Bajaj Auto Shares Rise Over 3% on Strong Export Sales in August 2025

Bajaj Auto shares climbed over 3%, reaching a day high of ₹8,955.00 at 1: 35 PM after opening at ₹8,655.00 on BSE. The gain in Bajaj Auto shares follows the release of August 2025 auto sales. Bajaj Auto saw a robust export demand, even as domestic sales continued to decline.

Two-Wheeler Sales: Export Surge Offsets Domestic Weakness

Bajaj Auto dispatched 341,887 two-wheelers in August, marking a modest 2% increase compared to the same month last year. However, the growth was entirely export-driven:

• Domestic sales fell nearly 12% to 184,109 units, the third consecutive month of decline.
• Exports surged 25% to 157,778 units, the highest monthly export volume since November 2024.
• Exports accounted for 46% of total two-wheeler sales, up from 38% a year ago, though slightly lower than 53% in July and 50% in May.

Total Vehicle Sales: Strong Export Momentum Continues

In August, Bajaj Auto reported total dealer dispatches of 417,616 units, reflecting a 5% year-on-year growth:

• Domestic sales dropped over 8% to 232,398 units.
• Exports jumped 29% to 185,218 units.

Commercial Vehicles: Double-Digit Growth Led by Exports

Commercial vehicles, which now make up over 18% of Bajaj Auto’s overall sales, posted a 21% growth in August with 75,729 units sold:

• Three-wheeler sales in India rose 7% to 48,289 units.
• Three-wheeler exports surged 58% to 27,440 units, reinforcing the company’s export-led growth narrative.

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April–August Snapshot: Exports Power Overall Growth

For the April to August period of FY2025, Bajaj Auto’s total sales increased 2% to 1.89 million units:

• Domestic sales declined 9% to 1.05 million units.
• Exports grew a solid 21% to 844,504 units.
• Two-wheeler sales remained flat at 1.59 million units.
• Commercial vehicle sales rose 14% to 307,928 units, highlighting stronger performance in this segment.

Conclusion

Despite ongoing weakness in the domestic market, Bajaj Auto’s aggressive push in international markets is paying off. With exports accounting for an increasingly large share of overall volumes, the company appears well-positioned to weather local market challenges in the near term.

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