Bajaj Auto Dominates New Premium Segment

Bajaj Auto (NSE: BAJAJ-AUTO) has firmly established its premium focus, reporting an impressive 8% revenue surge in Q4 FY25 driven by high-margin brands and a significant export volume recovery. The company’s strategic pivot to the premium and global markets has delivered record-breaking financial milestones for the entire fiscal year (FY25).

Key Financial & Strategic Highlights

1. Premium Motorcycle Powerhouse (KTM & Triumph)

Bajaj Auto’s strategic alliance for premium motorcycles fueled both its Q4 and full-year performance.

• FY25 Domestic Volume Milestone: The KTM and Triumph partnership brands collectively sold nearly 1,00,000 units domestically in FY25, a new high that underscores the increasing demand for premium mobility in India.
• Triumph Growth: Triumph Motorcycles sales volume doubled in FY25, benefiting from the successful launch of products like the Speed 400 and a rapidly expanding retail footprint that nearly doubled its network to around 150 dealerships in 100 cities.
• Q4 Revenue Driver: The double-digit growth in the premium motorcycle segment was a core component of the overall Q4 revenue increase.

2. Pulsar Brand’s ₹10,000 Crore Domestic Triumph

The legendary Pulsar brand cemented its position as a pillar of Bajaj Auto’s success.

• Domestic Revenue Record: The Pulsar brand crossed the monumental ₹10,000 crore mark in domestic motorcycle revenue for the full FY25. This historic achievement highlights its dominance in the crucial 125cc+ motorcycle segment.
• Global Pulsar Strength: Annually, the Pulsar brand generated nearly ₹15,000 crore in revenue globally, reinforcing its status as a top sports motorcycle brand admired across continents.

3. Robust Export Market Recovery

Bajaj Auto’s versatile business model demonstrated resilience with a strong rebound in its global exports.

• Q4 Export Surge: Export volumes experienced a significant jump of 20% Year-on-Year (YoY) in Q4 FY25, far outpacing the industry average in key emerging markets.
• FY25 Global Performance: For the full fiscal year, total export volumes grew by 14% YoY, with over 1.86 million units shipped, confirming the effectiveness of Bajaj Auto’s export recovery strategy.
• Key Growth Regions: Latin America (LatAm) delivered record volumes for the second consecutive year, and Asia also showed a strong comeback, cushioning the temporary impact of a partial suspension of KTM exports in H2.

Overall Financial Overview for FY25

• Record Revenue: Bajaj Auto’s overall annual revenue crossed the ₹50,000 crore mark for the very first time.
• Record Profitability: EBITDA also hit a record high, crossing ₹10,000 crore with a consistent 20.2% margin, demonstrating strong operational efficiency and successful cost management.
• EV & 3-Wheeler Scale-up: The Electric Vehicle (EV) business contributed over ₹5,500 crore in revenue, comprising nearly 20% of domestic sales, with the Chetak electric scooter achieving segment leadership in Q4 FY25.

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