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

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

Details of the ₹5,632 Crore Buyback Offer

In a formal 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 1.68% of its total paid-up share capital. Each share has a face value of Rs 10.

Investors participating in this offer can tender their shares at a price of Rs 12,000 per share. This offer price represents a significant premium of nearly 19.5% over the stock's previous closing price. This follows a previous buyback conducted in 2024, where the company repurchased shares worth Rs 4,000 crore at Rs 10,000 per share.

Robust Financial Performance and Shareholder Returns

The decision to initiate such a large-scale buyback is backed by exceptional quarterly earnings. For Q4 of FY26, Bajaj Auto reported its highest-ever quarterly profit of Rs 2,746 crore, a substantial 34% jump from the Rs 2,049 crore recorded in the same period last year.

Operational metrics have also seen a sharp upward trajectory:

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

In addition to the buyback, the company has announced a dividend of Rs 150 per share (1,500%) for the financial year ended March 31, 2026. While the record date for the dividend was fixed for May 29, the payout is expected to be processed on or around July 24, 2026.

Market Position and Shareholding Structure

As of March 31, 2026, Bajaj Auto maintained a strong market capitalization exceeding Rs 2.82 lakh crore. The company's shareholding pattern shows a stable promoter base of 55%, with institutional investors (banks, mutual funds, and insurance companies) holding 14.5% and foreign investors accounting for nearly 10%.

La acción ha demostrado un impresionante crecimiento a largo plazo para los inversores, con rendimientos del 117% en los últimos tres años y un asombroso 142% en un periodo de cinco años. Si bien la acción ha experimentado una ligera caída del 1% durante el último mes, ha ganado aproximadamente un 19% en el último año, lo que refleja un interés sostenido de los inversores.

Conclusiones clave

  • Fecha de registro y precio: Los accionistas deben ser elegibles antes del 24 de junio para participar en la recompra a un precio de oferta de Rs 12.000 por acción.
  • Magnitud de la acción: Esta es la mayor recompra de Bajaj Auto hasta la fecha, que involucra hasta 46,94 lakh de acciones por un valor total de ₹5.632 crore.
  • Solidez financiera: La recompra está respaldada por beneficios récord en el cuarto trimestre (Q4) de ₹2.746 crore y un aumento interanual (YoY) del 32% en los ingresos operativos.