I’ve been following Bajaj Auto for years now, and what happened in July 2025 reminded me of just how unpredictable the auto market can be. At first glance, a 3 percent growth might sound like a whisper but beneath the surface, there’s a lot more noise. And most of it’s coming from outside India.
Let’s break it down
Bajaj Auto Sales hit 366,000 units this July. That’s up from 354,169 a year ago. On paper, it’s a win. But what really caught my attention? The export numbers.
Exports jumped a massive 28 percent. Imagine that, 182,857 vehicles shipped out to international markets. The two-wheelers alone saw a 22 percent export boost. Even more impressive, the commercial vehicles export numbers almost doubled with a 79 percent rise.
Meanwhile, back home, things weren’t as rosy. Domestic sales slipped 13 percent, dragged down by an 18 percent fall in two-wheeler demand. The only relief was a 4 percent rise in domestic commercial vehicle sales.
From April to July 2025, the story remains the same. Exports strong, domestic demand soft. Bajaj’s global push is clearly paying off.
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For me, the biggest takeaway isn’t just the 3 percent rise. It’s how Bajaj Auto is quietly shifting gears, leaning into international growth to keep moving forward.
