GST 2.0 reforms reduce the tax rates on small cars, motorcycles, and hybrids to make them more affordable and simultaneously, the larger SUVs will be moved to a 40% slab. Electric vehicles will still enjoy a temporarily low rate of 5%, which will promote affordability in the most popular vehicle categories.

The GST 2.0 Framework and Its Impact on the Auto Industry

The Goods and Services Tax (GST) Council has introduced the next-generation GST reforms, widely referred to as GST 2.0, aimed at rationalising tax slabs and reducing the burden on consumers. The new system simplifies the structure to two main slabs—5% and 18%, with a 40% rate applicable only on super-luxury, large, and demerit goods.

For the automobile sector, which is one of the strongest pillars of India’s economy, this reform represents a structural shift. The new rates are expected to improve affordability, streamline classification, and encourage higher sales volumes across passenger cars, two-wheelers, hybrids, and electric vehicles.

GST 2.0 Car Prices Dips: Key Tax Changes

Small Cars and Motorcycles Become Affordable

• Petrol, LPG, CNG Cars (<1200 cc): GST was 28%, now reduced to 18%

• Diesel Cars (<1500 cc): GST was 28%, now reduced to 18%

• Motorcycles (<350 cc): GST was 28%, now reduced to 18%

• Commercial Vehicles: GST was 28%, now reduced to 18%

This means hatchbacks, compact sedans, entry-level SUVs, and commuter motorcycles will see a direct 10% tax cut, translating into significant price drops.

Larger SUVs Shift to 40% Slab

The petrol-powered vehicles with engine sizes over 1200 cc, diesel engines above 1500 cc, or lengths greater than 4 metres will be subject to 40% tax under the new GST system (GST 2.0).

Also Read: GST 2.0 Tax Changes: Cheaper & Costlier Goods List

This is a disadvantage in comparison with the present situation if one only considers the nominal tax rate, but as a matter of fact the vehicles had a high rate of additional taxes from which the compensation cess is the largest contributor and the actual tax burden was sometimes close to 50% Effective tax rates on large cars were thus very close to 50% before the changes. With the cess phased out, the actual tax burden will be similar or a little less, thus the models like Hyundai Creta, Toyota Fortuner, and Mahindra Scorpio-N will stay competitive in the market.

Hybrids Enter the Affordable Zone

The hybrid cars have just been simplified, as they were previously charged at 28% GST + a 15% cess = 43% total.

• Small Hybrids (<1200 cc petrol / <1500 cc diesel, length <4m) → 18% GST

• Larger Hybrids → 40% GST

Henceforth, compact hybrid cars will become one of the alternative options for buyers who want to save on fuel and thus, the Indian automobile companies such as Maruti Suzuki, Toyota, and Honda will be compelled to launch more hybrid models in India to attract this segment of consumers

EVs Retain 5% Concessional Rate

The electrified vehicles (EVs) will still have to pay only 5% GST irrespective of their size or segment. This steadiness favors the domestic releases as well as the imported premium EVs. The consignments of the premium EVs from Tesla, Mercedes, and BMW besides the locally made EVs like Tata Harrier EV and Mahindra XEV9e get equal treatment. With this action, the manufacturers and buyers get a kind of certainty for a more extended period.

Brand-Wise Predicted Car Prices Dips Under GST 2.0

Brand & Model (Segment) Current Ex-Showroom Price Estimated Price Drop New Price Range (Approx.)

(Numbers are represented as approximate and are based on GST 2.0 rate change. They do not indicate the official manufacturer’s prices.)

Industry Outlook Post-GST 2.0

The auto sector will have to face the following situation after the implementation of the GST 2.0 system: 

• Demand for hatchbacks, compact SUVs, hybrids, and EVs is expected to get stronger as these models will become more affordable.

• More or less stable demand for bigger SUVs is anticipated with the removal of the cess leading to neutral or marginal price changes.

• The two-wheeler sales will get an uplift, especially the commuter bikes which are under 350 cc and form the largest part of the Indian mobility market.

• The manufacturer’s attention to hybrids will be greater as they will be able to use the lower GST bracket to target urban consumers who are conscious of their fuel consumption.

Keeping in mind the simplification of GST slabs, registration management, and automated refunds, it is envisaged that this reform will unlock working capital, raise compliance, and speed up the growth of the automotive ecosystem of India.

FAQ’s

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Read the full article here: GST 2.0 Car Prices Dips: Small Cars, Hybrids & EVs Get Cheaper — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

On August 29, India’s stock market was in the red for the 3rd consecutive day as a combination of fragile investor mentality and rise in US tariffs weighed on the Equity market. Both the Nifty and the Sensex declined for the third successive session. Swan Energy, BSE, TBO Tek, M&M, and Reliance Power were among the top losers.

India’s equity market ended in the red on August 29, 2025, signaling a losing streak of three trading sessions for the Nifty 50 and S&P BSE Sensex. Both indices faltered as the market followed weak global cues. Investors mood was further sour as a higher US tariff made its way into the headlines, prompting a selling spree across the board. The Top Gainers & Losers list was indicative of wide swings in market volatility with some quick-paced moves in particular shares.

Market Performance Overview

Currently, the Nifty 50 is down by 0.3% to a level of 24,426 points. The S&P BSE Sensex has dropped by 0.34% to 79,809 points and thus, has crossed the 80,000 mark from below.

On the other hand, the market beyond 50 also showed a negative trend with Nifty Midcap 100 and Nifty Smallcap 100 declining by more than 0.5% each. Most sectoral indices have experienced a steep decline, with only Nifty FMCG and Nifty Consumer Durables remaining, which have barely managed to maintain their upward trend.

On top of that, Nifty Realty (down 1.44%) and Nifty Oil & Gas (down 1.12%) were the worst performing sectors showing investors fears of rising expenses and diminished appetite for fresh investments.

Top Gainers & Losers Today

Few stocks might have moved against the general bearish trend, but the market went down mainly due to heavyweights. Among the major losers were:

• Swan Energy – Went down with the selling pressure triggered by expected low earnings.

• BSE Ltd – Dropped after a short profit-booking period following recent rallies.

• TBO Tek – Made a downward correction after a hard time in the travel tech sector.

• Mahindra & Mahindra – Slipped as there were worries concerning auto demand to the sector.

• Reliance Power – Dropped as energy sector-related stocks were the subjects of a sell-off.

These Top Gainers & Losers portray the ever-present caution that influences Indian stock markets as global and domestic issues collide.

Also Read: Market Alert: Top Gainers and Losers You Must Watch Today

Foreign Investors and Market Pressure

The FPI selling trend became more intense as the net outflows were over USD 4.63 billion (₹38,590 crore) in just August 2025. The continuous sales weighed heavily on domestic stocks, thus, deepening the losses of frontline market indices.

Sectoral Snapshot

• Realty & Oil & Gas – Laggards of the last week because these two sectors are very sensitive to global crude movements and domestic cost pressures.

• FMCG & Consumer Durables – Sole winners as the defensive nature of the stocks provided the required stability.

• Banking & IT – Slightly negative, mirroring the global economic uncertainty theme.

The contrary sectoral performance highlights the restrained investor commitment to defensive sectors, typically preferred during market turbulence.

Monthly Market Recap

The August results are the reason why Indian stocks have fallen for two straight months. Overall, both Nifty and Sensex have decreased by more than 1%. The main negative factors are the weak global cues, the continuous risk of inflation, and the higher US tariffs that are overshadowing the domestic growth resilience.

Expert Insights on Top Gainers & Losers

Experts on the market indicate that even with the solidness of the Indian fundamentals over the long haul, the near-term perspective is tinged by:

• Trade-related global tensions caused by the increase of tariffs.

• Persistent FPI outflows that have a heavy impact on liquidity.

• Overvaluation worries in the mid- and small-cap stocks.

The majority of analysts say that the present uncertainty will continue to cause market volatility until there will be clear indications related to global trade policies and interest rates.

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India’s GST reforms, coupled with fiscal measures, are set to boost consumption-driven stocks in FY26. Analysts highlight opportunities across FMCG, automobiles, durables, retail, and QSRs as market momentum shifts from capex to consumer demand.

India’s recent announcement of a Goods and Services Tax (GST) rejig, combined with the expected fiscal push from the upcoming eighth pay commission, is set to shape equity market trends in fiscal 2025-26 (FY26). Analysts believe the reforms will create stronger momentum for consumption-driven sectors while forcing a reallocation of capital away from capex-heavy plays in the near term.

