If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.
Among Nifty Auto constituents, Samvardhana Motherson International, Bharat Forge, and Ashok Leyland slipped over 4 per cent each
The Nifty Auto Index has corrected approximately 10 per cent year-to-date (Y-T-D), compared to Nifty's 9 per cent decline
M&M share price rose for a third straight session on Wednesday. Analysts at Nomura and SBI Securities are bullish on the stock citing strong SUV demand, EV growth, and attractive valuations
The latest recommendations by the Parliamentary Committee on EV policy reforms (PM E-DRIVE) could boost Tata Motors, M&M, Ather, and Sona BLW, said analysts at Nomura
Rising input costs, export risks to the Middle East and fears of gas supply disruptions weigh on Indian auto stocks amid the escalating Iran conflict
Among others, Bharat Forge, TVS Motor, and Tata Motors Passenger Vehicles slipped over 3 per cent
Auto stock: Individually, among others, Hero MotoCorp, TVS Motor Company, Samvardhana Motherson International, Sona BLW Precision Forgings, Uno Minda, and Ashok Leyland climbed over 3 per cent
Mahindra said it has received no intimation from Indonesian authorities about suspending its vehicle imports, clarifying a media report and reaffirming its 35,000-unit export order
Any impact on the oil infrastructure in case of a prolonged war could see the Nifty drop to 23,500 - 23,700 levels," says U R Bhat, co-founder & director of Alphaniti Fintech.
HSBC said tractor volume growth over FY26-FY28 is likely to remain under pressure due to a high base and the anticipated impact of El Nino, which could weaken the monsoon
OEMs expect strong demand momentum to sustain in Q4FY26, and into H1FY27, post the GST 2.0 reforms, analysts said
Stocks to Watch today, February 24, 2026: From IDFC First Bank to BPCL, here is a list of shares that will be on investors' radar today
M&M and Manulife have appointed Suresh Agarwal as MD & CEO designate of their 50:50 life insurance JV, marking Manulife's entry into India's life insurance sector, subject to approvals
Stocks to watch today, Friday, February 13, 2026: Market participants will keep an eye on SpiceJet, Coal India, Biocon, Infosys, Mishra Dhatu Nigam, Indraprastha Gas share prices today
Mahindra & Mahindra expects improved competitiveness in the US as tariffs drop to 18 per cent, plans to supply inventory from bonded warehouses
M&M posts steady Q3FY26 results with robust auto and tractor growth; EV push and commodity costs seen as key factors shaping margins ahead
Automaker to invest ₹196 crore in expanding Mahindra Research Valley in Chennai, adding advanced R&D and testing facilities and creating 2,000 jobs this year
Mahindra & Mahindra on Thursday said it will invest around Rs 196 crore to expand its Chennai-based research and development facility. The Mumbai-based auto major said it is committing the investment which is aimed at augmenting Mahindra Research Valley's (MRV) capabilities to support advanced vehicle design, product engineering and future technology developments. "This marks a significant step in its allegiance towards enhancing R&D and focusing on Make In India. The commitment of fresh investments at the facility will strengthen the company's engineering and testing capabilities in the region and it will reinforce Chennai's role as a strategic hub for research and innovation," the automaker said in a statement. The facility will be up and running within this calendar year, it added. The Advanced Research & Development Centre and new testing infrastructure are expected to provide enhanced capabilities for next-generation platforms across multiple vehicle segments, it ...
The selling pressure on the counter came after brokerages remained cautiously optimistic on M&M post its Q3FY26 numbers released on Tuesday, during market hours