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.

Oprócz skupu akcji, spółka zwiększyła zyski inwestorów, ogłaszając dywidendę w wysokości 150 rupii na akcję (1500% wartości nominalnej) za rok obrotowy zakończony 31 marca 2026 r. Data ustalenia prawa do dywidendy została wyznaczona na 29 maja, a wypłaty mają zostać zrealizowane około 24 lipca 2026 r.

Kluczowe informacje

  • Rekordowy skup akcji: Bajaj Auto odkupuje do 46,94 lakh akcji po cenie 12 000 ₹ za akcję, przy czym 24 czerwca wyznaczono jako datę ustalenia prawa do udziału w skupie.
  • Rekordowe zyski: Spółka osiągnęła najwyższy w historii zysk kwartalny w wysokości 2 746 crore ₹ w IV kwartale roku obrotowego 2026, co było wynikiem 32-procentowego wzrostu przychodów.
  • Podwójne korzyści: Inwestorzy skorzystają zarówno z atrakcyjnego skupu akcji, jak i znaczącej wypłaty dywidendy w wysokości 150 ₹ na akcję.