Tariff uncertainty, analysts believe, continues to cloud the outlook for auto ancillaries, affecting CV components and non-auto exports.
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.
Sensex Today| Stock Market Close Highlights, Oct 15, 2025: In the broader markets, the Nifty MidCap 100 and SmallCap 100 settled higher by 1.11 per cent and 0.82 per cent respectively
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.
Tata Motors stock has been attempting to conquer the 200-day moving average for the last month, post the breakdown a year ago in October 2024; shows the daily chart.
Tata Motors has fixed Oct 14 as the "Record Date" for the purpose of ascertaining the shareholders of the company who shall be allotted shares of Tata Motors Commercial Vehicles in 1:1 ratio.
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.
The brokerage highlighted that while the recent Goods and Services Tax (GST) rate cut could provide some relief to the auto sector, its benefit for Hyundai's revenue is limited.
Tata Motors shares snapped a two-day losing streak, and the stock dropped 5 per cent in two days as the JLR cyberattack rattled investors
The auto industry is among the biggest beneficiaries of the GST rate cut. With companies swiftly passing on the tax savings, vehicles across segments have become more affordable
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.
Sport utility vehicle launches and market resets inject horsepower into the automotive sector, turning the carmaker into a pacesetter of the rally
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.
According to analysts at Investec, Belrise is well placed for growth as it expands it OEM ties, rolls out new products and improves ASP via premiumisation
Auto stocks in India have surged 7-18 per cent on GST reforms. Analysts, however, warn of near-term correction amid . Long-term outlook bullish for PV, 2W, and CV segments.
Thus far in the calendar year 2025, the stock price of Maruti Suzuki stock has zoomed 42%, against a 5% rise in the BSE Sensex and 15% rally in the BSE Auto index.
Choice Institutional Equities upgrades auto sector to 'Positive' citing GST reforms, easing rare earth supply, and rural demand. See top auto stock picks with upside potential
Tax cuts drive auto stocks higher as Maruti, Eicher, and TVS surge; analysts expect festival season demand to lift sales and profits across India's automobile sector
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 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.