BAJAJ-AUTO Bajaj Auto Q4 FY26 results (Jan–Mar 2026) and concall
Bajaj Auto delivered a record-breaking Q4 and FY26, with revenues exceeding ₹16,000 crores and ₹58,000 crores respectively, driven by broad-based growth across all segments and robust operational management. The electric vehicle portfolio achieved double-digit EBITDA margins for the first time, and the company announced a 100% payout of FY26 profits to shareholders. However, management noted a softening demand environment in April, significant commodity inflation expected in Q1 FY27, and ongoing supply chain challenges impacting 10-15% of demand.
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What they filed
Q4 FY26: revenue up 41.0%, net profit up 93.8% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 13,169 | 12,646 | 13,133 | 15,735 | 16,204 +23% | 17,832 +41% |
| EBITDA | 2,751 | 2,358 | 2,793 | 2,829 | 3,730 +36% | 3,075 +30% |
| Net profit | 2,196 | 1,802 | 2,210 | 2,122 | 2,750 +25% | 3,492 +94% |
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.
