Bajaj Auto March 2025 Sales Rise 1% Amid Global Tariff Concerns

Bajaj Auto has posted modest growth in March 2025 sales even as it keeps a close eye on global tariff tensions and their potential ripple effects. With the US contributing only 1–2% to its total exports, the company does not anticipate a direct impact but is watching secondary markets like Mexico closely for indirect consequences.

Global Tariff Concerns and Mexico Exposure

Executive Director Rakesh Sharma told CNBC TV18, “Mexico is one of our largest overseas markets, both by volume and value terms and how the economy of Mexico is impacted we have to see once the dust around the tariff wars sort of settles down. There is no direct impact, but there are secondary impacts to be watched out for.” The company sells nearly 10,000 units of high-end products monthly in Mexico, making it one of Bajaj Auto’s top three overseas markets by volume and value.

Sharma added that currency fluctuations and broader economic shifts in regions like Mexico could influence future demand.

Confidence in Global Competitiveness

Bajaj Auto continues to compete with major international brands across 108 global markets, including the US, China, and Japan. Despite the global uncertainty, the company remains confident in its ability to maintain its international foothold.

Bajaj Auto Domestic Outlook and Industry Growth

On the domestic front, Bajaj Auto maintains a positive outlook. Sharma noted that the Indian motorcycle industry is expected to grow by 5–6% in FY26, and the company aims to outperform this benchmark, particularly in the premium 125 CC+ segment.

Bajaj Auto March 2025 Sales Performance

• Total Sales: 369,823 units in March 2025, up 1% from 365,904 units in March 2024.
• Domestic Sales: 183,659 units.
• Two-Wheeler Exports: 132,073 units, compared to 130,881 units last year.

Bajaj Auto Share Price Performance

As of the end of the trading session on April 4, 2025, Bajaj Auto’s shares closed at ₹7,699.80 on the NSE, down 2.68%. The company’s current market capitalisation stands at ₹2,15,627.37 crore.

Conclusion

While Bajaj Auto remains largely unaffected by direct US tariffs, it is keeping a close watch on key export markets like Mexico. With strong domestic performance and global competitiveness, the company is positioning itself for steady growth in FY26 despite external challenges.

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