Bajaj Auto July 2026 Sales: Total Volumes Surge 30% YoY to 4.74 Lakh Units

What Happened ?

Bajaj Auto Limited announced its sales figures for July 2026, reporting total volumes of 4,74,677 units, up 30% year-on-year from 3,66,000 units in July 2025. Both two-wheeler and commercial vehicle segments registered strong double-digit growth, driven by robust domestic demand and a sharp recovery in exports.

key details

• Total sales for July 2026 at 4,74,677 units, up 30% YoY.
• Two-wheeler sales at 3,88,719 units, up 31% YoY.
• Commercial vehicle sales at 85,958 units, up 23% YoY.
• Domestic sales at 2,20,192 units, up 20% YoY.
• Exports at 2,54,485 units, up 39% YoY.
• Two-wheeler exports up 42% YoY to 2,22,972 units.
• Commercial vehicle exports up 22% YoY to 31,513 units.
• YTD (Apr-Jul 2026) total sales at 19,12,928 units, up 29% YoY.
• YTD exports surged 50% YoY to 9,86,658 units.

Note:

• The company reports monthly sales volumes as part of its standard disclosure practices. This is an operational update and does not include financial metrics such as revenue, profitability, or margin details. Exports have been the primary growth driver, significantly outperforming domestic sales growth in both two-wheeler and commercial vehicle segments.

Risk Analysis

Summary:

• While the sales performance is strong with broad-based growth across segments, risks include global economic headwinds impacting exports, raw material price volatility, and intensifying competition.

Key Risks:

• Export markets face geopolitical and currency volatility risks.
• Raw material price fluctuations could impact profitability.
• Intense competition from peers in both two-wheeler and commercial vehicle segments.
• Potential slowdown in key export markets due to macroeconomic headwinds.
• Regulatory changes in emission norms or trade policies could impact business.

Worst Case:

• Significant slowdown in key export markets or sharp rupee depreciation could impact sales momentum and margins.

Risk Level: Low to Medium