Rajiv Bajaj Exclusive | Export Has Been A Standout Vertical In Last Few Months | CNBC TV18

But time now to get you the exclusive conversation. Parikhit Lutra, my colleague, is in conversation with Rajiv Bajaj of Bajaj Auto. Parikhit, take it over.

Bajaj Auto has seen a strong rebound in exports in quarter 3 of FY26 with 200,000 export sales per month since October and the numbers crossed the 600,000 mark after 15 quarters. The company expects this export momentum to continue. In fact, the Bajaj Auto leadership has said that the company is on the path to deliver its highest ever topline performance in dollar terms this financial year. Continued leadership in the three-wheeler segment is also supporting the growth of the company. Bajaj Auto emerged as the number one player in the electric auto segment in quarter 3. In electric two-wheelers, TVS and Bajaj Auto have consolidated their position as the top two players followed by Ather Energy, Hero MotoCorp, and Ola in fifth place. Bajaj Auto has said that for electric two-wheelers, the company has emerged out of supply chain disruptions and is working on a rapid scale-up of sales and production. While Bajaj Auto's two-wheeler sales in the domestic market were up 25% at 2,14,000 units in January this year, overall between April to January, the domestic two-wheeler sales for the company were down by about 2%. To drive domestic growth, Bajaj Auto has taken seven initiatives in the form of upgrades recently and eight more interventions or products are expected to come out in the next 4 months. Increasing growth in the 125cc plus segment and the 150cc plus segment will be a priority for the company. Joining us now to talk about all of this is Bajaj Auto's Rajiv Bajaj, the managing director of the company. Mr. Bajaj, thank you very much. The export performance has stood out in the last quarter. How do you see the export momentum continuing?

All right. So that's a strong performance in Latin America as you pointed out, 50,000 two-wheelers in January, 5,000 three-wheelers. So if the export numbers crossed 600,000 in quarter 3, would you expect similar numbers or could you give us a growth projection for this quarter for quarter 4 and going forward?

All right. Also to ask you about the recent trade deals. How are you encouraged by the FTA conclusion with the European Union? It's going to come into effect next year and we will be getting zero duty access for our two-wheelers. How does this help you and how does it open up new markets?