Stocks including TCS, Vedanta, Mahindra & Mahindra, IREDA, DMart, NTPC, Shriram Finance, ICICI Lombard GIC, Akzo Nobel and more will be in the spotlight on Monday, January 12.
MOFSL said Mahindra and Mahindra planned to launch two additional internal combustion engine variants in FY27, along with one more electric vehicle in the same fiscal year.
Mahindra has unveiled the all-new XUV 7XO, the successor to the XUV700, with refreshed styling, a tech-rich cabin and enhanced safety features. Priced between ₹13.6 lakh and ₹24.9 lakh, the SUV aims to redefine the premium segment. R Velusamy, President – Automotive Business, Mahindra & Mahindra, shares insights on feature plans and more.
Mahindra & Mahindra reported a 25% year-on-year jump in automobile sales to 86,090 units, including exports, in December 2025. Domestic passenger vehicle sales rose 23% to 50,946 units, compared with 41,424 units in December 2024. Domestic commercial vehicle sales stood at 24,786 units, registering a 34% year-on-year growth, the company said. In an exclusive conversation with Sakshi Batra, Nalinikanth Gollagunta, CEO – Automotive Division, Mahindra & Mahindra, and Executive Director – Mahindra Electric Automobile, said the company is not ruling out a price hike, though the timing remains difficult to predict. He added that any price increase would be marginal and would not offset the benefits of GST rationalisation.
On the final day of 2025 - a challenging year with Nifty delivering ~9-10% returns amid volatility, FII outflows, and mid/small-cap pain - analyst Deven Choksey of DR Choksey sees strong promise for 2026. India enters as the world's fourth-largest economy with robust 7.3-7.5% GDP growth projections, lower taxes, reduced GST rates, falling interest/inflation, and export-boosting FTAs. Markets remain reasonably valued at ~20x forward P/E. He expects large-caps to lead, with selective mid/small-caps offering opportunities only on corrections. Key optimism lies in IT (TCS, Infosys via AI shift), NBFCs (Bajaj Finance, Shriram Finance, Bajaj Housing), autos (Mahindra & Mahindra, Bajaj Auto, ancillaries like Minda), Reliance (for Jio/retail listings), and education players like Jaro Education. Mid/small-caps face consolidation, not boom.
As Al reshapes industries, many fear disruption. I respectfully disagree. I believe Al is an accelerator, not a threat, says Anand Mahindra
The market veteran highlighted earnings prospects, valuation concerns in defence counters and stock preferences within the auto and ancillary space.
M&M sold 594,000 cars in calendar year 2025 compared with 557,000 registrations recorded by Hyundai.
After a volatile 2025, where benchmark indices scaled new highs but broader markets took a beating, domestic brokerage firm Bajaj Broking has shared its top picks for 2026.
MOFSL's largecap picks include InterGlobe Aviation (IndiGo) Bharti Airtel, ICICI Bank, State Bank of India (SBI), Infosys, Larsen & Toubro (L&T), Mahindra & Mahindra (M&M) and Eternal.
Anand Mahindra, Chairman, Mahindra Grioup delivers a powerful message in the age of artificial intelligence.. At a time when AI dominates global conversations — often with fear and uncertainty — Mahindra takes a contrarian stand. He argues that as the world becomes more digital, human skills, real-world craftsmanship, empathy and technical grit will become even more valuable. Speaking at the an event in Telangana, he explains why developed economies today struggle not with a shortage of technology, but a shortage of skilled makers. And why India must prioritise talent that builds, repairs, creates and serves — the kind of skill that AI cannot replace. From the idea that “blue collar is the new gold collar” to the need for a workforce that thrives alongside AI, this is one of Mahindra’s most compelling visions for India’s future.





