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.

Além da recompra de ações, a empresa reforçou o retorno aos investidores ao anunciar um dividendo de Rs 150 por ação (1.500% do valor nominal) para o ano fiscal encerrado em 31 de março de 2026. A data de registro para o dividendo foi fixada em 29 de maio, com a expectativa de que os pagamentos sejam processados por volta de 24 de julho de 2026.

Principais Destaques

  • Recompra de Ações Recorde: A Bajaj Auto está recomprando até 46,94 lakh de ações a ₹12.000 por ação, com o dia 24 de junho definido como a data de registro de elegibilidade.
  • Lucros Recordes: A empresa alcançou seu maior lucro trimestral de todos os tempos, de ₹2.746 crore no 4º trimestre do ano fiscal de 2026, impulsionado por um aumento de 32% na receita.
  • Retornos Duplos: Os investidores devem se beneficiar tanto da recompra com ágio quanto de um pagamento de dividendos significativo de ₹150 por ação.