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 largest-ever share buyback. This massive capital allocation move signals strong confidence in the company's cash reserves and future growth 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 repurchase price has been set at ₹12,000 per share, offering investors a significant premium of nearly 19.5% over the stock's previous closing price. This initiative follows a previous ₹4,000 crore buyback conducted in 2024 at ₹10,000 per share, highlighting the management's consistent strategy of returning value to shareholders through corporate actions.

Robust Financial Performance and Shareholding Context

The decision to initiate such a large-scale buyback is backed by exceptional quarterly performance. In Q4 FY26, Bajaj Auto reported its highest-ever quarterly profit of ₹2,746 crore, marking a substantial 34% jump compared to the ₹2,049 crore recorded in the same period last year. Revenue from operations also saw a 32% year-on-year rise, reaching ₹16,006 crore.

As of March 31, 2026, the company's shareholding pattern shows promoters holding a 55% stake, while institutional investors (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. The buyback is expected to subtly shift these proportions as shares are retired from the market.

Investor Returns: Buybacks and Dividends

Beyond the buyback, Bajaj Auto is rewarding its investors through significant dividend payouts. The company has announced a dividend of ₹150 per share (representing 1,500% of the face value) for the financial year ended March 31, 2026. While the record date for dividend eligibility was set for May 29, the actual payment is expected to be processed on or around July 24, 2026.

Voor langetermijnbeleggers heeft Bajaj Auto bewezen een vermogensbouwer te zijn. Het aandeel heeft indrukwekkende rendementen opgeleverd van 117% over drie jaar en 142% over een periode van vijf jaar. Momenteel heeft het bedrijf een enorme marktkapitalisatie van meer dan ₹2,82 lakh crore.

Kernpunten

  • Recorddatum & Prijsstelling: 24 juni is de officiële recorddatum voor de inkoop van ₹5.632 crore aan aandelen, waarbij de aandelen worden teruggekocht voor ₹12.000 per stuk.
  • Recordwinsten: De inkoop volgt op een uitstekend vierde kwartaal van het boekjaar 2026 (Q4 FY26), waarin het bedrijf een recordwinst van ₹2.746 crore behaalde, een stijging van 34% op jaarbasis (YoY).
  • Dubbel rendement: Aandeelhouders profiteren zowel van het premium inkoopaanbod als van een aanzienlijk dividend van ₹150 per aandeel.