Bajaj Auto Limited has reported strong sales performance for December 2025, with total sales reaching 3,69,809 units compared to 3,23,125 units in the same month last year, marking a robust 14% year-on-year growth. The company's performance was driven by significant growth in both domestic and export markets across its two-wheeler and commercial vehicle segments.

December 2025 Sales Performance

The company's December 2025 sales data reveals strong momentum across all business segments. Export sales emerged as the primary growth driver, surging 25% to 2,00,436 units from 1,60,705 units in December 2024. Domestic sales also contributed positively, growing 4% to 1,69,373 units compared to 1,62,420 units in the previous year.

Two-Wheeler Segment Shows Solid Growth

The two-wheeler segment demonstrated strong performance with total sales of 3,10,353 units in December 2025, up 14% from 2,72,173 units in December 2024. Export sales in this segment were particularly impressive, growing 24% to 1,78,125 units, while domestic two-wheeler sales increased 3% to 1,32,228 units.

Commercial Vehicle Segment Delivers Strong Results

Bajaj Auto's commercial vehicle segment recorded exceptional growth, with total sales reaching 59,456 units in December 2025, representing a 17% increase from 50,952 units in the previous year. The segment's export performance was outstanding, with sales jumping 32% to 22,311 units, while domestic commercial vehicle sales grew 9% to 37,145 units.

April-December 2025 Cumulative Performance

For the April-December 2025 period, Bajaj Auto achieved total sales of 37,46,609 units, marking a 6% growth over the 35,48,032 units sold in the corresponding period of 2024. The year-to-date performance shows exports as the key growth engine, increasing 19% to 16,39,971 units, while domestic sales declined 3% to 21,06,638 units.

The two-wheeler segment contributed 31,50,161 units during April-December 2025, up 4% from the previous year, while the commercial vehicle segment delivered strong growth of 17% with sales of 5,96,448 units. Export growth in commercial vehicles was particularly remarkable at 53% for the nine-month period.

Market Position and Regulatory Compliance

The sales data was disclosed by Bajaj Auto Limited in compliance with Regulation 30 of SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The information was communicated to both BSE Limited and National Stock Exchange of India Limited on January 2, 2026, ensuring transparency and timely disclosure to stakeholders and investors.

Bajaj Auto Ltd has shown signs of technical recovery after successfully testing its 100-day moving average on daily charts, indicating that bullish participants are making efforts to regain control of the stock's price movement. The leading two- and three-wheeler manufacturer's recent price action suggests a potential turnaround from its earlier decline.

Technical Analysis and Price Movement

The stock demonstrated significant momentum earlier, reaching a notable high before experiencing a pullback. The recent testing of key technical levels has provided insights into the stock's current positioning.

Expert Recommendations and Price Targets

Technical analysts suggest that the stock's ability to hold above its 100-day moving average presents opportunities for traders with specific risk appetites. Short to medium-term traders are being advised to consider buying positions based on the current technical setup.

Market Context and Technical Recovery

The stock's recent performance reflects the broader dynamics within the automobile sector, particularly in the two- and three-wheeler segment where Bajaj Auto maintains its position as a key player. The technical recovery from the 100-day moving average support suggests that institutional and retail participants may be viewing current levels as attractive entry points.

The failure to maintain momentum after reaching ₹9,471.00 in early September had initially raised concerns about the stock's near-term trajectory. However, the subsequent successful test of the 100-day moving average has provided technical analysts with renewed confidence in the stock's potential for upward movement.

Trading Outlook

The current technical setup presents what experts describe as a favorable risk-reward scenario for traders willing to take positions with a 2-4 month investment horizon. The reclaiming of crucial moving averages after the recent fall indicates that the stock may have found its technical footing, potentially setting the stage for a move toward higher price levels in the coming months.