At Rs 2,746 crore, Bajaj Auto Q4 PAT beats estimates; Rs 5,633 crore buyback, Rs 150 dividend announced

Pune-based Bajaj Auto on Wednesday reported a net profit of Rs 2,746.1 crore for the quarter ended March 31, marking a 34 per cent year-on-year jump that exceeded analysts' estimates. The two- and three-wheeler maker declared a 1,500 per cent dividend and a buyback at Rs 12,000 per share.

Its March-quarter revenue grew 31.8 per cent to Rs 16,005.7 crore driven by record volumes, improved mix and favourable currency, as sales jumped 24.3 per cent to 13,71,058 units, according to a regulatory filing.

According to Zee Business research, Bajaj Auto was estimated to register a net profit of Rs 2,670 crore over revenue of Rs 15,800 crore for the final quarter of FY26.

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Bajaj Auto Q4 Earnings: Operational performance

The auto maker -- whose popular two-wheelers include Pulsar, Platina and Chetak -- registered a 35.6 per cent jump in its quarterly earnings before interest, taxes, depreciation and amortisation (EBITDA) to Rs 3,323 crore. EBITDA is a key measure of operating income.

The company's margin improved by 60 basis points (bps) to 20.8 per cent for Q4.

Both numbers were better than analysts' estimates.

The company was estimated to register quarterly EBITDA of Rs 3,263 crore and a margin of 20.7 per cent for the January-March period.

Bajaj Auto FY26 earnings

For the year ended March 31, the company's net profit grew 21 per cent to Rs 9,825 crore, and revenue increased 17 per cent to Rs 58,732 crore, the filing noted.

Its total volumes increased 10 per cent to 51,17,667 units in FY26. Out of these, domestic volumes went up 1.8 per cent to 23,49,040 units.

Its yearly EBITDA jumped 19 per cent to a record Rs 12,019 crore.

Bajaj Auto said its domestic revenue set a new milestone, growing 13 per cent with broad-based growth across two- and three-wheeler segments.

Bajaj Auto dividend

The auto maker declared a dividend of Rs 150 per share -- a 1,500 per cent payout given the face value of Rs 10 per equity share.

When will the dividend be paid?

The said, if approved by shareholders at the company's AGM, will be credited on or around July 24, the company said.

Record date

The company mentioned May 29 as the record date for the payout.

Bajaj Auto share buyback

Bajaj Auto announced a share buyback of Rs 5,633 crore through a tender offer. This marks its first buyback since March 2024.

It will buy back 46.94 lakh shares at Rs 12,000 per unit. The quantity represents 1.68 per cent of the company's paid-up capital.

The buyback marks a premium of 16.3 per cent over Wednesday's closing price of Rs 10,314.6.

The company said it will announce the record date for the action in due course.

Dividend and buyback amount to Rs 9,825 crore

The auto maker said its latest dividend and the buyback add up to Rs 9,825 crore, marking a payout of 100 per cent its annual PAT in line with its distribution policy.