Stocks to buy for long term: Maruti Suzuki, Hero MotoCorp among top auto sector stock picks for 2025 by Vinit Bolinjkar
1 week, 6 days ago

Stocks to buy for long term: Maruti Suzuki, Hero MotoCorp among top auto sector stock picks for 2025 by Vinit Bolinjkar

Live Mint  

The Indian automotive sector has emerged as a standout performer in 2024, with the Nifty Auto index delivering an impressive year-to-date rally of over 24%, significantly outpacing the benchmark Nifty 50, which recorded nearly 10% YTD returns. Two-Wheelers and Tractors: Rural Demand Driving Growth The two-wheeler segment clocked an impressive 18% YoY growth driven by a rural market recovery. Auto ancillary companies supplying to the 2W segment, especially Minda Corporation, Uno Minda, and Endurance Technologies, are poised to benefit in 2025 due to strong rural demand, he said. Stocks to Buy for Long Term Despite the challenges in the PV industry, Bolinjkar remains optimistic about Maruti Suzuki India and believes in the two-wheeler space, Hero MotoCorp is well-positioned to benefit from rural market recovery. “Despite a slowdown in the PV market, Maruti Suzuki is expected to maintain double-digit volume growth in 2025, driven by expansion in Tier 2 & Tier 3 cities, new launches in hybrid & EV segments, robust export growth and rapidly changing product mix which is improving the quality of growth,” Bolinjkar said.

Growth Rural Maruti Suzuki Auto 2025 Demand Yoy Segment Hero Motocorp Bolinjkar Nifty Auto Term Maruti Rural Market Recovery  suzuki  sales  growth  motocorp  2025  auto  nifty  picks  segment  long  stocks  bolinjkar  rural  stock  demand  term  maruti  vinit  pv  sector

History of this topic

Hero MotoCorp share price falls over 3% after December sales drop 17.5%
6 days, 6 hours ago

Hero MotoCorp share price falls over 3% after December sales drop 17.5%

Live Mint  

Hero MotoCorp share price dropped over 3% in early trade on Friday after the company reported a sharp fall in December sales. Hero MotoCorp, the largest two-wheeler manufacturer in the world, reported a 17.5% fall in its December 2024 sales at 324,906 units as against 393,952 units in the same month a year-ago. We believe an improvement in the broader …

Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival
1 month ago

Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival

Live Mint  

Japanese brokerage firm Nomura revised its FY25 third-quarter growth estimate for India’s passenger vehicle industry to 1% YoY, down from the earlier projection of 4% YoY. Rural revival, affordable EVs propel 2-wheeler demand While maintaining a weak outlook for the PV segment, the brokerage revised its FY25/3E growth forecast for the two-wheeler industry upward to 12% YoY, from the earlier …

Despite festive season, large auto firms see muted growth; SUV, UVs log sharp sales growth in Oct.
2 months, 1 week ago

Despite festive season, large auto firms see muted growth; SUV, UVs log sharp sales growth in Oct.

The Hindu  

In line with sluggish automobile sales over the past several months, India’s top three passenger car makers namely Maruti Suzuki India, Hyundai Motor and Tata Motors, despite the tailwinds of a favourable festive season, were seen barely keeping their heads above the water while automakers with a strong SUV and UV line up like Mahindra & Mahindra and Toyota Kirloskar …

Stocks to Watch: Mankind Pharma, Suzlon Energy, Adani Enterprises, Godrej Properties, and more
3 months ago

Stocks to Watch: Mankind Pharma, Suzlon Energy, Adani Enterprises, Godrej Properties, and more

Live Mint  

Here’s a quick look at stocks likely to be in focus in today's trade. Maruti Suzuki India recorded total sales of 1.84 lakh units in September 2024, marking a 1.9 percent year-on-year increase. While total domestic sales declined by 1.15 percent to 1.57 lakh units, passenger vehicle sales dropped by 3.9 percent to 1.45 lakh units. Eicher Motors saw an …

Bajaj sold over 4 lakh two-wheelers in September, domestic sales rise
3 months, 1 week ago

Bajaj sold over 4 lakh two-wheelers in September, domestic sales rise

Hindustan Times  

Bajaj Auto has reported a significant rise in the sales of its two-wheelers for September 2024, with domestic sales increasing by 28 per cent year-on-year. Bajaj Auto's strong market performance in September 2024 highlights significant growth in two-wheeler and commercial vehicle sales, driven by domestic and export demand. The overall sales of Bajaj's commercial vehicles, including both domestic and export …

