TVS Motor, Maruti Suzuki India, Mahindra & Mahindra, and Ashok Leyland are some of the top picks of brokerages
Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.
Ashok Leyland and TVS Motor Company hit their respective all-time highs, while, M&M was close to its record high level
Mahindra & Mahindra Ltd on Thursday reported a 25 per cent year-on-year growth in automobile sales at 86,090 units, including exports, in December 2025. Domestic passenger vehicle sales were up 23 per cent at 50,946 units in December 2025, as compared to 41,424 units in the same month of 2024, Mahindra & Mahindra (M&M) said in a regulatory filing. Sales of commercial vehicles in the domestic market stood at 24,786, a growth of 34 per cent year-on-year, it added. "The calendar year 2025 ended on a positive note, with Mahindra clocking its highest-ever volumes in both SUVs and LCVs (over 3.5T) segments, a significant milestone for the company," M&M CEO, Automotive Division, Nalinikanth Gollagunta said. In the farm equipment business, M&M said its total tractor sales during December 2025 were at 31,859 units, as against 22,943 units for the same period in 2024. Domestic tractor sales were at 30,210 units last month, as against 22,019 units in December 2024, reflecting
In passenger vehicles, the brokerage expects the segment to post 19 per cent year-on-year (Y-o-Y) growth in dispatches in December, broadly in line with retail trends.
Over the last ten calendar years (2016-2025), the Sensex has delivered annual returns consistently, albeit uneven. The strongest year of the decade was 2017, when the index surged 27.9 per cent.
Analysts at Choice remain bullish on Mahindra & Mahindra, Marico, and Hindustan Petroleum, assigning 'Buy' ratings to these stocks based on their strong long-term uptrend & solid technical indicators
Thus far in the calendar year 2025, the BSE Auto index has rallied 18 per cent, as against 8 per cent rise in the BSE Sensex.
The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.
Entry-level vehicles across 2Ws and PVs are seeing a notable pickup in demand, while discounts are expected to gradually reduce, reflecting normalisation in market dynamics.
Stocks to watch on December 9, 2025: TCC Concept, VTM, Bajaj Finserv and Welspun Corp are other key stocks on investors' radar today.
The brokerage said most major OEMs reported double-digit year-on-year volume growth, aided by festive spillover, GST 2.0-led affordability, improved rural sentiment and robust export demand
Strong order books keep automakers driving past slowdown fears
M&M, Nomura believes, is well-positioned to take electric vehicles (EVs) mainstream in the 7-seater segment
Stocks to Watch Today, November 28, 2025: From TCS to Mahindra Holidays, here are few stocks that will be on investors' radar
BENGALURU (Reuters) -Indian automaker Mahindra & Mahindra launched a seven-seater electric SUV XEV 9S on Thursday with a starting price of around 2 million rupees ($22,409.97), pushing into a segment dominated by Tata Motors Passenger Vehicles.
Tata Motors will likely maintain its dominant share of India's CV market, with support from India's economic growth, and favorable infrastructure and construction spending.