Bajaj Auto Limited was among companies including Maruti Suzuki India, Marico, Godrej Consumer Products, Hyundai Motor India, Hero MotoCorp and Blue Star that increased contribution of exports to total revenue by 1-5 percentage points in FY26, according to an ET study of 20 large companies whose combined export forex earnings grew 29% to exceed Rs 1,08,269 crore.

Bajaj Auto Limited said it will launch three new products in the next 45 days by mid-October and roll out two new brands in coming months, Managing Director Rakesh Sharma said, while launching updated Pulsar 125 at Rs 92,900 and Pulsar 150 at Rs 1.15 lakh ex-showroom Delhi. The company reported July total sales up 30% year-on-year to 4,74,677 units from 3,66,000 units, with domestic sales up 20% to 2,20,192 units and domestic two-wheeler sales up 19% to 1,65,747 units, even as Pulsar 125 sales reportedly fell 38% and Pulsar 150 fell 67% year-on-year.

Jefferies noted that Bajaj Auto Limited led calendar-year stock gains among two-wheeler makers, a segment where combined volumes rose 26% year-on-year and EBIT surged 39% in the June quarter. The brokerage expects two-wheeler makers including Bajaj Auto to benefit from cyclical domestic demand recovery and healthy exports, with consensus FY27 EPS estimates up 4% on average.

Capitalmind Flexi Cap Fund fully exited Bajaj Auto Limited in July.

Bajaj Auto Limited captured 25.21% of India's electric two-wheeler market in the four months ended July 2026, making its Chetak brand the second largest-selling electric two-wheeler, while its petrol motorcycle share fell to an all-time low of 13.4% from nearly 17% in FY25. The company grew Chetak volumes nearly 80% year-on-year in Q1FY27 and is ramping Chetak capacity by 10,000 units to 60,000 units per month and evaluating a greenfield plant for petrol and EV models as existing facilities operate at optimum capacity.