Bajaj Auto Sales Rise 5% to 5.38 Lakh in September

Bajaj Auto sales reached 5.38 lakh units across two-wheelers and commercial vehicles in September 2026, marking a 5% increase from 5.10 lakh units a year earlier. Compared with August 2026, when the company recorded 5.36 lakh units, total volume increased 0.5%. The overall year-on-year improvement was driven primarily by exports, which rose substantially during the month, while domestic sales declined from the previous year. The September result therefore reflected a significant change in the composition of dispatches, with international markets contributing a larger share of the company's monthly volume. Exports represented 45.3% of total September dispatches, highlighting their importance to the monthly sales performance.

Bajaj Auto September 2026 Sales Reflect Stronger Exports

Bajaj Auto Limited shipped 2.44 lakh units for export markets in September 2026, representing a 32% year-on-year increase from 1.85 lakh units. Domestic sales totaled 2.94 lakh units, declining 9% from 3.25 lakh units in September 2025. On a sequential basis, domestic volume increased 15.2% from 2.56 lakh units in August, while exports decreased 12.9% from 2.80 lakh units. The contrasting monthly movements show that September's overall growth was achieved despite a lower export volume than August because exports remained substantially higher than the corresponding month of the previous year.

The September performance also differed considerably from August's stronger year-on-year growth. Total sales in August increased 28%, supported by a 51% rise in exports and a 10% increase in domestic sales. In September, export growth moderated to 32%, while domestic sales shifted from year-on-year expansion in August to a 9% decline. The sequential comparison presents a different picture, however, because domestic volume recovered from August while exports moved lower. This combination produced only a 0.5% increase in total monthly sales compared with August, despite the stronger year-on-year contribution from international markets.

Bajaj Auto Two-Wheeler Sales in September 2026

Two-wheeler volume totaled 4.51 lakh units in September 2026, increasing 5% from 4.31 lakh units in September 2025 and 1.7% from 4.44 lakh units in August. Domestic two-wheeler sales reached 2.40 lakh units, down 12% year on year from 2.73 lakh units, but up 18.8% sequentially from 2.02 lakh units. Two-wheeler exports stood at 2.12 lakh units, rising 34% from 1.58 lakh units a year earlier while declining 12.5% from 2.42 lakh units in August. The segment therefore recorded annual growth even as its domestic and export markets moved in opposite sequential directions.

Bajaj Auto Commercial Vehicle Sales Grow Across Both Markets

Commercial vehicle sales totaled 0.87 lakh units in September 2026, up 9% year on year from 0.80 lakh units but down 5.5% sequentially from 0.92 lakh units in August. Domestic commercial vehicle sales reached 0.55 lakh units, increasing 5% from 0.52 lakh units a year earlier and 1.6% from 0.54 lakh units in August. Commercial vehicle exports were 0.32 lakh units, up 17% year on year from 0.28 lakh units but down 15.6% from 0.38 lakh units in August. Commercial vehicles were the only segment to deliver positive year-on-year growth in both domestic and export sales lines.

Bajaj Auto H1 FY27 Sales Reach 29.87 Lakh Units

For April through September 2026, Bajaj Auto Limited recorded total sales of 29.87 lakh units, an increase of 24% from 24.05 lakh units during the same period of 2025. Cumulative exports rose 47% to 15.11 lakh units from 10.30 lakh units, while cumulative domestic sales increased 7% to 14.76 lakh units from 13.76 lakh units. The first-half figures show that international volume contributed substantially to the company's cumulative growth, with exports expanding at a considerably faster rate than domestic sales over the six-month period.

Cumulative two-wheeler sales reached 25.07 lakh units during the first half of FY27, up 24% from 20.18 lakh units in the comparable period. Commercial vehicle sales also increased 24%, reaching 4.81 lakh units compared with 3.88 lakh units a year earlier. Within the two-wheeler business, cumulative domestic sales were 11.94 lakh units, up 6%, while exports reached 13.13 lakh units, increasing 47%. Commercial vehicle domestic sales totaled 2.82 lakh units, up 13%, and exports reached 1.98 lakh units, up 44%.

Industry Impact & Outlook

The September results highlight the increasing contribution of export markets to Bajaj Auto Limited volume growth, while domestic two-wheeler demand remained weaker on a year-on-year basis. The commercial vehicle business provided broader balance because both domestic and export volumes increased annually. For the company, the first-half figures indicate that cumulative growth remained strong across both product categories, with exports expanding faster than domestic operations. The next monthly sales releases will help show whether the September domestic contraction was temporary and whether export volumes can sustain their higher year-on-year base. The relative performance of two-wheelers and commercial vehicles will also remain relevant to the company's overall sales mix.

Frequently Asked Questions

What were Bajaj Auto's total sales in September 2026?
Bajaj Auto recorded 5.38 lakh units in total sales during September 2026, covering two-wheelers and commercial vehicles, which represented a 5% increase from 5.10 lakh units in September 2025. Export volume reached 2.44 lakh units, up 32% year on year, while domestic sales totaled 2.94 lakh units, down 9%. Two-wheeler sales were 4.51 lakh units, and commercial vehicle sales were 0.87 lakh units. For April through September 2026, cumulative sales reached 29.87 lakh units, representing 24% growth from the corresponding period of the previous year.