Auto sales rise 14% in July, historic high inventory level causes concern: FADA
5 months ago

Auto sales rise 14% in July, historic high inventory level causes concern: FADA

The Hindu  

The Indian auto retail sector witnessed a double digit growth of 13.84% Year on Year in July 2024 backed by a robust 17.17% YoY growth in Two-Wheelers sales. “It is also crucial for the Reserve Bank of India to mandate financial institutions to implement stringent checks before releasing inventory funding, preferably requiring dealer consent or collaterals to prevent the escalation …

India’s Auto Retail Clocks Robust 27% Growth in April
8 months ago

India’s Auto Retail Clocks Robust 27% Growth in April

Deccan Chronicle  

Pune: The automobile retail sales surged 27 per cent in April, the first month of this fiscal, to 2.2 million units compared to the year before, the Federation of Automobile Dealers Associations or FADA said on Wednesday. “The passenger vehicle category experienced double-digit year-on-year growth, supported by enhanced model availability and favourable market sentiments, particularly around festive events like Navratri …

Two-wheeler sales yet to reach pre-Covid 19 levels, says auto industry body
8 months, 3 weeks ago

Two-wheeler sales yet to reach pre-Covid 19 levels, says auto industry body

Hindustan Times  

Passenger vehicles wholesales in India have touched a record high of 42,18,746 units in the financial year 2023-24, registering a year-on-year growth of 8.4 per cent, industry body Society of Indian Automobile Manufacturers said. The vehicle sales across the categories surged by 12.5 per cent to 2,38,53,463 units in the period under review On the other hand, the overall passenger …

Auto sector: Motilal Oswal prefers two-wheelers over PVs; here are its top picks
1 year, 1 month ago

Auto sector: Motilal Oswal prefers two-wheelers over PVs; here are its top picks

Live Mint  

The auto sector witnessed a healthy rebound in terms of demand, supply chains, and operational costs after overcoming its numerous macro as well as sector-specific challenges. Read here: Q2 earnings review: Topline growth slows further, margins improve 2W in focus as MHCVs remain stable Positive on 2Ws and cautious on PVs: The brokerage noted that India is already witnessing a …

Entry-level vehicles’ share in PV sales hits record low
1 year, 2 months ago

Entry-level vehicles’ share in PV sales hits record low

Live Mint  

New Delhi: The small car segment, which includes micro and mini cars, saw a record decrease in its share of passenger vehicle sales during the second quarter, pointing towards a notable shift in consumer preferences. The continuous downslide in these large automotive segments which represent a vast majority of the Indian consumer seeking upward social mobility shows that the pick-up …

Two-wheelers kick into high gear
1 year, 7 months ago

Two-wheelers kick into high gear

Live Mint  

Two-wheeler auto companies are finally having their moment in the sun, show the wholesale volumes in May. After many months, all the listed two-wheeler companies clocked growth both year-on-year as well as sequentially in their wholesale volumes in May aided by wedding demand. In fact, Hero MotoCorp Ltd even surpassed analysts’ estimates, clocking volume growth of nearly 7% year-on-year. On …

Hero MotoCorp shares surge sharply today. Check what's driving the rally
1 year, 7 months ago

Hero MotoCorp shares surge sharply today. Check what's driving the rally

India Today  

Shares of Hero MotoCorp Limited gained over 3 per cent on Friday, providing a boost to the overall Nifty Auto index. At 12:45 pm, shares of the company were trading 3.17 per cent higher at Rs 2,889 apiece, emerging as the top gainer on the Nifty Auto index. Its total sales stood at 519,474 units in May 2023, marking a …

Hero MotoCorp to expand e-bike range in 12-18 months
1 year, 10 months ago

Hero MotoCorp to expand e-bike range in 12-18 months

Hindustan Times  

The country's largest two-wheeler maker Hero MotoCorp plans to expand its electric two-wheeler range over the next 18-24 months as it looks to cater to demand across multiple customer segments, according to a senior company official. The company, which has already commenced sales of its electric scooter under Vida brand across Delhi, Bengaluru and Jaipur, plans to introduce the existing …

