Bajaj Auto reported healthy sales in June, with improvements in logistics and shipping issues, and a strong trend in electric vehicle (EV) demand. Joint MD Rakesh Sharma suggested that allowing hybrid products could have made the Delhi EV policy more balanced.

Bajaj Auto was mentioned as a preferred choice among two-wheeler manufacturers by Emkay, indicating a favorable risk-reward scenario for investors. The sentiment towards Bajaj Auto is positive based on its growth potential in the sector.

Bajaj Auto reported a 28% year-on-year increase in total sales for June, reaching 463,202 units, driven by a 47% surge in exports and an 11% increase in domestic sales. For the June quarter, total sales rose 29% year-on-year to 1,438,251 units, with exports nearly doubling and domestic sales increasing by 11%.

Bajaj Auto registered 40,576 electric two-wheelers in June, marking a 69 percent increase from the previous year, and its market share rose to 22.4 percent.

Bajaj Auto has showcased E85 and E100 vehicles but has not launched them commercially, aligning with the cautious approach of other manufacturers in the flex-fuel vehicle space.

Bajaj Auto's total sales are expected to increase 26% in June.

Bajaj Auto stands to benefit from the Delhi EV Policy, which mandates a transition to electric vehicles, particularly in the two-wheeler segment.

Bajaj Auto has announced a share buyback program set to open on July 1, 2026, repurchasing up to 46.94 lakh shares at Rs 12,000 each, with a total value of Rs 5,632.8 crore. The company reported standalone revenue of Rs 58,732 crore and consolidated revenue nearing Rs 63,000 crore for FY26, with vehicle sales surpassing 5.1 million units and a focus on expanding its product portfolio including electric and premium motorcycles.

Bajaj Auto reported a significant increase in sales in Brazil, with nearly 32,000 units sold in CY2025, attributed to its first manufacturing plant outside India in Manaus, which has an annual capacity of 50,000 units.