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 move marks the company's largest-ever repurchase of shares, signaling strong confidence in its long-term financial health and cash reserves.

Details of the ₹5,632 Crore Buyback Program

In a recent exchange filing, Bajaj Auto confirmed that the buyback will be conducted via the tender route. The company aims to repurchase up to 46.94 lakh shares, which represents approximately 1.68% of its total paid-up share capital. Each share carries a face value of ₹10.

Investors looking to participate in this corporate action can expect a significant premium. Bajaj Auto has set the buyback price at ₹12,000 per share, which represents a premium of nearly 19.5% over the stock's previous closing price. This follows a previous buyback of ₹4,000 crore earlier in 2024, where the repurchase price was set at ₹10,000 per share, highlighting the company's consistent strategy of returning value to its shareholders.

Robust Financial Performance and Shareholding Pattern

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 ₹2,746 crore, a massive 34% jump from the ₹2,049 crore recorded in the same period last year. Revenue from operations also saw a significant year-on-year rise of 32%, reaching ₹16,006 crore.

The company's EBITDA climbed 36% YoY to ₹3,323 crore, with EBITDA margins expanding by 60 basis points to 20.8%. This financial strength is reflected in its market capitalisation, which currently exceeds ₹2.82 lakh crore.

As of March 31, 2026, the company's shareholding pattern showed promoters holding a 55% stake. Financial institutions, including banks and mutual funds, held 14.5%, while foreign investors accounted for nearly 10%. The remaining 21% was held by the general public and other corporates. This distribution is expected to shift slightly following the successful completion of the buyback.

Stock Performance and Additional Dividend News

Saham Bajaj Auto telah menunjukkan kinerja yang kuat bagi investor jangka panjang. Meskipun saham ini mengalami penurunan tipis sebesar 1% dalam sebulan terakhir, saham ini telah naik 19% selama setahun terakhir. Yang lebih mengesankan, saham ini telah memberikan imbal hasil sebesar 117% selama periode tiga tahun dan imbal hasil 142% selama lima tahun.

Selain buyback, perusahaan juga telah memberikan imbalan kepada pemegang saham dengan dividen yang substansial. Bajaj Auto mengumumkan dividen sebesar ₹150 per saham (1.500%) untuk tahun fiskal yang berakhir pada 31 Maret 2026. Tanggal pencatatan (record date) untuk kelayakan dividen ditetapkan pada 29 Mei, dengan pembayaran yang diharapkan pada atau sekitar 24 Juli 2026.

Poin-Poin Penting

  • Tanggal Pencatatan & Harga: 24 Juni adalah tanggal pencatatan untuk buyback senilai ₹5.632 crore, dengan saham dibeli kembali pada harga premium sebesar ₹12.000 per saham.
  • Laba Rekor: Buyback ini menyusul kinerja Q4 FY26 yang luar biasa, di mana perusahaan melaporkan rekor laba kuartalan sebesar ₹2.746 crore dan peningkatan pendapatan sebesar 32%.
  • Imbal Hasil Pemegang Saham: Bersamaan dengan buyback, investor akan menerima dividen sebesar ₹150 per saham, yang dapat dibayarkan sekitar 24 Juli 2026.