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Bajaj Auto Resolves Supply Issues, Expects Strong October Sales Exceeding 5.7 Lakh Units
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CNBC TV18•01-10-2026, 12:52
Bajaj Auto Resolves Supply Issues, Expects Strong October Sales Exceeding 5.7 Lakh Units
- •Bajaj Auto anticipates October sales to surpass 570,000 units, overcoming September's supply chain and logistics hurdles.
- •September's 40,000-unit shortfall was due to component shortages and shipping bottlenecks, not weak demand, according to Joint MD Rakesh Sharma.
- •Half of the September deficit impacted Chetak EV production; with resolved supply, October Chetak output is projected at 62,000 units.
- •Outbound logistics issues, including a shortage of shipping containers, accounted for 15,000 units of the September shortfall.
- •Strong demand for 10 new models, particularly the Pulsar N160 and other 150cc+ motorcycles, contributed to a 5,000-7,000 unit component shortage.
Key Questions Answered
Bajaj Auto fell short of its September sales target by approximately 40,000 vehicles due to component shortages and shipping bottlenecks, rather than weak demand. Half of this deficit affected the Chetak electric vehicle lineup, while outbound logistics and high demand for newly launched models contributed to the rest.
Bajaj Auto expects its October sales to exceed 5,70,000 units. This anticipated recovery comes as supply chain and logistics constraints that previously hampered September volumes begin to ease.
Bajaj Auto's shares dropped 9% during the trading session, falling below the ₹10,000 mark. This marked the stock's steepest single-day decline in two years.
