BAJAJ AUTO LTD.

Bajaj Auto Ltd reported a significant 30% year-on-year increase in total sales for July 2026, reaching 4,74,677 units compared to 3,66,000 units in July 2025. This growth was driven by strong performance in both domestic and export markets across two-wheelers and commercial vehicles. Domestic sales rose by 20% to 2,20,192 units, while exports saw a substantial 39% jump to 2,54,485 units. The company also saw a 29% increase in total sales for the year-to-date period (April-July 2026) to 19,12,928 units.

Bajaj Auto Ltd has announced the completion of its share buyback program, with the extinguishment of 46,94,000 equity shares. This action reduces the total issued and paid-up share capital from 27,94,97,838 shares to 27,48,03,838 shares. The buyback involved 46,93,979 shares in dematerialised form and 21 shares in physical form. The company has provided a detailed reconciliation of its share capital pre and post the extinguishment, along with supporting certificates from depositories and the registrar.

Bajaj Auto Ltd announced the seventh grant of stock options under its Employee Stock Option Scheme 2019 (BAL-ESOS 2019). The Compensation Committee approved the grant of 4,02,036 stock options, convertible into an equal number of equity shares of Rs. 10 face value each. These options were granted at an exercise price of Rs. 10,522.50 per option, which was the closing market price on July 20, 2026. The options have a vesting period of not less than 1 year and up to 10 years from the grant date, and are exercisable within 5 years from their respective vesting dates.

Bajaj Auto Ltd announced its unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The Board of Directors approved these results, along with the Limited Review Reports and a press release, during a meeting held on July 21, 2026. The meeting commenced at 10:30 a.m. and concluded at 12:30 p.m. The filing also included details about the company's share capital and other equity.

Bajaj Auto Ltd announced its unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026. The Board of Directors approved these results, along with the limited review reports and a press release. The meeting, held on July 21, 2026, commenced at 10:30 a.m. and concluded at 12:30 p.m. The company also disclosed details regarding a recent share buyback, which was approved by the board on May 6, 2026, and completed with payments made on July 14, 2026.

Bajaj Auto Limited has announced the completion of its equity share buyback program. The company repurchased up to 46,94,000 equity shares at a price of ₹12,000 per share, totaling an aggregate amount of up to ₹5,632.80 crore. The buyback was conducted through the tender offer route, with the tendering period open from July 1 to July 7, 2026. This buyback represents 16.93% and 15.59% of the company's paid-up share capital and free reserves as of March 31, 2026. Kotak Mahindra Capital Company Ltd acted as the Manager to the Buyback.

Bajaj Auto's step-down subsidiary, Bajaj Mobility AG (formerly PIERER Mobility AG), has announced preliminary figures for Q2 2026. Revenue surged by 60% year-on-year to EUR 370 million, driven by a 71% increase in motorcycle sales to 48,672 units outside India. For the first half of 2026, revenue reached EUR 700 million, up from EUR 373 million in H1 2025. The company also reported a significant improvement in EBITDA margin, moving from -55.6% in Q2 2025 to approximately 8.7% in Q2 2026. These provisional figures indicate strong operational performance and recovery for Bajaj Mobility AG.

Bajaj Auto reported a significant 28% year-on-year increase in total sales for June 2026, reaching 4,63,202 units compared to 3,60,806 units in June 2025. This growth was driven by a substantial 49% surge in two-wheeler exports and a 33% rise in commercial vehicle exports. Domestic sales also showed healthy growth, with two-wheelers up 12% and commercial vehicles up 10%. Year-to-date figures also reflect strong performance, with total sales up 29%.

Bajaj Auto Ltd has announced that its Board of Directors will convene on July 21, 2026, to approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The company will submit these results immediately after the board meeting, within 45 days of the quarter's end. Concurrently, a trading window closure is in effect from July 1, 2026, to July 23, 2026, for designated persons and their immediate relatives to prevent insider trading.

Bajaj Auto Ltd has received a favorable order from the Additional Commissioner (Appeals-I), Central Tax, Pune. This order sets aside a previous demand of ₹74,818 for alleged wilful suppression of non-reversal of Input Tax Credit (ITC) on the sale of MEIS scrips for the period July 2017 to March 2020, along with an equal amount for interest and penalty. The appellate authority dropped the allegation of wilful suppression and set aside the original order. This ruling is a significant relief for the company, negating the potential financial impact of the demand.