Motorcycles, scooters, finance
Bajaj group
In Q1 FY27, all 4 Bajaj group businesses that state revenue growth grew it: Bajaj Auto fastest at +37% (standalone revenue; up from +31.8% in Q4 FY26), Bajaj Electricals slowest at +2.3%.
Next: Bajaj Auto's Q2 FY27 results, expected 27 Oct.
Revenue growth by business
Figures as each company's report states them; ↗ opens the report. Only the same period is compared.
Each point is a figure its report states; tap a point to open the report.
What moved, biggest first
Nuvama's Abneesh Roy expects FMCG demand to stay resilient despite El Niño, so operators can plan July-September volumes with confidence while protecting food and dairy margins, which face pressure.
Reported: Nuvama: FMCG demand to hold despite El Niño; Bajaj Consumer seen at about 25% revenue growth in July-September. Nuvama's Abneesh Roy expects Bajaj Consumer to report around 25% revenue growth and 46% EBITDA growth for July-September, with Nestlé India in the 20% range on revenue and EBITDA.
CNBC-TV18
Domestic sales are forecast to grow only 4.0% while exports jump 40.7%, so dealers and retail-side operators should not expect Bajaj's headline 19.7% volume gain to show up as showroom demand at home.
Reported: Bajaj Auto Q2 preview: Choice Broking sees volumes up 19.7% as exports jump 40.7% ahead of 27 October results. Domestic sales are seen growing only 4.0%, so exports drive the volume gain.
4 reports from 3 sources, incl. Business Today and NDTV Profit
Bajaj Auto sold 1,85,302 domestic two-wheelers in August, up from 1,71,049 a year earlier.
Reported:
2 reports from Rushlane and Times Now Auto
Bajaj Finance’s sponsored refrigerator pitch uses EMIs from ₹830 a month to foreground affordability as a conversion lever, without confirming a new offer.
Reported: A sponsored BusinessLine guide pitches refrigerator financing from Bajaj Finance, citing access to 550+ brands through 1.5 lakh+ partner stores in 4,000+ cities. Bajaj Finance promotes refrigerator EMIs from ₹830 a month in sponsored buying guide.
The Hindu BusinessLine
Nuvama’s Buy call on Bajaj Consumer Care points to improving consumer demand and reinforces the need to convert recovery momentum into sustained category growth and execution.
Reported: Nuvama rates Bajaj Consumer Care among six buys, sees up to 51.1% upside
Financial Express
Prepare for lower insurance-distribution income by reassessing lender partnerships, product mix and customer economics as IRDAI’s proposed commission caps could materially reduce payouts.
Reported: IRDAI reform proposal puts insurance-fee income at risk for Bajaj Finance and banks
Business Today
Bajaj Holdings’ ₹65 interim dividend offers a shareholder-positive signal, though its 22% profit decline suggests limited near-term operating read-through for retail businesses.
Reported: Bajaj Holdings & Investment has declared an interim dividend of ₹65 per equity share (650%), with September 21, 2026 as the record date and payment due by October 13. Q1 FY27 consolidated profit fell 22% year on year to ₹2,706 crore, while revenue rose 24% to ₹419 crore.
Financial Express
Bajaj updates 2026 Pulsar NS125 with new colour, LCD display and Sport mode; price rises about ₹1,000
Reported:
Rushlane
Key numbers, latest reported season
| Business | Period | Revenue growth | Net profit |
|---|---|---|---|
| Bajaj Auto | Q1 FY27 | +37% | +42.3% |
| Bajaj FinServ | Q1 FY27 | +19% | +12.3% |
| Bajaj Housing Finance | Q1 FY27 | +17.2% | +22.6% |
| Bajaj Electricals | Q1 FY27 | +2.3% | Not stated |
| Bajaj Finance | Q1 FY27 | Not stated | +27.4% |
Year on year, as each business's own reports state it; each figure links to its report. Net profit growth, or the loss.
Businesses and brands
Bajaj Auto 64 reports in 90 days
Bajaj Finance 44 reports in 90 days
Bajaj FinServ 10 reports in 90 days
Bajaj Hindusthan Sugar 3 reports in 90 days
Bajaj Housing Finance 3 reports in 90 days
Bajaj Pulsar 3 reports in 90 days
Bajaj Consumer Care 2 reports in 90 days
Bajaj Electricals 2 reports in 90 days
Bajaj General Insurance 2 reports in 90 days
Bajaj Consumer 1 report in 90 days
Bajaj Holdings & Investment 1 report in 90 days
Group level: Bajaj.
Who owns what: bajajauto.com, the group's own site, and the companies' filings. Brands with no reports in the last 90 days are not listed.