• Export sales growth: Bajaj Auto posted a 47% rise in exports for June to reach 2.5 lakh units despite severe shipping constraints, with management expecting July exports to trend between 2.5 lakh and 3 lakh units as logistics improve.
• Domestic demand outlook: Domestic industry growth rebounded to double digits (11–12%) in June after weakening in April and May, with Q2 targeted as a preparation quarter for refreshed motorcycle launches ahead of the Q3 festive season.
• EV transition strategy: Electric vehicles currently generate 30% of domestic revenue, backed by a full spectrum of 8 electric three-wheeler models, though management advocates for a multi-technology policy that includes CNG and ethanol blending rather than an EV-only mandate.
• Monsoon impact monitoring: Management noted sustained consumer resilience despite inflation and price hikes, stating that monsoon progress will be tracked over the next 1–2 months to evaluate any risks to rural and semi-urban demand.