• Export sales outlook: Bajaj Auto posted record monthly exports of 2.8 lakh units, driven by outperforming the market in Latin America and recovery in Africa, with expectations to sustain a monthly run rate of 250,000+ units.
• Domestic portfolio refresh: The company is executing a major overhaul of its core Pulsar lineup with new launches and upgrades between August and September to establish channel inventory ahead of the mid-October festive season.
• Nigeria market performance: Monthly retail volumes in Nigeria have reached 30,000+ units with a 55%–60% market share, benefiting from reduced macroeconomic volatility and a stabilizing currency.
• EV capacity expansion: To meet surging demand, the company is debottlenecking monthly EV capacity from 55,000 units toward 60,000–65,000 units, while planning a new manufacturing facility for medium-term scale.
• EV pricing trends: Premium models priced above ₹1 lakh account for 80%–85% of Chetak EV sales, continuing to outgrow the sub-₹1 lakh value segment as buyers prioritize vehicle quality and range.