Bajaj Auto recorded its highest-ever annual volume of over 5 million units in FY26. The company reported strong revenue growth and a standalone profit after tax of ₹9,825 crore. A dividend of ₹150 per share and a ₹5,632.80 crore share buyback have been approved.
Bajaj Auto Achieves Record 5 Million+ Unit Sales in FY2026
Bajaj Auto sold over 5 million units in fiscal year 2026, its highest ever annual volume. Standalone revenue grew 17.4% year-on-year to ₹58,732 crore, while consolidated revenue increased by 23% to ₹62,905 crore.
Reader Takeaway: Record volumes and strong profit growth, offset by global economic uncertainties.
What just happened
Bajaj Auto announced its fiscal year 2026 results, reporting a record annual sales volume exceeding 5 million units. The company's standalone revenue from operations stood at ₹58,732 crore, marking a 17.4% increase compared to the previous year. Consolidated revenue saw a significant jump of 23% to ₹62,905 crore.
Why this matters
These record volumes and revenue figures demonstrate strong market demand and efficient operations for Bajaj Auto. The substantial increase in profits and the approval of a significant dividend and share buyback program signal robust financial health and a commitment to returning value to shareholders.
The backstory
Bajaj Auto has been consistently strengthening its product portfolio and expanding its market reach. The company has been focusing on premium segments and exploring new mobility solutions, including electric vehicles. The financing arm, Bajaj Auto Credit Limited (BACL), has also been a key growth driver.
What changes now
The Board of Directors has approved a ₹150 per share dividend and a share buyback program worth ₹5,632.80 crore. This capital return strategy aims to reward shareholders. Rakesh Sharma's appointment as Joint Managing Director is expected to further bolster the company's global strategy.
Risks to watch
Global macroeconomic volatility, geopolitical uncertainties, and commodity price inflation are key concerns. Supply chain disruptions, particularly related to rare earth magnets, were a challenge in the first half of FY2026 and require ongoing monitoring.
Peer comparison
While specific peer data for FY2026 is not detailed here, Bajaj Auto's volume growth places it among the leading two-wheeler manufacturers in India. The company competes with players like Hero MotoCorp, TVS Motor Company, and Honda Motorcycle and Scooter India.
Context metrics (time-bound)
- FY2026 Standalone Revenue: ₹58,732 crore (up 17.4% YoY)
- FY2026 Consolidated Revenue: ₹62,905 crore (up 23% YoY)
- FY2026 Standalone EBITDA: ₹12,019 crore (up 19.0%)
- FY2026 Standalone PAT: ₹9,825 crore (up 20.5%)
- FY2026 Consolidated PAT: ₹10,744 crore
- Annual Volume: Over 5 million units (highest-ever)
- Financing Segment PAT: ₹665 crore (11X surge)
- Financing Segment AUM: ₹18,835 crore (2x growth)
What to track next
Investors will be keen to observe the execution of the KTM turnaround plan, the continued growth of the financing arm, and the company's performance in the premium motorcycle and electric mobility segments. Monitoring commodity cost trends and global economic conditions remains crucial.