Bajaj Auto stock fell 9% in trade, the biggest single-day fall in two years, after September sales and exports missed estimates

Thu 1 Oct 2026

Stock move today

9 percent fall

Stock price level

sub 10,000

Planned monthly units

570,000 units

Shortfall in units

40,000 units

Chetak shortfall

20,000 units

Heard on Live TV News Channel between 11:42:04 - 11:45:04 IST.

• Bajaj Auto stock dropped 9%, falling below 10,000, its biggest single-day fall in two years.
• JMD Rakesh Sharma said the company had a record month and quarter but fell about 40,000 units short of a planned 570,000 units.
• Shortfall broken down: ~20,000 units in Chetak due to component shipment delays, ~15,000 units in exports due to outbound shipping/container constraints, and 5,000-7,000 units due to strong new model reception outstripping supply (TFT components etc).
• Sharma said there is no underlying demand weakness; three-wheeler production hit a record 90,000 units with strong EV and CNG demand.
• Nigeria exports exceeded expectations at 35,000-37,000 units in September.

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