Quick Takeaways
- Bajaj’s overall sales climbed 5% in August 2025, touching 4.17 lakh units.
- Domestic demand dipped 8%, with two-wheelers dragging down volumes.
- Exports surged 29%, giving the company a much-needed boost.
- Commercial vehicles jumped 21%, emerging as the month’s star performer.
The Big Picture
August turned out to be another mixed month for Bajaj Auto. On the one hand, the domestic market continued to show signs of strain, especially for motorcycles. On the other, exports and commercial vehicles once again pulled their weight, keeping the company in growth mode. Thanks to this balance, Bajaj managed to post a healthy 5% rise in overall sales, moving 4,17,616 units during the month.
Domestic Market: Still a Bumpy Ride
Closer to home, Bajaj’s performance wasn’t as cheerful. Weak rural sentiment and tighter household budgets continued to affect motorcycle sales — the bread and butter of Bajaj’s domestic portfolio.
- Domestic sales fell 8%, slipping to 2,32,398 units from 2,53,827 last year.
- Two-wheelers bore the brunt, plunging 12% to 1,84,109 units.
For Bajaj, this decline highlights just how dependent the brand is on India’s rural economy and festival-driven buying cycles. With the festive season around the corner, the coming months will be a crucial test of demand revival.
Exports: Bajaj’s Safety Net
What India lost, overseas markets more than made up for. Bajaj’s global footprint — spanning Africa, Latin America, and South Asia — once again cushioned the domestic fall.
- Exports shot up 29% to 1,85,218 units.
- Two-wheeler exports alone grew 25% to 1,57,778 units.
This surge pushed Bajaj’s overall two-wheeler tally to 3,41,887 units, marking a small but significant 2% YoY rise. Clearly, global demand is proving to be Bajaj’s strongest safety net right now.
Commercial Vehicles: The Star of the Month
If there’s one category where Bajaj Auto truly shined in August, it was commercial vehicles. Demand for last-mile mobility solutions is on the rise — both in India and abroad — and Bajaj is reaping the benefits.
- Domestic CV sales edged up 7%, reaching 48,289 units.
- Export CV sales exploded, climbing 58% to 27,440 units.
That brought Bajaj’s total CV volumes to 75,729 units, an impressive 21% YoY jump. From bustling Indian cities to overseas markets looking for affordable urban mobility, Bajaj’s three-wheelers are riding a strong wave.
April–August 2025: A Balancing Act
Taking a longer view, Bajaj’s story for the first five months of FY25 is one of balance — exports and CVs offsetting domestic weakness.
- Total sales: 18,94,853 units, up 2% year-on-year.
- Domestic sales: Down 9% at 10,50,349 units.
- Exports: Up a strong 21% at 8,44,504 units.
Breaking it down:
- Two-wheelers: Domestic down 11%, exports up 18%, leaving overall numbers flat at 15,86,925 units.
- Commercial vehicles: Domestic stable (+1%), exports booming (+47%), for a total 14% jump at 3,07,928 units.
The contrast is striking — while motorcycles at home struggle, Bajaj’s three-wheelers abroad are carrying the torch.
Conclusion
Bajaj Auto’s August 2025 sales underline a simple truth: the company’s global strategy and diversified portfolio are keeping it ahead of the curve. Domestic two-wheeler demand may be wobbling, but strong exports and robust CV sales have ensured growth doesn’t stall.
As India heads into the festive season, all eyes will be on whether rural demand and consumer confidence finally turn a corner. Until then, Bajaj’s mix of strong exports and thriving CVs continues to act as its biggest safety net — proving once again why the brand remains a true global player in mobility.