Bajaj Auto Q2 Preview: Profit Seen Rising 27%; Can Export Momentum Offset Higher Raw Material Costs?
Bajaj Auto moved higher in a quarterly results development.
· NDTV Profit
Bajaj Auto recorded a 20% year-on-year increase in sales to 15.4 lakh units in the quarter, compared with 12.9 lakh units in the year-ago period.
The analysis
Bajaj Auto reported movement of 27% and 20%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -0.0% on the day at ₹10,071.00, and has returned -9.5% over three months. It sits 18% below its 52-week high. The auto sector has moved -6.4% over the same period, so Bajaj Auto is running 3.1 points behind its peers.
For Bajaj Auto, the question is how much of this is already reflected in the price and how much re-rates the auto peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- In focus: Bajaj Auto (BAJAJ-AUTO), in Auto.
- Over three months: Bajaj Auto -9.5% against Auto -6.4% (3.1 points behind).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Bajaj AutoBAJAJ-AUTO · Auto | ₹10,071.00 | -0.0% | -10.7% | -9.5% | -18.5% | 0.6× | — |
Auto
1M -9.4% · 3M -6.4%
Bajaj Auto
Prices as of 26 Oct 2026, 16:52 IST. Sector moves are the average of the stocks we track in each sector.
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