Bajaj Auto April 2026 sales jump 40% to 5.14 lakh

April dispatches rise on a sharp export rebound

Bajaj Auto Ltd reported a 40% jump in total sales for April 2026 at 5,13,792 units, compared with 3,65,810 units in the same month last year. The update came through the company’s monthly sales disclosure referenced by multiple reports. The headline growth was driven largely by exports, which expanded faster than domestic dispatches. In the background, investors are also tracking the company’s board meeting scheduled for May 6, where Bajaj Auto is set to consider a share buyback proposal, along with audited results and a possible dividend.

Domestic performance: growth, but at a slower pace than exports

Bajaj Auto said total domestic sales rose 13% in April 2026 to 2,48,210 units, up from 2,20,615 units in April 2025. The domestic number highlights that demand at home grew, but it did not match the pace of overseas shipments. For investors, the split matters because exports can influence product mix, currency realisations and capacity utilisation, especially when overseas markets recover.

Export engine: two-wheeler shipments jump 78%

Exports of two-wheelers climbed 78% to 2,29,890 units in April 2026, compared with 1,29,322 units in the year-ago month, the company said. Business Line also flagged that the export recovery was broad-based, with commercial vehicle exports, primarily three-wheelers, up 125%, and two-wheeler exports up 78%. While the 125% figure was presented as a percentage change without units in the provided information, it reinforces that the overseas upswing is not limited to one category.

Commercial vehicles post a 54% rise in April

Bajaj Auto reported total commercial vehicle sales of 73,839 units in April 2026, up from 47,873 units in the same month last year, a 54% increase. The commercial vehicles category is significant for Bajaj Auto because its three-wheeler business is a key earnings contributor and is closely tied to mobility demand in multiple markets.

Key numbers at a glance

Buyback in focus: board meeting on May 6

Bajaj Auto’s board is scheduled to meet on May 6 to consider a share buyback, according to reports and stock exchange disclosures cited in the provided text. Economic Times noted that details of the buyback will be announced after the meeting. The same day also includes other key corporate agenda items referenced through BSE updates, including consideration of audited standalone and consolidated financial results for the year ended March 31, 2026, and a recommendation of dividend on equity shares, if any.

Trading window closure and analyst call schedule

The trading window for company securities remains closed until May 8, as per the information carried in the updates. Separately, Bajaj Auto also scheduled a conference call for analysts and institutional investors on May 6, 2026 at 07:15 PM IST to discuss the company’s Q4 FY26 results. The call is set to include Executive Director Rakesh Sharma and CFO Dinesh Thapar, as per the stated details.

How the stock reacted around the buyback headline

Following the buyback announcement, shares of Bajaj Auto rose as much as 2.89% to an intraday high of ₹9,819 on the NSE, according to the cited market update. At around 11:36 AM, the stock was trading 2.32% higher at ₹9,764.50 per share. Another price snapshot in the provided text showed ₹10,319, up ₹273 (2.72%), as on May 6, 2026 at 03:59.

Market Impact

The April sales data points to a month where export momentum outpaced domestic growth, with two-wheeler exports rising 78% and total sales increasing 40% year on year. For the market, the near-term focus extends beyond volumes because the May 6 board meeting combines multiple price-sensitive events: audited annual results, dividend consideration, and a buyback proposal. Stock reaction cited in the text shows that the buyback headline itself can move the price in the short term, as reflected in the intraday rise to ₹9,819 on the NSE.

Analysis: why exports and capital returns are being watched together

Export-led growth can improve factory utilisation and support volumes even when domestic growth is moderate, as seen in April’s 13% rise in domestic sales against a much steeper export jump. At the same time, the proposed buyback is being read as a capital allocation decision, especially as reports noted the company’s strong cash position. Investors will also track how management frames demand conditions and profitability on the May 6 analyst call.

A recent performance reference in the provided text shows that in Q3 FY26, Bajaj Auto reported a 19% year-on-year rise in net profit to ₹2,503 crore (from ₹2,109 crore). Revenue from operations rose 19% to ₹15,220 crore (from ₹12,807 crore), while EBITDA increased 23% to ₹3,160 crore (from ₹2,581 crore). These figures provide context for how volume growth and margins have been moving in the run-up to the audited year-end results.

Conclusion

Bajaj Auto’s April 2026 dispatches rose 40% to 5,13,792 units, supported by a sharp rebound in exports and a 54% rise in commercial vehicle sales. The next set of catalysts is tightly scheduled for May 6, when the board is set to consider a share buyback and financial results, and management is due to brief analysts later that evening. Details on the buyback, and any dividend recommendation, are expected after the board meeting, as per the reported updates.