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Rakesh Sharma

Joint Managing Director (effective June 2026), Bajaj Auto Limited

Search every verified Rakesh Sharma interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rakesh Sharma, Joint Managing Director of Bajaj Auto, discussed the company's September 2026 sales performance, attributing a shortfall of approximately 40,000 units to supply-chain and logistics constraints. He stated that around 20,000 units of the shortfall were in the Chetak electric scooter due to component arrival issues and chip shortages, while another 15,000 export units were affected by logistics problems. Sharma said the company had planned for about 570,000 units in September but fell short, while also noting that demand remained strong, with no underlying weakness observed in the last three months and expectations for October sales to exceed 570,000 units. Sharma also addressed the company's export growth, which rose 53% in August, describing it as driven by strong performance in Latin America and Africa, alongside a completely refreshed portfolio. He cautioned against comparing domestic and international markets directly, calling such comparisons "flawed," and noted that the company avoids setting fixed annual export targets in an uncertain environment. Regarding new products, he said the company plans to reveal brands in the 125–400 cc space by the end of the fiscal year, and he highlighted continued investment in new capacity to meet rising electric vehicle demand, with the industry's two-wheeler EV segment growing at 70% and three-wheelers at 100%.

Recent appearances

  • How A Supply Chain Snag Cost Bajaj Auto 40,000 Units & Sent The Stock Down 7% | Rakesh Sharma

    October 01, 2026 · 📺 NDTV Profit

    Bajaj Auto says supply-chain and logistics constraints had a major impact on its September sales, with management estimating that nearly 40,000 units could not be billed or shipped during the month. In this conversation, Joint MD Rakesh Sharma explains what happened with Chetak availability, export shipments, premium motorcycle supplies and why demand in several markets remains stronger than the headline numbers suggest. He also discusses Latin America, Africa, the festive-season outlook and what Bajaj expects from its refreshed domestic portfolio. #BajajAuto #Chetak #AutoSales #RakeshSharma…

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  • Weak September Sales For Bajaj Auto | Supply-Chain Constraints Impacted Exports, Says Company

    October 01, 2026 · 📺 CNBC-TV18

    CNBC-TV18 Exclusive | Bajaj Auto Falls 9% Post Weak September Sales Bajaj Auto's Rakesh Sharma to CNBC-TV18 Shortfall of 15,000 export units due to logistics issues Could not increase Chetak production due to chip shortage Supply-chain constraints impacted exports  Don’t see any weakness in demand #bajajauto #septemberautosales #augustsales #salesgrowth #exportsgrowth #evdemand #evsales #2026growthoutlook #bajajautorally #cnbctv18 #cnbctv18market #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to o…

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  • Bajaj Auto Exports Surge 53%: MD Rakesh Sharma Decodes Global Demand, Growth Strategy And Key Risks

    September 02, 2026 · 📺 NDTV Profit

    Bajaj Auto’s exports jumped 53% in August, with strong momentum across markets in Africa and Latin America. Joint MD Rakesh Sharma explains what’s driving the growth, the festive-season opportunity, and why the company is still cautious about setting a full-year export target. #BajajAuto #AutoExports #RakeshSharma #StockMarket #AutoSector #NDTVProfit For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow…

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  • Bajaj Auto's Festive Preparations! Rakesh Sharma's big statement on Demand and Growth

    September 02, 2026 · 📺 Zee Business

    NEWS PAR VIEWS | 'Bajaj Auto' In which markets is more growth expected? What will demand be like in the upcoming Festive Season, and what is Bajaj Auto's preparation? How much is competition expected to increase in the Entry Level segment? Watch Anil Singhvi's special conversation with Rakesh Sharma, Joint MD of Bajaj Auto #BajajAuto #RakeshSharma #AnilSinghvi #NewsParViews #AutoSector About Zee Business: Zee Business is India's Number 1 Hindi business news channel. It's your channel for profit and wealth. Watch Live coverage of Indian markets - Sensex & Nifty, also for expert insights…

