Bajaj Auto Q4: Profit Up 100%; ₹150 Dividend, ₹5,633 Cr Buyback at ₹12,000 Announced
Bajaj Auto reported strong Q4 FY26 earnings with revenue rising 41% YoY to ₹17,832 crore, while the board approved a ₹150 dividend and its biggest buyback in four years.
Quick Summary
Bajaj Auto Q4 Results: Consolidated PAT rose to ₹3,661.92 crore, marking a 103.23% YoY increase and 33.17% QoQ growth. The board recommended a dividend of ₹150 per share along with a buyback proposal.
On 6th May, Bajaj Auto posted healthy growth in its fourth quarter as vehicle sales momentum continued.
Bajaj Auto Q4 Results Highlights
| Metric | Q4 FY26 | Q3 FY26 | QoQ% | Q4 FY25 | YoY% |
| Revenue from Ops (₹ Cr) | 17832.46 | 16204.45 | 10.05 | 12646.32 | 41.01 |
| Total Income (₹ Cr) | 18493.86 | 16640.49 | 11.14 | 13038.55 | 41.84 |
| EBITDA (₹ Cr) | 3075.22 | 3729.75 | -17.55 | 2692.93 | 14.20 |
| EBITDA Margin % | 17.25 | 23.02 | -5.77 | 21.29 | -4.04 |
| Net Profit (₹ Cr) | 3661.92 | 2749.82 | 33.17 | 1801.85 | 103.23 |
Source: Company Filing
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Revenue from operations stood at ₹17,832.46 crore in Q4 FY26, reflecting 41.01% rise from Q4 FY25 and a 10.05% increase from Q3 FY26.
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Total income reached ₹18,493.86 crore. It grew 41.84% YoY and 11.14% QoQ.
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EBITDA for the quarter came in at ₹3,075.22 crore. It rose 14.2% YoY but fell 17.55% QoQ.
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EBITDA margin stood at 17.25% in Q4 FY26 versus 21.29% in Q4 FY25 and 23.02% in Q3 FY26. The margin compression came mainly from higher raw material and other costs.
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Consolidated PAT for Q4 FY26 showed 103.23% jump from the corresponding quarter last year and a 33.17% rise from the previous quarter.
Bajaj Auto Q4 Results Segment Waise
| Segment | Q4 FY26 (₹ Cr) | Q4 FY25 (₹ Cr) | YoY% |
| Automotive | 17213.55 | 12221.65 | 40.85 |
| Investments | 272.47 | 373.10 | -26.97 |
| Financing | 1007.84 | 443.80 | 127.09 |
The automotive segment drove overall performance with solid volume growth across two-wheelers and three-wheelers. The company sold 1,371,058 units in the quarter, compared to 1,102,934 units in the year-ago period.
Bajaj Auto: Dividend, Buyback and Stock Performance
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The board recommended a dividend of ₹150 per equity share of face value ₹10 each (1,500%). The company has set 29 May as the record date and the dividend will be paid to eligible shareholders by24 July 2026. This is lower than last year, when the company had declared a dividend of ₹210 per share for the fourth quarter of FY2024–25.
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Bajaj Auto has announced its second share buyback in two years, and it is also the largest in the past four years. The company plans to buy back up to 46.94 lakh equity shares at ₹12,000 per share, for a total amount of up to ₹5,633 crore.
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The buyback price represents a premium of 16.3% over the last closing price on BSE. The shares to be bought back account for around 1.68% of the company’s total equity.
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Over the past one year (May 2024 to May 2025), Bajaj Auto stock has delivered 29% return. On YTD basis, the stock is up 8%.