Obermatt

Bajaj Auto

NSI:BAJAJ-AUTO · INE917I01010
AutomobilesX-Large

360

81
EV / EBIT30
Price / Owner Earnings16
Owner Earnings Yield62
Dividend Yield73
Price/Sales28
EV / Gross Profit17
Price/Book28
Return on Capital97
Cash Return on Capital92
Return on Equity94
EBIT Margin98
Gross Profitability84
Cash Conversion15
Owner Earnings Margin92
Sales growth37
Profit Growth89
Long-Term EPS Growth67
Reinvestment89
Price momentum74
Debt load26
Refinancing27
Debt Payback57
Liquidity61
Analyst ratings49
Opinion Changes65
Price Target Upside15
Market mood72
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Bajaj Auto generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryIndia
IndustryAutomobiles
SizeX-Large
TypePublic Company
ExchangeNSEI
Founded2007
Employees6,736
ISININE917I01010
Last UpdateApr 2, 2026
Themes
Micro-MobilityElectric VehicleAutomotiveManufacturingMarketingProduct DesignSales

Description

Bajaj Auto Limited engages in the manufacture and sale of two- and three- wheelers in India. The company also has operations in Latin America, Africa, Middle East, South and South East Asia. The company’s vehicle manufacturing capacity is approximat…

Analysis

Beloved champion

Bajaj Auto Limited sits in the top corner of our grid: excellent business, premium price; every investor already knows the story. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 9% a year, against analyst forecasts of 15%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
67
2023202420252026

All-time high

100

Dec 2023

All-time low

12

Sep 2025

Average rank

70

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
28
31
32
43
Price/Earnings
45
56
56
58
Price/Book
28
21
37
55
Dividend Yield
73
80
69
86
Value (overall)
48
59
43
56

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →