BAJAJ AUTO EXPORTS
GST 2.0 trigger throws up over 90 stock ideas as rate cuts may spark new market cycle. Full list
The GST Council's sweeping rate cuts across sectors have ignited a market rally, with auto, FMCG, cement, insurance, and consumer durable stocks in sharp focus. Two-wheelers, small cars, cement, insurance, and packaged goods are now significantly cheaper. Analysts expect stronger consumption, improved margins, and GDP growth. Key beneficiaries include M&M, ITC, Hero MotoCorp, UltraTech, and SBI Life.
Explained: How PM Modi's Rs 48,000 crore GST gift impacts stock market investors
Prime Minister Modi's GST reforms, carrying ₹48,000 crore revenue implications, have sparked a market rally. The simplification of GST architecture, with rate reductions, is expected to boost consumption across sectors like automobiles and FMCG. Analysts project a significant GDP growth and increased corporate earnings, making investors optimistic about sustained market gains.
Sensex rallies over 700 pts, Nifty tops 24,900; GST cuts, 4 other drivers behind today's rally
Indian stock markets witnessed a significant surge today. Sensex and Nifty both opened considerably higher. This positive movement follows the government's decision to reduce taxes on various goods under the Goods and Services Tax. The GST overhaul aims to boost consumption ahead of the festive season. Market capitalization of BSE-listed companies also saw a substantial increase.
Sensex slips 100 pts, Nifty below 24,600 as banks & IT weigh ahead of GST meet
Indian benchmark indices Sensex and Nifty experienced a decline on Wednesday, primarily influenced by the downturn in banking and IT sectors. Investors exhibited caution in anticipation of the GST council meeting, where potential rate cuts on various goods are expected. The S&P BSE Sensex fell by 0.16%, while the NSE Nifty 50 also dropped by 0.16%.
Festive season, GST cut seen as key triggers for auto demand
The latest auto sales data paints a mixed picture for the industry. While two-wheelers and tractors continued to deliver strong performances, passenger vehicle sales remained subdued, leaving analysts watching closely for potential demand revival on the back of an anticipated GST cut.
PM Modi's tax reform set to slash levies on shampoos, hybrid cars, TVs
India is poised to significantly overhaul its Goods and Services Tax (GST) system, potentially slashing taxes on approximately 175 products, including consumer goods, electronics, and hybrid cars. The GST council is expected to finalize these cuts in early September, aiming to boost domestic consumption, support local manufacturers, and offset potential export declines.
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Automakers report dip in vehicle dispatches in August as buyers await price cut in GST rejig
Major Indian automakers like Maruti Suzuki and Hyundai experienced a sales dip in August. Buyers postponed purchases anticipating GST rate cuts. Maruti Suzuki's dispatches fell by 8 per cent. Hyundai saw an 11 percent decrease. Mahindra & Mahindra's utility vehicle sales also declined. Tata Motors reported a 7 per cent drop. GST Council will meet to discuss tax reforms.
Bajaj Auto sales up 5% YoY in August at 4,17,616 units
Bajaj Auto saw a 5% increase in total vehicle wholesales in August, reaching 4,17,616 units, driven by a significant 29% surge in exports to 1,85,218 vehicles. However, domestic sales saw an 8% decline, with two-wheeler sales also experiencing a 12% drop in the domestic market despite a slight overall increase.
Bajaj Auto shares rise 1% after 5% YoY jump in August sales; YTD sales up 2%
Bajaj Auto share price: Bajaj Auto reported sales of 4,17,616 units in August 2025, up from 3,97,804 units a year earlier. For April–August, sales rose to 18,94,853 units versus 18,54,029 last year. Two-wheeler sales in August came in at 3,41,887 units, a 2% increase.
Ola Electric shares rally 14% this week. Analysts see Rs 70 on the horizon despite risks. Should you buy now?
Ola Electric’s shares surged 14% after securing Production Linked Incentive (PLI) certification for its Gen 3 scooters, boosting margins and profitability prospects. Despite this, market share has slipped amid stiff competition and supply issues. Analysts note healthy technical signals but caution on short-term pullbacks. Ola aims for growth with new models and targets EBITDA breakeven by Q2 FY26.