The Nifty India Consumption Index has already outpaced broader benchmarks, rising nearly 11% this fiscal compared with a 5% gain in the Nifty 50 Index, underscoring investor preference for consumer-focused themes. Experts anticipate that the proposed GST changes will further amplify this divergence.

Sectors likely to benefit include FMCG leaders such as Hindustan Unilever, Britannia, and Tata Consumer, where stronger demand coupled with easing input costs could drive margin expansion. In autos, companies such as Maruti Suzuki, Ashok Leyland, and two-wheeler manufacturers are expected to gain from lower GST rates. Consumer durables players including Voltas, Blue Star, and Amber Enterprises are also positioned for growth as GST reductions align with festive season demand.

Construction-linked sectors stand to benefit as well. Lower GST on cement could provide a structural tailwind for companies such as Ultratech Cement, boosting developer margins and infrastructure-linked demand.

Also Read: India’s GST Collection Hits ₹1.96 Trillion: Key Factors Behind the Rise

Logistics and quick commerce operators like Delhivery may see indirect gains from stronger retail volumes, while the hospitality segment—represented by LemonTree Hotels—is expected to capture demand recovery, supported by reduced tax on mid-market hotel tariffs.

Financial institutions are also positioned to benefit from higher consumer spending. HDFC Bank and Bajaj Finance could see higher loan disbursements in auto, durables, and personal finance categories, with lending margins supported by broader consumption growth.

While the reforms are expected to inject an estimated $13 billion boost to annual consumption if 65% of payouts flow back into spending, analysts caution on the fiscal side. Any revenue shortfall may require expenditure rationalization, potentially curbing capex and social sector allocations. This trade-off highlights the balancing act policymakers face between stimulating demand and sustaining fiscal discipline.

From a market perspective, equity strategists expect a high single-digit return from the Nifty for the remainder of FY26, with consumer-oriented stocks likely to outperform. The structural tilt in favor of consumption underscores a broader shift in investment strategy—favoring consumer staples, autos, durables, and cement over capital goods and infrastructure.

As India enters the festive season with a restructured GST regime, investors are advised to remain overweight on consumer sectors. This tilt represents not just a short-term demand story but a structural trend that may define equity allocation patterns through FY26.

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Read the full article here: GST Reforms Explained: Sectors Poised to Gain in India — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Shares of India’s leading automakers jumped sharply on August 18, after reports indicated that the government is weighing a possible GST cut on entry-level two-wheelers, compact cars, and hybrids. The speculation lifted the Nifty Auto index, with Hero MotoCorp gaining more than 8% to become the day’s top performer.

The Indian automobile sector, a cornerstone of the country’s manufacturing and mobility ecosystem, witnessed a sharp upswing in investor sentiment on Monday, August 18, 2025. Major listed players including Hero MotoCorp Ltd., Maruti Suzuki India Ltd., Bajaj Auto Ltd., Mahindra & Mahindra Ltd., and Tata Motors Ltd. saw their shares rally between 3% and 8% amid reports that the government may soon announce a uniform Goods and Services Tax (GST) rate for mass-market vehicles.

Currently, vehicles in India are taxed under multiple GST slabs depending on engine size, vehicle length, and ground clearance. This system places mass-market two-wheelers and small cars in the 28–31% tax bracket, while luxury cars and SUVs attract up to 40% including cess. According to reports, policymakers are now evaluating a simplified framework with a flat 18% GST rate for mass-market segments.

The reform, which aligns with Prime Minister Narendra Modi’s recent Independence Day announcement of moving towards a two-tier GST structure, could be implemented as early as the festive season around Diwali. If approved, this would lower the cost of two-wheelers under 350cc, compact cars up to 1,200cc engine capacity, and select hybrid vehicles, thereby boosting affordability for middle-income households.

Also Read: Hero MotoCorp Speeds Ahead with 9% Stock Gain in Five Days

Hero MotoCorp Ltd., headquartered in New Delhi, emerged as the biggest gainer with its stock climbing over 8%. As the world’s largest two-wheeler manufacturer and a market leader in the entry-level motorcycle segment, Hero MotoCorp stands to benefit significantly from lower taxation on budget-friendly motorcycles.

