Bajaj Auto, TVS Motor rally after strong Q1 earnings and upbeat brokerage calls

Bajaj Auto reported a 42% rise in Q1 standalone profit to ₹2,983 crore, while TVS Motor’s PAT grew 51% to ₹1,174 crore. Shares climbed as investors backed resilient margins, revenue growth and Bajaj Auto’s export-volume target of about 250,000 units a month from Q2FY27.

— Filed Wed, 22 Jul, 2026, 11:01 IST · Source The Hindu BusinessLine · Updated

Bajaj Auto and TVS Motor reported strong Q1FY27 earnings, lifting their shares and prompting positive brokerage calls. Bajaj Auto’s margins and export outlook stood out, while TVS Motor delivered higher profit, resilient margins and improving asset quality.

Why this matters

The earnings rally follows Bajaj Auto's recent signals of nearly doubled EV revenue as Chetak demand exceeded capacity, plans for 12 motorcycle launches by September, and Q1 profit growth driven by exports.

retail-company is accelerating, up 985700% QoQ.