Bajaj Auto Ltd — Q3 FY26
Bajaj Auto delivered a record Q3 FY26 with revenue of INR 15,220 crore (+19% YoY), EBITDA of INR 3,161 crore (20.8% margin, +60bps YoY), and PAT of INR 2,503 crore (+19% YoY).
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.
Q2 FY26
Exports growth target of 15-20%
Management expects sustained export momentum with 15-20% growth, emphasizing superior positions in better markets.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Three-wheeler sales over 100,000 units per quarter
Management expects to maintain three-wheeler sales of over 100,000 units per quarter, driven by ICE and EV growth.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
New Pulsar model launches in Dec, Mar, May
Management confirmed at least three new Pulsar model introductions in December, March, and May to strengthen the portfolio.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1