Bajaj Auto’s Rakesh Sharma highlighted a strong sales setup with September ending on a positive note and October expected to be even stronger. He pointed out that Navratri sales were the best in the last five years, boosted by stable pricing strategies, GST cuts, and favorable currency movements. The company is looking to sustain growth momentum, especially in the 350cc+ motorcycle segment, while reaping benefits of GST revisions by early 2026.
Why is Bajaj Auto Expecting a Stronger October After Record Navratri Sales?
about Bajaj Auto and festive momentum
Bajaj Auto, one of India’s leading two-wheeler manufacturers, has historically relied on festive periods to drive sales. This Navratri, sales were the strongest in the past five years, reflecting rising consumer confidence and demand recovery. Rakesh Sharma, Executive Director, credited robust supply chain management and competitive pricing for sustaining momentum during the festive period.
gst cut and price stability strategy
Sharma emphasized that the real benefits of the recent GST cut will be visible by January–February 2026, once dealer inventories adjust and consumer pass-through gains traction. Meanwhile, Bajaj Auto is focused on maintaining price stability in the premium 350cc+ bike segment. By resisting frequent hikes, the company aims to strengthen brand loyalty among enthusiasts.
impact of currency movement and exports
The US dollar’s appreciation has worked in Bajaj Auto’s favor, improving export realizations. This provides an additional buffer at a time when input costs are volatile. The company’s strong presence in Africa, Latin America, and Southeast Asia ensures diversified earnings, reducing over-reliance on domestic markets.
festive sales and future demand drivers
During the last nine days of September, retail sales surged, hinting at pent-up demand. With October likely to be even stronger, the festive quarter could turn out to be one of the best for Bajaj Auto in recent years. Increasing rural demand, improving financing availability, and rising preference for personal mobility are expected to support sales further.
Investors who track auto stocks closely may want to note that sectoral momentum often peaks around the festive season. To stay updated on trading opportunities in the broader market, you can check out 👉
Nifty Tip |
BankNifty Tip
what lies ahead for Bajaj Auto?
Looking ahead, Bajaj Auto’s strategy revolves around sustaining growth in premium motorcycles, boosting exports, and capitalizing on the GST cut. The company is also focusing on EV expansion, though management remains cautious about over-investment until volumes scale up meaningfully. In the short term, festive-driven demand and stable pricing policies will likely remain the biggest tailwinds.
investor takeaway
Bajaj Auto has entered the festive season with its strongest setup in years. With Navratri sales at a five-year high, the outlook for October and beyond looks encouraging. The company’s balance of pricing discipline, GST-driven demand benefits, and strong export earnings creates a solid runway for growth. Investors may want to track festive sales data and rural demand closely, as these could provide cues for stock performance in the coming quarters. Explore more insights at
Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
Bajaj Auto outlook 2025, Rakesh Sharma Bajaj Auto interview, Bajaj Auto Navratri sales, GST cut impact auto sector, Bajaj Auto October sales forecast, Bajaj Auto exports dollar benefit, Bajaj Auto premium bikes pricing