China drought of rare earths to India in focus for Xi-Modi meet
India’s automakers face a crippling shortage of heavy rare earth magnets as over 50 import applications remain stuck in China since April, when Beijing tightened curbs. Despite improving ties, supplies haven’t resumed, forcing design changes and desperate sourcing methods. Modi’s meeting with Xi this weekend will test if Beijing offers relief amid global supply chain risks.
Look beyond tariffs; great potential in building materials, domestic pharma and chemicals: Sorbh Gupta
Bajaj Finserv AMC’s Sorbh Gupta said US tariffs on India pose limited earnings risk, with only 2% of MSCI India revenues exposed. He sees strong opportunities in consumption-driven sectors, midcaps, smallcaps, building materials, domestic pharma, and chemicals.
These large- and mid-cap stocks can give more than 24% return in 1 year, according to analysts
As some sectors and industries start to feel the impact of the increased tariffs, the chances are that, in the near term, all the street narrative will centre on this. But make a distinction between reality and narrative. We are not saying that there will be no impact. But the fact is that some amount of exaggeration is to be expected as an industry seeks favours from the government and hopes to extract some relief. So, remain balanced when consuming information. Just to put this in perspective: Does it make sense to sell HDFC Bank because of the tariff? Certainly not. So think rationally before taking any decision.
GST cut: Jefferies upgrades Hero Motocorp but bearish on Hyundai and Tata Motors
Jefferies anticipates that a Goods and Services Tax reduction may significantly increase the demand for automobiles. Two-wheelers and small passenger vehicles are likely to benefit the most. The brokerage has upgraded Hero Motocorp's rating. However, it maintains an 'Underperform' rating for Hyundai and Tata Motors. The firm also expects volume growth in the auto sector.
Ola Electric shares rally 9% in 2 days after PLI nod sparks investor optimism
Ola Electric's share price has seen a sharp rally after the company received PLI certification for its Gen 3 scooter range. The approval is expected to bolster margins and profitability, though competition from Ather and TVS and ongoing financial pressures continue to weigh on sentiment.
Vedanta, among 14 stocks leads dividend action as today marks last day to buy before record date
Dalal Street sees ongoing dividend payouts. Vedanta announces a significant interim dividend. Investors must hold shares by today to qualify. Several other companies, including Gillette India and Transpek Industry, will also turn ex-dividend. The record date for all is August 26, 2025. To receive the dividends, shares must be purchased no later than today.
2 top stock recommendations from Rajesh Palviya for next week
Entering the August expiry week, Nifty faces a supply zone at 25,000–25,200, with potential consolidation above 24,800. Bank Nifty appears weaker, needing to surpass 55,500 to avoid further decline. Auto stocks, particularly Hero MotoCorp, Bajaj Auto, and Maruti, show promise amid positive sector trends. Cipla and Maruti are recommended buys, targeting 1,650 and 14,800–15,000 respectively.
Bajaj Auto resumes Chetak e-scooter deliveries as rare earth supply improves
Bajaj Auto has resumed Chetak electric scooter supplies across dealerships after resolving rare earth magnet shortages, restarting production on August 20. The company secured sufficient stock for the festive season, scaling up production to meet robust demand. Temporary supply disruptions and delayed state government incentives had previously strained the company.
ETMarkets Smart Talk | Markets attractive for medium to long-term investors despite near-term volatility: Sachin Bajaj
Sachin Bajaj from Axis Max Life Insurance suggests Indian markets are still appealing for long-term investors. He acknowledges short-term market fluctuations due to global factors. The US tariffs pose challenges for Indian exporters. However, India's strong domestic demand and government support are positives. Bajaj highlights sectors like consumer discretionary, industrials, healthcare, cement, and BFSI as attractive.
Auto stocks rally 25–50% in FY26 so far: Is it time to shift gears?
