Page 3 - Auto Sector
VinFast enters India with VF6, VF7 electric SUVs: Check price, specs
Vietnam's VinFast debuts in India with two electric SUVs, VF6 and VF7, while also unveiling plans for e-buses, two-wheelers, charging stations, and smart cities
 "VinFast enters India with VF6, VF7 electric SUVs: Check price, specs")
Nomura backs auto rally post-GST cut; M&M, TVS Motor, Hyundai in fast lane
Nomura expects the GST cut to spark a volume surge of 5-10 per cent across categories, with passenger vehicles (PVs) and two-wheelers leading the growth.
 "Nomura backs auto rally post-GST cut; M&M, TVS Motor, Hyundai in fast lane")
Royal Enfield, TVS, and Hero rise on festival buzz; Bajaj, Honda slip
Two-wheeler sales in August 2025 rose for Royal Enfield, TVS, Hero and Suzuki, while Bajaj and Honda reported declines, with festive demand and GST reforms set to boost outlook
 "Royal Enfield, TVS, and Hero rise on festival buzz; Bajaj, Honda slip")
GST Council meet Sept 3-4: Rate cuts, rationalisation on the agenda
The 56th GST Council meeting on September 3-4 may decide on rate rationalisation, tax cuts on essentials, and compensation measures for states. All you need to know
 "GST Council meet Sept 3-4: Rate cuts, rationalisation on the agenda")
MRF hits record high; Ceat, JK, Apollo Tyres rally up to 6%; here's why
Kotak Institutional Equities believes multiple government initiatives, including potential Goods and Services Tax (GST) cuts, will drive auto demand
 "MRF hits record high; Ceat, JK, Apollo Tyres rally up to 6%; here's why")
Ola Electric zooms 54% in 12 trading days; what's driving EV 2W stock?
In the past five trading days, Ola Electric has outperformed the market by surging 26 per cent, as compared to 1.7 per cent decline in the BSE Sensex.
 "Ola Electric zooms 54% in 12 trading days; what's driving EV 2W stock?")
Analysts see auto demand rebound in H2 FY26 on GST relief and rate cuts
Brokerages see repo and CRR rate cuts, along with a likely GST rate reduction as key triggers
 "Analysts see auto demand rebound in H2 FY26 on GST relief and rate cuts")
M&M extends fall, slips 6% in 3 days; why this automobile stock is falling?
Mahindra & Mahindra stock was the top loser among the BSE Sensex, and the BSE Auto index in intra-day deals on Friday owing to profit-taking at the counter.
 "M&M extends fall, slips 6% in 3 days; why this automobile stock is falling?")
India, Mexico top global auto investments in H1 2025 despite slump
India and Mexico attracted the most auto projects in H1 2025, though global investment value nearly halved, reflecting EV policy uncertainty and shifting supply chain strategies
 "India, Mexico top global auto investments in H1 2025 despite slump")
Motilal Oswal sector of the week: Automotive ER&D; check top stock to buy
According to Motilal Oswal Financial Services Research, the the medium-term outlook for global automotive engineering research and development sector remains robust
Festival season cheer on hold as auto buyers await GST relief and discounts
Festival offers are already running with benefits between ₹1.5 lakh and ₹2 lakh on some models
 "Festival season cheer on hold as auto buyers await GST relief and discounts")
Tata Motors seeks govt help to ease electric vehicle raw material sourcing
Says that battery localisation remains a challenge
 "Tata Motors seeks govt help to ease electric vehicle raw material sourcing")
Near-term concerns will weigh on Samvardhana Motherson's profit margins
Going ahead, brokerages expect pressure on margins due to demand pressures and increased costs
 "Near-term concerns will weigh on Samvardhana Motherson's profit margins")
E-challan backlog swells beyond courts: Digital technology adds to pile-up
Six years on, disposal machinery fails to catch up
 "E-challan backlog swells beyond courts: Digital technology adds to pile-up")
Hero Moto shares surge 20% in August. What's driving the two-wheeler stock?
Hero MotoCorp share price touched a nine-month high today, trading at its highest level since November 2024. The rally in the stock price of Hero Moto has helped the company regain ₹1-trillion m-cap
 "Hero Moto shares surge 20% in August. What's driving the two-wheeler stock?")
Brokerages decode Tata Motors' Q1 results; is the stock still worth buying?
Nuvama Institutional Equities flagged the sharp miss in Tata Motors' JLR and India PV earnings, reducing its FY26E/FY27E Ebitda estimates by 6-7 per cent.
 "Brokerages decode Tata Motors' Q1 results; is the stock still worth buying?")
PM E-DRIVE subsidy scheme extended for 2 years for certain segments
Govt extends EV subsidy scheme for e-trucks, buses, ambulances and charging infra till March 2028; support for e-2Ws, e-rickshaws and e-3Ws to end by March 2026
 "PM E-DRIVE subsidy scheme extended for 2 years for certain segments")
What should investors do with Bajaj Auto stock post Q1? Brokerages weigh in
The quarter saw Bajaj Auto revenues grow 6 per cent year-on-year to ₹12,580 crore, and Ebitda rise 3 per cent to ₹2,480 crore, slightly ahead of consensus.
 "What should investors do with Bajaj Auto stock post Q1? Brokerages weigh in")
TVS Motor rallies 6% in 2 days, nears record; what's driving the 2W stock?
Domestic 2W industry growth is expected to be supported by improved consumer sentiment, a pickup in rural demand due to a normal monsoon, repo rate cuts, and improving liquidity.
 "TVS Motor rallies 6% in 2 days, nears record; what's driving the 2W stock?")
Price cap, certificate crunch stall Centre's electric truck drive
The scheme mandates that a buyer scrap an old vehicle to get a certificate of deposit (CD), which must then be used to claim the incentive on a new electric truck of the same or lower weight
 "Price cap, certificate crunch stall Centre's electric truck drive")
