September 2026 ke auto retail data ne market mein alag hi picture dikhayi hai. Ek taraf heavy vehicles (trucks) infrastructure demand ki wajah se bhag rahe hain, toh dusri taraf tractors ki demand monsoon ke patterns ki wajah se thodi thandi padi hai.
Truck Sales mein bada dhamaka
FADA ki latest report ke mutabik, commercial vehicles (CVs) ne sabko surprise kiya hai. CV registrations mein 37.62% ki year-on-year growth dekhi gayi hai aur yeh numbers 1,00,000 units ke mark ko paar kar gaye hain. Iske peeche main reason hai country mein chal rahe bade infrastructure, mining aur construction projects. Steel aur cement ki transportation ke liye heavy trucks ki demand zabardast bani hui hai.
Tractors kyun pade hain piche?
Trucks ke ulat, tractor segment thoda struggle kar raha hai. Halanki annual basis par yeh 13.75% upar hai, lekin last month (August) ke comparison mein isme 12.58% ki girawat aayi hai. Iske peeche erratic monsoon aur festive season ka aage-peeche hona main reasons hain. Rural economy mein abhi thoda wait-and-watch wala scene chal raha hai.
Investors ke liye 'Low Base' ka jhatka
Ek important baat samajh lo—yeh jo 37% wali growth dikh rahi hai, iska ek bada reason 'Low Base Effect' hai. September 2025 mein sales kaafi kam thi kyunki tab kuch regulatory changes aur GST policy ki wajah se logo ne purchases hold kar di thi. Isliye current year-on-year numbers thode 'inflated' lag sakte hain, real demand ko dekhne ke liye thoda caution zaroori hai.
M&M ka example
Mahindra & Mahindra (M&M) ka example le toh dono sides saaf dikh rahe hain. Unke tractor sales mein 21% ka drop aaya, jabki unka auto business (SUVs aur light commercial vehicles) 15% grow kiya. Ab focus iss baat par hona chahiye ki kya industrial demand bani rahegi aur festive season mein rural consumption kitna recover karta hai.