Mahindra & Mahindra Ltd.M&M₹3,315.40 +3.62%

Mahindra & Mahindra: SUV Sales Dip Ahead of GST Reset

Mahindra & Mahindra Ltd. reported total auto sales of 75,901 units in August 2025, marking flat growth compared to last year. In the SUV segment, the company sold 39,399 units in the domestic market, down 9% YoY, while overall utility vehicle sales including exports stood at 40,846 units. The commercial vehicle division sold 22,427 units in the domestic market. Exports came in at 3,548 units, up 16% YoY.

The company attributed lower wholesales to its strategy of reducing dealer inventory ahead of the anticipated GST rate changes. Management highlighted steady demand in SUVs and strong momentum in Vahan registrations, with passenger vehicle registrations up 7.4% YoY and CV registrations up 16% in the <7.5T LCV segment.

Tata Motors Ltd.TATAMOTORS₹690.15 +3.16%

Tata Motors: EV Sales Hit Record High

Tata Motors Ltd. recorded total sales of 73,178 units in August 2025, up 2% compared to 71,693 units, a year earlier. Passenger vehicle sales, including EVs, came in at 43,315 units, down 3% YoY, with domestic PV sales of 41,001 units. EV sales hit a record 8,540 units, rising 44% YoY.

The commercial vehicles segment posted total sales of 29,863 units, up 10% YoY. Domestic CV sales stood at 27,481 units, while international business volumes more than doubled to 2,382 units.

Maruti Suzuki India Ltd.MARUTI₹14,887.00 +0.65%

Maruti Suzuki: Exports Cushion Flat Domestic Sales

Maruti Suzuki India Ltd. reported total sales of 1,80,683 units in August 2025, nearly flat compared to 1,81,782 units a year ago. Domestic sales (PV+LCV) stood at 1,34,050 units, down from 1,45,570 units last year. Exports contributed 36,538 units, showing strong growth from 26,003 units in August 2024.

Within domestic passenger vehicles, sales of compact models like Baleno, Dzire, and Swift totaled 59,597 units, while utility vehicle volumes including Brezza, Ertiga, and Grand Vitara came in at 54,043 units. The Eeco van sold 10,785 units during the month.

Hyundai Motor India Ltd.HYUNDAI₹2,455.60 -0.20%

Hyundai Motor India: Exports Drive Growth Momentum

Hyundai Motor India Ltd. India registered total sales of 60,501 units in August 2025, with 44,001 units sold domestically and 16,500 units exported. Exports rose 21% YoY, reinforcing India’s role as Hyundai’s key global manufacturing hub.

The company highlighted its focus on “Make in India” and noted that exports in Jan–Aug 2025 had already reached 1,18,840 units. Management reiterated its ambition to establish India as Hyundai’s largest export base outside South Korea.

Eicher Motors Ltd.EICHERMOT₹6,280.00 +2.90%

Royal Enfield: Domestic Demand Fuels 55% Surge

Royal Enfield (Eicher Motors Ltd.) reported monthly sales of 1,14,002 motorcycles in August 2025, a sharp 55% increase from 73,629 units a year earlier. Domestic sales were 1,02,876 units, up 57% YoY, while exports stood at 11,126 units, rising 39%.

The company said demand momentum remains strong heading into the festive season, supported by new launches like the 2025 Hunter 350 in Graphite Grey and the Guerrilla 450 in Shadow Ash. Brand engagement initiatives such as Motoverse 2025 and the fifth season of Art of Motorcycling are expected to further strengthen its community connect.

Note: The stock prices mentioned are as of 3:30 pm.

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