BAJAJ-AUTO

1 deep-dive · 3 policy notes

Deep-dive research

TVSMOTOR:BAJAJ-AUTO:MARUTI:DIXON:AMBER:KAYNES:SOLARINDS:HAL:BEL:TCS:INFY:ITC:COALINDIA:ONGC:HDFCBANK:INDIGO:SPICEJET:DIVISLAB:CIPLA:SONACOMS2026-07-21

Policy Pulse — Modi/India Govt — 21 Jul 2026

Nifty ends at 24,187.70 (-0.21%). TVS Motor (+51% PAT) & Bajaj Auto (+42% PAT) lead auto Q1; Govt shortlists 230 products for import substitution (89B); Maruti hikes prices ₹30K from Aug; SEBI operationalises buyback freeze. Crude at 9/bbl weighs. Impact: 🟢 BUY TVS, BAJAJ-AUTO, DIXON, HAL, TCS, ITC | 🔴 SELL INDIGO, SPICEJET, TITAN

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Mentioned in Policy Pulse

BEL:LT:BDL:MTARTECH:APOLLO:DATAPATTNS:PARAS:SOLARINDS:MAZDOCK:COCHINSHIP:GRSE:HAL:HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:AXISBANK:LICHSGFIN:PNBHOUSING:MUTHOOTFIN:MANAPPURAM:DLF:MARUTI:TMPV:M&M:TVSMOTOR:BAJAJ-AUTO:HEROMOTOCO:EICHERMOT:BAJFINANCE:CHOLAFIN:SUNPHARMA:DRREDDY:CIPLA:TCS:INFY:PAYTM:AUROPHARMA:ICICIPRULI:TATAINVEST:INDIGO:COALINDIA:TECHM:ITC:NESTLEIND:HINDUNILVR:JIOFIN:RELIANCE:ASIANPAINT:HDFCLIFE:MAXHEALTH:ULTRACEMCO:APOLLOHOSP:BSE:ANGELONE:MOTILALOFS:IIFL2026-10-06

Policy Pulse - Ministries & Regulators - 06 Oct 2026

The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.

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IOC:BPCL:HINDPETRO:MRPL:RELIANCE:ONGC:OIL:INDIGO:HINDUNILVR:ITC:NESTLEIND:DABUR:MARICO:TORNTPHARM:LT:SIEMENS:ABB:CGPOWER:CUMMINSIND:THERMAX:AIAENG:KAYNES:DIXON:AMBER:SYRMA:UNOMINDA:MOSCHIP:HDFCBANK:ICICIBANK:SBIN:BANKBARODA:PNB:AXISBANK:KOTAKBANK:FEDERALBNK:IDFCFIRSTB:BSE:MCX:ANGELONE:MOTILALOFS:IIFL:IEX:CDSL:KFINTECH:CAMS:PFC:RECLTD:IRFC:HUDCO:IREDA:WELSPUNLIV:TRIDENT:VTL:KPRMILL:ARVIND:GOKEX:PAGEIND:DIVISLAB:LAURUSLABS:SYNGENE:SUNPHARMA:DRREDDY:CIPLA:AUROPHARMA:LUPIN:AJANTPHARM:IPCALAB:MANKIND:EMCURE:NATCOPHARM:GRANULES:NEULANDLAB:HIKAL:JUBLPHARMA:BEL:BHARATFORG:BEML:DATAPATTNS:HAL:SOLARINDS:PREMEXPLN:MTARTECH:MIDHANI:PARAS:ASTRAMICRO:ZENTEC:IDEAFORGE:GRSE:MAZDOCK:COCHINSHIP:BDL:BAJFINANCE:CHOLAFIN:SHRIRAMFIN:FIVESTAR:MUTHOOTFIN:MANAPPURAM:TITAN:KALYANKJIL:SENCO:PAYTM:JSWSTEEL:TATASTEEL:SAIL:JINDALSTEL:APLAPOLLO:COALINDIA:INFY:HCLTECH:TCS:APOLLOHOSP:MAXHEALTH:BAJAJ-AUTO:ESCORTS:IRCON:SANSERA:LUMAXTECH:MPHASIS2026-10-01

Policy Pulse - Ministries & Regulators - 01 Oct 2026

The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.

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ONGC:OIL:IOC:BPCL:HPCL:MRPL:SUNPHARMA:LUPIN:CIPLA:DRREDDY:AUROPHARMA:ZYDUSLIFE:BAJAJ-AUTO:TVSMOTOR:NESTLEIND:HUL:TATACONSUM:BANDHANBNK2026-07-22

Policy Pulse — Modi / India — 22 Jul 2026

Nifty below 24,000 on Brent 5, IOCs halt Iraq oil loadings due to Hormuz (ONGC gains, IOC/BPCL/HPCL pressured). Trump generic drug tariff crushes Sun Pharma, Lupin, Cipla. Nestlé, Bajaj Auto shine on stellar Q1. Bandhan Bank -19% on RoA cut.

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