Bajaj Auto Ltd started the new fiscal year with a massive performance leap, reporting a 40% increase in total sales for April 2026. The growth was primarily fueled by a dramatic recovery in international markets, with export volumes nearly doubling compared to the previous year.
Sales Performance Breakdown (April 2026)
The company sold a total of 513,792 units, successfully crossing the half-million mark for the month.
| Segment | April 2026 Units | April 2025 Units | Growth (%) |
| Total Sales | 513,792 | 365,810 | 40% |
| Total Domestic | 248,210 | 220,615 | 13% |
| Total Exports | 265,582 | 145,195 | 83% |
Key Trends and Segment Analysis
1. The Export Boom
The standout figure in this report is the 83% growth in exports. After facing headwinds in various global markets over the last two years due to currency fluctuations and economic instability, Bajaj’s export engine is back at full throttle.
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Two-wheeler exports specifically jumped 78%, reaching 229,890 units.
2. Domestic Resilience
While not as explosive as exports, domestic demand remained healthy with 13% growth.
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Domestic Two-Wheelers: Sales stood at 210,063 units, up 11%. This suggests steady demand for both the commuter segment and the premium Pulsar/Triumph range.
3. Commercial Vehicles (CVs) Outperform
The commercial vehicle segment (Three-wheelers) continues to be a high-margin growth driver for Bajaj Auto.
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Total CV Sales: 73,839 units, up a significant 54% from the 47,873 units sold in April 2025.
Market Reaction
As of 1:14 PM IST on May 4, 2026, the stock market responded positively to the sales data:
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Stock Price: ₹10,130.50
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Change: Up 1.37% (₹136.50)
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52-Week High: The stock hit a new peak of ₹10,477.50 during the day’s trade.
Summary
The data indicates that Bajaj Auto has successfully navigated previous export hurdles. By selling more units abroad than in the domestic market this April (265k vs 248k), the company has reaffirmed its position as India’s leading exporter of two and three-wheelers, while maintaining a robust double-digit growth trajectory at home.
