Update shared on20 Sep 2025
Fair value Increased 1.75%The consensus analyst price target for Bajaj Auto was revised slightly upward to ₹9291, primarily reflecting improved revenue growth expectations and a lower discount rate, which together support a modest increase in fair value.
What's in the News
- Bajaj Auto has resumed production and supplies of its Chetak electric scooter across all dealerships after overcoming global rare earth magnet supply constraints, securing adequate materials ahead of the festive season.
- A Special/Extraordinary Shareholders Meeting via postal ballot was scheduled to seek approval for material related party transactions involving Bajaj Auto International Holdings BV and European partners for restructuring support of KTM AG and its subsidiaries.
- The Board considered fresh issuance limits for Non-Convertible Debentures (up to 500 million), Commercial Papers (up to 300 million), and subordinated (Tier-2) debt (up to 75 million).
- The Board planned to review unaudited financial results for the quarter ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for Bajaj Auto
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₹9131 to ₹9291.
- The Consensus Revenue Growth forecasts for Bajaj Auto has risen from 9.8% per annum to 10.6% per annum.
- The Discount Rate for Bajaj Auto has fallen slightly from 19.92% to 18.95%.
Disclaimer
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