Bajaj Auto

Sensex, Nifty post sixth weekly loss; TCS, Titan among top laggards, slip up to 4%

Sep 18, 2026, 05:12 PM IST

Among Nifty50 constituents, Tata Consultancy Services Ltd (TCS), Titan Company Ltd, Coal India Ltd, Bajaj Finserv Ltd, ICICI Bank Ltd, NTPC Ltd, Bharat Electronics Ltd (BEL), Reliance Industries Ltd (RIL), Maruti Suzuki India Ltd and Bajaj Auto were among the major laggards for the week.

Market Commentary | Deven Choksey On Buying Opportunities & Market Trends

Sep 02, 2026, 05:25 PM IST

Indian stock markets face sharp selling as rising crude oil prices, higher global bond yields, and Middle East tensions pressure the Nifty, Bank Nifty, and IT index. Market veteran Deven Choksey explains why corporate earnings, GDP growth, GST collections, consumption, and long-term economic fundamentals remain resilient despite weak sentiment. He argues that excessive derivatives trading and reduced foreign institutional investor participation are driving volatility, creating potential opportunities for disciplined investors. The discussion highlights stocks and sectors including Bajaj Housing Finance, Bajaj Finance, Bajaj Auto, Mahindra, Tata Technologies, Uno Minda, Reliance, Adani Enterprises, auto ancillaries, EVs, housing finance, real estate, power, banks, and NBFCs. Choksey also shares what investors should avoid, why expensive valuations demand caution, and how foreign capital flows could support the rupee. Watch this analytical market outlook for stock ideas, risk factors, sector trends, and a long-term investing strategy during a volatile Dalal Street session in India today.

Auto Stocks Outlook: Why Sandeep Bandyopadhyay Prefers Auto Ancillaries Over Automakers

Aug 31, 2026, 04:38 PM IST

Auto sales are expected to remain strong as India enters the festive season, with improving exports, domestic demand and easing supply-chain concerns supporting the sector. Sudip Bandyopadhyay, Market Expert, remains positive on Bajaj Auto, Tata Motors commercial vehicles and Mahindra & Mahindra. However, he sees greater opportunity in auto ancillaries, which are increasingly becoming global suppliers to major OEMs. The shift from ICE vehicles to EVs could also benefit component makers as content value per vehicle rises. Sudip highlights companies such as Sona BLW, Samvardhana Motherson and Uno Minda, while pointing to their growing presence across aerospace, EMS and other related segments.

Where Is The Smart Money Moving? Elara Capital Reveals Its Key Market Themes

Aug 28, 2026, 07:00 PM IST

Elara Capital is identifying opportunities across consumer discretionary, with autos and digital consumption emerging as key themes. The auto space remains attractive with names such as Eicher Motors, Bajaj Auto and Maruti Suzuki, while auto ancillaries are also showing strong growth. Maruti’s margins faced pressure, but there is optimism that profitability can improve. In digital consumption, Nykaa continues to deliver strong compounding growth, while Paytm offers exposure to UPI and merchant lending. Harendra Kumar, MD - Institutional Equities, Elara Capital, explains how these large, mid and small-cap ideas fit into the firm’s active bets for the rest of the year.

20 high-conviction ideas for up to 95% upside | stocks to buy

Aug 21, 2026, 04:24 PM IST

Choice Institutional suggested 20 high-conviction stock ideas that it believes can deliver up to 96 per cent potential upside. They included Mahindra & Mahindra, Sun Pharma, Bajaj Consumer and Bharat Dynamics.

3.35 lakh buyers picked one bike: India's top 5 motorcycles reveal a surprising race

Aug 21, 2026, 10:39 AM IST

India’s top-selling bikes battle heats up as Hero Splendor leads July sales with 3.35 lakh units. See how Honda Shine, TVS Apache, Bajaj Pulsar and Hero HF Deluxe performed.

Maruti, Hyundai shares emerge as top auto picks as four-wheelers eye catch-up rally

Aug 18, 2026, 04:53 PM IST

With two-wheeler valuations and momentum already stretched in the near term, Agarwal sees room for a rotation into passenger vehicle names. “From here, I think four-wheelers can catch up,” he said, signaling a tactical shift within the broader auto pack.

Flexicap Funds buy ₹15,122 cr, sell ₹12,178 cr: ICICI Bank, HDFC Bank among top buys; Bajaj Auto sold

Aug 13, 2026, 08:10 AM IST

Top 21 flexicap fund houses made significant portfolio changes in July 2026, with ₹15,122 crore of buying and ₹12,178 crore of selling across stocks. ICICI Bank and HDFC Bank featured among the biggest exposure increases, while Bajaj Auto saw the sharpest reduction at ₹935 crore.

What’s Hot: Stocks, Gold & Big Money Moves | Daily Markets Show | August 07 | Business Today TV

Aug 07, 2026, 05:13 PM IST

Welcome to Business Today TV's 'What’s Hot'. In this episode, Deven Choksey, MD, DR Choksey FinServ Private joins us to decode the current market setup amidst global volatility and the newly introduced closing auction system. Choksey shares his optimistic outlook, driven by a surprisingly strong Q1 earnings season and the return of foreign institutional investors buying attractively valued stocks, though he cautions that currency fluctuations remain a key risk. We dive deep into sector-specific strategies, exploring why attractive valuations and rising credit growth make the banking space a safer bet compared to overheated small and mid-caps. The discussion also decodes the RBI's draft amendment impacting NBFCs like Bajaj Finance and analyzes LIC's robust fundamentals post-OFS. Finally, we explore the auto ancillary boom, highlighting how the EV shift is supercharging growth for suppliers like Samvardhana Motherson. Tune in for actionable trading insights!

Auto Sales Stay Strong: M&M, Bajaj Auto & Eicher Motors Top Picks Amid Robust Demand Outlook

Aug 04, 2026, 02:00 PM IST

India’s auto sector continues to post strong monthly sales, with passenger vehicles and two-wheelers delivering healthy double-digit growth despite margin pressures. Pankaj Pandey, Head of Research, ICICI Direct, believes demand remains robust, while easing raw material costs could support profitability in the coming quarters. He remains positive on four-wheeler leaders like M&M and Hyundai, while Bajaj Auto and Eicher Motors continue to stand out in the two-wheeler segment due to strong export demand and consistent volume growth.

Bajaj’s ₹2.5 lakh electric bike: The new machine that could change India’s EV race

Jul 31, 2026, 04:47 PM IST

Bajaj is entering India’s electric motorcycle race with a premium EV bike expected around ₹2.5 lakh. The new model could combine sporty design, performance and Bajaj’s motorcycle legacy.