January 2026 Sales Ka Poora Scene
Is baar January mein toh jaise two-wheeler companies ne record pe record tod diye. Sabse aage chal rahi hai Hero MotoCorp, jinhone 557,871 units bechi, jo pichhle saal ke comparison mein 25.97% zyada hai! Domestic sales 26.15% aur exports 23.51% badhe hain. Company ka P/E ratio lagbhag 20.8 hai aur market cap ₹1.10 lakh crore ke aas paas hai. Stock prices ₹5,436 ke level par chal rahe the February 2, 2026 tak. Unka scooter segment toh 45.57% bhaga hai!
Uske baad hai TVS Motor Company, jinhone 511,766 units bechi, yaani 28.71% ki growth! Company ka P/E ratio 55-59 ke beech hai aur market cap ₹1.70 lakh crore se zyada. Stock ₹3,648 ke aas paas tha. Motorcycle aur scooter dono mein achhi growth dikhi hai, aur electric iQube sales toh 49.86% udi hai! Haal hi mein Q3 FY26 mein TVS ka profit ₹841 crore raha, revenue ₹14,756 crore thi.
Royal Enfield (Eicher Motors) ne bhi 14% YoY growth dikhai hai motorcycle sales mein, especially sub-350cc models ki wajah se. Eicher Motors ka stock ₹6,756 ke aas paas tha, P/E ratio 36.8 aur market cap ₹1.88 lakh crore ke kareeb. Exports bhi 5% badhe hain. Suzuki Motorcycle India ne bhi 15% YoY growth ke saath 125,786 units bechi hain, jisme domestic 14% aur exports 21% badhe.
Exports Aur Electric Ka Kamaal
Ek aur badi baat yeh hai ki India ke motorcycle exports ne 2025 mein record banaya, 4.3 million units ki record sales hui, jo 27% YoY increase hai. Bajaj Auto aur TVS Motor ismein sabse bade player hain, lagbhag 72% export market share ke saath.
Overall, Indian two-wheeler market ki value 2025 mein USD 28.84 billion thi aur 2031 tak yeh USD 38.68 billion tak pahunchne ki ummeed hai. Desh ki economy bhi 6.6% GDP expansion ke saath support kar rahi hai.
Electric mobility bhi pakad bana rahi hai. TVS iQube ki ~50% sales growth dikhati hai ki log EVs ko pasand kar rahe hain. Hero MotoCorp ka VIDA aur Bajaj Chetak bhi is race mein hain.
Aage Kya? Investors Ke Liye Kya Hai?
Toh January ki sales figures 2026 ke liye ekdum positive sign de rahi hain. Valuation metrics dekhein toh Hero MotoCorp, TVS Motor ke comparison mein thoda attractive lag raha hai. Eicher Motors bhi stable hai. Companies abhi premium segments, exports aur EVs par focus kar rahi hain. Investors ab Hero MotoCorp ke Q3 FY26 results ka wait kar rahe hain, jo February 5, 2026 ko aane wale hain.