Financial Performance Highlights
Bajaj Auto Limited reported record financial performance for FY2025-26 with standalone revenue of ₹58,732.48 crore (17.4% growth YoY) and profit after tax of ₹9,824.66 crore (20.5% growth YoY). The company achieved its highest-ever annual performance with EBITDA of ₹12,019 crore (19.0% growth) and maintained strong margins at 20.5%. Consolidated performance showed revenue of ₹62,905 crore with net profit of ₹10,744 crore, reflecting the impact of the KTM Group acquisition.
Dividend and Capital Return
The Board recommended a final dividend of ₹150 per equity share (1500%) totaling approximately ₹4,192.47 crore, with record date set for May 29, 2026 and payment by July 24, 2026. Additionally, the company approved a substantial share buyback of up to 4,694,000 equity shares (1.68% of capital) at ₹12,000 per share aggregating ₹5,632.80 crore, to be executed through tender offer route.
Strategic Acquisition and Business Combination
On November 18, 2025, Bajaj Auto completed the acquisition of remaining 50.1% equity shares in Bajaj Auto International Holdings AG (formerly Pierer Bajaj AG), resulting in 74.9% effective equity interest in KTM Group. This business combination qualified under Ind AS 103 and resulted in a bargain purchase gain of ₹21.83 crore recognized in other comprehensive income.
AGM and Corporate Governance
The 19th Annual General Meeting is scheduled for July 21, 2026 to approve financial statements, dividend declaration, reappointment of Sanjiv Bajaj as director, and special business items including ratification of cost auditor remuneration, commission for non-executive directors, and appointment of Rakesh Sharma as Joint Managing Director effective June 1, 2026 to March 31, 2029.
Sustainability and ESG Performance
The company disclosed comprehensive ESG metrics in its Business Responsibility and Sustainability Report verified by DNV. Key highlights include total energy consumption of 90,035.16 million MJ (7.42% renewable), GHG emissions of 108,088 metric tonnes CO2e, zero liquid discharge at three plants, 100% environmental compliance, and no human rights complaints. The company sourced 18.5% from MSMEs and spent ₹22.54 lakh in aspirational districts.
Operational and Segment Performance
The automotive segment revenue grew 16% to ₹56,113.68 crore while other operating revenue increased 49% to ₹2,618.80 crore, driven by strong export performance and incentives. The financial services business through Bajaj Auto Credit Ltd maintained a loan portfolio of ₹18,834.68 crore gross. Employee benefits expense was ₹2,461.44 crore with ESOP cost of ₹70.60 crore.
Regulatory Compliance and Contingencies
The company maintained compliance with SEBI listing regulations, with all dividend payments moving to electronic mode as mandated. Contingent liabilities totaled ₹2,091.94 crore comprising tax matters under dispute (₹1,089.12 crore income tax + ₹676.92 crore excise/GST/customs) and other claims. The financial statements were audited by S R B C & CO LLP with BRSR core indicators assured by DNV.