Bajaj Auto ne electric 3-wheeler race mein Mahindra Last Mile Mobility ko peeche chhod diya hai. Industry toh boom kar rahi hai, par Bajaj abhi production limits ki wajah se demand poori nahi kar paa raha.
Electric Market ka naya Sultan
Electric 3-wheeler segment mein aaj kal kaafi action chal raha hai. 2026 ke pehle 10 mahino mein Bajaj Auto ne baazi maar li hai aur registrations mein top spot hasil kar liya hai. Government ke Vahan portal ke data ke hisaab se, poori industry mein 3,44,000 se zyada registrations hue hain, jo ki pichle saal ke mukable 85% ki tezi dikhate hain.
Financials mein bhi dum
Bajaj Auto sirf market share mein hi nahi, balki financials mein bhi strong hai. Q2 FY27 mein company ne 34% revenue growth aur 37% EBITDA jump dikhaya hai. Sabse achi baat ye hai ki Bajaj apne EV business mein double-digit EBITDA margins maintain kar raha hai, jo dusri companies ke liye abhi ek challenge bana hua hai.
Production ka issue, investors dhyaan dein!
Success toh dikh rahi hai, par asli pehlu ye hai ki Bajaj apni poori capacity par kaam nahi kar pa raha. Company ne khud maana hai ki wo abhi sirf 75% demand hi meet kar paa rahe hain. Iska matlab hai ki agar production constraints solve ho gaye, toh numbers aur bhi bhayankar ho sakte hain, lekin abhi ke liye ye ek execution risk hai.
Competition garam hai
Race abhi khatam nahi hui hai. TVS Motor kaafi aggressive ho gaya hai aur unhone 145% ki registration growth dikhayi hai. Legacy players ke beech ki is jung mein niche players ka survive karna mushkil ho raha hai. Investors ko ab bas ye dekhna hai ki Bajaj kitni jaldi apne plants ki capacity badha kar waiting orders ko clear karta hai.