Whalesbook
India ka automotive sector 2026 ki entry ekdum toofani tezi ke saath kar gaya hai! January mein sales itni zabardast rahi ki sab records tut gaye, demand bilkul full flow mein hai. Iske peeche kaafi reasons hain, jaise GST mein mili rahat ka asar, naye models jo launch hue hain, aur dealers ke paas stock bhi kam hai. Ye sab dekh kar hi Motilal Oswal Financial Services (MOFSL) ne sector par apna positive outlook phir se confirm kiya hai. Brokerage ne Maruti Suzuki India (MSIL) ko apna top pick rakha hai, aur Mahindra & Mahindra (M&M) aur TVS Motor Company ko bhi unke performance drivers ke liye achha bataya hai.
MOFSL ke Favourite Stocks
Motilal Oswal ke analysts ne Maruti Suzuki India ko sabse zyada pasand kiya hai. Unko lagta hai ki naye products aur export mein achhi growth se company ka earnings growth shaandar rahega. Mahindra & Mahindra unka favorite hai kyunki unke tractors ki demand bahut high hai aur utility vehicle (UV) segment mein bhi unka kamal ka performance jaari hai. Two-wheeler segment mein, TVS Motor Company apni consistent performance ke wajah se pasandida hai. Ye confidence sales figures mein bhi dikh raha hai, jahan in companies ne January
2026
mein sales mein significant year-on-year badhotri dikhai hai.
Alag Alag Segments ka Performance
Passenger Vehicles (PVs): January
2026
mein PVs ka total wholesales
4.5 lakh units
ke aas paas raha, jo January ke liye highest aur record mein doosra sabse achha mahina hai. Tata Motors ne
47.1%
ki zabardast year-on-year sales badhotri dikhai,
71,066 units
bechkar, jisme Nexon aur Punch models ne record sales ki. Mahindra & Mahindra ne utility vehicle mein
25.4%
badhotri ke saath
63,510 units
sell kiye. Hyundai Motor India ne bhi apna highest ever monthly domestic sales record banaya, total sales
12%
badha kar
73,100 units
tak pahunchai. Tata Sierra aur Mahindra XUV 7XO jaise naye models ne market mein zabardast interest generate kiya hai. Itni achhi sales ke bawajood, PV players aahista aahista discounts kam kar sakte hain kyunki demand aur robust ho rahi hai.
Two-Wheelers (2Ws): Two-wheeler segment mein bhi demand ka trend strong bana raha. TVS Motor Company ne
29%
year-on-year growth dikhate hue
5,12,000 units
ki sale ki, aur unke electric scooters ne bhi record retail sales ki. Hero MotoCorp ne total
5,57,871 units
beche, jo
26%
year-on-year zyada hain, motorcycle aur scooter dono categories mein achhe performance ke saath. Royal Enfield ki sales
14%
badh kar
1,04,322 units
ho gayi, jisme domestic volumes
16%
badhe. Overall, entry-level category mein demand khaas kar ke robust rahi.
Commercial Vehicles (CVs): Commercial vehicle sector mein bhi
28%
year-on-year growth dekhi gayi, even last year ka base bhi kaafi strong tha. Tata Motors ka CV segment
30%
year-on-year badha, high aur light commercial vehicle dono mein achhi gains ke saath. Ashok Leyland ne total
21,920 units
ki sale ki, jo
27%
year-on-year zyada hai, M&HCV trucks mein healthy demand ke karan. Volvo Eicher Commercial Vehicles ne bhi
24.9%
year-on-year ki growth record ki. CVs mein ye positive momentum fleet operator ki profitability badhne aur economic indicators ke sukoon dene wale hone ke karan hai.
Tractors: Tractor ki demand bhi record level par bani hui hai, jisme reservoir mein achhe paani levels, crop yields aur MSPs mein sudhar ka bada role hai. Mahindra & Mahindra ke tractor sales
48%
year-on-year badh kar
40,600 units
tak pahunch gayi. Escorts Kubota ne bhi tractor sales mein
46.9%
year-on-year growth dikhate hue
9,799 units
domestic market mein beche.
Market Dynamics aur Future Outlook
India ka auto market 2026 ki entry structural taur par positive note par karta dikh raha hai. Dealers ke paas stock kam hone se wholesale volumes retail demand ke kareeb chal rahi hai, jo ek healthy market ka sign hai. Jabki PV manufacturers ne pichhle quarter mein demand maintain karne ke liye acche discounts diye the, analysts ummeed kar rahe hain ki market situation stable hone par ye discounts bhi dheere dheere kam ho jayenge. Sector ki growth ko economy ki recovery aur GST jaise policy reforms support kar rahe hain, jisse consumer spending badhi hai. Segments mein demand ka momentum jaari rehne ki ummeed hai, aur industry fiscal year ke baaki hisse mein stable performance ke liye ready hai.