BAJAJ-AUTO Bajaj Auto Q2 FY27 results (Jul–Sep 2026) and concall
Bajaj Auto delivered a landmark Q2 FY27 with five corporate records across volumes (>1.5 million units), revenue (surpassing ₹20,000 crores standalone and ₹25,126 crores consolidated), EBITDA (₹4,172 crores), PAT (₹3,354 crores), and free cash flow (nearly ₹4,000 crores). Strong growth was powered by export resurgence (+41% YoY) and rapid EV expansion nearing 2,00,000 units, with the EV portfolio achieving double-digit EBITDA margins. Despite severe hyperinflationary cost headwinds of 3-3.5% of revenue and component supply constraints, disciplined pricing, operating leverage, and peak PLI accr
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q2 FY27: revenue up 59.7%, net profit up 59.5% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 13,169 | 12,646 | 13,133 | 15,735 | 16,204 +23% | 17,832 +41% | 21,689 +65% | 25,126 +60% |
| EBITDA | 2,751 | 2,358 | 2,793 | 2,829 | 3,730 +36% | 3,075 +30% | 4,528 +62% | 4,896 +73% |
| Net profit | 2,196 | 1,802 | 2,210 | 2,122 | 2,750 +25% | 3,492 +94% | 3,189 +44% | 3,384 +59% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
