---
title: "Bajaj Auto shares rise 1% after Q4 beat; brokerages bullish on exports, margins despite inflation risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285481506.md"
description: "Bajaj Auto shares rose 1% following a strong Q4 FY26 performance that exceeded expectations. Brokerages remain optimistic about exports and margins despite inflation concerns. The stock traded at Rs 10,375, up 0.54% on the day, and has gained nearly 35% over the past year, outperforming the Nifty 50. While brokerages maintain positive outlooks, they caution about near-term cost inflation and limited valuation upside after the recent rally."
datetime: "2026-05-07T03:52:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285481506.md)
  - [en](https://longbridge.com/en/news/285481506.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285481506.md)
---

# Bajaj Auto shares rise 1% after Q4 beat; brokerages bullish on exports, margins despite inflation risks

Bajaj Auto Ltd shares traded higher on Thursday after the company’s Q4 FY26 results beat Street expectations. Brokerages highlighted strong export momentum, resilient margins and healthy domestic demand outlook, even as rising commodity costs remained a key concern.

Bajaj Auto stock was trading at Rs 10,375 in early trade, up 0.54 percent for the day, after gaining 2.7 percent in the previous session ahead of the results announcement. The stock has rallied nearly 35 percent over the past one year, sharply outperforming the Nifty 50, which is broadly flat over the same period.

Brokerages largely retained positive or constructive views on the stock following the Q4FY26 performance, though several flagged near-term cost inflation pressures and limited valuation upside after the recent rally.

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