Auto Sector

India’s automotive and metal export sectors are facing renewed pressure after Mexico imposed higher tariffs on key imported goods, a move rooted in the country’s evolving trade strategy and efforts to protect its domestic manufacturing base. The revised tariff structure affects several categories where India has traditionally maintained strong export momentum, including automobiles, auto components, steel, and aluminum products. As exporters analyze the financial implications, the sector is bracing for potential cost escalations, reduced margins, and a possible shift in trade flows.

Ola Electric is preparing for a significant expansion of its after-sales ecosystem with a nationwide plan to hire 1,000 service technicians. The initiative underscores the company’s commitment to improving customer experience, strengthening service reliability, and supporting the rapid adoption of electric scooters across India. As demand for EVs accelerates, the company is focusing on expanding both its workforce and its service footprint to ensure timely maintenance and enhanced operational efficiency.

In a significant move to modernize India’s agricultural landscape, the government has entered into a Rs. 21 crore agreement with the Indian Council of Agricultural Research (ICAR) to conduct a comprehensive evaluation of nano urea, a next-generation fertilizer designed to enhance nutrient efficiency and reduce environmental impact. The initiative aims to assess the product’s performance across varied agroclimatic regions, measure long-term soil health implications, and determine its potential to replace conventional urea.

India’s lending landscape is set for a meaningful shift after the Reserve Bank of India announced a fresh policy rate cut, offering relief to borrowers and stimulating economic activity. The reduction is expected to lower the cost of home and auto loans as banks pass on the benefits through cheaper EMIs. Financial markets and consumers alike welcomed the announcement, interpreting it as a clear signal of the central bank’s confidence in moderating inflation and its renewed focus on supporting growth.

India’s mobility landscape is set for disruption as the government introduces Bharat Taxi, a state-backed ride-hailing platform aimed at improving affordability, transparency, and driver welfare. The initiative seeks to reduce market monopolies, stabilize fare structures, and offer commuters a reliable alternative backed by public infrastructure. With an emphasis on digital governance, data security, and fair labor practices, Bharat Taxi positions itself as a national mobility solution aligned with India’s long-term aspirations for smart transportation systems.

Royal Enfield recorded a strong 22% rise in sales during November, underscoring sustained demand for mid-weight motorcycles both in India and abroad. The company’s performance reflects improving retail sentiment, steady expansion of its product portfolio, and growing interest from younger and premium-segment consumers. A combination of stable production, rising export traction, and increasing brand loyalty contributed to this robust growth.

Tata Motors’ stock registered an upward movement as the company reported healthy sales growth across its key business segments. The improvement in retail and wholesale volumes, combined with sustained demand in passenger and commercial vehicles, bolstered investor sentiment and contributed to the rally in its share price. Market participants viewed the latest performance as evidence of the company’s strengthening market position and operational resilience.

Suzuki Motorcycle India posted a robust 30% rise in total sales during November, reflecting strong traction across both domestic and export markets. The company’s performance underscores a resurgence in two-wheeler demand, supported by improved consumer sentiment, increased urban mobility needs, and expanding dealership reach. Domestic sales contributed the bulk of volumes, while exports also registered healthy growth, signaling wider acceptance of the brand in international markets.

Hero MotoCorp achieved a striking 31% year-on-year jump in total two-wheeler dispatches in November 2025, selling 6,04,490 units compared with 4,59,805 units a year earlier. Domestic demand surged — domestic sales rose to 5,70,520 units while exports climbed to 33,970 units. This robust performance comes on the back of strong festive-season demand and favourable macro tailwinds. For investors and industry watchers, the November numbers reinforce Hero’s enduring dominance in India’s two-wheeler market and hint at positive momentum heading into the new year. 

---

Maruti Suzuki has entered into a strategic partnership with Chhattisgarh Gramin Bank aimed at strengthening rural auto financing and expanding vehicle accessibility in the region. The collaboration focuses on providing customized loan products, streamlined financing solutions, and faster approval processes for rural customers seeking Maruti Suzuki vehicles. This initiative reflects the company’s commitment to inclusive growth, targeting underserved markets while leveraging the bank’s extensive rural network.