Bajaj Auto Limited, one of India’s leading two-wheeler and three-wheeler manufacturers, reported encouraging sales figures for August 2025. Despite a contraction in the domestic market, the company managed to record a 5% year-on-year growth, largely supported by robust exports.
In total, 417,616 units were sold in August 2025, compared to 397,804 units in August 2024. The rise was primarily driven by international demand, with exports registering strong double-digit growth across both two-wheelers and commercial vehicles.
Export Growth Offsets Domestic Weakness
A sharp divide continues to exist between Bajaj Auto’s domestic and international performance:
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Exports climbed 29% to 185,218 units, compared to 143,977 units in August 2024.
-
Domestic sales fell 8% to 232,398 units, compared to 253,827 units last year.
The numbers show that Bajaj Auto’s reliance on overseas markets is increasing, a trend that has shielded the company from weakening domestic demand.
Quick Summary
Category |
August 2025 |
YoY Change |
April–August 2025 (YTD) |
YoY Change |
|---|---|---|---|---|
Total Sales |
417,616 units |
+5% |
1,894,853 units |
+2% |
Domestic Sales |
232,398 units |
-8% |
1,050,349 units |
–9% |
Export Sales |
185,218 units |
+29% |
844,504 units |
+21% |
Two-Wheeler Sales (Total) |
341,887 units |
+2% |
– |
– |
Domestic Two-Wheelers |
184,109 units |
-12% |
– |
– |
Export Two-Wheelers |
157,778 units |
+25% |
|
– |
Commercial Vehicle Sales (Total) |
75,729 units |
+21% |
– |
|
Domestic Commercial Vehicles |
48,289 units |
+7% |
– |
– |
Export Commercial Vehicles |
27,440 units |
+58% |
– |
– |
Official Source: Bajaj Auto Media Centre
Segment-Wise Breakdown
Two-Wheelers: Exports Save the Segment
The two-wheeler business continues to be Bajaj Auto’s backbone, but domestic weakness weighed on overall results.
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Total two-wheeler sales stood at 341,887 units, up 2% from 335,178 units a year earlier.
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Domestic sales fell 12% to 184,109 units, down from 208,621 units in August 2024.
-
Exports surged 25%, with 157,778 units shipped compared to 126,557 units last year.
This performance highlights a clear shift where overseas markets are compensating for falling demand in India.
Commercial Vehicles: Strong Across Markets
The commercial vehicle (CV) segment delivered excellent results in August 2025, supported by both domestic and international buyers.
-
Total CV sales jumped 21% to 75,729 units, compared to 62,626 units in August 2024.
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Domestic CV sales rose 7% to 48,289 units, against 45,206 units last year.
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Exports surged 58% to 27,440 units, up from 17,420 units a year ago.
This dual growth makes CVs the fastest-growing category for Bajaj Auto during the month.
April-August 2025: Year-to-Date Performance
For the fiscal year so far (April to August 2025), Bajaj Auto has recorded steady overall growth, even as domestic sales continue to decline.
-
Total YTD sales reached 1,894,853 units, a 2% rise compared to the same period in 2024.
-
Domestic volumes fell 9%, dropping to 1,050,349 units.
-
Exports grew a healthy 21%, with 844,504 units shipped so far this fiscal.
The data indicates that without strong export growth, the company’s cumulative performance would have been flat or negative.
Market Response and Financial Outlook
The stock market welcomed Bajaj Auto’s performance, with shares climbing nearly 4% after the sales data was released. The rally was also supported by the company’s recent quarterly results, where it posted:
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14% rise in consolidated net profit for Q1 FY26.
-
6% year-on-year revenue growth.
Going forward, Bajaj Auto’s strategy will likely emphasize expanding global reach, particularly in export-heavy markets where demand continues to surge.
Strategic Insights
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Exports as a growth driver: Bajaj Auto’s strong presence in African, Latin American, and Asian markets is cushioning domestic headwinds.
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Commercial vehicles gaining traction: Rising urban transport demand and overseas market expansion are giving the CV segment a strong growth trajectory.
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Challenges remain: Domestic two-wheeler weakness and raw material supply concerns, especially in the EV segment, could test performance in coming months.
FAQs
Q1. What was Bajaj Auto’s total sales in August 2025?
A1. 417,616 units, a 5% increase over August 2024.
Q2. How did exports perform?
A2. Exports grew 29% to 185,218 units in August 2025.
Q3. What happened in the domestic market?
A3. Domestic sales declined 8% to 232,398 units, reflecting weak demand.
Q4. How did the two-wheeler segment perform?
A4. Total two-wheeler sales rose 2%, with exports up 25% but domestic down 12%.
Q5. What about commercial vehicle sales?
A5. CV sales rose 21%, supported by 7% domestic growth and 58% export growth.
Q6. How has Bajaj Auto performed in FY26 so far?
A6. From April to August 2025, cumulative sales rose 2% to 1,894,853 units, with exports up 21% and domestic sales down 9%.
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