Bajaj Auto Q4 Results 2026: Two-wheeler Stock Surges 2% Ahead of Earnings; Dividend and Buyback Announcements Anticipated

Bajaj Auto to Announce Q4 Results on 6 May, Share Price Jumps 2%

Bajaj Auto, one of India's leading two-wheeler manufacturers, has scheduled its board meeting for 6 May to consider the standalone and consolidated financial results for the quarter ended 31 March 2026. The company's board will also discuss a potential dividend and share buyback, which will be closely watched by investors. This would be the second buyback by Bajaj Auto, if approved.

Ahead of the earnings announcement, Bajaj Auto's share price was trading over 2% higher on the BSE. The company is expected to post strong double-digit growth in revenue and profit, driven by robust volumes and an increase in average selling prices due to a higher mix of exports as well as favorable foreign exchange.

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According to brokerage estimates, Bajaj Auto's volumes increased by 24% year-over-year (YoY) in Q4FY26, driven by 39% growth in the export 3W segment, 23% growth in the export 2W segment, recovery in the African market demand, and 24% growth in domestic 2W and 3W segments. This is expected to lead to a significant increase in revenues, with Kotak Institutional Equities estimating a 31% YoY growth, while Ambit Capital pegged the revenue growth at a similar 29%. Profit growth is also expected to be in the range of 29-32% YoY.

Furthermore, analysts expect the company's EBITDA margin to increase by 50 basis points (bps) YoY but decline on a sequential basis due to slight inflation in the raw material basket, which is likely to impact gross margins with limited operating leverage to restrict margin growth sequentially.