Bajaj Auto Q4 FY25: Profit Dips 10% Amid Export Woes; Dividend@adityafinancialinsights#bajajauto

Bajaj Auto Q4 FY25: Profit Dips 10% Amid Export Woes; Dividend Bonanza**
*(Aditya Financial Insights | 29 May 2025 | 7:00 PM IST)*

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### **📌 Quarterly Snapshot**
| **Metric** | **Q4 FY25** | **Q4 FY24** | **Change** | **Aditya’s Take** |
|------------------------|-------------|-------------|------------|----------------------------------|
| **Revenue** | ₹12,400 Cr* | ₹11,800 Cr* | **+5%** | Domestic demand offsets exports |
| **Net Profit** | ₹1,802 Cr | ₹2,011 Cr | **-10%** | Africa/LATAM currency crises |
| **EBITDA Margin** | 16.5% | 18.2% | **-170 bps**| Input cost pressure |
| **Dividend** | ₹210/share | ₹180/share | **+17%** | 4.2% yield at CMP |

*(*Approx. figures based on synopsis; exact revenue awaited in filings)*

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### **🔍 Decoding the Numbers**
✅ **Domestic Strength**:
- **2Wheeler Sales**: +8% YoY (Pulsar 250N launch success).
- **3Wheeler EV Push**: 15% market share in e-rickshaws.

⚠️ **Export Collapse**:
- Nigeria/Egypt sales drop **35%** (FX shortages).
- LATAM volumes down 22% (Recession impacts).

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### **📊 Market Reaction & Technicals**
- **Stock Price**: ₹5,020 (-2% post-results).
- **Key Levels**:
- Support: ₹4,850 (200-DMA).
- Resistance: ₹5,200 (All-time high).
- **Valuation**: P/E 18x (vs Hero Moto’s 22x).

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### **💰 Strategic Plays**
1️⃣ **Dividend Play**: Hold for yield (Tax-efficient for HNIs).
2️⃣ **Recovery Bet**: Buy below ₹4,900 (Stop-loss: ₹4,750).
3️⃣ **Sector View**: Prefer **TVS Motor** for export resilience.

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### **⚠️ Key Risks**
- **Commodity Costs**: Aluminum/steel prices volatile.
- **EV Disruption**: Ola Electric’s ₹25,000 scooter threat.

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