Update shared on 01 Nov 2025
Fair value Increased 1.02%Analysts have raised their price target for Bajaj Auto, increasing it from ₹9,291 to ₹9,386. This reflects slightly improved expectations for revenue growth and profit margins in the coming period.
What's in the News
- Bajaj Auto’s board will meet on November 7, 2025 to consider unaudited standalone and consolidated financial results for Q2 and the half year ending September 30, 2025 (Board Meeting notice).
- Supplies of Bajaj Auto’s electric scooter, Chetak, have resumed across all dealerships after overcoming global rare earth magnet supply constraints. Production and shipments recommenced on August 20, ahead of schedule (Company announcement).
- Bajaj Auto has secured sufficient supply of rare earth magnets and key materials, which ensures continued Chetak availability throughout the upcoming festive season (Company announcement).
Valuation Changes
- Consensus Analyst Price Target has increased slightly from ₹9,291 to ₹9,386, reflecting improved outlooks.
- The Discount Rate has risen marginally from 18.95% to 19.10%.
- Revenue Growth expectations have edged up from 10.59% to 10.72%.
- Net Profit Margin has improved very slightly, moving from 16.60% to 16.63%.
- The future P/E ratio has increased a little from 36.65x to 36.95x.
Disclaimer
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