Page 2 - Auto Sector

Maruti vs TaMo vs Hyundai: How to trade stocks post record festive sales?

Technical charts suggest that auto stocks can potentially rally up to 17% from here, with the likes of Hyundai India and Tata Motors leading the way. Here are the key levels to watch out for.

India's auto deals hit $4.6 bn in Q3, driven by outbound M&A, EV growth

Excluding the Tata Motors transaction, deal values fell 36 per cent quarter-on-quarter (Q-o-Q), indicating that large strategic bets continue to drive overall momentum

Indian auto sector saw deals worth $4.6 bn in Q3: Grant Thornton Bharat

India's automotive sector recorded 30 transactions valued at USD 4.6 billion in September quarter, its strongest in over a year, boosted by Tata Motors' USD 3.8 billion acquisition of Iveco S.P.A., Grant Thornton Bharat said on Wednesday. Excluding the Tata Motors-Iveco deal, values dipped 36 per cent over the June quarter, signalling that large strategic bets continue to define overall deal momentum, as per Grant Thornton Bharat Q3 2025 Automotive Dealtracker. While deal volumes remained consistent with the previous quarter, values surged sharply, largely driven by Tata Motors' USD 3.8 billion acquisition of Iveco S.P.A., marking one of India's largest outbound automotive transactions to date, it added. "The quarter's strong M&A and PE activity reflects India's growing global ambition in commercial mobility and a clear shift toward scalable, tech-enabled platforms," Grant Thornton Bharat Partner and Automotive Industry Leader, Saket Mehra said. As policy tailwinds and festive ...

Hyundai Motor India to invest ₹45,000 crore by FY30, launch 26 new models

South Korean auto major Hyundai Motor Co President & CEO Jose Munoz on Wednesday said the company's Indian arm will invest Rs 45,000 crore by FY30, aiming to make India its second-largest region globally. Addressing investors here in his first visit to the country, Munoz said Hyundai Motor India Ltd (HMIL) has set a target of up to 30 per cent export contribution. The company also aims to increase its revenues by 1.5 times and cross the Rs 1 lakh crore milestone by FY2030 under its 2030 growth roadmap. Under the roadmap, HMIL plans 26 product launches by FY2030, including seven new nameplates, marking its entry into the MPV and off-road SUV segments. The company also aims to roll out a locally designed, developed and manufactured dedicated electric SUV for the Indian market by 2027. The company will also launch the luxury segment brand Genesis in India by 2027. "Following our landmark IPO last year and 30 years of success in India, now HMIL plans an investment of Rs 45,000 crore

PL Capital sees Nifty at 28,781 in 1 yr; banks, auto, defence to lead rally

Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.

Hyundai Motor slips 3% after September sales. Should you buy, hold or sell?

Shares of Hyundai Motor India slipped 3% to ₹2,508 in intra-day trade, and corrected 13% from its record high of ₹2,889.65 touched on September 22, 2025.

Auto sales set for strong September; analysts bet on Maruti, M&M, TVS Motor

September auto sales expectations: Analysts cite the start of festive sales from September 22, improved finance availability, dealer inventory build-up, and positive rural sentiment as key drivers.

Automakers may form pool to meet CAFE norms under BEE draft rules

BEE has issued draft CAFE-3 and CAFE-4 norms allowing automakers to pool fleets with up to two others for compliance, with penalties falling on the designated pool manager

BEE revises fuel-efficiency norms, gives relief to small cars for 1st time

BEE revises draft CAFE-3 and CAFE-4 norms, granting small cars special CO₂ relief and retaining incentives for strong hybrids, while adding discounts for flex-fuel vehicles

Rising exports, SUVs to drive Hyundai India earnings; Nomura retains 'Buy'

Also, the recent data supports this outlook, with Hyundai Motor India reporting a 50 per cent jump in bookings in the past few days, signaling strong consumer demand.

