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%.
この銘柄は投資家に対して素晴らしい長期的な成長を示しており、過去3年間で117%、5年間では驚異的な142%のリターンをもたらしています。過去1ヶ月間で株価は1%のわずかな下落を見せているものの、過去1年間では約19%上昇しており、投資家の継続的な関心を反映しています。
主なポイント
- 権利確定日と価格: 1株あたり12,000ルピーの買付価格での自社株買いに参加するには、6月24日時点で株主である必要があります。
- 実施規模: これはBajaj Autoにとって過去最大規模の自社株買いであり、総額563.2億ルピー、最大469.4万株を対象としています。
- 財務の健全性: この自社株買いは、274.6億ルピーという過去最高の第4四半期利益と、前年同期比32%増の営業収益に支えられています。