Bajaj Auto stock fell sharply after September wholesale sales data showed domestic two-wheeler sales dropped 9% year-on-year despite overall sales growth and strong exports

Thu 1 Oct 2026

Total sales growth

5 percent

Total sales volume

5.38 lakh units

Export sales growth

32 percent

Export sales volume

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.

• Bajaj Auto stock saw a meltdown following September sales numbers that came below expectations.
• Total sales rose 5% to 5.38 lakh units, with exports up 32% to 2.43 lakh units.
• Domestic two-wheeler sales declined 9% year-on-year, seen as the key concern.
• Anchors noted last year's base was low due to customers waiting for GST benefit, making the decline more concerning.
• Discussion flagged market share risk in domestic two-wheelers and noted September wholesale numbers (factory-to-dealer) ahead of the festive season, implying weak inventory filling.

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