A steadily weakening rupee has emerged as a meaningful tailwind for Bajaj Auto, giving its export-heavy portfolio a profitability cushion at a time when domestic two-wheeler demand continues to recalibrate post-festive season.

Executive Director Rakesh Sharma described the currency movement as “party time” for a company. He added, “The softly devaluing rupee is very beneficial to a company like ours, which has got almost 50% of its revenue coming from international sources. It's very helpful to being also competitive in our retail markets.”

With Bajaj Auto exports exceeding $2 billion, every ₹1 depreciation against the dollar translates into a positive EBITDA impact of over ₹200 crore for the company.

Although Bajaj Auto maintains hedges to ensure price stability in its global retail

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