This, the management said, would aid the company's exports growth.

 

The company said it aims to increase the share of exports in its overall revenues in FY26. Exports currently account for nearly 40% of the company's total sales. The company exports its products to nearly 90 countries. Bajaj Auto said there was healthy recovery across its export markets in FY25.

 

Thursday, the Pune-based two-wheeler and three-wheeler maker reported 6% on-year growth in net profit for the March quarter at INR 20.50 billion, slightly above analysts' estimates. The revenue from operations for the quarter was also up nearly 6% on year at INR 121.48 billion, again better than what analysts had expected.

 

Bajaj Auto said the domestic motorcycle industry is expected to grow at 5-6% in FY26, led mainly by demand in the 125 cubic centimetre segment. The management said it aims to outpace the industry's growth rate, and its focus will remain on improving its market leadership in the 125 cc segment. This category will drive volume growth, the management said.

 

The company also plans to launch new variants of its premium bike brand Pulsar in FY26, which will include a 125 cc version, Bajaj Auto said.

 

The company said its newly launched Chetak-35 variant electric scooter has gained significant market share and helped the company to regain its leadership position in the segment. Bajaj Auto aims to scale up sales of Chetak scooters in FY26. Its total sales of electric vehicles for FY25 was INR 55.00 billion, making the company India's largest electric two- and three-wheeler manufacturer, it said.

 

Bajaj Auto also expects to revive exports of the high-end KTM motorbikes. The exports were paused as the company focused on acquiring the Austria-based motorcycle manufacturer. Bajaj Auto said it is in the process of getting regulatory approvals for the KTM acquisition, and the requisite approvals are expected to arrive in the next 2-3 months. Once the acquisition is cleared, the company said it would revamp the governance structure at KTM.

 

Thursday, Bajaj Auto's shares closed 0.3% higher at INR 8,874.50 on the National Stock Exchange. The company declared its results after market hours.  End

 

Edited by Rajeev Pai

 

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