Bajaj Auto reported its fourth-quarter earnings for the fiscal year 2024-25 with a consolidated net profit decline of approximately 10% year-on-year to ₹1,801-1,802 crore, while revenue from operations increased by around 8-8.5% to ₹12,204 crore. Despite the profit decline, the company beat some market estimates and declared its highest-ever dividend of ₹210 per share. Analysts from Jefferies, Bernstein, and CLSA provided mixed to positive outlooks, highlighting growth prospects in domestic and export two-wheeler markets, with expectations of 5-7% growth in India's motorcycle market and 20-25% surge in e-scooter sales for FY26. Bajaj Auto is also expanding in the electric vehicle segment, including e-rickshaws and electric two-wheelers, with its EV business nearing breakeven. However, the company issued a warning about potential disruptions in vehicle production from July due to China's tightening of rare-earth magnet exports, which are critical for electric vehicle manufacturing. This supply constraint has raised concerns across the global automotive industry, with car makers worldwide alerting that the shortage could halt production. Bajaj Auto's stock experienced a decline following the earnings announcement, with analysts expressing caution about valuations despite steady margins supported by dynamic pricing and cost control. The company also announced plans for stock splits and bonus issues, with record dates fixed for dividend payments.