Shares of Bajaj Auto moved sharply higher in early trade on May 4 after the company reported strong sales performance for April 2026, with robust growth across segments led by exports. The stock was trading at ₹10,407, up ₹413 or 4.13% on the NSE, nearing its 52-week high of ₹10,477.50.
According to the company’s exchange filing, total sales (including two-wheelers and commercial vehicles) rose 40% year-on-year to 5,13,792 units in April 2026, compared to 3,65,810 units in the same month last year. The strong growth was largely driven by a sharp jump in exports, highlighting improving global demand and recovery in key international markets.
In the two-wheeler segment, total sales grew 38% YoY to 4,39,953 units. Domestic two-wheeler sales increased 11% to 2,10,063 units, while exports surged 78% to 2,29,890 units, indicating a strong rebound in overseas markets where Bajaj Auto has a significant presence.
The commercial vehicle (CV) segment also delivered a strong performance, with total sales rising 54% YoY to 73,839 units. Domestic CV sales grew 19% to 38,147 units, while exports more than doubled, jumping 125% to 35,692 units during the month.
Overall domestic sales (2W + CV) rose 13% YoY to 2,48,210 units, while exports surged 83% YoY to 2,65,582 units, reinforcing Bajaj Auto’s export-led growth strategy.
The strong sales data comes at a time when the auto sector is witnessing mixed demand trends domestically, making Bajaj Auto’s export performance a key differentiator. The sharp recovery in exports, particularly in emerging markets, appears to have supported overall volumes and investor sentiment.
With the stock trading close to its yearly highs, market participants are closely watching whether this momentum sustains in the coming months, especially amid evolving global demand conditions and currency movements that typically influence export-oriented players like Bajaj Auto.