According to MOFSL, Indian equities are expected to rebound in FY27, recovering from the underperformance in FY26 due to foreign institutional investor (FII) outflows and geopolitical risks. Notable stocks that could perform well include Bharti Airtel, SBI, ICICI Bank, M&M, Titan, Infosys, TVS Motors, with mid-cap stocks potentially outperforming large-caps in the upcoming fiscal year.
Motilal Oswal suggests Maruti Suzuki, TVS Motor, and M&M as top auto picks despite Q4 challenges, due to anticipated resilience amid input cost and crude price risks. Additionally, ancillary companies like Motherson and Endurance are also favored for potential growth opportunities in the sector.
Aluminum price increases by 10-12% year-on-year due to global supply disruptions, leading E2W manufacturers such as TVS Motor, Ather Energy, and Bajaj Auto to implement selective price adjustments to maintain profit margins.
Goldman Sachs has boosted its recommendation on TVS Motor to 'Buy', expecting a 21% increase in share price due to robust volume growth and premium product launches. The firm anticipates margin improvements thanks to PLI incentives, but warns of potential challenges from commodity inflation and increased competition.
Investors are encouraged to buy shares of TVS Motor, Marico, Adani Ports, and Sobha due to their strong performance indicators such as Marico's robust food segment, TVS Motor's pricing advantage, and Adani Ports' potential growth. On the contrary, Dabur is considered a less attractive investment opportunity, with weaker earnings in Q4.
TVS Motor's shares are up today due to optimism about electric vehicle (EV) growth enhancing its profitability, according to analysts. The company is anticipated to benefit from its focus on premium products and a strategic shift in its product mix, potentially boosting earnings.
Motilal Oswal identifies key investment themes in the volatile market, noting geopolitical tensions between Iran and Israel and a depreciating rupee as factors. Their top stock picks include SBI, ICICI Bank, BEL, IndiGo, Titan, TVS Motor, Groww, Dixon Tech, with the Nifty 50 offering value at a 15% P/E discount.
Auto stocks saw a significant boost today as the Nifty Auto index rose by 3.7%, outperforming the Nifty 50's 2.6% gain. Analysts at Jefferies predict double-digit year-on-year growth for key OEMs such as Ashok Leyland, Tata Motors, and TVS Motor.
TVS Motor surpasses its record with a 24% year-on-year increase in sales for the fiscal year 2025-26, reaching 5.9 million units. Notably, the company saw impressive growth across various segments: electric vehicles rose by 44%, three-wheelers by 46%, and exports by 33%. This strong momentum continued into March 2026, with sales increasing by 25% YoY.
TVS Motor reported a significant 28% increase in their fourth-quarter sales, as per recent corporate updates, suggesting an optimistic outlook for the company's performance.