Hero MotoCorp Ltd. Share Price

Hero MotoCorp vs TVS Motor — which is stronger?

India’s EV Story Is Getting Bigger then previous year...

EV adoption can create opportunities across vehicle makers, batteries, components and electronics—not just pure-play electric vehicle companies. Imagine India’s two-wheeler market as a huge highway. For years, petrol engines dominated that highway. But now, another lane is opening rapidly—**electric mobility**. A recent Nomura view highlighted that India’s electric two-wheeler penetration reached **10.7% in August 2026**, compared with 7.7% a year earlier. Nomura also raised its FY30F EV 2W penetration forecast to around **22%**. The interesting lesson for investors is that the EV opportunity may not belong to only one company. Within the **Nifty 500 universe**, investors can study businesses connected to this transition, including: 🔹 **

INDIA AUTO MARKET: THE ROAD IS GETTING BUSIER

Strong auto sales can indicate improving demand, but investors should study valuations, margins, competition and execution before forming conclusions. More cars leaving showrooms. More two-wheelers joining the streets. More customers choosing CNG, hybrids and EVs. That is the story emerging from India’s August 2026 auto-retail data. According to FADA, total auto retail sales reached a record **24.23 lakh units**, rising **17.51% YoY**. Two-wheelers grew **19.69%**, while passenger vehicles crossed **4 lakh units for the first time in an August**, rising **16.14%**. But the most interesting chapter is the fuel mix. CNG + hybrids + EVs together reached **41.95% of passenger-vehicle retail**, slightly ahead of petrol/ethanol at **40.85%**. EVs alone represented **7.63%**. So, which Nifty 500 companies could be **interesting for investors to study** from this changing industry landscape? 🔹 **

On latest Maruti premium-hatchback story

India’s Auto Story: When the Consumer Changes Gear Strong auto demand can benefit multiple Nifty 500 companies, but investors should compare volumes, segments, margins, valuations, and risks. Imagine a buyer walking into a showroom looking for a practical hatchback. Today, that same buyer may compare it with a compact SUV, check safety features, fuel efficiency, technology and financing costs. According to Business Standard, Maruti Suzuki’s premium hatchback sales grew **28% between April and August**, faster than the industry’s **17% growth**. The company is strengthening its Baleno proposition with newer features, including ADAS. • **

Ather’s Growth Story: Bets Big on Konarc

In Q1FY27,

India’s $210B EV Vision for Global Auto Leadership

Addressing a CII-ITC summit on sustainable development, Union Minister Nitin Gadkari projected that India's electric vehicle (EV) market will reach Rs. 20 lakh crore ($209.55 billion) by 2030, generating up to five crore jobs. India currently has 57 lakh registered EVs, representing a 7% market penetration rate. Highlighted by major two-wheeler exporters Bajaj Auto and Hero MotoCorp sending over half their production abroad, India's broader auto industry has expanded from Rs. 14 lakh crore to Rs. 22 lakh crore during Gadkari's tenure as transport minister. Now valued at Rs. 23 lakh crore ($240.99 billion), the sector ranks third globally behind the United States and China. To achieve the government's target of becoming the world's top automotive market within five years, India leverages key advantages in skilled labor, manufacturing quality, and cost competitiveness, despite current supply constraints like an annual domestic demand for one lakh electric buses against a capacity of only 50,000 to 60,000 units. To tackle the country's Rs. 22 lakh crore ($230.51 billion) annual expenditure on fossil fuel imports and reduce associated pollution, Gadkari emphasized expanding highway networks, alternative fuels, and biofuels. Strategic investments in expressways and economic corridors have already yielded significant results, dropping domestic logistics costs from 16% to 10% according to a joint study by IIT Chennai, IIT Kanpur, and IIM Bangalore. The government aims to bring logistics costs down further to 8% to make Indian exports far more competitive globally.