Bajaj Auto Reports 3% YoY Growth in July Sales at 3.66 Lakh Units; Exports Surge 28%

August 1, 2025 – Bajaj Auto Limited (NSE: BAJAJ-AUTO, BSE: 532977) sold 3,66,100 units in July 2025, up by 3% on a year-on-year (YoY) basis as compared to 3,54,170 units sold in July 2024. The reason behind such a strong performance was that it was underpinned by robust export growth; in addition, the figures remained relatively stable, yet the two-wheeler sales in the country had slowed.

Bajaj Auto Limited Share Price Performance

As of 10:40 am, 1 August 2025, the share price of Bajaj Auto is currently trading at 8,041, up 0.50% from its previous close of 8,008.00. The share price opened at 8,008.00 and traded between 8,091.00 and a low of 7,951.50.

July 2025 Sales Snapshot

In July 2025, domestic two-wheeler sales declined by 18% to 139,279 units, while exports rose by 22% to 156,968 units, resulting in a virtually unchanged total of 296,247 units. The commercial vehicle industry achieved 4% domestic growth, reaching 43,864 units, alongside a significant 79% increase in exports to 25,889 units, resulting in a total sales figure of 69,753 units. All sales rise 3% year over year to 3,66,000 units.

Key Highlights:

• Exports surged 28% YoY to 1,82,857 units, led by robust demand across key international markets.
• Domestic sales fell 13% YoY to 1,83,143 units, weighed down by an 18% drop in 2-wheeler volumes.

Year-to-Date Performance (April-July FY26)

In April-July FY26, the sales of two-wheelers remained even compared to the same period a year ago, but decreased slightly by 0.03 lakh units to 12.48 lakhs from 12.45 lakhs. The sales of domestic two-wheelers have fallen by 11%, while exports have grown healthily by 16%, helping to balance the overall performance in the sector. A more positive trend emerges in the case of commercial vehicles, where total sales at 2.32 lakh were up by 12%, with a strong 44 % jump in exports. There is a 1% decrease in the domestic CV sales. On the whole, the cumulative sales of vehicles get a slight nudge up to 14.77 lakh units owing to resistance in the face of segment-wise ambiguous performance.

Management Commentary

“We continue to see strong momentum in our export markets, particularly in commercial vehicles, where demand has nearly doubled YoY. However, domestic 2-wheeler sales remain under pressure, partly due to base effects and market conditions,” said Rakesh Sharma, Executive Director, Bajaj Auto.

Outlook

With international demand staying strong and domestic recovery expected to stabilise post-monsoon, Bajaj Auto remains focused on optimising its product mix and improving export supply chains to sustain growth momentum in the coming quarters.

About Bajaj Auto Limited

Bajaj Auto Limited is a prominent Indian automotive manufacturer, specialising in the production of two and three-wheeler vehicles. It’s a flagship company of the Bajaj Group and the largest exporter of motorcycles and three-wheelers from India. Bajaj Auto is known for its diverse product portfolio, including motorcycles, commercial vehicles, and electric two-wheelers, and its extensive distribution network spanning across multiple continents.

REF:https://nsearchives.nseindia.com/corporate/lkwalimbe_bajajauto_co_in_01082025090018_Sales_Intimation_1_Aug_25.pdf

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