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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%
₹ 11,640.00
+0.17%
1-year price · range ₹8,044–₹11,856

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

No significant institutional activity detected
Derivative metrics and institutional flows are quiet. No recent bulk deals or insider disclosures have been reported.

Bajaj Auto Ltd. — Analysis as of 2026-07-23

Where the stock stands

Bajaj Auto Ltd., an Automobile and Auto Components company, closed at ₹10,998.5 on 22 July 2026, up 5.72% from the previous session. The stock sits 0.29% below its 52-week high of ₹11,031 and 39.96% above its 52-week low of ₹7,858.5. The market capitalisation stands at ₹3,07,157 crore, with the stock trading at a price-to-earnings ratio of 24.75 and price-to-book of 7.92. The dividend yield is 1.36%. Returns over the past week, month, three months and one year are 6.54%, 9.71%, 14.85% and 32.03% respectively. The stock trades above both its 50-day and 200-day simple moving averages, though no golden cross or death cross pattern is present.

What the smart-money flow shows

Futures and options data classifies the current positioning as "Short Covering" — a scenario where traders who had sold futures are buying back to close positions, typically pushing prices higher. Open interest fell 1.38% while price rose 5.38%, confirming this unwind of bearish bets rather than fresh long buildup. The data shows no named bulk deals, block deals, institutional holding streaks, or recent insider filings. Without these additional footprints, the picture rests solely on the F&O positioning: short covering driving the move, not new aggressive long positions.

The technical picture

The relative strength index (RSI-14) reads 71.2, placing the stock in technically overbought territory. Relative volume at 3.62 indicates trading activity well above normal levels. The proximity to the 52-week high — within 0.29% — marks this as a test of that ceiling. Price action over multiple timeframes shows consistent upward momentum, with the stock holding above key moving averages. The 5.72% single-day gain on elevated volume accompanies the short-covering dynamic in derivatives.

Catalysts and what to watch

News flow centres on a ₹5,633 crore buyback programme, with multiple headlines from 9-13 July 2026 discussing the closure timeline and retail participation mechanics, according to reports. Separately, headlines from Upstox, livemint.com, Moneycontrol.com and HDFC Sky within the past 24 hours cite Q1FY27 earnings, record revenue and profit, margin performance, and export outlook commentary. The broader market context saw the Nifty 50 decline 0.79% on the session, making Bajaj Auto's outperformance more pronounced. What the data does not establish: whether the buyback has concluded, whether institutional investors have altered positions, or whether the Q1 results have fully diffused into prices. The data shows no recent insider transactions and no named institutional activity beyond the F&O positioning described.

Written from the exchange and price data shown on this page — F&O positioning, deals, insider filings, catalysts, technicals and valuation. Updated 2026-07-23. Data-driven analysis, not investment advice.

F&O Positioning EOD derivatives setup

Buildup Class
Neutral
bias: neutral
Futures OI
1,876,875
-1425 (-0.1%)
Option PCR (OI)
1.59
heavy put writing
Max Pain Strike
₹ 11,500
writer loss minimized strike

Quote Details key metrics & weights

Previous Close
₹ 11,620.00
yesterday's EOD close
Index Contribution
+0.001 pp
contribution to Nifty
Traded Volume
201,703
live shares traded today
Upcoming Earnings
no report scheduled

Technical Snapshot from 400 sessions of price history

RSI (14)
67.0
neutral momentum
52-Week High
₹ 11,856.00
-1.6% from high
52-Week Low
₹ 7,858.50
+48.4% above low
200-DMA
₹ 9,720.11
+20.0% · above trend
50-DMA
₹ 10,457.90
+11.5% from 50-DMA
1-Year Return
+42.4%
1M +14.8%

Key Fundamentals headline ratios · Consumer Cyclical

P/E (TTM)
27.7
price / earnings
P/B
8.4
price / book
ROE
return on equity
Market Cap
₹ 320,476 Cr
total market value
Dividend Yield
1.29%
trailing yield
EPS (TTM)
₹ 420.64
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)

