📊 Monthly Sales (Mar’25 vs. Mar’24):
- 2-Wheelers:
🔹 Domestic: 1,83,659 units (vs. 1,83,004 in Mar’24) → Flat growth.
🔹 Exports: 1,32,073 units (vs. 1,30,881) → +1% YoY.
🔹 Total 2-Wheelers: 3,15,732 units → +1% growth. - Commercial Vehicles (CV):
🔹 Domestic CV: 37,815 units (vs. 37,389) → +1%.
🔹 Exports CV: 16,276 units (vs. 14,630) → +11% surge.
🔹 Total CVs: 54,091 units → +4% growth. - Overall Sales:
🔹 Total Units: 3,69,823 → +1% YoY.
📈 Year-to-Date (Apr’24–Mar’25):
- 2-Wheelers:
🔹 Domestic: 23.08 lakh units → +3% growth.
🔹 Exports: 16.74 lakh units → +13% jump. - Commercial Vehicles:
🔹 Domestic CV: 4,79,436 units → +3%.
🔹 Exports CV: 1,89,221 units → +19% spike. - Total Sales: 46.5 lakh units → +7% YoY.
💡 Key Highlight: Exports for CVs surged 19% in FY25, reflecting strong global demand!
2. Effect on Share Market:
- Positive Sentiment: Marginal growth in domestic sales and robust export performance may boost investor confidence.
- Stock Reaction: Likely short-term uptick in Bajaj Auto shares (BSE: 532977, NSE: BAJAJ-AUTO) due to consistent YoY growth.
- Caveats: Flat domestic 2-wheeler growth could raise concerns about market saturation. Export-driven growth aligns with India’s “Make in India” narrative, attracting long-term investors.
3. Company Details:
- Name: Bajaj Auto Limited.
- Industry: Automotive Manufacturing (2-Wheelers & Commercial Vehicles).
- HQ: Akurdi, Pune, India.
- Listings: BSE (532977), NSE (BAJAJ-AUTO).
- Subsidiary: Bajaj Auto Technology Limited (formerly Chetak Technology).
- Key Executive: Rakesh Sharma (Executive Director).
What’s your take on Bajaj Auto’s export-driven growth? Share your thoughts below! 💬
📉 Stock Market Disclaimer
Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy/sell any stock or share. Investing in the stock market involves risk. Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making investment decisions.
