Whalesbook
Bike Sales Pe Tension Kyu Hai?
Dekho bhai, Bajaj Auto ki entry-level motorcycles ki sales mein kaafi slowdown dikh raha hai. Jaha pehle FY26 ke Q4 mein growth 20% se bhi zyada thi, ab yeh ghat kar sirf 7% se 9% reh gayi hai. Company ke Executive Director Rakesh Sharma ne bataya ki March aur April ke beech mein ek 'point of inflection' aaya hai, aur iska bada reason West Asia ka crisis hai.
West Asia Ka Funda Aur Mehngai Ki Maar
Yeh jo West Asia mein chal raha hai na, isne poori economy ko hila diya hai. LPG ki kami ho rahi hai, supply chains disrupt ho rahi hain, aur cheezein mehngi ho rahi hain. Is sabse logo ka buying sentiment down ho gaya hai, especially two-wheelers ke liye. Sharma ka kehna hai ki industry shayad kuch time aise hi perform karegi, jo pehle ke zabardast growth se bilkul alag hai.
EV Ki Demand Jabardast, Bike Market Badalta Hua
Wahi dusri taraf, Bajaj Auto ka 150 cc plus wala segment industry se double speed se grow hone wala hai. Lekin asar jo sabse zyada dikh raha hai, woh hai electric scooters par. Geopolitical uncertainty ne logo ko EVs ki taraf dhakka diya hai. Bajaj Chetak ki sales toh jaise udne lagi hai – Q4 FY26 mein 40% growth thi, aur April mein yeh 60% se bhi upar chali gayi hai! Ye petrol scooters ko kaafi peeche chhod raha hai. Sharma ka kehna hai ki badhti fuel prices ka expectation bhi ek bada reason hai.
Badhti Costs Aur Market Pressure
In sab problems ke upar se, commodity prices bhi badh rahi hain, jiski wajah se Bajaj Auto jaise companies ko gaadiyon ke prices badhane pad rahe hain. Isse pehle jo GST rate cut se demand ko boost mila tha, woh effect kam ho gaya hai. Ab sab dekhega ki government mehngai ko kaise control karti hai, usi pe aage ka demand depend karega.