Shares of India’s leading two‑wheeler brand Bajaj Auto rose 3% on Tuesday ahead of the quarterly earnings for the period ended September 2026. The shares have largely remained steady throughout the year, delivering over 8% returns in 2026 on a YTD basis. Investors noted the company’s strong operational performance, with EBITDA jumping 44% YoY to ₹4,985 crore from ₹3,461 crore in the same period last year.

On a standalone basis, Bajaj Auto’s sales for the quarter jumped 19.6% YoY to 15.4 lakh units, up from 12.9 lakh units in the quarter ended September 2025. The standalone revenue rose 34% YoY to ₹20,008 crore, compared with ₹14,922 crore in the same period last year. At the segmental level, the automotive segment delivered 58% growth in revenue.

At the operational level, EBITDA for the quarter rose 36.8% YoY to ₹4,175 crore from ₹3,051 crore, and the EBITDA margin expanded from 20.45% to 20.8% in Q2 of FY27. However, the EBITDA margin contracted to 19.7% from 22.2% in the same period last year, while on a sequential basis EBITDA jumped 10% QoQ from ₹4,530 crore.

Net profit for the quarter surged 35.2% to ₹3,353 crore, up from ₹2,479 crore in the same period last year. At the consolidated level, revenue jumped 60% YoY to ₹25,125 crore from ₹15,734 crore, while on a sequential basis revenue rose 16.2% from ₹21,688 crore. The company attributed the profit rise to improved operational efficiency and robust sales volume growth.

On a consolidated basis, revenue for the quarter jumped 60% YoY to ₹25,125 crore from ₹15,734 crore in the same period last year, while on a sequential basis revenue rose 16.2% from ₹21,688 crore. The EBITDA margin contracted to 19.7% from 22.2% year‑on‑year, and EBITDA increased 10% QoQ to ₹4,530 crore. These figures underscore the company’s focus on cost efficiency amid rising sales volumes.