Bajaj Auto has started the new financial year (FY27) on a high note, reporting a 40% year-on-year (YoY) jump in total sales for April 2026. The company sold 5,13,792 units, a significant increase from the 3,65,810 units recorded in April 2025.
The growth was primarily fueled by a record-breaking performance in the export market, which saw volumes surpass domestic sales for the month.
Sales Performance Breakdown
| Segment | April 2026 (Units) | April 2025 (Units) | YoY Growth |
| Total Sales | 5,13,792 | 3,65,810 | 40% |
| Domestic Sales | 2,48,210 | 2,20,615 | 13% |
| Total Exports | 2,65,582 | 1,45,195 | 83% |
Key Highlights by Category
1. Two-Wheeler Segment (38% Total Growth)
The two-wheeler division remains the company’s backbone, showing resilience in both local and global markets.
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Domestic: Sold 2,10,063 units (+11%).
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Exports: Surged to 2,29,890 units (+78%), driven by a recovery in key international markets like Nigeria and Sri Lanka.
2. Commercial Vehicles (54% Total Growth)
The commercial vehicle (CV) segment, particularly three-wheelers, saw the highest percentage gains.
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Domestic: 38,147 units (+19%).
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Exports: More than doubled to 35,692 units (+125%).
Market Reaction and Strategic Moves
Following the sales report, Bajaj Auto’s share price saw a positive rally on the NSE, trading up by approximately 3.2% to 4.5% during the May 4th session.
Investors are also looking forward to the May 6, 2026 board meeting, where the company is expected to:
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Review Q4 FY26 financial results.
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Consider a new share buyback proposal.
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Discuss the ongoing “triple-engine” strategy focusing on Exports, EVs (Chetak), and Premium segment expansion.
The recent launch of the Pulsar NS400Z and the updated Dominar 400 (featuring a 350cc engine to benefit from lower GST rates) are expected to further bolster domestic volumes in the coming months.
