Bajaj Auto Ltd — Q2 FY25
Bajaj Auto delivered a record quarter with revenue of INR 13,000 crore (+22% YoY) and EBITDA of INR 2,653 crore (+24% YoY), marking the fourth consecutive quarter of 20%+ EBITDA...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q1 FY25
Freedom 125 capacity ramp-up to 40,000 units/month by Q4 FY25
Starting at 10,000 units/month in Q2, capacity will be scaled to 40,000 by Q4, with potential for further increase based on demand.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY25
Chetak EV distribution expansion to 1,000 stores by September 2024
Chetak will expand from 250 stores in June to 500 by end July and nearly 1,000 by September, driving volume growth.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY25
Commodity cost inflation of 50-70bps in Q2, partially offset by pricing
Management expects 50-70bps cost inflation from commodities, with pricing actions covering about half of the impact.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1