Bajaj Auto sales rise 20% in May 2026, exports jump 34%
Bajaj Auto reported a 20% rise in total sales to 4,61,257 units in May 2026, fueled by a 34% jump in exports. Commercial vehicle exports surged 65%, while two-wheeler exports grew 30%. Year-to-date sales for April-May 2026 increased 30% to 9,75,049 units, with exports rising 57%.
*this image is generated using AI for illustrative purposes only.
Bajaj Auto reported a 20% increase in total sales for May 2026, driven by robust performance in both domestic and export markets. The company sold 4,61,257 units during the month, up from 3,84,621 units in the corresponding period last year. This growth was underpinned by a significant 34% surge in exports, which reached 2,13,226 units, alongside a 10% rise in domestic sales to 2,48,031 units.
The two-wheeler segment recorded sales of 3,93,204 units, marking an 18% year-on-year growth. Domestic two-wheeler sales increased 9% to 2,09,528 units, while exports jumped 30% to 1,83,676 units. The commercial vehicles segment also witnessed strong momentum, with total sales climbing 30% to 68,053 units. Commercial vehicle exports surged 65% to 29,550 units, and domestic sales grew 12% to 38,503 units.
Sales Performance for May 2026
| Particulars | May-26 | May-25 | Change % |
|---|---|---|---|
| 2-WHEELERS | |||
| Domestic | 2,09,528 | 1,91,412 | 9 |
| Exports | 1,83,676 | 1,40,958 | 30 |
| Sub-Total | 3,93,204 | 3,32,370 | 18 |
| COMMERCIAL VEHICLES | |||
| Domestic | 38,503 | 34,321 | 12 |
| Exports | 29,550 | 17,930 | 65 |
| Sub-Total | 68,053 | 52,251 | 30 |
| TOTAL | 4,61,257 | 3,84,621 | 20 |
Year-to-Date Performance
For the April-May 2026 period, Bajaj Auto's total sales stood at 9,75,049 units, a 30% increase from 7,50,431 units in the same period of the previous year. Exports during this two-month span grew 57% to 4,78,808 units, while domestic sales rose 11% to 4,96,241 units.
The two-wheeler segment accumulated sales of 8,33,157 units, up 28% year-on-year, with exports rising 53% to 4,13,566 units. Commercial vehicle sales for the period reached 1,41,892 units, a 42% increase, driven by a 93% jump in exports to 65,242 units.
YTD Sales (Apr-May 2026)
| Particulars | Apr-May 2026 | Apr-May 2025 | Change % |
|---|---|---|---|
| 2-WHEELERS | |||
| Domestic | 4,19,591 | 3,80,027 | 10 |
| Exports | 4,13,566 | 2,70,280 | 53 |
| Sub-Total | 8,33,157 | 6,50,307 | 28 |
| COMMERCIAL VEHICLES | |||
| Domestic | 76,650 | 66,321 | 16 |
| Exports | 65,242 | 33,803 | 93 |
| Sub-Total | 1,41,892 | 1,00,124 | 42 |
| TOTAL | 9,75,049 | 7,50,431 | 30 |
Historical Stock Returns for Bajaj Auto
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.80% | -1.64% | +8.72% | +14.35% | +16.92% | +147.47% |
What factors are driving the exceptional growth in commercial vehicle exports, and can this momentum be sustained?
How will the rising proportion of exports impact Bajaj Auto's margins amidst fluctuating global currency rates?
Is the surge in two-wheeler exports indicative of a permanent market share shift in key international regions?
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