Auto stocks jump on strong July sales, positive Q1 earnings; Hero MotoCorp, TVS Motor, M&M shares rise up to 3%

Auto stocks rise

The shares of automakers recorded significant gains on August 4, as strong July sales and Q1 earnings boosted investor sentiment. The sharp rally in the share prices pushed the Nifty Auto index up more than 1.5 percent, emerging as the top sectoral gainer on the market today.

This comes after the stocks faced notable downturn after US President Donald Trump announced a 25 percent tariff and an additional tariff on India. The auto index has now snapped a three-day losing streak, during which it had tumbled nearly 2 percent.

Hero MotoCorp shares were the top gainer on the index, rising more than 3.4 percent to trade at Rs 4,458 apiece. The company on August 1 said that it sold 4.5 lakh units in July 2025, marking a 21 percent rise from the same period last year. Its motorcycle sales grew nearly 18 percent on-year to 4 lakh units, while scooter sales rose more than 64 percent on-year to 49,140 units.

TVS Motor Company shares rose more than 3 percent to trade at Rs 2,954 apiece. The company on July 31 reported a 35 percent on-year rise in net profit to Rs 779 crore for Q1 FY26. Its operating EBITDA rose 32% to Rs 1,263 crore.

The company’s monthly sales grew 29 percent on-year to 4.56 lakh units in July 2025. Total exports grew 46 percent on-year, while EV sales rose 10 percent on-year.

Tube Investments of India shares jumped 3 percent to trade at Rs 2,898 apiece. The company on August 1 reported a 12 percent on-year fall in net profit to Rs 199 crore in Q1 FY26. Its revenue from operations meanwhile rose nearly 17 percent on-year to Rs 5,171 crore.

Eicher Motors and Ashok Leyland shares gained more than 2 percent each. The two firms reported a 31 percent and 4 percent on-year rise in monthly sales in July, respectively.

Bosch, Bharat Forge and Samvardhana Motherson shares gained nearly 2 percent, while Mahindra & Mahindra shares were up 1.4 percent. The automaker on August 1 reported a 20 percent on-year rise in domestic passenger vehicle sales to nearly 5 lakh units in July. Exports meanwhile soared 83 percent on-year to 2,774 units.

Bajaj Auto and Exide India shares gained more than 1 percent each. Bajaj Auto’s total sales in July grew 3 percent on-year to 3.66 lakh, although domestic sales shrank 13 percent on-year to 1.83 lakh units.

Tata Motors and Maruti Suzuki shares were trading in the green with marginal gains. Tata Motors’ domestic sales dropped 6 percent on-year to 65,953 units in July. Commercial vehicles sales grew 7 percent on-year to 28,956 during the month, but passenger vehicle sales dropped 11 percent to 40,175.

Maruti Suzuki’s total sales rose 3 percent on-year to 1.8 lakh units in July. Its domestic sales however fell 1.5 percent on-year to 1.49 lakh units, while exports rose 32 percent on-year to 31,745.

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