Carmakers begin 2023 on a strong note, post handsome growth in domestic volumes in January
1 year, 11 months ago

Carmakers begin 2023 on a strong note, post handsome growth in domestic volumes in January

India Today  

After a stupendous performance in 2022, during which the passenger vehicle industry witnessed its highest-ever domestic volumes in a calendar year, the carmakers have begun 2023 on a strong note, posting handsome growth in domestic wholesale despatches in January on the back of robust customer demand and relatively better semiconductor supply leading to higher production. The domestic wholesales of Hyundai …

Hero MotoCorp banks on bold intent, but ride rough
2 years, 1 month ago

Hero MotoCorp banks on bold intent, but ride rough

Live Mint  

Investors have welcomed Hero MotoCorp Ltd’s decision to raise ex-showroom prices of its motorcycles and scooters from 1 December. This move signals Hero’s bold intent and confidence given that the cost pressures are receding now," said Varun Baxi, an analyst at Nirmal Bang Institutional Equities. “As much as 75-80% of the company’s products are in the lower-end 75cc-110cc categories, which …

Navaratri 2022: PV, 2W retails zoom past pre-Covid levels
2 years, 2 months ago

Navaratri 2022: PV, 2W retails zoom past pre-Covid levels

India Today  

The retail sales of passenger vehicles and two-wheelers during Navaratri 2022 showed a positive trend as they were not only higher than in Navaratri 2021 but also went past the figures achieved in Navaratri 2019, which was a usual pre-Covid period. The PV retails rose 70.43% to 1,10,521 units in Navaratri 2022 from 64,850 units in Navaratri 2021, the data …

Passenger vehicle sales to remain in fast lane in August: report
2 years, 4 months ago

Passenger vehicle sales to remain in fast lane in August: report

The Hindu  

Passenger vehicle sales are expected to be robust in August on account of large pending orders with various companies and production ramp up, according to a report. Besides, two-wheeler volumes are also expected to improve, owing to festive demand and inventory build-up with dealers, according to brokerage firm Emkay Global Financial Services. In the two-wheeler space, Emkay Global expects domestic …

Auto sales fell 8% in July; 2-wheeler & PV sales dip 11% & 5% each
2 years, 5 months ago

Auto sales fell 8% in July; 2-wheeler & PV sales dip 11% & 5% each

Live Mint  

The total vehicle retail sales for the month of July 2022 saw a dip of 8% as compared with July 2021 and a drop of 20% when compared with July 2019, data from the Federation of Automobiles Dealers Association showed on Thursday. This was 5 per cent down compared to the 2,63,238 units sold in July 2021. while two-wheeler sales …

On the recovery path, auto sector has a bumpy ride
2 years, 10 months ago

On the recovery path, auto sector has a bumpy ride

Live Mint  

The Nifty Auto index was the biggest loser among sectoral indices on Wednesday, falling by almost 3%, on a day when the Nifty50 index fell by 1%. “Our Commodity Cost Index has started inching up and is 50-100 basis points higher for PVs and 150-200 bps higher for 2Ws currently versus the Q3FY22 levels," said analysts from Nomura Financial Advisory …

Hero MotoCorp, Honda Motorcyle two wheelers sales fall, this EV maker sells record numbers
2 years, 10 months ago

Hero MotoCorp, Honda Motorcyle two wheelers sales fall, this EV maker sells record numbers

Live Mint  

Hero MotoCorp sold 3,58,254 units in February 2022 compared to 5,05,467 units last year. “With a sharp decline in the number of Covid-19 cases and the economy gradually opening up with several other positive indicators, such as easing of the lockdown restrictions, as well as the measures announced in the FY’23 Union Budget, a swift revival in sales is expected …

Bajaj Auto’s higher exports drive September quarter show
3 years, 2 months ago

Bajaj Auto’s higher exports drive September quarter show

Live Mint  

Bajaj Auto Ltd reported robust performance for the September quarter, boosted by export volumes. Overall CV volumes grew 29% year-on-year helped by 8% growth in exports and 88% y-o-y growth in domestic sales. Raw material costs at 74.9% of sales were much higher than 73% of sales in Q1 and 70.7 % of sales in the year-ago quarter. The impact …

