Commodity cost inflation pressure
Rising aluminum and copper prices could impact margins by 50-70bps in Q2; pricing actions only partially offset.
BAJAJAUTO / Q1-FY25 / risks
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Bajaj Auto · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Nigeria demand recovery remains weak
Nigeria volumes dropped from 50,000/month benchmark to under 5,000 in April, recovering to only 15,000; Africa sales down 40% YoY.
EV two-wheeler profitability drag persists
Chetak remains loss-making despite cost reductions; management declined to disclose specific margin, indicating profitability is still distant.
Premium motorcycle segment slowdown
Analyst noted lackluster demand in the 250-500cc segment despite multiple launches; management acknowledged the trend but offered no specific mitigation.