Bajaj Auto Sets June 24 Record Date for Rs 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 Rs 5,632 crore share buyback program. This move underscores the company's strong liquidity position and its commitment to enhancing shareholder value through premium repurchases.

Details of the Mega Buyback Program

In a significant move for investors, Bajaj Auto will repurchase its shares at a price of Rs 12,000 per share. This price represents a substantial premium of nearly 19.5% over the stock's previous closing price. The company intends to buy back up to 46.94 lakh shares, which accounts for approximately 1.68% of its total paid-up share capital.

The buyback will be executed via the tender route, allowing eligible shareholders to offer their shares back to the company at the specified premium price. This is not the first major capital return move by the company; earlier in 2024, Bajaj Auto conducted a Rs 4,000 crore buyback at a price of Rs 10,000 per share.

Robust Financial Performance Driving Shareholder Returns

The decision to launch this record-breaking buyback follows a period of exceptional financial growth for the automaker. In the fourth quarter of FY26, Bajaj Auto reported its highest-ever quarterly profit of Rs 2,746 crore, a massive 34% increase compared to the Rs 2,049 crore recorded in the same period last year.

Revenue from operations also saw a significant surge, rising 32% year-on-year to reach Rs 16,006 crore. This operational efficiency is reflected in the company's EBITDA, which jumped 36% YoY to Rs 3,323 crore, while the EBITDA margin expanded by 60 basis points to 20.8%. Beyond the buyback, the company has also announced a generous dividend of Rs 150 per share for the financial year ended March 31, 2026.

Shareholding Pattern and Market Performance

As of March 31, 2026, Bajaj Auto's shareholding was distributed among promoters (55%), Indian financial institutions including banks and mutual funds (14.5%), and foreign investors (nearly 10%), with the remaining 21% held by the general public and corporates. The upcoming buyback is expected to shift these proportions as the company reduces its total outstanding share count.

Piyasa, şirketin uzun vadeli gidişatına olumlu tepki verdi. Hisse senedi son bir ayda %1'lik küçük bir düşüş yaşamış olsa da, geçtiğimiz yıl %19 kazanç sağladı. Uzun vadeli yatırımcılar, hissenin üç yılda %117 ve beş yılda etkileyici bir şekilde %142 getiri sağlamasıyla büyük fayda sağladı. Şu anda Bajaj Auto, 2,82 lakh crore Rs değerini aşan güçlü bir piyasa değerini koruyor.

Önemli Çıkarımlar

  • Rekor Geri Alım: Bajaj Auto, hisse başına 12.000 Rs primli fiyatla, 5.632 crore Rs değerinde şimdiye kadarki en büyük geri alımını gerçekleştiriyor.
  • Kritik Tarih: Pay sahiplerinin teklife katılmaya hak kazanabilmeleri için 24 Haziran kayıt tarihinde şirketin kayıtlarında bulunmaları gerekmektedir.
  • Güçlü Kazançlar: Geri alım, çeyreklik kârda %34'lük bir sıçrama ve gelirde %32'lik bir artışla rekor kıran FY26 4. çeyrek performansı ile destekleniyor.