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The two-wheeler giant’s domestic weakness is overshadowing its global strength. Investors now want proof that Bajaj can win again at home.

Bajaj Auto is delivering the kind of numbers that should have investors roaring.
Profits, revenue and operating margins are at all-time highs. Q2 exports hit a record, powered by Latin America. It’s leading India’s still-nascent electric two-wheeler market. It dominates three-wheelers, thanks to a deep electric lineup. Sales from its partnership with the UK’s Triumph Motorcycles are at new peaks. And with the acquisition of KTM parent Pierer Mobility AG, Bajaj now controls one of the world’s strongest premium motorcycle portfolios.
Yet the stock has barely budged. Up just 4% in 2025, it’s the weakest performing automaker in the …

The Saudi-backed EV maker says claims of a possible collapse are untrue, but investors remain worried about the company’s future.
FY26 numbers show that Airtel is stealing a march on its larger rival on most counts and is unrelenting in its ambition, casting a cloud on Jio’s valuation.
Surprisingly strong metrics alongside aggressive expansion mask a lurking balance-sheet risk. Moreover, competition is not going to be kind to the retail giant any time soon.