BAJAJAUTO / Q2-FY25 / risks

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Bajaj Auto · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ2-FY25 · 2024-10-17Back to quarter ↗

Risk intelligence

Material risks this quarter

Sustained weakness in African markets

Africa continues to decline across major markets, though decline rates have reduced. Nigeria recovery is fragile due to currency volatility.

medium

Pierer Mobility losses may persist

Associate Pierer Mobility reported a loss of EUR 172 million in H1 2024, leading to a INR 580 crore hit on consolidated PAT. Management declined to provide forward guidance on this.

high

Festive season demand below expectations

Motorcycle industry growth during festive season has been muted at 1-2%, below the expected 5-6%, with 100cc segment declining.

medium

EV pricing pressure and discounting

Significant discounting in the EV two-wheeler market could pressure Chetak margins, even as cost reductions are achieved.

medium