Date Side Price Value (Cr) Counterparty
2026-08-04 BUY ₹ 11,600.00 29.00 BACHHRAJ & CO PRIVATE LIMITED
2026-08-04 SELL ₹ 11,600.00 29.00 ARYAMAN FAMILY TRUST Promoter

Broker Calls as reported · last 120 days

DateBrokerageCallTargetSource
2026-08-06 Emkay Upgrade · Buy Moneycontrol.com
2026-07-31 Emkay Upgrade · Buy Moneycontrol.com
2026-07-30 Emkay Upgrade · Buy Moneycontrol.com
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 2026-08-25 · spot 11,662 · EOD 2026-08-07

Option writers expect range between 11,000 and 11,700+0.3% upside, -5.7% downside.
downside-skewed
Call OI (writers) Strike Put OI (writers)
9,750
IV 14% Δ 0.96 θ -2.8 ν 2
11100
41,850 -9k
IV 24% Δ -0.15 θ -3.7 ν 6
31,875 -1k
IV 12% Δ 0.95 θ -2.8 ν 2
11200
76,875 -11k
IV 24% Δ -0.19 θ -4.3 ν 7
47,025 -1k
IV 21% Δ 0.78 θ -6.2 ν 7
11300
78,675 -5k
IV 24% Δ -0.24 θ -4.9 ν 8
34,350 +0k
IV 18% Δ 0.75 θ -5.8 ν 8
11400
67,125 -1k
IV 24% Δ -0.30 θ -5.4 ν 9
132,150 +8k
IV 19% Δ 0.67 θ -6.5 ν 9
11500 MP
111,600 +6k
IV 24% Δ -0.36 θ -5.8 ν 9
104,475 -3k
IV 20% Δ 0.59 θ -6.8 ν 10
11600
85,725 +6k
IV 24% Δ -0.43 θ -6.0 ν 10
153,375 +0k
IV 20% Δ 0.51 θ -6.9 ν 10
11700 R
27,900 +3k
IV 24% Δ -0.49 θ -6.1 ν 10
63,000 +2k
IV 20% Δ 0.43 θ -6.7 ν 10
11800
24,375 -1k
IV 25% Δ -0.55 θ -6.1 ν 10
25,950 -7k
IV 20% Δ 0.36 θ -6.3 ν 9
11900
3,600
IV 26% Δ -0.61 θ -6.0 ν 10
107,700 +4k
IV 21% Δ 0.29 θ -5.8 ν 9
12000
18,450 +0k
IV 24% Δ -0.68 θ -5.0 ν 9
25,350 +2k
IV 21% Δ 0.23 θ -5.2 ν 8
12100
17,550
IV 24% Δ -0.73 θ -4.4 ν 8
46,425 +8k
IV 21% Δ 0.18 θ -4.4 ν 7
12200
0
IV 35% Δ -0.70 θ -7.5 ν 9
48,450 +4k
IV 21% Δ 0.14 θ -3.8 ν 6
12300
0
IV 212% Δ -0.45 θ -60.8 ν 10

Chain Interpretation

Spot Underlying 11,661.91
Key Resistance (R) 11,700
Key Support (S) 11,000
Max Pain Strike (MP) 11,500
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 · 2026-08-25 expiry

Underlying: BAJAJ-AUTO · Spot: ₹ 11,661.91 · Expiry: 2026-08-25 · 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 ₹11,640.00 (+0.17% 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 27.7.

What is the market cap of Bajaj Auto Ltd.?

BAJAJ-AUTO has a market capitalisation of approximately ₹320,476 crore.

Is BAJAJ-AUTO near its 52-week high?

BAJAJ-AUTO is trading -1.6% from its 52-week high of ₹11,856.00 as of 2026-08-07.

What is the RSI of BAJAJ-AUTO?

The 14-day RSI of BAJAJ-AUTO is 67.0, which is considered neutral.

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

BAJAJ-AUTO is trading above its 200-DMA of ₹9,720.11 (+20.0% away).

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

The latest end-of-day derivatives data classifies BAJAJ-AUTO as Neutral (bias: neutral), 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 ₹11,500 and its put-call ratio (OI) is 1.59, 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 (2026-08-06). The Broker Calls section on this page lists reported calls from the last 120 days with links to the original reports.