Bajaj Auto Ltd.

NSE: BAJAJ-AUTO | BSE: 532977 | ISIN: INE917I01010 | Industry: 2/3 Wheelers
| Expensive Performer
8296.5000 -64.50 (-0.77%)
NSE Jul 10, 2025 14:52 PM
Volume: 160.8K
 

logo
Bajaj Auto Ltd.
19 May 2019
8296.50
-0.77%
HDFC Securities
We re-iterate BUY as (1) Bajaj's market share is back to 25% in motorbikes (earlier seen in CY16) (2) They will launch new variants particularly in the executive segment to increase share in the domestic segment (3) The margins are stabilizing at current levels. Bajajs adj. 4QFY19 PAT at Rs 10.7bn (-1% YoY) was inline with our estimates. We expect Bajaj to grow ahead of the market in FY20 as well driven by new launches across its product range. Our revised TP is Rs 3,330 (based on its long term ten year average PE multiple of 17.5x on FY21E earnings). While the two wheeler industry growth has been benign, Bajaj has expanded market share by recalibrating its strategy. Further, the company has a diversified product portfolio with three wheelers and exports accounting for ~50% of volumes. Re-iterate BUY.
Number of FII/FPI investors decreased from 1076 to 1032 in Mar 2025 qtr
More from Bajaj Auto Ltd.
Recommended