Bajaj Auto

Based in Pune, Bajaj Auto is widely regarded as one of India's flagship automotive operators. Its scale — about 10k people, around $5B in turnover — translates into genuine strategic weight across Asia Pacific.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“Bajaj Auto is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Capital markets have started to price in the durability of the model, and rating agencies have followed.