Maruti Suzuki India Ltd., based in Gurugram, Haryana, also saw strong buying interest. As the country’s largest carmaker, Maruti Suzuki has a vast presence in the small car category, which could see a major boost in demand if prices decline due to a tax cut.

Bajaj Auto Ltd., headquartered in Pune and known for its motorcycles and three-wheelers, rose steadily on expectations that an 18% GST slab would support sales momentum in commuter motorcycles.

Mahindra & Mahindra Ltd. (M&M), based in Mumbai, gained on prospects that its compact SUVs and passenger vehicles may become more affordable under the revised structure.

Also Read: Market Update: Sensex Rises 350 Points, Nifty Above 24,600 Today

Tata Motors Ltd., another Mumbai-headquartered automobile giant with a wide portfolio spanning passenger vehicles and electric cars, also benefited from investor optimism.

The rally reflected across the broader market as the Nifty Auto index surged 3.5% to 24,958 points in early trade, with all major automakers trading in positive territory. Analysts believe that the move could invigorate rural and urban demand, while also providing momentum to auto ancillaries, suppliers, and the broader automobile value chain.

With the festive season ahead, expectations of a GST cut have injected renewed confidence into the stock market, signaling possible relief for consumers and growth opportunities for India’s automotive industry.

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Read the full article here: Indian Auto Stocks Accelerate on GST Cut Buzz Driving Investor Optimism — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Sensex recovers 350 points with Nifty above 24,600 as investors respond to Trump-Putin summit anticipation, sectoral gains, and positive global market cues.

Today, on August 12, 2025, India’s benchmark indices demonstrated robust recovery with the Sensex rising approximately 350 points from its intraday low, trading at 80,674.66, while the Nifty 50 index breached the 24,600 mark. This upward momentum was driven by renewed investor optimism influenced by geopolitical developments and positive cues from global markets.

Investor sentiment was buoyed by anticipation around the upcoming summit in Alaska between US President Donald Trump and Russian President Vladimir Putin, focusing on critical geopolitical issues including the ongoing Russia-Ukraine conflict. Market participants expect that progress in these talks could ease global trade tensions and potentially mitigate the impact of additional tariffs, particularly the 25% punitive tariff imposed on India’s crude oil imports from Russia.

Leading contributors to the rally included marquee stocks such as Maruti Suzuki India, Tech Mahindra, Hero MotoCorp, Mahindra & Mahindra, and Tata Steel, with intraday gains reaching up to 3%. The breadth of the market was notably positive, with 2,070 shares advancing against 1,443 declining, signaling broad-based buying interest.

Also Read: Trump’s Tariff Surge Targets Foreign Goods – But U.S. Market May Pay the Price

Asian markets set an encouraging tone for Indian equities, with South Korea’s Kospi, Japan’s Nikkei 225, China’s SSE Composite, and Hong Kong’s Hang Seng all recording gains. Wall Street futures also pointed towards a favorable opening for US markets, supporting risk appetite among domestic investors.

The Indian rupee strengthened modestly by 10 paise to 87.65 against the US dollar in early trading, reflecting confidence in domestic equities amid ongoing global trade uncertainties.

Information technology stocks outperformed, led by a strong rally in the Nifty IT index. Stocks such as Oracle Financial Services Software, Persistent Systems, Coforge, and Tech Mahindra benefited from expectations of an imminent US Federal Reserve rate cut, which could provide liquidity support to growth sectors. Market participants are closely monitoring upcoming US inflation data for further directional cues.

From a technical perspective, market strategists indicate that sustaining levels above 24,590 on the Nifty could unlock further gains towards the 25,000 psychological milestone. Conversely, a decline below 24,450 could signal weakening momentum, with critical support near the 200-day simple moving average at 24,049 likely to be closely watched.

This market rebound highlights the sensitive interplay between geopolitical developments, macroeconomic indicators, and sectoral performance driving India’s equity markets.

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Read the full article here: Market Update: Sensex Rises 350 Points, Nifty Above 24,600 Today — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Mahindra & Mahindra Ltd., India, released its July 2025 production and sales report, revealing a strong year-on-year growth across its Utility Vehicle and Electric Three-Wheeler segments, signaling robust consumer demand and strategic electric mobility focus.

