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.
However, in the past one month, the Nifty Auto index underperformed the market and fell 3.6 per cent, as against 2.7 per cent decline in the Nifty 50 as of June 11, 2026.
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
Tata Motors PV's domestic business continues to witness robust demand following the rollout of GST 2.0 and will help drive growth through new product interventions and strong marketing actions.
Stocks to watch today: Stocks of OMCs, Adani Group, Tata Steel, JSW Steel, United Spirits, Voltas, HFCL, HCC, Apollo Tyres, are among the key stocks in focus today.
Revenue from operations increased to ₹1.05 lakh crore in the January-March quarter from ₹98,377 crore a year earlier, according to a company filing.
Brokerages tracked by Business Standard expect Tata Motors's passenger vehicle (PV) business to deliver a mixed performance in Q4FY26
Despite prevailing global uncertainties, Indian automakers continued to post robust dispatch volumes in April 2026
Maruti Suzuki jumped around 5 per cent, followed by Bajaj Auto up by 4 per cent, and Hero Moto Corp up by 2.05 per cent
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.
Stocks to Watch today, April 6: Bank stocks, SAIL, Vedanta, Tata Motors PV, Sobha, Emami, and RVNL are among the top stocks to watch today
Brokerage analysis suggests that auto pack delivered a strong performance in March 2026; however, they flagged demand risks going ahead
Tata Motors Passenger Vehicles share price today: TMPV has reported a 29 per cent rise in total sales at 66,971 units in March 2026 as compared to 51,872 units in the same month last year
Earlier in FY20, the benchmark Sensex tanked 23.8 per cent due to the outbreak of the Covid-19 pandemic, while the Nifty 50 crashed 26.03 per cent.
Tata Motors Passenger Vehicles (PV) shares declined 5 per cent after JLR temporarily halted production at its Solihull plant in the UK
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.
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
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
On the positive side, the CV demand outlook from Volvo Group, Elara said, has been upgraded, with the company now expecting growth of 2.9 per cent in Europe and 2.7 per cent in the US in CY26