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Mixed sector beat emerges in India mid-quarter profit cycle
Bajaj Auto posted 24% net profit growth on export strength while Trent delivered revenue-led bottom line expansion, with investors now tracking margin durability and festive demand signals.
Bajaj Auto posted strong Q2 performance driven by exports, delivering a 24% YoY rise in net profit to ₹2,480 crore. The company benefited from scaling international shipments and better mix realignment despite uneven domestic discretionary recovery signals across two-wheelers.
In retail, Trent reported a 6% YoY increase in net profit to ₹451 crore, with revenue up 17% in Q2 2025, reflecting resilient consumption momentum and format expansion. Investors are assessing margin durability, operating leverage trajectory, and sensitivity to festive season demand normalization in the current quarter.