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

Two-wheeler giant Bajaj Auto has officially set June 24 as the record date to determine shareholder eligibility for its largest-ever share buyback. This massive capital allocation move aims to repurchase shares at a significant premium, signaling strong confidence in the company's long-term financial trajectory.

Details of the ₹5,632 Crore Buyback Program

In a recent exchange filing, Bajaj Auto confirmed that the buyback will be conducted through the tender route. The company intends to repurchase up to 46.94 lakh shares, which represents approximately 1.68% of its total paid-up share capital.

The buyback price has been set at ₹12,000 per share. This offers investors a premium of nearly 19.5% over the stock's previous closing price. This mega-buyback follows a previous ₹4,000 crore buyback conducted in 2024, where shares were repurchased at ₹10,000 each, highlighting the company's consistent strategy of returning surplus cash to shareholders.

Robust Financial Performance Driving Capital Returns

The decision to initiate such a large-scale buyback is backed by exceptional quarterly earnings. For the fourth quarter of FY26, Bajaj Auto reported its highest-ever quarterly profit of ₹2,746 crore, marking a substantial 34% jump from the ₹2,049 crore recorded in the same period last year.

Key financial metrics from the March quarter include:

  • Revenue from Operations: Increased 32% YoY to ₹16,006 crore.
  • EBITDA: Rose 36% YoY to ₹3,323 crore.
  • EBITDA Margin: Expanded by 60 basis points to reach 20.8%.

In addition to the buyback, the company has rewarded shareholders with a dividend of ₹150 per share (1,500% of the ₹10 face value) for the financial year ended March 31, 2026. The dividend is expected to be paid on or around July 24, 2026.

Shareholding Pattern and Market Position

As of March 31, 2026, Bajaj Auto maintains a strong institutional and promoter presence. The promoter group holds a 55% stake, while domestic institutions (banks, mutual funds, and insurance companies) hold 14.5%. Foreign investors account for nearly 10%, with the remaining 21% held by the general public and other corporates.

Der Markt hat positiv auf das langfristige Wertversprechen des Unternehmens reagiert. Während die Aktie im letzten Monat einen leichten Rückgang von 1 % verzeichnete, legte sie im vergangenen Jahr um 19 % zu. Für langfristige Anleger ist die Performance sogar noch beeindruckender: Die Aktie erzielte über drei Jahre eine Rendite von 117 % und über fünf Jahre eine Rendite von 142 %. Derzeit weist Bajaj Auto eine enorme Marktkapitalisierung von über 2,82 Lakh Crore ₹ auf.

Wichtigste Erkenntnisse

  • Stichtag & Preis: Der Stichtag für die Rückkaufberechtigung ist der 24. Juni, wobei die Aktien über das Ausschreibungsverfahren zu einem Preis von 12.000 ₹ pro Aktie zurückgekauft werden.
  • Massives Ausmaß: Dies ist der bisher größte Aktienrückkauf von Bajaj Auto mit einem Wert von 5.632 Crore ₹, der auf 46,94 Lakh Aktien abzielt.
  • Starke Fundamentaldaten: Dieser Schritt wird durch Rekordgewinne im 4. Quartal des Geschäftsjahres 2026 (Q4 FY26) in Höhe von 2.746 Crore ₹ und ein signifikantes Umsatzwachstum von 32 % im Jahresvergleich (YoY) gestützt.