Domestic PV sales grow 115 per cent in March 2021: SIAM
3 years, 8 months ago

Domestic PV sales grow 115 per cent in March 2021: SIAM

India Today  

The Indian carmakers ended the Financial Year 2020-21 on a very strong note with the total domestic sales of the passenger vehicles rising 115 per cent in March 2021 as against March 2020, the latest report from SIAM has revealed. Passenger Vehicles The total domestic sales of the passenger vehicles jumped 115.20 per cent to 2,90,939 units in March 2021 …

Domestic PV sales rise 18 per cent, two-wheeler sales up 10 per cent in February 2021: SIAM
3 years, 9 months ago

Domestic PV sales rise 18 per cent, two-wheeler sales up 10 per cent in February 2021: SIAM

India Today  

The total domestic sales of passenger vehicles and the two-wheelers jumped 17.92 per cent and 10.20 per cent, respectively, in February 2021 in comparison to February 2020, according to the latest report from the SIAM. Passenger Vehicles The total domestic sales of the passenger vehicles rose 17.92 per cent to 2,81,380 units in February 2021 from 2,38,622 units in the …

Tractor sales to remain strong in February; CVs, PVs likely to recover
3 years, 10 months ago

Tractor sales to remain strong in February; CVs, PVs likely to recover

Live Mint  

The channel checks by the brokerages suggest that the tractor sales continued their strong sales momentum during the month of February. While, the personal vehicles sales are “Demand for Medium & Heavy CVs from the Infrastructure segment remains strong and the Cargo segment is also recovering, albeit slower than expected” said analysts at Motilal Oswal Financial Services Limited. Analysts at …

Domestic PV sales grow 13 per cent, two-wheeler sales rise 7 per cent in December 2020: SIAM
3 years, 11 months ago

Domestic PV sales grow 13 per cent, two-wheeler sales rise 7 per cent in December 2020: SIAM

India Today  

The total domestic sales of the passenger vehicles and two-wheelers climbed 13.59 per cent and 7.42 per cent, respectively, in December 2020 in comparison to December 2019, the latest report from the SIAM has revealed. The total production of the passenger vehicles rose 24.17 per cent to 3,15,838 units in December 2020 from 2,54,359 units in the year-ago month. Two-wheelers …

Automakers end 2020 on a positive note; register 11 per cent overall retail sales growth in December: FADA report
3 years, 11 months ago

Automakers end 2020 on a positive note; register 11 per cent overall retail sales growth in December: FADA report

India Today  

The Federation of Automobile Dealers Associations released the monthly vehicle registration data for the month of December 2020, which sees a reported overall retail sales of around 1,844,143 units, which is 11 per cent higher compared to December 2019, and a per cent higher than November 2020. The December 2020 registrations for the first time in FY20-21 witness positive growth …

Tractor Industry in India Registers 42 Percent Growth in December 2020; 60,717 Units Sold
4 years ago

Tractor Industry in India Registers 42 Percent Growth in December 2020; 60,717 Units Sold

News 18  

India’s Tractor industry continues to perform remarkably well despite slowdown in most of the other auto sectors of the country. India’s Tractor Industry registered an increase and Y-o-Y sales of massive 41.8 percent by selling 60,717 units in December 2020 as against 42,806 units sold in December 2019. Mahindra and Mahindra along with Swaraj Tractors came out the market leader …

Two-wheeler firms may lose steam as demand moderates
4 years, 1 month ago

Two-wheeler firms may lose steam as demand moderates

Live Mint  

Two-wheeler companies may be entering the slow lane. Scooter demand is still slow in urban centres, while rural bike sales is also moderating. Entry-level bike sales have reduced by about 210 basis points in the overall product mix to 26.5% year-to-date over FY20, added analysts. But post-lockdown improvement in bike sales helped Hero MotoCorp Ltd gain market share. Still, stocks …

Four-wheeler and two-wheeler sales take contrasting roads to recovery
4 years, 1 month ago

Four-wheeler and two-wheeler sales take contrasting roads to recovery

Live Mint  

Four broad segments of the Indian automotive sector are moving on four different tracks in their recovery in the post-lockdown world. This pattern can also be seen in the sales numbers for August to November reported by key listed companies and their corresponding Vahan registration numbers. We arrived at an estimate for all-India Vahan numbers by extrapolating the share of …

Two-Wheeler Makers Report Promising Growth During Festive Season, Sign of the Bad Times Left Behind?
4 years, 2 months ago

Two-Wheeler Makers Report Promising Growth During Festive Season, Sign of the Bad Times Left Behind?

