Easing geopolitical stability in global energy markets will support lower crude oil price volatility and reduce input cost pressures across the automotive value chain. Recent push by Delhi government (Delhi EV Policy 2.0) will also be beneficial for companies like M&M.
(3/3)
Mahindra & Mahindra Ltd.- June FY27 Auto Sales Snapshot
* Total Sales: Stood at 1,06,207 up 37% yoy including exports
* Exports: Stood at 5,918 up 125% yoy
* PV: stood at 60,393 up 28% yoy
* Tractors: Stood at 5,918 up 125% yoy
(1/3)
M&M has been delivering robust sales numbers through out the geopolitical uncertainty well-positioned to deliver strong double-digit earnings growth over the medium term, supported by leadership in SUVs (25.3% revenue market share), and robust farm demand.
(2/3)
India had less than a crore demat accounts in 2020.
Today it's over 21 crore.
The biggest financial story of the decade may not be the market.
It may be the investor.
The most important insight from AMFI's May 2026 data isn't the headline SIP number.
It's the shift in investor behaviour.
While equity inflows remained positive for the 63rd consecutive month, net inflows fell sharply from โน38,440 crore in April to โน22,908 crore in May. (1/5)
The message appears clear.
Investors are becoming more allocation-conscious rather than reactionary.
Instead of exiting markets, they are adjusting risk exposure, diversifying portfolios, and maintaining long-term SIP commitments. (4/5)
Bajaj Auto Ltd.- Business Update
CMP: โน10,522 | MCap: โน2,94,087 Cr
2W Sales: Up 18% to 3,93,204
CW Sales: Up 30% to 68,053
Total (Domestic + Exports): Up 20% to 2,13,226
Strong auto numbers supported by robust export volumes sales with CV exports up by 65%
Hyundai Motors India Ltd.- Business Update
CMP: โน1,916 | MCap: โน1,55,715 Cr
Domestic: Up 9.1% YoY to 47,837
Total: Up 4.1% YoY to 61,137
The company report subdued numbers which were below street expectations.
Escort Kubota- Business Update
CMP: โน2,834 | MCap: โน31,709 Cr
Domestic Sales: Up 22.5% to 11,887
Total (Domestic+Exports): Up 18.9% to 12,310
The company's domestic sales remain strong led by decent wholesale and retail demand.
Exports YoY: Up 34% to 41,914
Total Sales YoY (Domestic + Exports): Up 35% to 2,42,688
The company has reported strong surge in domestic (with sales reaching a record high) and export markets with domestic
On a month-on-month basis, property registrations declined by 14%, while stamp duty collections fell 9% compared to April 2026.
Despite global economic volatility, Mumbaiโs real estate sector attracts investors and homebuyers, with growing demand for premium housing projects.
Registration numbers highlight continued resilience in Mumbaiโs residential real estate market, driven by steady end-user demand, improving affordability, and preference for homeownership.
India Announces Fresh Excise Duty on Cigarettes - ITC in Focus
Update: India has announced a fresh excise duty on cigarettes effective 1 Feb 2026, with levies of โน2,050โโน8,500 per 1,000 sticks depending on length, on top of the recently raised 40% GST on tobacco products.
๐ This move replaces the earlier temporary cess regime and marks a permanent duty framework that could raise retail prices by โน2โโน3 per stick for certain categories.
๐ Market reaction was sharp ITC shares plunged ~9%, hitting lows not seen since 2023; the biggest drag on the Nifty 50 & FMCG indices on the first trading day of 2026.
๐ฅ Impact: Higher tax burden may compress margins & weigh on cigarette volumes (ITCโs key revenue segment), though the government aims to curb tobacco consumption and boost sin-tax collections. However this development is still evolving and not fully confirmed.