Bajaj Auto reported 5 percent sales growth: what it means for Bajaj Auto stock

Published on 10/09/2026 at 12:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bajaj Auto sold 538,443 vehicles in September, up 5.00 percent year over year. Q2 results on October 27 test Bajaj Auto stock as exports rose 32.00 percent.

Key points in brief

Bajaj Auto reported September sales of 538,443 vehicles, up 5.00 percent year over year.
Exports rose 32.00 percent in September while domestic sales declined 9.00 percent.
The company is scheduled to review second-quarter and first-half results on October 27, 2026.
The NSE quote was INR 9,820.00 on October 9, 2026, with a 52-week range of INR 8,605.00 to INR 12,470.00.

Bajaj Auto, INE917I01010, Illustration mit AI erstellt.

Bajaj Auto (ISIN INE917I01010) reported 538,443 vehicle sales for September 2026, up 5.00 percent from 510,504 units a year earlier, according to CNBC TV18 on October 1, 2026. The export-led result now meets a scheduled second-quarter reporting date on October 27, 2026.

September exports offset domestic weakness

Exports increased 32.00 percent year over year to 243,987 units in September 2026, while domestic sales fell 9.00 percent to 294,456 units, CNBC TV18 reported. The split matters because exports represented 45.32 percent of total September sales, calculated from the company figures in that report.

Two-wheeler exports rose 34.00 percent to 211,723 units, but domestic two-wheeler sales declined 12.00 percent to 239,771 units. Commercial vehicle sales provided a partial offset, increasing 9.00 percent year over year to 86,949 units.

What do the Q1 figures mean?

In the first quarter of fiscal 2027, consolidated revenue from operations reached INR 216.9 billion, up 65.00 percent year over year, while consolidated net profit rose 45.90 percent to INR 32.3 billion, according to Sahi on October 6, 2026. Those figures give the October 27 report a high earnings base, while the September volume mix puts domestic demand and export durability at the center of the next update.

Results date sets the next checkpoint

NDTV Profit reported on October 6, 2026 that Bajaj Auto will declare its second-quarter fiscal 2027 results on October 27, 2026. The filing covers the quarter and half-year ended September 30, 2026, so the release should connect the sales mix with revenue, profit and margin performance.

On October 9, 2026, Bajaj Auto's NSE quote was INR 9,820.00 at 3:15 p.m. IST, compared with a prior close of INR 9,637.00. Its market capitalization was INR 2.7 trillion, and the 52-week range was INR 8,605.00 to INR 12,470.00 on the same date.