TVS Motor, Maruti Suzuki India, Mahindra & Mahindra, and Ashok Leyland are some of the top picks of brokerages
The Nifty Auto index has zoomed as much as 157.8 per cent in the last four calendar years as against a 50.6 per cent surge in the benchmark Nifty 50, shows data.
Ashok Leyland and TVS Motor Company hit their respective all-time highs, while, M&M was close to its record high level
In passenger vehicles, the brokerage expects the segment to post 19 per cent year-on-year (Y-o-Y) growth in dispatches in December, broadly in line with retail trends.
The National Stock Exchange (NSE) has sought clarification from JBM Auto Limited regarding the news of JBM Auto buying stakes in Fortum' electric-vehicle charging network
Thus far in the calendar year 2025, the BSE Auto index has rallied 18 per cent, as against 8 per cent rise in the BSE Sensex.
The company expects the momentum to continue in the second half of the fiscal year (H2FY26), with overall industry volume growth projected at 8-10 per cent.
Systematix has set a target price of ₹192 for JTEKT India, valuing the stock at EV/Ebitda of 17.5 times on December 2027E, in line with its past five-year average multiple
The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.
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.
Hero MotoCorp share price falls over 5 per cent following reports that foreign brokerage firm Jefferies downgraded stock to 'Underperform' with a downside target of ₹4,950 per share.
Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks
Share price Ola Electric Mobility slipped 5 per cent to hit an all-time low of ₹38.18 on the BSE in Wednesday's intra-day trade, falling below its previous low of ₹39.58 touched on July 14, 2025.
The brokerage said most major OEMs reported double-digit year-on-year volume growth, aided by festive spillover, GST 2.0-led affordability, improved rural sentiment and robust export demand
Stocks to Watch Today, December 1, 2025: Shares of automobile-related companies will remain in focus as November automobile sales data is due to be released today
SBI Securities expects Pricol's revenue, Ebitda, and PAT to grow at 31 per cent, 33 per cent, and 36 per cent CAGR, respectively, over FY25-27
While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.
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.
Tata Motors demerger, TMCV share listing LIVE Updates: Following the approvals from exchanges, Tata Motors had informed in an exchange filing this week that its CV business will list on Wednesday
On the BSE, the Tata Motors (TMCV) debuted at 330.25, a premium of 26 per cent from its earlier valuation of ₹261.9