Bajaj Auto Q2 results: Standalone profit rises 35% to ₹3,354 crore
Bajaj Auto moved higher in a quarterly results development for FY 26.
· BS Companies
Bajaj Auto on Tuesday reported a 35 per cent jump in standalone profit after tax to Rs 3,354 crore in the three months to September compared to the corresponding quarter of the last financial year. The company had posted a standalone profit after tax of Rs 2,480 crore in the July-September period of FY 26.
Key facts
- Period
- FY 26 and Q2 FY27
The analysis
Bajaj Auto reported ₹3,354 crore, Rs 2,480 crore and Rs 20,003 crore for FY 26, with movement of 35%, 34% and 37% attached to those lines. 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 +3.2% on the day at ₹10,390.00, and has returned -7.1% over three months. It sits 16% below its 52-week high. The auto sector has moved -5.4% over the same period, so Bajaj Auto is running 1.7 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.
- Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.
Market context
- In focus: Bajaj Auto (BAJAJ-AUTO), in Auto.
- Over three months: Bajaj Auto -7.1% against Auto -5.4% (1.7 points behind).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Bajaj AutoBAJAJ-AUTO · Auto | ₹10,390.00 | +3.2% | -7.9% | -7.1% | -15.9% | 1.1× | — |
Auto
1M -7.3% · 3M -5.4%
Bajaj Auto
Financial Services
1M -11.8% · 3M -15.0%
Prices as of 27 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
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