India-based Mahindra & Mahindra Ltd, a leading automotive and mobility solutions provider, released its sales and production data for July 2025, showcasing significant year-on-year growth, particularly in Utility Vehicles (UVs) and Electric Three-Wheelers.

The company reported total production of 82,862 units, up from 70,540 units in July 2024. Total domestic sales rose to 80,917 units, compared to 64,929 units a year ago. Export volumes also climbed from 1,515 units to 2,774 units, reflecting expanding global interest in Mahindra’s portfolio.

A deeper analysis reveals the Thar and Scorpio models remain top performers, with Thar (diesel and petrol) sales rising significantly from 4,385 units in July 2024 to 9,845 units in July 2025. The Scorpio range also saw growth from 12,237 units to 14,081 units, indicating consistent demand in India’s rugged and utility-focused SUV market.

Also Read: Electric 3-Wheelers Are Leading India’s Green Transformation

Notably, the Electric Three-Wheeler segment has shown sharp acceleration. The Treo electric passenger model grew from 1,124 units to 7,613 units, while the Zor Grand Electric cargo three-wheeler jumped from just 6 units in July 2024 to 567 units in July 2025. This aligns with the company’s long-term EV strategy under its subsidiary Mahindra Last Mile Mobility Ltd., which is focused on electrifying urban and last-mile transport.

The newly introduced Origin Electric SUV, produced by Mahindra Electric Automobile Ltd., also contributed with 4,290 units produced and 4,008 units sold, marking a bold step into premium electric SUVs.

From a financial standpoint, the July performance signals Mahindra’s strong positioning amidst rising consumer demand for sustainable mobility. Analysts observe that Mahindra’s dual-engine strategy—combining internal combustion engine success with EV innovation—is enabling market resilience and competitive agility.

The consistent ramp-up in electric variants, coupled with robust exports, may also support Mahindra’s future earnings outlook and share performance, especially with India’s EV adoption projected to expand at a CAGR of over 40% by 2030.

Mahindra & Mahindra’s production, sales, and electric transformation suggest a strong strategic alignment with both domestic growth drivers and global sustainability trends. Investors and market watchers will likely view this as a signal of the company’s operational health and future-forward positioning.

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Read the full article here: Mahindra & Mahindra Sees Surge in Utility and EV Sales in July 2025 — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

India’s stock market opened lower on August 5, 2025, as equity indices Sensex and Nifty fell due to pressure on oil and gas stocks and persistent foreign fund outflows. Investor sentiment weakened after renewed tariff threats from the United States regarding India’s oil imports from Russia.

India’s benchmark indices opened lower on Tuesday, August 5, 2025, as the BSE Sensex declined by 315.03 points or 0.39% to 80,703.69, while the NSE Nifty slipped 41.80 points or 0.17% to 24,680.95 in early trade. The slide was primarily driven by losses in oil and gas sector stocks and sustained foreign institutional investor (FII) outflows.

The downturn comes on the heels of escalating trade tensions with the United States. Market sentiment took a hit after a renewed warning from U.S. leadership suggesting a substantial increase in tariffs on Indian exports in response to the country’s continued import of Russian crude oil. The statement, perceived as a geopolitical escalation, raised concerns over future trade dynamics and export competitiveness.

Sector-Wise Drag: Oil & Gas Under Pressure

The oil and gas sector was among the top laggards, with market heavyweights like Reliance Industries and Oil & Natural Gas Corporation facing selling pressure. Investors appear wary of how US-led sanctions and tariff rhetoric may affect the profitability and international operations of major Indian energy firms.

Also Read: Russia Slams US ‘Neocolonial Agenda’ After Trump Targets India

Top Laggards and Gainers

Key decliners in the Sensex pack included Bharat Electronics Ltd. (BEL), HDFC Bank, ICICI Bank, Infosys, Hindustan Unilever, Adani Ports, Mahindra & Mahindra, Asian Paints and Tata Steel.

However, not all stocks were under pressure. Gainers included Maruti Suzuki, State Bank of India, HCL Technologies, Axis Bank, UltraTech Cement, Tata Motors, Titan Company, NTPC, and Bajaj Finance.

