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Bajaj Auto Ltd

Q3 FY25Automobiles

Bajaj Auto Q3 FY25 earnings call: Revenue & Margins

Q3 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹11,700
Market cap₹3.2L Cr
P/E27.3
Updated23 Aug 2026
Read4 min read

The short version

FY25 growth rate expected to be similar to FY24; no significant change anticipated despite short-term post-season slowdown. Bajaj Auto expects growth in FY25 to be similar to FY24, without sharp short-term fluctuations.

From Bajaj Auto Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY25 growth rate expected to be similar to FY24; no significant change anticipated despite short-term post-season slowdown.
  • Exports targeted to grow at 20%+ year-on-year in the near term, with strong markets in Latin America, Africa (especially Nigeria), Philippines, Bangladesh, and Sri Lanka.
  • Domestic 2-wheeler industry growth outlook: 6% to 8%, with the 125cc+ segment growing faster than 100cc segment.
  • Focus on expanding market share in the 125cc+ segment via new product variants (9 variants between Dec–Mar) and strategic communication.
  • Steady organic growth expected for Triumph over next 2 years with new products and network expansion.

2 more points from Bajaj Auto Ltd's call on revenue

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Profitability & Margins

See what Bajaj Auto Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Bajaj Auto has strategically invested approximately INR1,600 crores into its financing subsidiary (Bajaj Auto Credit Limited) to support its nationwide expansion.
  • About INR450 crores of capex was invested, with roughly two-thirds directed towards the electric portfolio.
  • Bajaj Auto Credit Limited has completed its national rollout and is scaling up capabilities for digital processes, risk management, and collections to support future growth.
  • The company is sizing up Bajaj Auto Technology Limited (BATL) to enhance technology and R&D capabilities, with associated costs reflected in consolidated financials.
  • Over the next 2 years, Bajaj plans a slew of new products for Triumph and will expand its network to drive growth organically.

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Top-ranked in Automobiles

Ranked on what management guided this quarter

Guidance-ranked
1Wardwizard Inno.
Rev 1Mar 1
2Ather Energy Ltd
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Bajaj Auto Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders for Bajaj Auto Limited or its subsidiaries. The discussion primarily focuses on: - Market share and growth strategies in segments including Triumph and 125cc+ motorcycles. - Product launches and portfolio expansions. - Dealer network expansion. - Pricing impacts from regulations like OBD 2B. - Growth in exports and electric vehicle portfolios.

2 more points from Bajaj Auto Ltd's call on order book

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Bajaj Auto Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹17.8K Cr, net profit ₹3.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Bajaj Auto's management said in earlier quarters

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Frequently Asked Questions

What were Bajaj Auto Ltd Q3 FY25 results?

FY25 growth rate expected to be similar to FY24; no significant change anticipated despite short-term post-season slowdown. Bajaj Auto expects growth in FY25 to be similar to FY24, without sharp short-term fluctuations.

What is Bajaj Auto Ltd share price analysis?

Bajaj Auto Ltd currently shows a neutral. The stock trades at a P/E of 27.3 with a market cap of ₹321,520 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bajaj Auto Ltd planning capital expenditure?

Bajaj Auto has strategically invested approximately INR1,600 crores into its financing subsidiary (Bajaj Auto Credit Limited) to support its nationwide expansion.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.