Bajaj Auto is set to report its Q4FY26 results on May 6, with the Street expecting a strong performance led by healthy volume growth, a richer product mix and robust export momentum. Estimates indicate a solid earnings trajectory, with both revenue and profit likely to post strong double-digit growth, even as margins remain stable.
In an exchange filing dated April 13, Bajaj Auto said a meeting of its Board of Directors is scheduled on May 6 to consider the audited standalone and consolidated financial results for the fourth quarter and financial year ended March 31.
Revenue for the quarter is estimated at around Rs 15,829 crore, marking a 30 per cent year-on-year increase, supported by a 24 per cent growth in volumes and improved realisations.
Average selling prices are expected to rise by 6–7 per cent YoY, driven by a higher contribution from premium motorcycles above 125cc and a stronger mix of export three-wheelers. Ebitda is likely to grow 34 per cent year-on-year to Rs 3,290 crore, while margins are expected to remain steady at 20.8 per cent, aided by favourable currency movements and operating leverage.
Net profit is projected to come in at around Rs 2,703 crore, up 32 per cent YoY and 5 per cent sequentially, reflecting strong operating performance. Export markets are expected to remain a key driver, with three-wheeler exports seen growing 39 per cent YoY and two-wheeler exports rising 23 per cent.
On the domestic front, volumes across two- and three-wheelers are likely to grow 24 per cent YoY, indicating sustained demand momentum. The company has also been focusing on premiumisation, which continues to aid margin stability despite potential cost pressures. The steady Ebitda margin outlook suggests that cost discipline and scale benefits are offsetting any near-term input challenges.
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