Stocks to Watch today, April 1, 2026: Shares of auto-related companies are expected to remain in focus today as they are set to report their March sales figures
West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears
Among Nifty Auto constituents, Samvardhana Motherson International, Bharat Forge, and Ashok Leyland slipped over 4 per cent each
M&M share price rose for a third straight session on Wednesday. Analysts at Nomura and SBI Securities are bullish on the stock citing strong SUV demand, EV growth, and attractive valuations
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
In the past one year, shares of Force Motors surged 186 per cent to ₹20,746.9 on March 16, 2026, from ₹7,251.1 on March 13, 2025, outperforming the Nifty Auto index, which rose around 20 per cent
Rising input costs, export risks to the Middle East and fears of gas supply disruptions weigh on Indian auto stocks amid the escalating Iran conflict
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
Improving macro conditions, coupled with the start of replacement demand, BNP Paribas said, should trigger the next upcycle
Among OEMs under coverage, it has identified Eicher Motors, and Bajaj Auto as its top conviction ideas in 2Ws, and Ashok Leyland in the CV segment
The stock price of the commercial vehicles company hit a new high of ₹5,110 in Tuesday's intra-day trade, zooming nearly 400% from its 52-week low of ₹1,030.90 touched on February 28, 2025.
Segment has outperformed the Nifty Auto index so far this year
India's auto sector starts 2026 with strong demand across PVs, 2Ws, CVs and tractors. MOFSL prefers TVS Motor and Maruti Suzuki.
According to MOFSL, the demand for vehicles has picked up across segments, buoyed by GST rationalisation, and remains strong even post the festive season
Nomura noted that adjusted Ebit margin came in at 8.9 per cent, well below its estimate of 9.9 per cent, with ASPs falling 2.3 per cent quarter-on-quarter (Q-o-Q) to around ₹7.12 lakh.
India-EU FTA may lift export potential for Indian automakers with limited import risk, analysts say
Following the announcement, the automaker's stock rose as much as 3.80 per cent to ₹3,703.90 on the NSE during intraday trade on Wednesday
Indian auto component makers cheer the India-EU trade deal, while luxury car brands see long-term demand boost as import duties ease, even as local automakers' stocks slip
Maruti Suzuki Q3 preview: The company is expected to report its Q3 earnings on Wednesday, January 28, 2026.