Trade Tensions and Market Valuation Concerns

Market experts noted that the Indian equity market remains richly valued, with forward price-to-earnings ratios at historically elevated levels. The fresh external shock, in the form of tariff threats, could challenge earnings estimates for FY26, particularly for export-heavy sectors.

While India’s macroeconomic fundamentals remain strong, including low inflation and robust domestic demand, any adverse development in trade relations with major economies could alter the trajectory of corporate earnings and capital inflows.

FII Outflows vs DII Support

Foreign Institutional Investors continued their selling streak, offloading equities worth ₹2,566.51 crore on Monday, August 4. In contrast, Domestic Institutional Investors (DIIs) provided counterbalance by purchasing equities worth ₹4,386.29 crore, reflecting domestic confidence in market fundamentals.

This divergence points to a cautious global outlook versus a relatively resilient domestic investment narrative. The coming weeks may reveal whether domestic flows can continue to offset global risk aversion.

Also Read: Understanding the Impact of China’s Economic Promises

Broader Global Trends

While Asian markets, including South Korea’s Kospi, Shanghai’s SSE Composite, Hong Kong’s Hang Seng, and Japan’s Nikkei 225, traded in positive territory, the Indian market’s sensitivity to geopolitical risks has been more pronounced due to its trade and energy dependencies.

The global benchmark Brent crude traded slightly lower at $68.53 per barrel, down 0.33%, but any sharp rebound could further complicate India’s import bill and inflation management.

In the near term, equity markets in India may remain volatile as investors weigh geopolitical risks, the US election cycle, and the potential for retaliatory trade measures. Portfolio managers are expected to adopt a cautious stance, rotating into defensive sectors while monitoring fiscal and monetary policy developments.

Given the market’s sensitivity to global headlines and its elevated valuations, short-term corrections could emerge as a healthy rebalancing, particularly if the tariff threats materialize.

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Read the full article here: Oil Stocks Are Falling—Should You Worry? — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

In a significant reshaping of India’s light commercial vehicle (LCV) market, Mahindra & Mahindra has claimed the top spot in the sub-3.5T category with a commanding 54.2% market share in Q1 FY26, overtaking long-standing rival Tata Motors. This surge is attributed to Mahindra’s highly targeted segmentation strategy that aligned product offerings with evolving commercial needs, particularly in last-mile delivery and rural logistics.

Mahindra & Mahindra Ltd. has solidified its leadership in the Indian light commercial vehicle (LCV) segment below 3.5 tonnes, capturing a 54.2% market share in Q1 FY26. This is a 340-basis point increase year-on-year, marking a pivotal moment in a market historically led by Tata Motors.

This performance comes amid strong demand in India for efficient, cost-effective vehicles driven by the e-commerce boom, expansion of small businesses, and growing last-mile delivery needs. Mahindra’s ability to outperform in a market long characterized by brand stickiness highlights the effectiveness of its granular segmentation strategy.

The company’s LCV sales rose to 61,400 units, growing 4% year-on-year despite macro challenges such as irregular monsoons and elevated financing costs. The product strategy has been central to this growth, with a diversified lineup catering to distinct sub-segments based on payload capacity, usage, and price sensitivity.

At the entry-level, the Jeeto offers an affordable solution under ₹4 lakh, targeting three-wheeler upgrade customers and urban merchants. The Supro range fills the needs of intra-city distribution, while the Bolero Maxx Pick-up addresses higher-payload requirements in rural and semi-urban applications. Although technically exceeding the 3.5T gross vehicle weight threshold in industry classifications, Mahindra has tactically positioned it in the 2–3.5T working segment.

Also Read: Mahindra Soars to Glory: A 52-Week High Ahead of Market-Defining Earnings

This nuanced product positioning stands in contrast to competitors who have typically offered a limited set of generalized models. Mahindra’s segmentation approach has led to successful penetration in areas where others fell short, demonstrating deep market understanding and execution capability.

Market analysts note that this level of customer migration in the LCV category, known for high brand loyalty due to service and resale considerations, signals substantial product differentiation and value delivery. Mahindra’s channel strength, wide service reach, and focused marketing also supported this shift.

