Bajaj Auto Q4 FY25: Bajaj Auto reported a consolidated net profit of ₹1,802 crore for Q4 FY25, marking a 10% year-on-year decline from ₹2,011 crore in Q4 FY24. Despite the dip in profit, revenue from operations grew by 9% to ₹12,646 crore, up from ₹11,555 crore in the same quarter last year.
On a standalone basis, the company posted a net profit of ₹2,049 crore, a 6% increase compared to ₹1,936 crore in Q4 FY24. Standalone revenue also rose by 6% year-on-year to ₹12,148 crore.
Dividend Announcement
Bajaj Auto’s Board of Directors recommended a final dividend of ₹210 per share for the financial year ended March 31, 2025. Subject to shareholder approval, the dividend is expected to be credited on or around August 8, 2025.
Segment Performance
Domestic Market
Domestic sales volumes for the quarter stood at 6,13,248 units, a 7% decline compared to 6,57,330 units in Q4 FY24. Two-wheeler sales totaled 5,01,096 units, while commercial vehicles accounted for 1,12,152 units.
Exports
Export volumes rose by 19% year-on-year to 4,89,686 units, up from 4,11,246 units in the same period last year. The strong export performance helped offset some of the domestic shortfall.
EBITDA and Margins
Earnings before interest, tax, depreciation, and amortization (EBITDA) increased by 6% year-on-year to ₹2,451 crore. The EBITDA margin stood at 20.2%, slightly higher than the 20.1% reported in the year-ago period.
Electric Vehicle (EV) Segment and Future Outlook
Bajaj Auto highlighted FY25 as a record year in terms of revenue and profit, supported by stable internal combustion engine (ICE) performance and rapid expansion in electric mobility. The company reported over ₹5,500 crore in revenue from electric vehicles, comprising approximately 20% of its domestic revenue.
However, the company warned of a potential disruption in electric vehicle production starting July 2025 due to ongoing export restrictions on rare earth magnets by China. These magnets are crucial components in EV manufacturing, and the company’s inventory is nearing depletion without a clear resolution timeline.
Stock Performance
Following the Q4 FY25 results announcement, Bajaj Auto’s share price declined by over 2%, reaching a low of ₹8,650.10 on the Bombay Stock Exchange. Despite the short-term dip, the company’s long-term performance remains robust, with a 221% return over the past five years.
Conclusion
Bajaj Auto’s Q4 FY25 results reflect a mixed performance, with strong export growth and a robust EV segment offsetting domestic market challenges. The company’s proactive approach to product diversification and focus on electric mobility position it well for future growth, despite potential supply chain disruptions. Thanks for reading! For more updates and insights, visit us at IndianGadi, Stay tuned for more!
FAQs
What was Bajaj Auto’s net profit in Q4 FY25?
Bajaj Auto reported a consolidated net profit of ₹1,802 crore in Q4 FY25, a 10% decline year-on-year.
How did Bajaj Auto’s exports perform in Q4 FY25?
Export volumes increased by 19% year-on-year to 4,89,686 units, helping offset domestic sales declines.
What dividend did Bajaj Auto declare for FY25?
The company recommended a final dividend of ₹210 per share for FY25, subject to shareholder approval.
What challenges does Bajaj Auto face in its EV segment?
Bajaj Auto may face production disruptions in its EV segment starting July 2025 due to export restrictions on rare earth magnets by China.
How did Bajaj Auto’s stock react to the Q4 FY25 results?
The company’s share price declined by over 2% following the Q4 FY25 results announcement.
