Bajaj Auto Limited, a leading two-and-three-wheeler manufacturer in India, has announced its upcoming board meeting to review and approve the financial results for the second quarter and first half of the fiscal year 2025-26. The company has also provided insights into its recent financial performance and trading window closure for designated persons.

Board Meeting Details

The Board of Directors of Bajaj Auto is set to convene on November 7, 2025, to review and approve the unaudited standalone and consolidated financial results for Q2 and H1 FY26, ending September 30, 2025. The company has committed to submitting these results immediately after the board meeting, adhering to the regulatory requirement of reporting within 45 days from the quarter's end.

Trading Window Closure

In compliance with insider trading regulations, Bajaj Auto has announced the closure of its trading window for designated persons and their immediate relatives. The window will remain closed from October 1 to November 9, 2025, encompassing the sensitive period leading up to and following the financial results announcement.

Recent Financial Performance

While the upcoming meeting will focus on Q2 FY26 results, it's worth noting Bajaj Auto's performance in the previous quarter:

The Q1 FY26 results showed a positive trend with both net profit and revenue from operations experiencing year-over-year growth.

Investor Implications

The upcoming board meeting and subsequent release of Q2 and H1 FY26 results will provide investors and market analysts with crucial insights into Bajaj Auto's financial health and performance trends. These results will be particularly significant as they will offer a half-yearly perspective on the company's progress in the current fiscal year.

Investors and stakeholders are advised to look out for the detailed financial report expected to be released following the November 7 board meeting, which will provide a comprehensive view of Bajaj Auto's performance in the automotive sector.

Bajaj Auto , one of India's leading two-wheeler manufacturers, has reported robust sales performance during the Navratri festival period, signaling a positive trend in the automotive sector. The company has also made strategic decisions regarding its premium motorcycle lineup and is optimistic about future growth.

Record-Breaking Navratri Sales

Bajaj Auto has experienced its best Navratri sales in five years, according to Executive Director Rakesh Sharma. This performance indicates a healthy demand for the company's two-wheeler products and reflects improving consumer sentiment in the automotive market. September showed sharp growth in the final nine days after initial purchase delays due to GST announcements.

Pricing Strategy for Premium Motorcycles

In a significant move, Bajaj Auto has decided to absorb the GST rate increase from 28% to 40% on motorcycles above 350cc. This decision to maintain stable prices for KTM and Triumph models aims to protect the momentum of their premium brands in a competitive market.

Market Trends and Consumer Preferences

The motorcycle market is experiencing a shift towards higher-capacity models. The share of entry-level bikes has dropped from 55% to 48% over five years as customers opt for more powerful motorcycles. This trend aligns with Bajaj Auto's strategy to maintain a strong presence in the premium segment.

Export Performance

Bajaj Auto has achieved record quarterly sales in Latin America and is growing at 1.5 times the industry rate in key export markets. Over 30 countries now contribute to 80% of the company's global business. The appreciation of the dollar is supporting export margins, further strengthening the company's international performance.

Anticipated Sales Growth

The company expects October sales to surpass September's performance, driven by GST cuts, pent-up demand, and improved customer sentiment. However, Sharma noted that while GST cuts improve momentum, factors such as inflation, rupee volatility, and regulatory costs like mandatory ABS could offset some benefits.

Long-term Outlook

Bajaj Auto remains cautiously optimistic about the medium-term outlook. The real test of demand is expected in January-February after the normalization of the festive season. The company will continue to monitor market conditions and adjust strategies accordingly to maintain its strong position in both domestic and international markets.

The combination of strong festival sales, strategic pricing in the premium segment, and robust export performance paints a positive picture for Bajaj Auto. However, as with any forward-looking statements, actual results may vary based on market conditions and other factors affecting the automotive industry.