Bajaj Auto stock fell sharply after September sales data showed weak domestic two-wheeler sales despite strong exports

Thu 1 Oct 2026

Total sales growth

5 percent

Total units sold

5.38 lakh units

Export growth

32 percent

Export units sold

2.43 lakh units

Domestic two-wheeler sales decline

9 percent

Heard on Live TV News Channel between 09:57:32 - 10:00:32 IST.

• Stock saw a steep decline described as a 'meltdown' after September sales numbers came below expectations.
• Total sales up 5% at 5.38 lakh units; exports up 32% (34% per anchor) at 2.43 lakh units.
• Domestic two-wheeler sales down 9% year-on-year, seen as the core concern.
• Anchors noted last year's base was low due to delayed GST benefit purchases, making the decline more notable.
• Discussed risk of market share loss in domestic two-wheeler segment and concern over festive season inventory timing since September numbers are wholesale, not retail.

Nothing here is a view, opinion or recommendation of ScoutQuest, its parent, directors or employees. ScoutQuest is a technology company: this page was assembled automatically from public sources using artificial intelligence, and may contain errors or omissions. Confirm everything against the original source before you act on it. Any use of this page is at your own risk, and neither ScoutQuest nor its parent, directors or employees accepts liability for it.