Bajaj Auto gains on strong Q1 as brokerages back export-led growth
Bajaj Auto posted 37% YoY revenue growth and a 45% rise in EBITDA in Q1 FY27. Brokerages see Pulsar, KTM and Triumph launches supporting 17% export growth, though domestic motorcycle market share remains under pressure.
Bajaj Auto’s Q1 FY27 revenue and EBITDA rose 37% and 45%, respectively, driving target-price upgrades. Brokerages expect export-led volume growth, aided by Pulsar, KTM and Triumph launches, while highlighting persistent domestic motorcycle market-share weakness.
Why this matters
The Q1 rally follows signals that Bajaj Auto’s EV revenue nearly doubled as Chetak demand exceeded capacity and that it planned 12 motorcycle launches by September, including two 125cc brands, reinforcing its product-led growth push.
Retail-company signals are accelerating, up 987,100% QoQ.