Bajaj Auto stock recovered slightly after management explained supply chain and logistics issues that caused shortfalls in domestic and export volumes

Thu 1 Oct 2026

Shortfall in units

40,000 units

Export shortfall

15,000 units

Potential volume mark

570,000 units

Potential growth

13 percent

Chetak units sold

42,000 units

Heard on business television between 13:13:56 - 13:16:56 IST.

• Management said the company ended up 40,000 units short due to supply chain constraints.
• Export shortfall was about 15,000 units due to outbound logistics constraints.
• Volumes could have reached 570,000 units, which would have meant 13% growth, management said.
• Chetak scooter sales were 42,000 units against a capacity of 60-65 thousand, with demand exceeding 65,000 units; company expects to move up to about 62,000 units between September and October.
• Stock was down about 6.57%, the worst performing auto stock in the session.

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