Bajaj Auto's Blockbuster Q2: Profit Surges 53%, Analysts Raid With Buy Ratings & Sky-High Targets!

Bajaj Auto's financial performance in the second quarter of FY2025-26 (Q2FY26) saw a substantial 53 per cent year-on-year increase in consolidated net profit, climbing to ₹2,122.03 crore from ₹1,385.44 crore in the prior year. Revenue from operations also showed robust growth, up 18.8 per cent year-on-year to ₹15,734.74 crore. The company's total sales volume increased by 6 per cent to 1.29 million units during the quarter.

Following these positive results, analysts have reacted favorably. Antique Stock Broking initiated coverage with a 'Buy' rating and a target price of ₹9,900, citing expected strong export growth, scaling up of its electric vehicle portfolio, and new product launches. Choice Broking upgraded its rating to 'Buy' with a target price of ₹9,975, revising earnings per share estimates upwards due to domestic recovery and export strength. Motilal Oswal maintained a 'Neutral' rating and a target price of ₹9,070, acknowledging improved margins and export recovery but noting concerns over domestic motorcycle market share losses.

Impact This news is expected to positively impact Bajaj Auto's stock performance in the short to medium term, driven by analyst upgrades and positive sentiment. The market will be watching the company's execution on its strategies for EVs, exports, and domestic market share stabilization. Rating: 8/10

Difficult terms: Consolidated Net Profit: The total profit of a company and its subsidiaries after all expenses and taxes. Year-on-year (Y-o-Y): Comparing financial data from a period to the same period in the previous year. Q2FY26: The second quarter of the financial year 2025-26 (typically July to September). Revenue from Operations: Income generated by the company from its primary business activities. Sequentially: Comparing financial data from a period to the immediately preceding period (e.g., Q2FY26 vs Q1FY26). Ebitda (Earnings Before Interest, Taxes, Depreciation, and Amortization): A measure of a company's operating performance before accounting for non-operating expenses and income. Consensus Estimates: The average forecast of financial results made by stock market analysts. Upside: The potential for a stock price to increase. Electric Vehicle (EV): A vehicle powered by electricity. Supply Chain Disruptions: Interruptions in the flow of goods and services. Margins: The difference between revenue and cost, indicating profitability. Noble Metals: Precious metals like gold, silver, platinum. Product Mix: The combination of different products a company sells. Earnings Per Share (EPS): A company's net profit divided by the number of outstanding shares. Segments: Different business units or product categories within a company.