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BAJAJ-AUTO Bajaj Auto Ltd. — Smart-Money Activity, F&O Buildup & Bulk Deals

Sector: Automobile and Auto Components · Nifty 50 Weight: 0.59%
₹ 10,403.50
-1.13%
1-year price · range ₹8,044–₹10,808

Live setups screens BAJAJ-AUTO is on right now — tap to see every stock matching

Smart Money Verdict synthesis of derivatives, deals, and promoter files

Derivatives signal Short Covering
Price rose (+0.4%) on short-covering (OI down -5.6%), suggesting a temporary relief bounce rather than new buyers.

Bajaj Auto Ltd. — Analysis as of 2026-07-13

Where the stock stands

Bajaj Auto Ltd. trades in the Automobile and Auto Components sector, closing at ₹10,156 on 10 July 2026, essentially flat from its previous close of ₹10,155. The stock sits 6.26% below its 52-week high of ₹10,834 and 29.24% above its 52-week low of ₹7,858.50. Over the past year, it has delivered a return of 19.997%, while the one-month return is a modest 0.415%. The company commands a market capitalisation of ₹283,600 crore, with a price-to-earnings ratio of 26.45 and price-to-book of 7.31. Return on equity stands at 28%, and the dividend yield is 1.48%.

Valuation metrics show earnings per share of ₹383.9. The stock's recent performance has been mixed relative to moving averages: it trades below its 50-day simple moving average but remains above its 200-day average. Neither a golden cross nor a death cross is currently in effect. The relative strength index of 55.1 indicates neutral momentum, neither overbought nor oversold. Relative volume at 1.01 suggests trading activity in line with recent averages.

What the smart-money flow shows

The evidence pack contains no data on F&O positioning — open interest changes, futures premiums, or options activity are not reported. Similarly, there are no named bulk deals, block deals, or institutional trading streaks documented. The data shows no recent insider filings. Without this information, the direction of informed or institutional money cannot be assessed from the available evidence.

The technical picture

Technically, Bajaj Auto presents a mixed intermediate-term picture. The stock holds above its 200-day simple moving average, indicating the longer-term trend remains intact, but it has slipped below its 50-day average, suggesting near-term softness. The RSI of 55.1 sits in neutral territory, offering no clear directional signal. The 6.26% distance from the 52-week high and 29.24% cushion above the low reflect a stock that has given back some gains after a strong run — the one-year return of nearly 20% confirms that underlying strength. The one-week return of 3.786% shows a minor bounce, though the flat close on 10 July and minimal one-month movement suggest consolidation. Volume relative to average is unremarkable at 1.01, indicating no urgency in either direction.

Catalysts and what to watch

The dominant near-term event is the company's ₹5,633 crore share buyback, which according to headlines from News was scheduled to close on 13 July 2026. This corporate action has generated repeated coverage with a bullish bias in the data. Beyond the buyback, first-quarter earnings are due on 21 July 2026, with an estimated EPS of ₹98.73. Recent news flow includes coverage of June sales rising 28% (NDTV Profit, 10 days ago) and earlier reports of a ransomware attack that triggered a selloff (HDFC Sky and Fortune India, 18 days ago). The buyback record date of 24 June has passed.

What the data does not establish: there is no information on how the buyback pricing compares to current market levels, no F&O positioning to gauge speculative sentiment, no institutional flow trends, and no insider transaction history. The impact of the ransomware incident on operations or financials is unquantified in the evidence pack. The earnings estimate is presented without context on whether it represents growth or contraction from prior periods.

Written from the exchange and price data shown on this page — F&O positioning, deals, insider filings, catalysts, technicals and valuation. Updated 2026-07-13. Data-driven analysis, not investment advice.

F&O Positioning EOD derivatives setup

Buildup Class
Short Covering
bias: bullish
Futures OI
2,624,250
-154800 (-5.6%)
Option PCR (OI)
0.72
neutral option setup
Max Pain Strike
₹ 10,200
writer loss minimized strike

Quote Details key metrics & weights

Previous Close
₹ 10,522.50
yesterday's EOD close
Index Contribution
-0.007 pp
contribution to Nifty
Traded Volume
834,319
live shares traded today
Upcoming Earnings
2026-07-21
EPS est: 111.44

Technical Snapshot from 400 sessions of price history

RSI (14)
63.7
neutral momentum
52-Week High
₹ 10,834.00
-2.9% from high
52-Week Low
₹ 7,858.50
+33.9% above low
200-DMA
₹ 9,548.21
+10.2% · above trend
50-DMA
₹ 10,208.49
+3.1% from 50-DMA
1-Year Return
+26.6%
1M +4.5%

Key Fundamentals headline ratios · Consumer Cyclical

P/E (TTM)
27.1
price / earnings
P/B
7.5
price / book
ROE
28.0%
return on equity
Market Cap
₹ 290,540 Cr
total market value
Dividend Yield
1.44%
trailing yield
EPS (TTM)
₹ 384.07
earnings per share

Fundamental ratios sourced from public market data, refreshed periodically; verify against company filings before relying on them.

Institutional Deals last 30 sessions (bulk & block)

No institutional bulk or block deals recorded for this stock in the last 30 sessions.

Broker Calls as reported · last 120 days

DateBrokerageCallTargetSource
2026-07-16 Emkay Upgrade · Buy Moneycontrol.com
2026-07-15 Emkay Upgrade · Buy Moneycontrol.com
2026-07-14 Emkay Upgrade · Buy Moneycontrol.com
2026-07-13 Emkay Upgrade · Buy Moneycontrol.com
Analyst calls as reported in the business press — collected and matched by Strota, not recommendations. Targets are the reporting publication's figures.