The LCV segment’s success adds to Mahindra’s already strong foothold in tractors and SUVs, reinforcing the company’s diversified strength across India’s utility mobility ecosystem. This multi-segment leadership mitigates exposure to downturns in any one category, making Mahindra a more resilient and strategically balanced automotive leader in India.

With the FY26 off to a strong start, Mahindra’s performance in the LCV market signals an evolved product-market fit model, backed by data-driven insights and dynamic execution—a model that may set benchmarks across the broader automotive sector.

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Read the full article here: Mahindra Grabs 54.2% LCV Market Share: Full Q1 FY26 Breakdown — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

Indian markets are bracing for a weak opening on July 31, 2025, after U.S. President Donald Trump announced a sudden 25% tariff on Indian goods. GIFT Nifty slipped by 196 points, while global cues remained mixed. On the corporate front, key earnings reports from Tata Steel, Mahindra & Mahindra, Hyundai Motor India, and developments at Jio Financial and Tata Motors are poised to drive stock-specific movements.

Indian equity markets are poised for a cautious start on Thursday amid escalating global trade tensions and mixed international cues. Market sentiment has been impacted by the sudden announcement of a 25% tariff on Indian goods by the United States, effective August 1, 2025, leading to downward pressure on domestic indices. GIFT Nifty futures reflected this sentiment, trading lower by 196 points at 24,650 early in the day.

Investors are also navigating developments in Asia-Pacific markets and overnight movements on Wall Street, while closely monitoring key corporate earnings and strategic announcements from prominent Indian companies.

Tata Steel Ltd, headquartered in Mumbai, is one of India’s largest steel producers, operating across Europe and Asia. The company recorded a remarkable 116.51% year-on-year surge in consolidated net profit, rising to ₹2,077.68 crore in Q1FY26 from ₹959.61 crore in the same quarter last year. The profit boost was attributed to better net realizations and cost optimization. However, the steel major’s consolidated revenue declined 2.91% YoY to ₹53,178.12 crore, reflecting muted demand.

Mahindra & Mahindra Ltd (M&M), based in Mumbai and part of the Mahindra Group, operates in the automotive and farm equipment sectors. The company posted a 24% YoY increase in consolidated net profit, which reached ₹4,083 crore in Q1FY26, up from ₹3,283 crore in Q1FY25. The robust performance was supported by broad-based growth across verticals. Its revenue from operations also grew significantly to ₹45,529 crore from ₹37,218 crore in the previous year’s corresponding quarter.

Hyundai Motor India Ltd, the Indian arm of South Korea’s Hyundai Motor Company, reported an 8.1% YoY decline in profit after tax at ₹1,369.23 crore in Q1FY26, compared to ₹1,489.65 crore in Q1FY25. The automaker attributed the slump to soft domestic demand, falling hatchback sales, and broader geopolitical and economic uncertainties. Revenue from operations also dipped 5.56% YoY to ₹16,179.62 crore from ₹17,131.25 crore.

Power Grid Corporation of India Ltd, a state-owned electric utility based in Gurugram, reported a modest 2.5% YoY dip in net profit, totaling ₹3,630.58 crore for Q1FY26. The company has also received board approval to raise its FY26 borrowing limit to ₹25,000 crore, up from the previous ₹16,000 crore, signaling plans for expanded capital expenditure.

Jio Financial Services Ltd, headquartered in Mumbai and part of the Reliance Group, has announced the issuance of 50 crore convertible warrants priced at ₹316.50 each. These warrants, convertible into equity shares of ₹10 face value at a premium of ₹306.50, aim to raise ₹15,825 crore through a preferential allotment on a private placement basis, underscoring the company’s aggressive capital mobilization strategy.

Tata Motors Ltd, a prominent automotive manufacturer based in Mumbai, announced that its wholly owned subsidiary, TML CV Holding Pte. Ltd., will launch a cash tender offer for Iveco Group N.V. The offer, facilitated through a Dutch-incorporated vehicle, aims to acquire all 271.2 crore shares of Iveco listed on Euronext Milan at €14.1 per share, following Iveco’s divestment of its defense business. The move is intended to secure complete ownership and delist Iveco.

