“Pankaj Pandey of ICICIdirect.com warns that persistent supply chain disruptions, such as gas shortages and maritime constraints, could significantly impact sectors like auto and tyres. Export-oriented companies, citing Bajaj Auto as an example, could also feel the pinch from both primary and secondary effects if these issues continue for some time.”
Pankaj Pandey’s track record: 10 graded calls · 95% CI 2–40%
Bajaj AutoBearishCalled 11 Mar 2026Graded 24 Aug 2026
Bajaj Auto increased from ₹9162.00 to ₹10595.50, a gain of 15.65%, which contradicts the bearish outlook.
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