Bajaj Auto Sets June 24 Record Date for ₹5,632 Crore Buyback

Two-wheeler giant Bajaj Auto has officially fixed June 24 as the record date to determine shareholder eligibility for its massive ₹5,632 crore share buyback program. This strategic move marks the company's largest-ever buyback, signaling strong confidence in its long-term value proposition.

Details of the ₹5,632 Crore Buyback Plan

Bajaj Auto will conduct this buyback through the tender route, offering to repurchase up to 46.94 lakh shares. Each share carries a face value of Rs 10, and the company has set a buyback price of Rs 12,000 per share. This price represents a significant premium of approximately 19.5% over the stock's previous closing price.

The buyback accounts for 1.68% of the company's total paid-up share capital. This aggressive capital return strategy follows a previous ₹4,000 crore buyback conducted earlier in 2024 at a price of Rs 10,000 per share, demonstrating a consistent trend of rewarding shareholders through premium repurchases.

Robust Financial Performance and Shareholding Structure

The announcement comes on the heels of a stellar Q4 FY26 performance. Bajaj Auto reported its highest-ever quarterly profit of Rs 2,746 crore, a massive 34% jump compared to the Rs 2,049 crore recorded in the same period last year. Revenue from operations also saw a significant boost, rising 32% year-on-year to reach Rs 16,006 crore.

Key financial metrics from the March quarter include:

  • EBITDA: Jumped 36% YoY to Rs 3,323 crore.
  • EBITDA Margin: Expanded by 60 basis points to 20.8%.
  • Market Capitalization: Currently stands at over Rs 2.82 lakh crore.

As of March 31, 2026, the company's shareholding pattern shows promoters holding a 55% stake, with Indian financial institutions (banks, mutual funds, etc.) holding 14.5%, foreign investors at nearly 10%, and the general public/others holding the remaining 21%.

Stock Performance and Dividend Announcements

While the stock has seen a minor 1% dip over the last month, its long-term trajectory remains highly impressive. Bajaj Auto shares have delivered 117% returns over the last three years and a staggering 142% return over the past five years. On the day of the announcement, the stock was trading nearly 0.5% higher at Rs 10,089 on the NSE.

Zusätzlich zum Rückkauf hat das Unternehmen die Renditen für Anleger durch die Ankündigung einer Dividende von 150 Rs pro Aktie (1.500 % des Nennwerts) für das am 31. März 2026 endende Geschäftsjahr gesteigert. Der Stichtag für die Dividende wurde auf den 29. Mai festgelegt, wobei die Auszahlungen voraussichtlich um den 24. Juli 2026 erfolgen werden.

Wichtigste Erkenntnisse

  • Rekord-Rückkauf: Bajaj Auto kauft bis zu 46,94 Lakh Aktien zu 12.000 ₹ pro Aktie zurück, wobei der 24. Juni als Stichtag für die Berechtigung festgelegt wurde.
  • Rekordgewinne: Das Unternehmen erzielte im 4. Quartal des Geschäftsjahres 2026 einen bisherigen Höchstgewinn von 2.746 Crore ₹, getrieben durch eine Umsatzsteigerung von 32 %.
  • Doppelte Renditen: Anleger werden sowohl vom hochpreisigen Rückkauf als auch von einer erheblichen Dividendenauszahlung von 150 ₹ pro Aktie profitieren.