Aurobindo Pharma Ltd, based in Hyderabad and known for its generic pharmaceuticals, reported that its U.S. subsidiary Aurobindo Pharma USA Inc. has signed a definitive agreement to acquire 100% membership interest in Lannett Company LLC from Lannett Seller Holdco, Inc. The acquisition expands Aurobindo’s presence in the U.S. market.

LTIMindtree Ltd, a digital transformation and technology consulting company headquartered in Mumbai, has unveiled BlueVerse CraftStudio, a next-generation marketing agency powered by Adobe’s AI innovations. The initiative is designed to streamline enterprise marketing operations and improve business outcomes using AI-driven solutions.

Q1FY26 Earnings Watchlist:

Companies scheduled to release earnings today include:

• Adani Enterprises
  
• Hindustan Unilever
  
• Sun Pharmaceutical Industries
  
• Maruti Suzuki India
  
• Coal India
  
• Vedanta
  
• Eicher Motors
  
• TVS Motor Company
  
• Swiggy
  
• Mankind Pharma
  
• Cholamandalam Investment and Finance Company
  

Amid volatile macro developments and heavy earnings reporting, the trading session is expected to remain stock-specific and sensitive to global cues.

Read the full article here: July 31 Market Update: Key Announcements from Tata Motors, LTIMindtree, M&M, and More — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).

India’s Mahindra & Mahindra surged to a 52-week high on the NSE as investor sentiment turned bullish ahead of its Q1FY26 earnings, scheduled for July 31. With a consistent record of dividends, bonus issues, and steady financial growth, the company continues to solidify its position in the Indian auto and farm equipment sector.

Shares of Mahindra & Mahindra (India) surged to a 52-week high of Rs 3,271.90 on the National Stock Exchange (NSE) on July 22, trading at Rs 3,263.80 at 12:44 pm, up 0.53% intraday. The rally comes just days before the company’s Board of Directors meets on July 31, 2025, to review its unaudited standalone and consolidated financial results for Q1FY26.

The trading window has been closed from July 1 to August 2, in line with regulatory requirements.

Dividend & Bonus History Reflect Long-Term Value Creation

Mahindra & Mahindra has maintained an impressive dividend track record, rewarding shareholders consistently. In FY25, the company declared a final dividend of Rs 25.30 per share (506%), up from Rs 21.10 in FY24. Over the past five years, dividends have grown steadily, indicating the company’s robust earnings capacity and focus on shareholder value.

The company also has a rich history of bonus issues, with the most recent one declared in 2017 in a 1:1 ratio, and earlier bonuses dating back to 1980. A notable stock split in January 2010 changed the face value from Rs 10 to Rs 5, making shares more accessible to retail investors.

Strong FY25 Financials: Revenue and Profit at Record Highs

For the quarter ending March 2025, consolidated revenue rose to Rs 42,599 crore, up from Rs 41,470 crore in the previous year, while net profit stood at Rs 3,102 crore, indicating strong operational efficiency.

Also Read: Mahindra Ends FY25 on a High: ₹2,437 Cr Profit, ₹25.3 Dividend

Key financial metrics for the full year ending March 2025 highlight consistent growth:

Earnings per share (EPS) and Return on Equity (ROE) continue to reflect sound capital allocation, while the stable debt-to-equity ratio shows the firm’s balanced approach to financing.

Analyst Insight:

Market watchers suggest the 52-week high reflects bullish sentiment ahead of Q1FY26, driven by expectations of continued growth in farm and auto segments. Mahindra’s consistent capital returns, margin strength, and robust topline growth have positioned it as a long-term value play in India’s auto sector.

The EBIT for Q4FY25 was Rs 6,583 crore with manageable interest and tax outflows, supporting a net profit of Rs 3,102 crore. This underscores Mahindra’s ability to sustain profitability amid macroeconomic fluctuations.

Mahindra & Mahindra’s stock performance, dividend consistency, and financial strength make it a standout in India’s auto landscape. With Q1FY26 results around the corner, investors are closely watching whether the company can continue this upward earnings trajectory and deliver another strong quarter.

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Read the full article here: Mahindra Soars to Glory: A 52-Week High Ahead of Market-Defining Earnings — For more updates, visit Wittiya – Top Business News, Stock Market Insights & Financial Updates (Wittiya).