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Bajaj Auto Total sales at 5.35 lakh units vs Nomura estimate of 4.88 lakh units. Total sales up 28% YoY at 5.35 lakh units vs 4.17 lakh units. Total exports up 51% YoY at 2.80 lakh units vs 1.85 lakh units. Total domestic sales up 10% YoY at 2.55 lakh units vs 2.33 lakh units. Total 2-wheeler sales up 30% YoY at 4.43 lakh units vs 3.41 lakh units. Total CV sales up 22% YoY at 92,016 units vs 75,729 units.
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CNBC TV18•01-10-2026, 09:19
Bajaj Auto Sales Jump 5% in September, Exports Dip Below 2.5 Lakh Units
  • •Bajaj Auto reported a 5% year-on-year increase in total sales to 5.38 lakh units in September 2026.
  • •Total exports rose 32% year-on-year to 2.44 lakh units, compensating for a decline in domestic sales.
  • •September marked the first month since May where Bajaj Auto's exports fell below 2.5 lakh units, decreasing 13% month-on-month from August.
  • •Domestic sales saw a 9% year-on-year decline to 2.94 lakh units.
  • •For April-September 2026, total sales increased 24% to 29.87 lakh units, with exports growing 47% and domestic sales up 7%.

Key Questions Answered

In September 2026, Bajaj Auto reported a 5% year-on-year increase in total sales, reaching 5.38 lakh units compared to 5.11 lakh units in the previous year. Total exports grew 32% year-on-year to 2.44 lakh units, though they fell about 13% month-on-month from August's 2.80 lakh units.

Two-wheeler sales rose 5% year-on-year to 4.51 lakh units, driven by a 34% surge in exports to 2.12 lakh units, while domestic two-wheeler sales declined 12% to 2.40 lakh units. Commercial vehicle sales grew 9% overall to 86,949 units, with domestic commercial vehicle sales rising 5% to 54,685 units and exports increasing 17% to 32,264 units.

For the April–September 2026 period, Bajaj Auto's total sales increased 24% year-on-year to 29.87 lakh units. During this six-month stretch, domestic sales rose 7% to 14.76 lakh units, while exports experienced a substantial 47% increase, totaling 15.11 lakh units.