Despite geopolitical headwinds, the Indian 2W industry entered FY27 on an optimistic footing, supported by continued strength in retail demand, said Hero MotoCorp.
Analysts said the impact of a weak monsoon would depend more on the distribution of rainfall across key agricultural regions rather than the overall national rainfall figure.
India's automobile industry recorded its strongest-ever first quarter, with record sales across key segments, while SIAM expects festive demand and easier financing to sustain momentum
According to FADA, the share of electric vehicles in overall two-wheeler sales rose to 10.6 per cent, hitting the double-digit mark for the first time.
Delhi EV Policy Impact: Bharat Forge, Hero MotoCorp, Bajaj Auto, Uno Minda, Sona BLW Precision Forgings and Samvardhana Motherson International were down in the range of 1 per cent to 5 per cent.
According to a recent India Meteorological Department (IMD) release, India recorded 45.6 mm of rainfall by June 20 against the seasonal normal of 84.4 mm, resulting in a 46 per cent shortfall.
Key trigger: Brent Crude prices have declined to $73/barrel, to almost its lowest since start of the US Iran war on February 28, 2026.
Falling crude price is a clear positive for India's automobile and tyre sectors, where raw material and logistics costs are highly sensitive to crude derivatives, say analysts at ICICI Securities.
May 2026 auto sales show strong PV and tractor demand but softer 2W and CV trends. Analysts favour Maruti Suzuki, TVS Motor, M&M and Tata Motors
Eicher Motors Q4 consolidated net profit rose 12% YoY backed by record sales of Royal Enfield in the March quarter. Analysts maintain positive outlook on the stock.
Stocks to Watch today, May 25, 2026: Shares of oil marketing companies will remain in focus today after petrol and diesel prices were raised by ₹2.61-2.71 per litre on Monday
Royal Enfield maker Eicher Motors reports record quarterly earnings and plans Rs 3,400 crore capital expenditure for capacity expansion and growth
Q4FY26 company results: Firms including Hindalco Industries, Fortis Healthcare, Torrent Pharmaceuticals, Info Edge (India), and TTK Prestige are also to release their January-March earnings today
Stocks to Watch today, May 19, 2026: Adani Group stocks, Indian Oil, JSW Steel, Astral, and Lupin are some of the key stocks to watch today
Royal Enfield's move to Andhra Pradesh comes as premium motorcycles, exports, and multi-location manufacturing become bigger priorities for auto makers
Among sectoral names, analysts continue to prefer Mahindra & Mahindra due to its diversified earnings profile
The index climbed as much as 2.69 per cent to hit an intraday high of 26,484, with buying fuelled by favourable management commentary from the country's largest carmaker, Maruti Suzuki India
The Nifty Auto index has declined nearly 3% in the last two trading sessions amid a fresh spike in Brent oil prices owing to the US-Iran standoff.
The buying on the counter came after Royal Enfield, a division of Eicher Motors launched the Flying Flea C6, its first electric motorcycle, priced at ₹2.79 lakh (ex-showroom)
Bank, realty, auto and financial services stocks surged up to 10 per cent after the Reserve Bank of India (RBI) maintained status quo