• Record August sales: Bajaj Auto sold 5,35,000 vehicles in August against an estimated 4,75,000, achieving highest-ever volumes in three-wheelers, Brazil, Chetak, and exports, which grew 50% to 2,80,000 units.
• Export market recovery: Latin American sales grew at nearly five times the market rate due to premium sporty bikes, while key African markets like Nigeria, Kenya, and Congo recovered sharply due to stabilizing currencies and stronger commodity prices.
• Festive season outlook: The two-wheeler industry is expected to sustain 11% to 13% double-digit growth from September to November, supported by higher consumer disposable income and rising retail finance penetration.
• Portfolio and capacity: The company completed 10 upgrades and new launches across the Pulsar lineup (125 cc to 400 cc), while debottlenecking Chetak EV capacity from 50,000 to 55,000 units, targeting 60,000 to 70,000 units.
• EV market competition: Over 85% of the EV scooter market remains priced above ₹1 lakh due to customer preference for range and brand reliability, with rising competitor launches viewed as a positive catalyst for overall EV adoption.