Bajaj Auto Ltd.
NSE: BAJAJ-AUTO · 2/3 Wheelers
Snapshot
Unlock Bajaj Auto Ltd.'s vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Bajaj Auto Limited is a prominent Indian manufacturer specialising in the development and distribution of motorcycles, commercial vehicles, and electric two-wheelers. The company operates through automotive and investment segments, maintaining a significant presence in both domestic and international markets.
Business Model
The company generates revenue primarily through the manufacturing and sale of two-wheelers and three-wheelers, supported by a robust export network and an investment portfolio. It leverages its established brand presence to distribute vehicles and related spare parts globally.
Growth Outlook
Growth is expected to be driven by the expansion of the electric vehicle portfolio and continued penetration into international markets. The company is also focusing on premiumisation within its motorcycle segment to enhance margins.
Key Risks
- Input Cost Volatility. Fluctuations in the prices of raw materials like steel, aluminium, and precious metals can significantly impact manufacturing margins.
- Geopolitical Export Risks. As a major exporter, the company is vulnerable to currency fluctuations and trade policy changes in its key international markets.
- Technological Disruption. The rapid transition to electric mobility requires substantial investment and poses a risk if the company fails to maintain its competitive edge against new entrants.
- Cyclical Demand. The automotive sector is highly sensitive to economic cycles, interest rates, and consumer sentiment in India and abroad.
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Key Metrics
REVENUE
₹80,851 Cr
TTM · consolidated
NET PROFIT
₹12,815 Cr
TTM · consolidated
EPS
₹469.70
TTM · consolidated
RETURN ON EQUITY
36.2%
TTM · consolidated
RETURN ON CAPITAL EMPLOYED
34.5%
TTM · consolidated
P/E
22.0×
Q2 FY27 · consolidated
EV/EBITDA
16.6x
Q2 FY27 · consolidated
EBITDA MARGIN
23.0%
TTM · consolidated
NET PROFIT MARGIN
13.5%
Q2 FY27 · consolidated
DEBT TO EQUITY
0.7x
Q2 FY27 · consolidated
Peers · 2/3 Wheelers
| Company | Mkt Cap | P/E (TTM) | EV/EBITDA | Rev Gr YoY | EBITDA Mgn | ROE | ROCE | 1Y Return |
|---|---|---|---|---|---|---|---|---|
Bajaj Auto Ltd.BAJAJ-AUTO | ₹2.84L Cr | 22.0× | 16.59 | 47.9% | 23.0% | 36.2% | 34.5% | +16.3% |
TVS Motor Company Ltd.TVSMOTOR | ₹1.99L Cr | 52.3× | 23.71 | 34.0% | 14.9% | 41.0% | 29.3% | +20.1% |
Eicher Motors Ltd.EICHERMOT | ₹1.98L Cr | 34.3× | 25.82 | 28.1% | 30.7% | 24.9% | 26.8% | +2.9% |
Hero MotoCorp Ltd.HEROMOTOCO | ₹1.03L Cr | 17.3× | 11.86 | 27.0% | 16.2% | 27.1% | 31.5% | -6.3% |
Ather Energy Ltd.ATHERENERG | ₹69,559 Cr | 499.9× | 182.69 | — | 8.0% | 3.9% | 5.2% | +156.5% |
Ola Electric Mobility Ltd.OLAELEC | ₹15,357 Cr | -8.9× | -23.15 | -49.2% | -40.0% | -41.0% | -22.4% | -30.2% |
As of Q2 FY27
Financials
Bajaj Auto Ltd.
NSE: BAJAJ-AUTO · 2/3 Wheelers
Snapshot
Unlock Bajaj Auto Ltd.'s vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Bajaj Auto Limited is a prominent Indian manufacturer specialising in the development and distribution of motorcycles, commercial vehicles, and electric two-wheelers. The company operates through automotive and investment segments, maintaining a significant presence in both domestic and international markets.
Business Model
The company generates revenue primarily through the manufacturing and sale of two-wheelers and three-wheelers, supported by a robust export network and an investment portfolio. It leverages its established brand presence to distribute vehicles and related spare parts globally.
Growth Outlook
Growth is expected to be driven by the expansion of the electric vehicle portfolio and continued penetration into international markets. The company is also focusing on premiumisation within its motorcycle segment to enhance margins.
Key Risks
- Input Cost Volatility. Fluctuations in the prices of raw materials like steel, aluminium, and precious metals can significantly impact manufacturing margins.
- Geopolitical Export Risks. As a major exporter, the company is vulnerable to currency fluctuations and trade policy changes in its key international markets.
- Technological Disruption. The rapid transition to electric mobility requires substantial investment and poses a risk if the company fails to maintain its competitive edge against new entrants.
- Cyclical Demand. The automotive sector is highly sensitive to economic cycles, interest rates, and consumer sentiment in India and abroad.
Start your research today
Unlock AI insights, financials, peers and live data on Bajaj Auto Ltd. and 5,000+ companies — free.
Key Metrics
REVENUE
₹80,851 Cr
TTM · consolidated
NET PROFIT
₹12,815 Cr
TTM · consolidated
EPS
₹469.70
TTM · consolidated
RETURN ON EQUITY
36.2%
TTM · consolidated
RETURN ON CAPITAL EMPLOYED
34.5%
TTM · consolidated
P/E
22.0x
Q2 FY27 · consolidated
EV/EBITDA
16.6x
Q2 FY27 · consolidated
EBITDA MARGIN
23.0%
TTM · consolidated
NET PROFIT MARGIN
13.5%
Q2 FY27 · consolidated
DEBT TO EQUITY
0.7x
Q2 FY27 · consolidated
Peers · 2/3 Wheelers
As of Q2 FY27