News 18  

The Indian automotive industry is going through one of its worst phases ever due to the complications that have arisen since the onset of the Coronavirus pandemic. “After breaching the 5 lakh unit sales level in September’20, Honda total two-wheeler sales closed at a higher level of 527,180 units with a 2 per cent growth over 517,845 units sold in …

Upcoming Cropping Season Likely to Soften Blow For Two-Wheeler Makers in India
4 years, 2 months ago

Upcoming Cropping Season Likely to Soften Blow For Two-Wheeler Makers in India

News 18  

Improving rural prospects, downtrading in a subdued income environment, and greater preference for personal mobility will support sales of motorcycles in the economy segment, thereby limiting the slide in overall two-wheeler sales to 15-17 per cent this fiscal, Crisil Ratings said on Thursday. As per a CRISIL study of 5 manufacturers, accounting for 80 per cent of the sector’s sale …

PV wholesales rise for a 2nd month as dealers stock up
4 years, 2 months ago

PV wholesales rise for a 2nd month as dealers stock up

Live Mint  

India’s passenger vehicle and two-wheeler wholesale dispatches rose for the second consecutive month in September, in a steady recovery from April when the pandemic-induced lockdowns severely depressed demand. Utility vehicle sales grew by 24.5% from a year earlier to 96,633 units in September thanks to increased dispatches by Maruti Suzuki India Ltd, Hyundai Motor India Ltd and Kia Motors India …

Retail auto sales pick up in August
4 years, 3 months ago

Retail auto sales pick up in August

Live Mint  

Showroom sales of passenger vehicles and two-wheelers continued to improve on a month-on-month basis in August as rural and semi-urban markets sputtered to life after the lockdown and people purchased personal vehicles to guard against coronavirus. Showroom sales of passenger vehicles declined by 7.12% y-o-y to 178,513 units in August from 192,189 units, according to data released by the Federation …

April 2020 to Go Down In India's History as the Month of Zero Car and Two-Wheeler Sales
4 years, 8 months ago

April 2020 to Go Down In India's History as the Month of Zero Car and Two-Wheeler Sales

News 18  

As we start off with a new month, this is usually the time when we would be tracking the sales numbers achieved by different automakers across India. Zac Hollis April 24, 2020 There are a couple of exceptions, however, as Maruti Suzuki – India’s largest carmaker – did issue a statement saying that the sales for the month stood at …

Hero MotoCorp to hike prices of motorcycles, scooters by up to Rs 2,000 from January
5 years ago

Hero MotoCorp to hike prices of motorcycles, scooters by up to Rs 2,000 from January

Firstpost  

Two-wheeler market leader Hero MotoCorp on Monday said it will increase prices of its motorcycles and scooters by up to Rs 2,000 from January New Delhi: Two-wheeler market leader Hero MotoCorp on Monday said it will increase prices of its motorcycles and scooters by up to Rs 2,000 from January. The price increase will be across a range of two-wheelers …

Auto sector slowdown: Sales continue to be on slow track in September; festive season fails to cheer vehicle industry
5 years, 3 months ago

Auto sector slowdown: Sales continue to be on slow track in September; festive season fails to cheer vehicle industry

Firstpost  

Before suffering the steepening slump in sales, the auto industry provided one of the few bright spots for manufacturing Low consumer sentiment continued to subdue sales performance of the Indian automobile sector in September, as major industry players reported a significant decline in their respective sales figures. Another automobile major—Tata Motors—reported a 48.02 percent slump in overall September sales to …

Auto majors in slow lane; July sales see double-digit slump as consumer sentiment remained subdued
5 years, 5 months ago

Auto majors in slow lane; July sales see double-digit slump as consumer sentiment remained subdued

Firstpost  

New Delhi: Continuing to face rough weather, Maruti Suzuki, Hyundai and three other auto majors reported a double-digit decline in sales in July as consumer sentiment remained subdued. Market leader Maruti Suzuki India said its domestic sales were down 36.3 percent at 98,210 units last month compared to 1,54,150 units in July last year. Rival Hyundai Motor India Ltd reported …

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