Cars sold like sweets during festivals!

🚗 Auto Sales Highlights – Sept 2025 - Festive Demand Surge: Navratri and pre-Diwali bookings boosted retail volumes across segments. - GST 2.0 Reforms: Lower tax slabs on entry-level cars and two-wheelers spurred demand. - EV Momentum: Tata Motors and Mahindra posted record electric vehicle sales; Tata’s EVs up 96% YoY. - SUV Domination: SUVs led growth for Hyundai, Mahindra, and Skoda; Hyundai’s Creta sold 18,861 units. - Export Revival: Maruti Suzuki and Bajaj Auto saw strong export growth, cushioning domestic softness. - Two-Wheeler Comeback: Suzuki Motorcycle and Royal Enfield posted 25–43% YoY growth, led by rural demand and new launches. - Mixed Signals: Kia India saw YoY decline but MoM recovery; investors should monitor product refresh cycles. 📈 Investor Watchouts - Post-Festive Sustainability: Will demand hold after Diwali? Watch for dealer inventory and retail momentum. - EV Supply Chain: Battery sourcing, charging infra, and subsidy clarity will impact margins and growth. - Rural Demand Trends: Two-wheeler and entry-level car sales depend on monsoon outcomes and agri income. - Policy Sensitivity: Any tweaks in GST or EV incentives could shift consumer behavior sharply. - Export Dependency: Global slowdown or geopolitical shifts may affect export-heavy players like Bajaj and Maruti. - Valuation vs. Volume: Stocks may be priced for perfection—watch for delivery on volume and margin guidance.