Page 3 - Auto Sector

Motilal Oswal sector of the week: Autos; check top stock bets, levels here

Passenger vehicles continued to outperform, posting an 11 per cent year-on-year (Y-o-Y) rise in wholesales among leading players.

Maruti Q2: Most analysts retain 'Buy' as new models, exports lift sentiment

Maruti Suzuki Q2 results: Motilal Oswal said Maruti Suzuki's Q2FY26 PAT was in line, while margins beat estimates due to an improved mix.

Bajaj Auto pips TVS in October to top electric two-wheeler market

At the third spot is Ather Energy, which is in a fierce battle with the incumbent competitors to challenge their position

Maruti Suzuki Q2 Preview: What to expect from India's largest carmaker?

Maruti Suzuki Q2 Preview: Maruti Suzuki India will likely announce its September quarter results on October 31, 2025.

Strong Q2, EV gains power bullish view on TVS Motor Company; targets raised

The Street expects TVS Motor's consistent outperformance, new launches, and EV traction to sustain earnings momentum, even as some brokerage houses flag valuation concerns.

Hyundai India Q2 preview: Margins seen rising on richer mix, cost control

On the bourses at 2:05 PM, Hyundai Motor India share price was trading 1.31 per cent higher at 2,302.50. By comparison, BSE Sensex was trading 0.48 per cent lower at 84,370.08 levels.

TVS Motor Q2 preview: PAT may zoom upto 45% YoY; other key estimates inside

On the bourses around 11:00 AM, TVS Motor share price was trading 0.27 per cent higher at ₹3,609.65 per share. In comparison, BSE Sensex was trading 0.33 per cent lower at 84,279.72 level.

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