HRE magnet supply disruption
Non-availability of HRE magnets has caused 50% production shortfall in Chetak and 25-30% in e-auto in Q2, potentially impacting EV growth and margins.
BAJAJAUTO / Q1-FY26 / 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
high
Domestic motorcycle market share pressure
Bajaj lost ~2% sequential market share in 100cc segment due to competitive intensity, and overall motorcycle market share progression may be slow.
Nigeria demand uncertainty
Nigeria, a key export market, remains weak due to currency devaluation and inflation, with no clear timeline for recovery.
Regulatory cost impact from ABS mandate
Proposed ABS mandate for sub-125cc motorcycles could increase costs by INR 500+, dampening demand and requiring supply chain adjustments over 12-24 months.