Bajaj Auto Rises 3% After Q4 Beat, ₹5,633 Crore Buyback Lift Investor Sentiment

Shares of Bajaj Auto touched a fresh 52-week high on Thursday after the two-wheeler major reported a strong March quarter performance, announced a massive ₹5,633 crore share buyback and declared a hefty dividend, triggering optimism among investors.

The stock gained momentum after the company posted a better-than-expected set of earnings for the fourth quarter of FY26, aided by strong domestic demand, improving exports and healthy operating margins despite concerns around commodity inflation.

Bajaj Auto hit a one year high of Rs 10,740 during the day, reflecting investor confidence. Source: NSE

The stock rose 2.8% to close at Rs 10,605, winding up among the top risers on the Nifty 50.

Report Card

Bajaj Auto reported a standalone net profit of ₹2,746 crore for the quarter ended March 2026, marking a sharp 34% rise from a year earlier. Revenue from operations climbed 32% year-on-year to ₹16,005 crore, driven by robust sales across both motorcycles and commercial vehicles. EBITDA for the quarter rose 36% to ₹3,323 crore, while operating margins expanded to 20.8%.

The company’s export business saw strong demand. Bajaj delivered its strongest-ever performance from the KTM-Triumph portfolio, with fourth-quarter revenue from the segment jumping 40% year-on-year, aided by refreshed KTM Duke and adventure models as well as strong demand for Triumph’s modern classic motorcycles. The company had acquired Austria-based motorcycle maker KTM last year.

Robust sales of higher-margin adventure and sports motorcycles also helped Bajaj expand operating margins in the quarter, while favourable foreign exchange realisations further boosted the bottom line.

Buyback Boost

Investor sentiment received a further boost after the board approved a massive ₹5,633 crore share buyback, signalling management confidence in the company’s long-term growth prospects.

Alongside the buyback announcement, Bajaj Auto also declared a dividend of ₹150 per share and fixed May 29 as the record date for the payout, adding to shareholder enthusiasm.

Improving export outlook, sustained margin strength and premiumisation-led growth strategy inspired markets. Bajaj remains well-positioned to benefit from a recovery in global demand as well as rising premium bike penetration in India.

The rally in Bajaj Auto shares also provided support to the broader auto pack, which has seen renewed buying interest amid expectations of steady demand recovery and easing supply-side pressures in the sector.

Source:

• https://www.nseindia.com/get-quote/equity/BAJAJ-AUTO/Bajaj-Auto-Limited