In FY26 so far, 11 stocks within the BSE Auto Index have delivered double-digit gains, with eight names — such as Hyundai Motor India, Bosch, UNO Minda, Hero MotoCorp, TVS Motor, Ashok Leyland, MRF, and Mahindra & Mahindra — soaring between 25% and 50%.
Rare earth, common ground: India and China realign amid US tension
China has eased export restrictions on key items to India. This includes rare earth magnets and fertilizers. The move signals warmer relations between the two nations. It precedes Prime Minister Narendra Modi's visit to China for the SCO summit. Shipments of these items have already commenced. This development follows discussions between the foreign ministers of both countries.
Papum Pare to Singrauli: India maps fresh hotspots for rare earth metals amid China concerns
India is actively exploring inland rare earth element (REE) deposits in regions like Arunachal Pradesh and Madhya Pradesh, aiming to reduce reliance on China. While new discoveries offer hope, diversifying supply chains and boosting domestic production are crucial. The government is incentivizing local mining and pursuing international collaborations to secure critical mineral access and foster innovation.
Ola Electric showcases Bharat cell, rare earth-free motor at ‘Sankalp’
Ola Electric unveiled its first in-house 4680 Bharat cell battery and a motor without rare earth metals at its Sankalp event. The new S1 Pro+ scooter with the new battery was also in the launch line-up. The company also introduced MoveOS 6 with enhanced features. Ola plans to launch the S1 Pro Sport scooter in 2026 and an electric bike in 2027.
India Inc wants fewer workers, not more: Expert explains how young workforce could end up jobless
India's manufacturing sector has alarmingly shrunk to a historic low, contributing only 12.6% to GDP, a level unseen since 1967. This decline, coupled with the struggles of MSMEs and an underdeveloped tourism sector, poses significant challenges for job creation. Experts warn that a shift in focus is crucial to provide meaningful employment opportunities for the nation's youth.
June quarter results review: Sectors show mixed performance amid subdued demand
June quarter results show mixed performance across sectors. Automobiles, banking, and IT faced demand challenges. Cement, metals, and pharma saw gains. Mahindra and Mahindra excelled in automobiles. Public sector banks maintained asset quality. Ultratech reduced production costs. Infosys and HCL Technologies revised revenue guidance. Reliance Industries reported strong operating profit. Sector performance varied due to diverse economic factors.
Bajaj Auto shares slip 4% after Q1 results. Should you buy, sell or hold?
Bajaj Auto shares fell nearly 4% despite a 14% YoY rise in Q1FY26 PAT to ₹2,210 crore. Revenue grew 10% to ₹13,133 crore, driven by strong export and premium segment sales. EBITDA stood at ₹2,500 crore with a 19.7% margin, down QoQ due to lower dollar realisations, partially offset by better product mix.
Prefer TVS Motors and Eicher to Bajaj Auto; Trump tariffs a big sword over market: Dipan Mehta
Dipan Mehta notes that Trump's tariffs create uncertainty for Indian exporters, impacting stock prices alongside stagnant earnings. While the RBI's policy remains stable, two-wheeler makers like TVS Motors, Eicher, and Hero MotoCorp show strength with improving demand. Bajaj Auto's results are decent but volatile due to export reliance, making other stocks more attractive for fresh investment.
Bajaj Auto avoids EV production halt, enters e-rickshaw market; Q1 net up 5%
Bajaj Auto avoided a complete stop in electric vehicle production. The company shifted to low rare earth magnets. This change helped overcome a shortage of high rare earth magnets from China. Bajaj expects to produce 50-60% of planned two-wheelers. Three-wheeler production could reach 75%. Bajaj Auto also reported a rise in net profit.
Bajaj Auto Q1 Results: Cons profit jumps 14% YoY to Rs 2,210 crore; revenue rises 10%
Bajaj Auto Q1 Results: Bajaj Auto announced its Q1FY26 results. The company's consolidated profit after tax rose to Rs 2,210 crore. Revenue from operations also increased to Rs 13,133 crore. This growth was fueled by strong exports and premium motorcycle sales. The company maintained a healthy balance sheet. Surplus funds reached Rs 16,726 crore after strategic investments.
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