Indian automobile companies will share their sales data for the month and year ended on December 31, 2025 and brokerage firms foresee a strong sales data for the month.
Nuvama said TVS Motor and Eicher Motors’ Royal Enfield are expected to outperform peers in the two-wheeler segment, while M&M and Maruti Suzuki India are likely to lead among passenger vehicles.
The Nifty 50 delivered nearly 10% returns over the past year, but the real story lies beneath the index. From Shriram Finance’s stunning 62% surge to sharp underperformance in IT, power and consumption-heavy stocks, market leadership was highly selective. Financials, autos and select industrials clearly outshone, while defensives and tech lagged amid global uncertainty and valuation pressures. Here’s a clear breakdown of the biggest winners, laggards, and what could shape market leadership as we head into 2026.
However, the dip in sales in the higher category was more than offset by growth in models with engine capacity up to 350cc, which grew 27% YoY
Nirmal Bang likes M&M (target price: Rs 4,142) and Maruti Suzuki (target: Rs 18,716) in the four-wheeler segment and Eicher Motors (target: Rs 7,975) and Hero MotoCorp (target: Rs 6,482) in the two-wheeler space.
Crorepati stocks: Global brokerage firm CLSA has released a list of 10 Indian wealth creator stocks which have surged up to 19,00,000 per cent or 19,000 times in the last 28 years.
Within segments, Nuvama assessed that Hero MotoCorp, Eicher Motors–Royal Enfield and TVS Motor would lead two-wheelers in November.
Arpit Beriwal of Motilal Oswal says rollovers are steady with Nifty and Bank Nifty gaining around 1–1.5% month-on-month. He highlights autos as the strongest sector in the current volatile market. Maruti is forming a solid base near 15,500 and could move towards 16,300–16,500, while Eicher Motors has broken out above 7,050 on the weekly chart and may head to 7,500–7,600 in the December series. In energy, Reliance looks strong for 1,600–1,620. Ashok Leyland shows swing potential with support at 144 and targets near 152–160. Strategy: stay long on autos, NBFCs and capital market stocks, while taking tactical shorts in railways, realty and consumer durables due to selective market breadth.
The standout performer was Royal Enfield, which recorded its highest-ever quarterly sales, buoyed by strong festive demand.
The automobile sector takes centre stage later in the week, with Eicher Motors—the parent of Royal Enfield—and Hero MotoCorp announcing their results on Thursday, November 13.
As Samvat 2081 draws to a close, markets head into Diwali almost flat, With Sensex and Nifty up 0.1% each, while Bank Nifty gained 9%. Midcap and Smallcap indices fell 2% and 7.4%. Nifty Capital Markets surged 29%, Defence 18%, and PSU Banks 14%, while Media, IT, and Realty declined sharply. Top gainers included Eicher Motors, Bajaj Finance, BEL, and Maruti, while Trent, TCS, and Infosys led losers. Gold rose 55%, Silver 64%. Ahead Of Samvat 2082, Business Today TV brings an exclusive Diwali Special Market Masters with Harshvardhan Roongta, CEO, Roongta Securities , Priti Rathi Gupta, Founder of LXME & Pankaj Mathpal, Founder & Managing Director, Optima Money Managers in discussion with Sakshi Batrea Of Business Today. Tune in for insights on sectors, trends, and festive investment strategies





