Q1-FY25 · Q3 FY24
Chetak monthly volume target of 15,000 units in Q4 FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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BAJAJAUTO / Q4-FY26 / promises
Measure what management said.
Bajaj Auto · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY25 · Q3 FY24
Export recovery of 2-5% QoQ in Q4 FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Exports to grow 15-20% per quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Material cost inflation of ~1pp in Q1 FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Triumph production to reach 5,000 units/month by September
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Exports to improve incrementally each quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Chetak EV network to expand to 120 cities by end of Q2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Freedom 125 capacity ramp-up to 40,000 units/month by Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Chetak EV distribution expansion to 1,000 stores by September 2024
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Commodity cost inflation of 50-70bps in Q2, partially offset by pricing
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Export growth to continue at similar tempo
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
EV supply to normalize by end of Q2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Margins to trend back to FY25 average
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Festive season industry growth of 12-15%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Chetak monthly sales target of 10,000 units
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Triumph capacity expansion to 10,000 units/month
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Export volumes to improve quarter-on-quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Freedom 125 capacity to reach 40,000/month by Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Chetak distribution to expand to 4,000 stores by January 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
BACL to achieve 100% network coverage by January 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Exports growth target of 15-20%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Three-wheeler sales over 100,000 units per quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
New Pulsar model launches in Dec, Mar, May
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Chetak monthly volume target of 15,000 units in Q4 FY24
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
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Q4-FY24 · Q3 FY24
Export recovery of 2-5% QoQ in Q4 FY24
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q4-FY25 · Q3 FY25
Exports growth of 20%+ in near term
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Chetak 3.5 series to drive EV profitability in Q4
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
E-rickshaw launch by end of FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
OBD-II B cost impact of ~1% on portfolio
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Domestic motorcycle industry growth of 12-15% near-term
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Export run rate of 200,000+ units per month in Q4
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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