Insider & Promoter Filings last 60 days

No insider disclosures filed for this stock in the last 60 days.

Option Chain Ladder nearest expiry 2026-07-28 · spot 10,522 · EOD 2026-07-20

Option writers expect range between 9,500 and 10,500-0.2% upside, -9.7% downside.
unbalanced
Call OI (writers) Strike Put OI (writers)
37,875 -1k
IV 40% Δ 0.88 θ -9.9 ν 3
9900
65,100 +1k
IV 39% Δ -0.12 θ -7.9 ν 3
54,750 -2k
IV 38% Δ 0.85 θ -10.7 ν 3
10000
77,175 +6k
IV 38% Δ -0.15 θ -9.1 ν 3
24,600 -1k
IV 36% Δ 0.81 θ -11.9 ν 4
10100
36,300 +0k
IV 37% Δ -0.20 θ -10.5 ν 4
97,725 -9k
IV 36% Δ 0.75 θ -13.3 ν 5
10200 MP
54,975 +2k
IV 37% Δ -0.25 θ -11.8 ν 5
131,625 -2k
IV 36% Δ 0.68 θ -14.6 ν 5
10300
55,125 +7k
IV 36% Δ -0.32 θ -12.8 ν 5
81,600 -11k
IV 36% Δ 0.61 θ -15.5 ν 6
10400
44,775 -4k
IV 36% Δ -0.39 θ -13.7 ν 6
257,775 +57k
IV 36% Δ 0.54 θ -15.8 ν 6
10500 R
73,275 +16k
IV 36% Δ -0.46 θ -14.0 ν 6
71,475 +14k
IV 36% Δ 0.46 θ -15.6 ν 6
10600
46,950 +0k
IV 36% Δ -0.54 θ -13.8 ν 6
54,000 +7k
IV 36% Δ 0.39 θ -14.9 ν 6
10700
21,075 +16k
IV 36% Δ -0.61 θ -12.9 ν 6
68,700 -4k
IV 36% Δ 0.32 θ -13.7 ν 5
10800
4,050 +0k
IV 36% Δ -0.68 θ -11.9 ν 5
36,375 -8k
IV 36% Δ 0.25 θ -12.3 ν 5
10900
150
IV 45% Δ -0.70 θ -14.9 ν 5
217,800 +24k
IV 36% Δ 0.20 θ -10.7 ν 4
11000
8,325 -1k
IV 36% Δ -0.80 θ -8.8 ν 4
50,025 +28k
IV 36% Δ 0.15 θ -8.9 ν 3
11100
11,325
IV 51% Δ -0.76 θ -15.0 ν 5

Chain Interpretation

Spot Underlying 10,522.50
Key Resistance (R) 10,500
Key Support (S) 9,500
Max Pain Strike (MP) 10,200
Concentrations of Option open interest show strong barrier levels. Option writers defend these levels, especially heading into monthly derivatives expiry.

Strategy Builder multi-leg payoff for BAJAJ-AUTO options · 2026-07-28 expiry

Underlying: BAJAJ-AUTO · Spot: ₹ 10,522.50 · Expiry: 2026-07-28 · Lot: 75

Legs

Side
Type
Strike
Qty
Premium
Net premium
Max profit
Max loss
Breakevens
Position Delta
Position Theta/day
Position Vega/1% IV

Payoff at expiry

Latest News recent coverage from Reuters, Simply Wall St, MT Newswires and others

BAJAJ-AUTO — frequently asked questions

What is the Bajaj Auto Ltd. share price today?

BAJAJ-AUTO is trading at ₹10,403.50 (-1.13% vs previous close), per the latest update on this page.

What is the P/E ratio of Bajaj Auto Ltd.?

BAJAJ-AUTO (Bajaj Auto Ltd.) has a trailing twelve-month P/E ratio of 27.1.

What is the market cap of Bajaj Auto Ltd.?

BAJAJ-AUTO has a market capitalisation of approximately ₹290,540 crore.

What is the ROE of Bajaj Auto Ltd.?

BAJAJ-AUTO has a return on equity (ROE) of about 28.0%.

Is BAJAJ-AUTO near its 52-week high?

BAJAJ-AUTO is trading -2.9% from its 52-week high of ₹10,834.00 as of 2026-07-20.

What is the RSI of BAJAJ-AUTO?

The 14-day RSI of BAJAJ-AUTO is 63.7, which is considered neutral.

Is BAJAJ-AUTO above its 200-day moving average?

BAJAJ-AUTO is trading above its 200-DMA of ₹9,548.21 (+10.2% away).

What is the F&O buildup in BAJAJ-AUTO?

The latest end-of-day derivatives data classifies BAJAJ-AUTO as Short Covering (bias: bullish), based on the day's combined price and open-interest change.

What is the max pain and PCR for BAJAJ-AUTO options?

BAJAJ-AUTO's option-chain max pain strike is ₹10,200 and its put-call ratio (OI) is 0.72, from the latest end-of-day option chain.

Are FIIs or big investors buying BAJAJ-AUTO?

Strota tracks every bulk and block deal in BAJAJ-AUTO with named buyers and sellers, plus promoter and insider filings — the tables on this page list the most recent institutional activity as disclosed to the exchanges.

What is the latest broker call on BAJAJ-AUTO?

The most recent analyst call reported in the press is Emkay: Upgrade · Buy (2026-07-16). The Broker Calls section on this page lists reported calls from the last 120 days with links to the original reports.