Bajaj Auto Ltd. News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of Bajaj Auto Ltd. authored by Deven Choksey and published by - Trendlyne research reports.
Item: Bajaj Auto Ltd.
Rating: 4
Author: Deven Choksey

Keep track of all breaking news and updates on Bajaj Auto Ltd. from all sources in a single place.

Bajaj Auto Ltd.

12 Nov 2025

8795.00

-0.82%

Result Update

Accumulate: Bajaj Auto Ltd.

Target

Deven Choksey

Bajaj Auto’s consolidated revenue from operations grew 18.8% YoY (+19.8% QoQ) to INR 1,57,347 Mn, beating our estimates, led by broad-based strength across exports, premium motorcycles, and commercial vehicles. Export volumes surged 24% YoY, delivering the highest-ever quarterly export revenue, aided by strong traction in LATAM, Asia, and Africa, with notable contributions from Colombia, Mexico, Sri Lanka, and the Philippines.

Deven Choksey increased Accumulate price target of Bajaj Auto Ltd. to 9770.0 on 12 Nov, 2025.

Bajaj Auto Ltd.

11 Nov 2025

8795.00

-0.82%

Broker's call: Bajaj Auto (Add)

Business Line

Yes Securities

Deven Choksey increased Accumulate price target of Bajaj Auto Ltd. to 9770.0 on 12 Nov, 2025.

Bajaj Auto Ltd.

10 Nov 2025

8795.00

-0.82%

Company Update

Bajaj Auto Ltd - 532977 - Announcement under Regulation 30 (LODR)-Updates on Acquisition

BSE India

Issue of press release by PIERER Mobility AG upon receipt of communication from Bajaj Auto International Holdings BV, a wholly owned subsidiary of Bajaj Auto Limited.

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Bajaj Auto Ltd.

10 Nov 2025

8795.00

-0.82%

Brokerages Mixed On Bajaj Auto Post Q2; Strong Margins Impress, Market Share Concerns Linger

NDTV Profit

The automaker reported a 23.7% year-on-year rise in net profit to Rs 2,480 crore, in line with analyst estimates.

Deven Choksey increased Accumulate price target of Bajaj Auto Ltd. to 9770.0 on 12 Nov, 2025.

Bajaj Auto gains on multiple stock upgrades post Q2 results; outlook here

Business Standard | 10 Nov 2025 1 more

Bajaj Auto Ltd.

10 Nov 2025

8795.00

-0.82%

Bajaj Auto (BJAUT IN) Q2FY26 Result Update Margin...

Hold: Bajaj Auto Ltd.

Recommendation Target

Prabhudas Lilladhar

Deven Choksey increased Accumulate price target of Bajaj Auto Ltd. to 9770.0 on 12 Nov, 2025.

Bajaj Auto Ltd.

10 Nov 2025

8795.00

-0.82%

Steady performance; multiple levers to drive growth

Buy: Bajaj Auto Ltd.

Target

ICICI Securities Limited

Bajaj Auto’s (BJAUT) Q2FY26 operational performance was broadly in line with our estimate. Domestic 2W industry growth is expected to pick-up pace (~6-8% volume growth) going ahead led by the benefit of GST rationalisation and strong festive season.

Bajaj Auto Ltd. has an average target of 9731.30 from 10 brokers.

Bajaj Auto Ltd.

10 Nov 2025

8795.00

-0.82%

Result Update:Bajaj Auto

Buy: Bajaj Auto Ltd.

Target

Axis Direct

We maintain our BUY rating on the stock.

Number of FII/FPI investors decreased from 934 to 920 in Sep 2025 qtr

Bajaj Auto Ltd.

08 Nov 2025

8795.00

-0.82%

Margins beat estimates, led by an improved mix

Neutral: Bajaj Auto Ltd.

Target

Motilal Oswal

Bajaj Auto’s (BJAUT) 2QFY26 earnings at INR24.8b were broadly in line with our estimate. While margins were 50bp ahead of expectations at 20.5%, led by an improved mix and favorable currency, lower other income limited earnings upside.

Bajaj Auto Ltd. has an average target of 9731.30 from 10 brokers.

Bajaj Auto Ltd.

08 Nov 2025

8795.00

-0.82%

Bajaj Auto

Buy: Bajaj Auto Ltd.

Recommendation Target

ICICI Direct

Quarter of milestones, EV and exports to fuel growth About the stock: Bajaj Auto (BAL) is the second largest motorcycle manufacturer and largest 3-W OEM domestically. It also has a presence in export markets. Strong momentum across core and new growth drivers: Bajaj Auto saw broad-based recovery across domestic, export, and EV segments, reflecting the company's strategic agility and diversified portfolio. Exports reached an all-time high, supported by geographical diversification and local assembly initiatives in Latin America, ensuring resilience against...