Hero MotoCorp eyes strong festive sales to maintain 2-wheeler market lead

Hero MotoCorp expects the ongoing festival season to be "one of the best" in terms of sales, helping it maintain leadership position in the domestic two-wheeler segment this year as well, according to a senior company executive. The country's largest two-wheeler maker, which recently crossed 125 million unit production milestone, expects the GST rate cut on two-wheelers to boost demand and compensate for the loss of sales in the period leading up to the major tax reform. "Its probably the best macro environment that we've had in a long, long time, and it should fructify in much better numbers than the industry anticipated earlier," Hero MotoCorp Chief Business Officer Ashutosh Varma told PTI in an interaction. The industry for the first five months was largely flat, and hence, expectations prior to GST rationalisation were a little muted, he added. "There has been some deferment of purchase that should largely manifest during the Navratri period. But we have a strong booking ...

Why has Maruti's market share declined in past five years? Nomura explains

In the past five years, Maruti Suzuki shares have surged 127.1 per cent, underperforming the Nifty Auto index, which jumped 234.84 per cent, but slightly outpacing the Nifty50's 120.97 per cent gain.

'Mid, smallcaps expensive, but smart stock picking can generate alpha'

With Dussehra and Diwali in October 2025, followed by the wedding season, we expect the benefits of pent-up demand to be fully captured during Q3FY26, says Agrawal

Policy stability key to India's manufacturing future: Maruti Suzuki MD

Takeuchi cited Suzuki Motor Corporation's decision to produce its first global electric vehicle, the e-VITARA, in India as evidence of the country's rising status in world markets

Auto bodies seek closer cooperation with govt to secure key raw materials

Auto industry bodies on Friday stressed on the need for closer cooperation with the government to secure critical raw materials such as rare earth magnets, and technologies amid shifting geopolitical alignments and evolving trade agreements. The industry has a shared resolve to transform challenges into opportunities and position India as a reliable and competitive global hub for mobility components while navigating geopolitical challenges, creating a resilient automotive supply chain in India, ACMA President Shradha Suri Marwah said. In her address at the annual session of Automotive Component Manufacturers Association of India (ACMA), she said, "Critical raw materials, the availability of rare earth magnets, semiconductors and battery inputs is becoming a strategic issue that requires national focus." Marwah further said,"We stand at crossroads where opportunities are immense but challenges are daunting to allude to, some of them, geopolitical volatility, trade wars, tariff ...

Auto industry must pursue self-reliance, green growth: PM Modi at Siam

PM Modi asked the automobile industry to align with sustainable mobility and global leadership in green transport, stressing self-reliance across the value chain

GST rate cut to inject fresh growth momentum into auto sector: Siam

The recent reduction in GST rates on automobiles will inject fresh growth momentum into the Indian automotive sector, make vehicles more affordable and enable broader access to personal mobility, industry body SIAM said on Thursday. Addressing the annual convention of the auto industry body, Society of Indian Automobile Manufacturers (SIAM) President Shailesh Chandra also welcomed the government's move to "suitably amend some of the procedural issues which would greatly help in supporting the ease of doing business". "The automobile industry is immensely grateful to the government of India for the recent landmark decision to reduce GST rates on vehicles, which will bring renewed cheers to consumers and inject fresh growth momentum into the Indian automotive sector," Chandra said. He further said, "Making vehicles more affordable, particularly in the entry-level segment, it will significantly benefit first-time buyers and middle-income families, enabling broader access to personal ..

Indian auto stocks add $33 bn in value as GST cut boosts demand, profits

BSE Ltd's measure of 20 auto firms has added about $33 billion in market value since August 15 when Prime Minister Narendra Modi first announced the government's plan to lower goods and services tax

Auto upcycle is here, says Morgan Stanley; Upgrades Maruti, Eicher, Hero

Among companies, Maruti Suzuki is expected to gain market share with new SUV launches and a revival in first-time buyers, prompting the brokerage to raise its target from ₹14,262 to ₹18,360.

Maruti vs M&M vs TaMo vs Hyundai; which auto stock is worth your portfolio?

Auto stocks - Maruti, Mahindra & Mahindra and Hyundai Motor were in focus on Monday amid price cut buzz on lower GST rates, and have gained up to 49% in FY26. Here's a technical check on auto shares.