BAJAJ-AUTO Share Price, Analysis & News

Bajaj Auto (BAJAJ-AUTO) — Updated on 2026-05-08

Bajaj Auto Limited operates within the recreational products industry, focusing on the development, manufacturing, and distribution of a range of automobiles. The company's product portfolio includes motorcycles, commercial vehicles, and electric vehicles, along with their associated parts. Investors closely monitor Bajaj Auto share price due to its significant presence in the automotive sector. Understanding the Bajaj Auto business model is key for analyzing its financial performance and future prospects. The company's operations are influenced by broader trends in the automotive industry, including shifts towards electric mobility and evolving consumer demands for personal transportation solutions. Analysis of its fundamentals and earnings reports provides insight into its market position and potential for growth within its operational segments.

Key Takeaway

Bajaj Auto's strong Q4 results and positive analyst outlook are tempered by an RSI of 73.35, signaling potential overbought conditions despite a bullish trend.

Daily

2026-05-08
  • Bajaj Auto's stock shows strong upward momentum, with short-term returns indicating a 18.37% gain in one month and a 7.18% gain in five days, suggesting positive investor sentiment. The price is trading 8.41% above its 21-day EMA, reinforcing a bullish trend, and a high RSI of 73.35 signals strong buying interest, though it also hints at potential overbought conditions.
  • The company reported robust financial performance for the December 2025 quarter, with revenue increasing by 23.047% year-over-year to ₹16,204 Cr and net profit growing by 25.228% to ₹2,750 Cr. This strong earnings growth, reflected in a 25.134% rise in EPS, indicates healthy business operations and profitability.
  • Analysts maintain a generally positive outlook, with 54.05% recommending a 'Buy' or 'Strong Buy', although the distribution of ratings has remained stable over the past month. This suggests a consensus leaning towards optimism, but without a significant shift in analyst sentiment.
  • Ownership remains concentrated with promoters holding 55.01%, while institutional investors (FIIs and DIIs) collectively own 23.17%. A slight increase in DII holdings by 0.28% QoQ, alongside a decrease in public holdings by 0.39%, indicates a subtle shift in institutional confidence.
  • A key upcoming event is the Bajaj Auto Board meeting on May 6, 2026, where audited financial results for the year ended March 31, 2026, will be approved, and a potential equity share buyback and dividend recommendation will be considered. This meeting could provide further catalysts for stock movement.
  • News highlights suggest Bajaj Auto is potentially better positioned for long-term wealth creation compared to Hero Motocorp, following strong Q4 results in 2026. This comparative analysis, based on expert opinions, points to Bajaj Auto's sustained competitive advantage in the market.
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Weekly

Latest weekly signal
  • Bajaj Auto shares rallied 7.18% this week, supported by a 39.34% surge in trading volume as investors reacted to strong quarterly results.
  • The company reported a 41.0% year-over-year revenue growth and a 93.8% increase in net profit for the quarter ending March 2026.
  • Market momentum remains strong, with the Relative Strength Index (RSI, a measure of price speed) reaching 73.35, indicating high buying interest.
  • Management announced a final dividend of ₹150 per share and a tender-route share buyback of up to ₹5,632.80 crore to return capital to shareholders.
  • The stock is currently trading 11.12% above its 50-day moving average, confirming a sustained upward trend in price performance.
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Quarterly

fy26-q4
  • Net Profit rose to ₹3,492.21 Cr (+93.8% YoY, +27.0% QoQ), indicating strong profit growth driven by higher revenue. Revenue from operations increased to ₹17,832.46 Cr (+41.0% YoY, +10.0% QoQ), showing sustained growth in sales. Total Expenses rose to ₹15,390.53 Cr (+50.6% YoY, +19.2% QoQ), indicating rising operational costs that outpaced revenue growth. Employee Benefit Expense surged to ₹897.58 Cr (+89.1% YoY), contributing significantly to the overall increase in costs. Finance Costs increased to ₹344.36 Cr (+135.0% YoY), reflecting higher debt servicing obligations.
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Price & Technical Structure

