Brokerage analysis suggests that auto pack delivered a strong performance in March 2026; however, they flagged demand risks going ahead
If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.
The Nifty Auto Index has corrected approximately 10 per cent year-to-date (Y-T-D), compared to Nifty's 9 per cent decline
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
Among others, Bharat Forge, TVS Motor, and Tata Motors Passenger Vehicles slipped over 3 per cent
M&M and Manulife have appointed Suresh Agarwal as MD & CEO designate of their 50:50 life insurance JV, marking Manulife's entry into India's life insurance sector, subject to approvals
Automaker to invest ₹196 crore in expanding Mahindra Research Valley in Chennai, adding advanced R&D and testing facilities and creating 2,000 jobs this year
The selling pressure on the counter came after brokerages remained cautiously optimistic on M&M post its Q3FY26 numbers released on Tuesday, during market hours
According to Axis Securities, the moderation in reciprocal tariffs to 18 per cent represents a meaningful tailwind for Indian automobile exporters, particularly auto component manufacturers
According to MOFSL, the demand for vehicles has picked up across segments, buoyed by GST rationalisation, and remains strong even post the festive season
Auto stocks in focus: ICICI Securities see limited impact of likely lower EU import tariffs on Indian Auto OEM space which is steadily progressing to clock ~45 lakh units' sales volume in FY26E.
Motilal Oswal expects M&M to deliver a 14 per cent underlying volume (UV) compound annual growth rate (CAGR) over FY25-FY28E.
Mahindra & Mahindra Ltd on Thursday reported a 25 per cent year-on-year growth in automobile sales at 86,090 units, including exports, in December 2025. Domestic passenger vehicle sales were up 23 per cent at 50,946 units in December 2025, as compared to 41,424 units in the same month of 2024, Mahindra & Mahindra (M&M) said in a regulatory filing. Sales of commercial vehicles in the domestic market stood at 24,786, a growth of 34 per cent year-on-year, it added. "The calendar year 2025 ended on a positive note, with Mahindra clocking its highest-ever volumes in both SUVs and LCVs (over 3.5T) segments, a significant milestone for the company," M&M CEO, Automotive Division, Nalinikanth Gollagunta said. In the farm equipment business, M&M said its total tractor sales during December 2025 were at 31,859 units, as against 22,943 units for the same period in 2024. Domestic tractor sales were at 30,210 units last month, as against 22,019 units in December 2024, reflecting
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.
Over the last ten calendar years (2016-2025), the Sensex has delivered annual returns consistently, albeit uneven. The strongest year of the decade was 2017, when the index surged 27.9 per cent.
Analysts at Choice remain bullish on Mahindra & Mahindra, Marico, and Hindustan Petroleum, assigning 'Buy' ratings to these stocks based on their strong long-term uptrend & solid technical indicators
EVs remain central to the company's long-term roadmap, with M&M aiming for 20-30 per cent EV contribution by FY30, compared to 8 per cent currently.
M&M today said it sold its entire stake in RBL Bank for a consideration of Rs 678 crore representing a 62.5 per cent gain on the investment.
The company reported consolidated PAT of ₹3,673 crore and 22% revenue growth in Q2 FY26, led by robust SUV sales, record tractor volumes, and higher margins across segments