Bajaj Auto Jumps 1.38% as May Sales Climb 20% on Export Surge

Bajaj Auto Limited hit a day high of Rs 10,608 on NSE on 1 June after the two-wheeler giant posted a 20% rise in total sales for May 2026. Total volumes for the month came in at 4.61 lakh units, up from 3.84 lakh units in May 2025.

Exports did the heavy lifting. Overall overseas dispatches rose 34% year on year to 2.13 lakh units in May. 

Two-wheeler exports were up 30% to 1.83 lakh units, while commercial vehicle exports jumped 65% to 29,550 units. That CV export number is the standout figure in this month’s data.

Back home, domestic sales grew a steadier 10% to 2.48 lakh units. Domestic two-wheeler volumes were up 9% to 2.09 lakh units. Domestic CV sales rose 12% to 38,503 units. The full two-wheeler segment across domestic and exports combined reached 3.93 lakh units for the month, up 18% from May 2025. 

Total commercial vehicle volumes across both markets grew 30% year on year to 68,053 units. One thing worth noting: while the 20% overall growth sounds strong, a poll had projected 24% growth and 4.78 lakh units for the month. The actual number came in below that estimate.

Bajaj Auto has also been making news separately for its share buyback announcement.  The company said it will buy back equity shares at Rs 12,000 per share.

Zooming out, the April-May FY27 picture looks solid. Cumulative sales for the two-month period reached 9.75 lakh units, up 30% over the same period last year, per Autocar Professional. 

Export volumes for April-May rose 57% and total CV sales were up 42% year on year.

At 11:05 am on 1 June, Bajaj Auto was trading at Rs 10,585 on NSE, up 1.20% on the day. The stock is up about 10.74% so far this year and has gained nearly 22.98% over the past year.

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