Bajaj Auto , one of India's leading two-wheeler and commercial vehicle manufacturers, has reported stellar financial results for the second quarter, setting new benchmarks in revenue and profitability.

Revenue Soars to New Heights

The company's revenue from operations reached an all-time high of ₹15,735 crore, marking a robust 19% year-on-year growth from ₹13,247 crore in the same quarter last year. This impressive performance was driven by a richer vehicle mix and record-breaking spare parts sales.

Profitability Scales New Peaks

Bajaj Auto's consolidated net profit surged by 53% year-on-year to ₹2,122 crore, compared to ₹1,385 crore in the same quarter last year. The company's standalone EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) surpassed the ₹3,000 crore milestone for the first time. The EBITDA margin improved to 20.5%. Standalone Profit After Tax (PAT) also hit a new record at ₹2,480 crore, representing a significant 24% year-on-year increase from ₹2,005 crore.

Key Financial Highlights

Strong Performance Across Businesses

The company attributed its strong performance to robust growth across various business segments. This performance helped offset disruptions from rare earth magnet constraints that affected its electric vehicle segment.

Sequential Performance

On a sequential basis, while consolidated PAT declined 4% from ₹2,210 crore, revenue increased by 20% from ₹13,133 crore.

Outlook

Bajaj Auto's record-breaking quarter demonstrates its resilience and ability to capitalize on market opportunities despite challenges. The company's strong performance across its product portfolio, coupled with its focus on premium segments and adaptability in the face of supply chain issues, positions it well for continued growth in the evolving automotive landscape.

This quarter's results underscore Bajaj Auto's commitment to maintaining its leadership position in the industry while navigating the complexities of the global automotive market.

Bajaj Auto Limited , a leading Indian two-wheeler and three-wheeler manufacturer, has announced a significant corporate action through its wholly-owned subsidiary, Bajaj Auto International Holdings BV (BAIH). The move aims to consolidate BAIH's ownership in Pierer Bajaj AG (PBAG), potentially strengthening Bajaj Auto's position in the European market.

Key Details of the Acquisition

BAIH has issued a subsequent Notice of Call Exercise to acquire 24,000 shares of PBAG from Pierer Industrie AG (PIAG). This acquisition, referred to as "Call Option 2," comes with the following details:

Strategic Implications

Full Ownership

Upon completion of this transaction and a separate 0.1% acquisition, BAIH will hold 100% of PBAG's shares, making it a wholly-owned subsidiary.

Corporate Structure

PBAG will become a step-down subsidiary of Bajaj Auto Limited.

Indirect Control

Through PBAG, Bajaj Auto will gain control over nearly 75% stake in Pierer Mobility AG, the holding company of KTM AG.

Regulatory Approvals

The transaction is subject to obtaining necessary regulatory approvals. Notably, Bajaj Auto has already received approval from the Austrian Takeover Commission on October 23, 2025, confirming the restructuring privilege for BAIH's acquisition of control without the obligation to make a mandatory takeover bid to Pierer Mobility AG shareholders.

Market Impact

This strategic move could potentially enhance Bajaj Auto's presence in the European market and strengthen its partnership with KTM, a renowned European motorcycle manufacturer. The full ownership of PBAG may allow Bajaj Auto to have greater control over strategic decisions and potentially leverage KTM's technology and market position more effectively.

Investors and market analysts will likely be watching closely to see how this acquisition impacts Bajaj Auto's global strategy and financial performance in the coming quarters.

As the transaction progresses, further updates are expected regarding the completion of regulatory processes and the final integration of PBAG into Bajaj Auto's corporate structure.