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  • Strong August Sales For Bajaj Auto | Have Been Investing In New Capacity, Says Company | CNBC TV18

    September 02, 2026 · 📺 CNBC-TV18

    CNBC-TV18 Exclusive | Bajaj Auto Posts Strong August Sales Joint MD, Rakesh Sharma to CNBC-TV18 Will have an entirely upgraded & refurbished portfolio over the next few months Have been investing in new capacity to meet increased EV demand #bajajauto #augustautosales #augustsales #salesgrowth #exportsgrowth #evdemand #evsales #2026growthoutlook #bajajautorally #cnbctv18 #cnbctv18market #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------…

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  • Why Bajaj Auto Is Bullish On EVs Despite Global Uncertainty | Rakesh Sharma

    July 22, 2026 · 📺 NDTV Profit

    Bajaj Auto Joint MD Rakesh Sharma speaks exclusively to NDTV Profit on the company's growth roadmap, EV expansion, export outlook, and premium motorcycle strategy. He explains why the company remains optimistic despite a challenging first quarter and continued global macroeconomic volatility. Watch the full conversation for key insights into Bajaj Auto's strategy and the future of India's two-wheeler industry. #BajajAuto #ElectricVehicles #EV #AutoSector #TwoWheelers #BajajChetak #AutoNews #EVIndia #BusinessNews #NDTVProfit For more videos subscribe to our channel:    / @ndtvprofitindia…

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  • A Good Q1 For Bajaj Auto | Expect Export Monthly Run-Rate To Continue Above 2.5 Lakh Units: Company

    July 22, 2026 · 📺 CNBC-TV18

    #1QWithCNBCTV18 | Bajaj Auto Gains Post Reporting Good Q1FY27 Earnings Joint MD, Rakesh Sharma to CNBC-TV18 Expect export monthly run-rate to continue above 2.5 lk units Electric scooter, sports bike seeing very strong growth #bajajauto #2026results #2026earnings #earningsgrowth #revenuegrowth #profitgrowth #margingrowth #ebitdamargingrowth #salesgrowth #exportsgrowth #2026growth #cnbctv18 #cnbctv18market #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf ------…

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  • Bajaj Auto Expects Stronger Q2; Mosl Upgrades To Buy This Stock | Rakesh Sharma | Business News

    July 22, 2026 · 📺 ET Now

    Bajaj Auto Expects Stronger Q2; Mosl Upgrades To Buy This Stock | Rakesh Sharma | Business News Bajaj Auto is gaining investor attention as the company expects a stronger Q2 performance, while Motilal Oswal has upgraded the stock to a Buy rating. In this conversation, Rakesh Sharma discusses Bajaj Auto’s growth outlook, demand trends, exports, premium motorcycles, EV strategy and the key factors that could influence the stock’s future performance. #bajajauto #autostocks #stockmarket #evstocks #businessnews #sharemarket #indianmarket #investing control your money with economic times now. #…

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  • Bajaj Auto Earnings Call for Q1FY27

    July 21, 2026 · 📺 trendlyne

    Conference Call with Bajaj Auto Management and Analysts on Q1FY27 Earnings Performance and Outlook. Get the Earnings/Conference Calls podcast: https://trendlyne.com/feeds/earning-c... To download the Trendlyne app: https://play.google.com/store/apps/de... All earnings transcripts: https://trendlyne.com/earnings-transc...

