Bajaj Auto Set for Healthy Q2 Results with Expected Growth in Revenue and Profit

Bajaj Auto is anticipated to report strong financial results for the September quarter of FY26 (Q2FY26) on November 7, 2025. Analysts and brokerages are projecting significant year-on-year growth across key financial metrics. The anticipated growth is driven by several factors: higher sales volumes, an improved product mix favouring premium motorcycles (above 125cc) and three-wheelers, favorable currency movement boosting export earnings, and efficient cost control.

Brokerage predictions vary slightly but remain optimistic. Nuvama projects revenue up 13% to ₹14,869.4 crore, EBITDA up 14% to ₹3,027.4 crore, and PAT up 13% to ₹2,500.1 crore. Axis Securities forecasts revenue up 7% to ₹14,047 crore, EBITDA up 6.9% to ₹2,834 crore, and PAT up 17.4% to ₹2,355 crore. SMIFS Limited estimates revenue up 11.7% to ₹14,664.4 crore, EBITDA up 10.1% to ₹2,919.1 crore, and PAT up 18.9% to ₹2,383.6 crore.

Investors will be closely watching the company's outlook on domestic and export demand, as well as its plans for new product launches.

Impact This news is highly relevant for Bajaj Auto investors and the broader Indian automotive sector. Positive results can lead to increased investor confidence and potentially boost the stock price. A strong performance can also signal resilience in the auto sector despite economic headwinds. Impact Rating: 7/10

Explanation of Terms: Q2FY26: The second quarter of the financial year 2025-2026, covering the period from July 1, 2025, to September 30, 2025. Y-o-Y: Year-on-Year, comparing the current period's performance to the same period in the previous year. Ebitda: Earnings Before Interest, Taxes, Depreciation, and Amortization, a measure of a company's operating performance. PAT: Profit After Tax, the company's net profit after all expenses and taxes have been deducted. ASP: Average Selling Price, the average price at which a product is sold. bps: Basis Points, a unit of measure equal to one-hundredth of a percent (0.01%). CV: Commercial Vehicles, which includes three-wheelers in this context. USD-INR: The exchange rate between the United States Dollar and the Indian Rupee.