Bajaj Auto Q2 FY27: Record Volumes, Revenue at ₹20,000 Cr, PAT ₹3,354 Cr
Bajaj Auto achieved record Q2 FY27 results with volumes over 1.5 million units and revenue of ₹20,000 crore. PAT stood at ₹3,354 crore, up 35% YoY, and EBITDA was ₹4,172 crore, up 37% YoY. Despite inflationary pressures, the company saw strong growth in exports and domestic EV sales. Capacity expansion is underway.
The announcement details record financial performance, significant growth across key business segments, strategic organizational changes, and capacity expansion plans, all of which are material to investors and the company's future outlook.
The company reported record-breaking financial results across multiple metrics including volumes, revenue, EBITDA, and PAT. Despite challenging operating conditions with high input costs, Bajaj Auto demonstrated strong execution and growth.
Bajaj Auto reported a record-breaking Q2 FY27, with volumes exceeding 1.5 million units and revenue surpassing ₹20,000 crore. Profit After Tax (PAT) crossed ₹3,000 crore, reaching ₹3,354 crore, marking a 35% year-on-year increase. EBITDA also hit a new high of ₹4,172 crore, up 37% year-on-year.
The company's performance was driven by broad-based growth across domestic and export markets, and across two-wheeler and three-wheeler segments, including electric vehicles. Despite significant inflationary pressures on input costs, which added 3-3.5% to revenue in Q2, Bajaj Auto managed to protect margins through calibrated pricing actions, favorable currency realization, and cost optimization.
Exports reached a landmark quarter with volumes close to 780,000 units and revenues of nearly $800 million. The domestic market saw electric vehicle volumes more than double year-on-year, contributing over a third of domestic revenues. The spares business also crossed the ₹2,000 crore milestone for the first time.
Management highlighted organizational changes to drive growth, including upgrading the international business leadership and creating new business units for domestic operations. The company is also expanding its overall capacity from 625,000 units per month to 775,000 units per month over the next 6 to 9 months to meet growing demand.
Consolidated revenue grew by 60% year-on-year to ₹25,126 crore, and consolidated PAT also rose by over 60% to ₹3,400 crore, partly due to the consolidation of Bajaj Mobility AG. The company generated nearly ₹4,000 crore of free cash flow during the quarter.
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