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.

自社株買いに加え、同社は2026年3月31日を期末とする会計年度において、1株あたり150ルピー（額面の1,500%）の配当を発表し、株主還元を強化しました。配当の基準日は5月29日に決定しており、支払いは2026年7月24日頃に行われる見込みです。

主なポイント

  • 記録的な自社株買い: Bajaj Autoは、1株あたり12,000ルピーで最大46.94ラック（469.4万）株を買い戻す予定であり、6月24日が権利確定基準日として設定されています。
  • 過去最高益: 同社は、売上高の32%増に支えられ、2026年度第4四半期に過去最高となる2,746クロール（274.6億）ルピーの四半期利益を達成しました。
  • 二重の還元: 投資家は、プレミアム価格での自社株買いと、1株あたり150ルピーという大幅な配当の両方の恩恵を受けることになります。