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  • Will Monsoon Delay Affect Bajaj Auto? Joint MD Rakesh Sharma Answers

    July 04, 2026 · 📺 Zee Business

    News Par Views | Bajaj Auto उम्मीद से बेहतर प्रदर्शन, क्या है खास ट्रिगर्स? क्या जुलाई में भी जारी रहेगा दमदार प्रदर्शन? क्या घरेलू मांग की रफ्तार रही मजबूत? दिल्ली की नई EV पॉलिसी, कंपनी कितनी तैयार? मॉनसून में देरी, कंपनी पर पड़ेगा असर? देखिए Bajaj Auto के जॉइंट MD राकेश शर्मा की ज़ी बिज़नेस से खास बातचीत #AutoSector #EVPolicy #ElectricVehicles #StockMarket #IndianAuto About Zee Business: Zee Business is India's Number 1 Hindi business news channel. It's your channel for profit and wealth. Watch Live coverage of Indian markets - Sensex & Nifty, also for expert insights and advis…

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  • Strong June Sales | Allowing Hybrid Products Would've Made Delhi EV Policy More Balanced: Bajaj Auto

    July 03, 2026 · 📺 CNBC-TV18

    Healthy June Sales For Bajaj Auto | Joint MD, Rakesh Sharma to CNBC-TV18 Allowing hybrid products would have made Delhi EV policy more balanced Logistics & shipping issues have seen an improvement Trend for EV remains strong #bajajauto #juneautosales #junesales #delhievpolicy #salesgrowth #exportsgrowth #2026growthoutlook #expansionplans #buybackplans #cnbctv18 #cnbctv18market #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf ------------------------------…

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  • Zee Business Exclusive | Bajaj Auto Joint MD on Key Business Triggers

    July 03, 2026 · 📺 Zee Business

    News Par Views | Bajaj Auto उम्मीद से बेहतर प्रदर्शन, क्या है खास ट्रिगर्स? क्या ...

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Verified interview transcripts

Notable quotes

“Well, firstly, I would say that this comparison is flawed. It's like comparing apples and oranges. We look at domestic market and international markets quite independently and you know, we do not get much intelligence out of that comparison. In fact, in international business also, we would look at the Africa region, the LatAm, and the Asia as very, very distinct regions, and we have to set targets, set our ambitions”

“Indeed, the one-off as you're calling it is entirely on the constraints which we have faced on the supply chain side. I think we lost a substantial volume for billing in our electric two-wheeler Chetak, almost 20,000 units because of the late arrival of certain components due to logistic issues and unforeseen and unfortunate issues over there. Otherwise, we would have seen a much higher level of sales of Chetak to ou”

“If I compare things in the immediate term, let's say last 3 months, there is no underlying weakness setting in. The weakness did set in in April May June as you know because the industry domestic industry was growing very fast till March and then there was a step down from 20% to 12-30%. So in the last few months I won't say that there is an onset of any weakness in demand. In fact I must also highlight three wheeler”

“We had a record month and a record quarter, but I must say we were planning for around 570,000 units this month and I think your poll got it right almost to the last digit but we ended up with about 40,000 units short and that was entirely due to supply chain constraints, some unfortunate and some because of the solid ramp up in demand we are seeing for our new products. So if I have to break down the 40,000 units, 2”

“अगर हम अप्रैल से अगस्त का देखें तो हम देखते हैं कि इंडस्ट्री 11 12% से ग्रो कर रही है और मेरे हिसाब से ये अंडरलाइन ग्रोथ रहेगी इंडस्ट्री में। तो फंडामेंटल ग्रोथ अब थोड़ा ऊपर नीचे सीजन आगे पीछे हो हुआ है तीन हफ्ते से तो हम लोगों को सेप्टेंबर से लेके नवंबर तक का देखना चाहिए उसमें सेप्टेंबर अच्छा दिखेगा अक्टूबर कम दिखेगा नवंबर फिर अच्छा दिखेगा वो बिकॉज़ ऑफ़ द बेस इफेक्ट तो सेप्टेंबर से नवंबर का मुझे लगता है स्ट्रांग गुड”

“The continuing penetration of the electric vehicles both in actually two wheelers and three wheelers. It is really giving us very strong signals that the customer is brushing aside all those anxieties and voting in favor of better economics and better convenience and adopting electric at a very very fast rate. Two wheelers is growing at 70% the industry and the three wheelers is growing at 100%. This growth has surge”

Other executives at Bajaj Auto Limited

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