Bajaj Auto Q4 FY26: Record Revenues ₹16,006 Cr, PAT ₹2,746 Cr; ₹12,000/share Buyback Approved
Bajaj Auto reported record Q4 FY26 revenues of ₹16,006 Cr and PAT of ₹2,746 Cr. For FY26, revenues were ₹59,000 Cr and PAT ₹9,825 Cr. The company approved a ₹150/share final dividend and a ₹12,000/share buyback. Rakesh Sharma appointed Joint MD. Q4 volumes grew 24% to 13.7 lakh units.
The announcement includes record financial performance, a significant dividend payout, and a share buyback, all of which are material events for investors. The appointment of a new Joint Managing Director is also a key leadership change.
The company reported record revenues and profits for both the quarter and the full fiscal year, along with significant growth across various business segments. The declaration of a substantial dividend and a share buyback further indicates a positive financial outlook and commitment to shareholder returns.
Bajaj Auto Limited has announced its financial results for the fourth quarter and full fiscal year 2026. The company reported record revenues of ₹16,006 crores for Q4 FY26, a 32% year-on-year increase, with Profit After Tax (PAT) at ₹2,746 crores, up 34% year-on-year. For the full fiscal year FY26, revenues reached approximately ₹59,000 crores, a 17% increase, and PAT stood at ₹9,825 crores, a 21% year-on-year growth.
The company's Board of Directors has approved a final dividend of ₹150 per share and a buyback of shares at ₹12,000 per share, aggregating to approximately ₹5,633 crores, to commemorate the Bajaj family's 100 years in India. Rakesh Sharma has been appointed as the Joint Managing Director of the company, effective June 1st.
In Q4 FY26, total volumes reached 13.7 lakh units, a 24% year-on-year growth. The exports business unit achieved its highest ever quarterly revenue, with Latin America and Asia showing strong growth. Domestic motorcycles saw an 11% growth for the full year, driven by the 125cc plus segment. The Probiking segment (KTM and Triumph) recorded a 43% year-on-year growth in Q4 domestic performance. Chetak, the electric scooter, crossed 1 lakh retail units in Q4, achieving a market share of almost 23%. Commercial vehicles also delivered their highest ever quarterly volumes, growing 28% year-on-year, with electric 3-wheelers maintaining the number 1 position.
The company anticipates a slowdown in the motorcycle category in the near term, estimating 7% to 9% growth due to factors like inflation and increased vehicle prices. However, growth is expected to be driven by the 150cc plus segment and the electric category. Bajaj Auto is focused on gaining share in the 125cc plus segment, particularly the 150cc plus segment, and accelerating growth in the electric business and the Super Premium segment (Triumph and KTM).
On a consolidated basis, reported revenue was nearly ₹63,000 crores, up 23% year-on-year, with consolidated PAT crossing ₹10,000 crores, a growth of nearly 50%. Bajaj Auto Credit Limited (BACL) reported a PAT of ₹665 crores, a significant increase from ₹58 crores in the previous year, with Assets Under Management (AUM) reaching nearly ₹19,000 crores.
The company also provided an update on the acquisition of a controlling stake in KTM. The financial results for Q4 FY26 reflect the consolidation of KTM AG's results from the acquisition date. The company closed the year with surplus funds of over ₹18,000 crores, with capital expenditure of approximately ₹500 crores for the year.
What to do with a filing like this
Bajaj Auto Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Bajaj Auto Limited. Read the original for the full detail.