  • Short-term returns show strength with a 1m return of 18.37% and a 5d return of 7.18%.
  • The trend is bullish, with the price trading 8.41% above the 21-day EMA and a trend alignment score of 3.
  • Momentum is strong, indicated by an RSI of 73.35 and a bullish MACD crossover.
  • Volatility is elevated, with the price trading above the upper Bollinger Band (112.06% of upper band) and a 20-day annualized volatility of 25.81%.
  • The stock is positioned near its 52-week high, down only 0.03%, but has experienced a minor current drawdown of -0.03%.
The market exhibits a strong bullish trend supported by positive short-term returns and robust momentum indicators like RSI and MACD. However, the price is trading above the upper Bollinger Band, suggesting elevated volatility and potential overbought conditions. The stock is also trading very close to its 52-week high, indicating strong upward price action but also a potential for consolidation or reversal.

Weekly Momentum

  • Bajaj Auto shares rallied 7.18% this week, supported by a 39.34% surge in trading volume as investors reacted to strong quarterly results.
  • The company reported a 41.0% year-over-year revenue growth and a 93.8% increase in net profit for the quarter ending March 2026.
  • Market momentum remains strong, with the Relative Strength Index (RSI, a measure of price speed) reaching 73.35, indicating high buying interest.
  • Management announced a final dividend of ₹150 per share and a tender-route share buyback of up to ₹5,632.80 crore to return capital to shareholders.
  • The stock is currently trading 11.12% above its 50-day moving average, confirming a sustained upward trend in price performance.
Bajaj Auto demonstrated significant financial and market strength this week, driven by robust quarterly earnings and positive corporate actions. The company reported substantial year-over-year growth in both revenue and net profit, which catalyzed a 7.18% rise in share price. This performance was further reinforced by the announcement of a final dividend and a significant share buyback program, signaling management's confidence in the company's financial position. Technical indicators, including a high RSI and the price positioning above key moving averages, confirm that the stock is currently in a momentum-led upward trend.

Quarterly Analysis

Net Profit rose to ₹3,492.21 Cr (+93.8% YoY, +27.0% QoQ), indicating strong profit growth driven by higher revenue.
Revenue from operations increased to ₹17,832.46 Cr (+41.0% YoY, +10.0% QoQ), showing sustained growth in sales.
Total Expenses rose to ₹15,390.53 Cr (+50.6% YoY, +19.2% QoQ), indicating rising operational costs that outpaced revenue growth.
Employee Benefit Expense surged to ₹897.58 Cr (+89.1% YoY), contributing significantly to the overall increase in costs.
Finance Costs increased to ₹344.36 Cr (+135.0% YoY), reflecting higher debt servicing obligations.
The quarter was characterized by strong top-line growth, but profitability was impacted by a more rapid increase in expenses, particularly employee costs and finance costs. This suggests that while the company is expanding its sales, it is also facing higher operational and financing burdens.
Bajaj Auto reported a strong financial quarter, with significant growth in both Net Profit and Revenue from operations compared to the prior year. Net Profit increased by 93.8% year-over-year to ₹3,492.21 Crores. This profit growth was supported by a substantial 41.0% year-over-year increase in Revenue from operations, which reached ₹17,832.46 Crores. This revenue growth was also evident in a 10.0% increase from the previous quarter.

However, this period of strong revenue growth was accompanied by significant cost pressures. Total Expenses increased by 50.6% year-over-year to ₹15,390.53 Crores. This rise in expenses was driven by several factors. Employee Benefit Expense saw a substantial 89.1% year-over-year increase, reaching ₹897.58 Crores. Additionally, Finance Costs, which represent the cost of borrowing money, increased by 135.0% year-over-year to ₹344.36 Crores, indicating higher debt levels or interest rates. Depreciation also rose significantly by 142.0% year-over-year to ₹288.93 Crores.