Bajaj Auto Ltd

Dematerialisation processing status

• Demat requests processed within 15 days of receipt and approvals or rejections communicated.
• Securities dematerialised listed on the stock exchanges where the original issues are listed.
• Physical certificates were mutilated and cancelled after due verification.
• Depositories' name substituted as registered owner in records for approved demat requests.
• Certification to depositories and stock exchanges is maintained in compliance with Regulations.

Bajaj Auto Limited: Trading Window closed from 01 October 2026 till the end of 48 hours after declaration of the unaudited standalone & consolidated financial results for the second quarter and half year ending 30 September 2026.

Sales highlights

• Aug-26: Domestic 2,55,708; Exports 2,80,056; Total 5,35,764 (up 28% vs Aug-25).
• Aug-26 2-Wheeler domestic 2,01,898; 2-Wheeler exports 2,41,850; CV subtotal 92,016.
• Aug-26 Domestic total 2,55,708; Exports total 2,80,056.
• Aug-26 overall total 5,35,764 (up 28%).
• Apr-Aug 2026 2W domestic 9,54,192; exports 11,00,827; total 20,55,019.
• Apr-Aug 2026 CV total 3,93,673 (domestic 2,27,786; exports 1,65,887).
• Apr-Aug 2026 domestic total 11,81,978; exports 12,66,714; total 24,48,692.
• YoY growth: Apr-Aug 2026 total up 29% vs Apr-Aug 2025.

H1 2026 financial highlights

• Group revenue EUR 701.4 million, up 65% YoY.
• Motorcycle revenue EUR 579.6 million, up 109.1% YoY.
• Motorcycle sales 89,004 units.
• EBITDA EUR 37.6 million; margin 5.4%.
• EBIT -24.8 million; Q2/26 EBIT 1.3 million, first positive since restructuring.
• Free cash flow EUR -22.1 million.
• Equity EUR 339.9 million; equity ratio 21.5%.
• Inventories reduced by 10,190 units year-to-date.
• KTM AG refinancing over EUR 550 million strengthened finances and reduced interest burden.

Rating Details

• Agency: India Ratings and Research Private Limited; rating affirmed for bank loan facilities at IND AAA/Stable/IND A1+.
• Facility amount rated: Rs 1,200 crore.
• Rating action date: 21 August 2026.

Transaction details

• Target: Bajaj Auto Limited, listed on NSE and BSE.
• Acquirer: Life Insurance Corporation of India; PACs: none.
• Acquirer is not in the promoter/promoter group.
• Stock exchanges: NSE and BSE.
• Pre-acquisition holding: 1,37,06,151 shares, 4.987%.
• Acquired: 44,800 shares, 0.016%.
• Post-acquisition holding: 1,37,50,951 shares, 5.003%.
• Mode: Market Purchase.
• Date: 17 August 2026.
• Equity share capital before/after: 2,74,80,38,380 shares (unchanged).

Meeting Details

• Date: 21 September 2026
• Location: Mumbai
• Mode: Physical
• Event organizer: J.P. Morgan India Conference

Participants

• Key company participants: not disclosed in filing

Purpose

• Purpose: analyst/institutional investor interaction at conference

Note

• No recording and presentation details provided in filing

Meeting Details

• Date: 10 September 2026; Location: Mumbai.
• Mode: Physical; Type: group investor meeting at Axis Capital conference.
• Organizer: Axis Capital Consumer & Tech Conference.

Participants

• Key company management attendees not specified in filing.

Purpose

• Purpose: schedule of analyst/institutional investor meeting.

Meeting Details

• Date: 26 August 2026.
• Particulars: Group meeting with 360 ONE Capital.
• Location: Pune.
• Mode: Physical.

Participants

• Key company participants: not disclosed in filing.

Purpose

• Purpose: Analyst/institutional investor interaction.