Supply chain constraints in EV components
Chetak and e-auto faced 50% and 15% shortfall from plan due to rare earth magnet and e-component shortages, respectively.
BAJAJAUTO / Q2-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
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GST disparity on >350cc motorcycles
GST on >350cc models increased from 31% to 40%, creating a cost disadvantage vs sub-350cc models, impacting KTM and Triumph competitiveness.
ABS mandate cost impact
Potential mandatory ABS on all two-wheelers could add INR 2,000-3,000 per vehicle, with industry capacity concerns; government meeting on Nov 11.
CNG motorcycle adoption slower than expected
CNG motorcycle demand slowed due to underfilling issues at pumps and limited network density, requiring go-to-market adjustments.