Auto Sector

Motilal Oswal favours Maruti, M&M, TVS Motor as auto sector momentum holds

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.

India's auto growth steady in 2026 as policy support meets rising costs

After a record-breaking year, India's automobile industry is entering 2026 on a relatively strong footing, with sales growth expected in the 6-8 per cent range. The outlook is underpinned by policy support, including GST rationalisation, easing monetary conditions, and income tax relief, which together are likely to improve affordability and sustain consumer demand across vehicle segments. The momentum reflects more than cyclical recovery. Passenger vehicle volumes in 2025 rebounded sharply after a slow start, aided by stronger urban demand, stable rural incomes and improved financing availability. SUVs continued to dominate demand, while CNG and electric vehicles gained traction, indicating a gradual but steady shift in the powertrain mix rather than a disruptive transition. However, 2026 is shaping up as a preparatory year ahead of tighter regulations. The industry faces rising compliance costs as it readies for CAFE norms from 2027 and future emission standards, which could ...

Global headwinds may hit growth prospects of auto parts suppliers

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

As rupee wobbles and costs surge, car firms gear up for new-year price rise

forex pressures, rising commodity prices, rural demand uncertainty to push prices up

PV retail sales up 20% in November, inventory down to 44-46 days: Fada

Besides GST benefits, the jump was aided by the marriage season, better supply of high-waiting models, and sustained push from compact sport utility vehicles

Past gets a second drive as Indian carmakers revive legacy nameplates

Indian automakers are reviving legacy nameplates to leverage brand recall and stand out in a crowded market, as classic badges like Sierra, Safari, Baleno and Scorpio return to attract buyers

HD Hyundai plans $2 bn shipyard in Thoothukudi; Tamil Nadu pitches policy

South Korea's HD Hyundai, one of the world's largest ship manufacturers, is planning to build a shipyard in Thoothukudi. The project may reportedly see an investment of around $2 billion

Auto industry weighed down by forex pressure as rupee depreciates

With the rupee weakening against the euro and dollar, luxury and mass-market automakers are preparing steep price hikes as rising import and semiconductor costs squeeze margins

Ultraviolette raises $45 million from Ferrari-investor Lingotto, Zoho

EV two-wheeler maker Ultraviolette has raised $45 million in its Series E round from Zoho and Exor's Lingotto, as it scales production, advances battery tech and prepares for an IPO by FY28

Indian cars gain ground in Europe as global automakers ramp up exports

India is becoming a major export base for global carmakers, with shipments to Europe rising fast as companies invest more in local factories and look for alternatives to China for manufacturing

Auto sector seeks relief on Rs 2,500 cr cess credit lapse under GST 2.0

Auto industry representatives are understood to have taken up with the government the issue of Rs 2,500 crore compensation cess credits arising out of GST 2.0 regime in their pre-Budget meeting, according to sources. Representatives from the auto industry, including Society of Indian Automobile Manufacturers (SIAM), in their meeting with Finance Minister Nirmala Sitharaman and senior officials held on Tuesday, raised the matter and sought a resolution of the matter citing genuine concerns of dealers, which are mostly small and medium enterprises, a person aware of the development said. The accumulated compensation cess lapsed on September 22 with new GST norms coming into effect. In October this year, the Federation of Automobile Dealers Associations (FADA) moved the Supreme Court seeking relief over Rs 2,500 crore worth of compensation cess credits. FADA had then asserted that its knocking at the doors of the Supreme Court was "not against reform, but for fairness and trust" as ..

India's three-wheeler makers likely to clock nearly 7% growth in FY26

A festive-season boost and a reasonably strong April-September performance have put India's three-wheeler market on stable footing for H2 FY26

Why did analysts downgrade SKF India to Reduce? Here's what drove the call

While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.

Lumax Auto soars 33% thus far in November; should you buy, hold or sell?

Thus far in the calendar year 2025, the stock price of Lumax Auto Technologies, a smallcap auto components company, has zoomed 132% as against 8% rise in the BSE Sensex.

TMPV tumbles on JLR hit in Q2; analysts cut outlook, flag structural risks

On the bourses, Tata Motors PV shares bled, with the stock dropping up to 7.26 per cent to hit an intraday low of ₹363.15 per share.

Hero MotoCorp Q2 preview: Profit may climb up to 23% YoY; revenue by 16%

On the bourses around 2:20 PM, Hero MotoCrop share price was trading 1.14 per cent higher at ₹5,421.65. In comparison, BSE Sensex was trading 0.25 per cent higher at 83,740.95 levels.

Exponent Energy targets 2-2.5 million 3Ws with 24-hour EV retrofit

Backed by Hero MotoCorp's Pawan Munjal, Bengaluru-based Exponent Energy's 'Oto' technology can convert ICE three-wheelers to EVs in 24 hours, targeting 2-2.5 million conversions nationwide

Tata Motors CV: Can the demerged entity hold its edge against peers?

Tata Motors demerger, aimed at unlocking value and sharpening operational focus, comes at a time when competition from peers like M&M, Ashok Leyland, and Force Motors is intensifying

Bajaj Auto Q2 Preview: Profit, revenue to rev up on premium, export push

Brokerages expect Bajaj Auto to post healthy Y-o-Y growth in Q2, driven by higher volumes, improved product mix with a greater share of premium bikes & 3-wheelers, & favourable currency movement.

M&M Q2 results: Profit rises 16% on strong auto and farm showing

The company reported consolidated PAT of ₹3,673 crore and 22% revenue growth in Q2 FY26, led by robust SUV sales, record tractor volumes, and higher margins across segments