🟢 At a Glance:
Bajaj Auto clocked 3.84 lakh units in May 2025, an 8% YoY growth, mostly thanks to strong exports (up 22%). Domestic sales? Flat. Commercial vehicle (CV) exports jumped 37%, but domestic CV sales dropped. YTD growth is a modest 1%. Clearly, Bajaj is becoming a global brand… while Indian buyers are just kicking the tyres.
🏍️ Key Sales Data – May 2025
| Category | May ’25 Units | May ’24 Units | YoY Change |
|---|---|---|---|
| 2-Wheelers (Domestic) | 1,91,412 | 1,88,340 | +2% |
| 2-Wheelers (Exports) | 1,40,958 | 1,17,142 | +20% |
| 2-Wheelers Total | 3,32,370 | 3,05,482 | +9% |
| CVs (Domestic) | 34,321 | 36,747 | -7% |
| CVs (Exports) | 17,930 | 13,094 | +37% |
| CVs Total | 52,251 | 49,841 | +5% |
| Grand Total | 3,84,621 | 3,55,323 | +8% |
📦 YTD Snapshot (Apr–May FY26)
| Category | FY26 YTD | FY25 YTD | Change |
|---|---|---|---|
| 2-Wheelers (Domestic) | 3,80,027 | 4,05,290 | -6% |
| 2-Wheelers (Exports) | 2,70,280 | 2,41,981 | +12% |
| CVs (Domestic) | 66,321 | 68,880 | -4% |
| CVs (Exports) | 33,803 | 27,428 | +23% |
| Total Units | 7,50,431 | 7,43,579 | +1% |
🧠 EduInvesting Take
If Bajaj’s domestic business is a Splendor with a flat tyre, its exports are a Dominar on nitro. The overseas markets — especially Africa and Latin America — are literally driving growth.
But back home? Weak CV demand and stagnant 2W sales = meh.
This is becoming a classic case of a global hero, local zero.
⚠️ Risks & Red Flags
- Domestic growth has stalled completely.
- Rural market still weak; CVs down 7% is a big deal.
- YTD growth just 1% — so don’t let the 8% May jump fool you.
🎯 Focus Keyword: Bajaj Auto May 2025 Sales
Meta Description: Bajaj Auto May 2025 sales rose 8% YoY, driven by 22% export growth. Domestic sales flat. Full EduInvesting breakdown of 2W & CV trends.
🏷️ Tags:
Bajaj Auto, Bajaj Sales May 2025, Bajaj Auto Export Sales, Commercial Vehicle India, Auto Sector May 2025, EduInvesting
Author: Prashant Marathe
Date: June 2, 2025
