Sector Automobiles & Auto Components - Latest news, views and updates

SECTOR | 02 Jul 2025

Auto Monthly Sales Volume - June 2025

Axis Direct

We prefer Hero Motocorp and Bajaj Auto in 2Ws (TVS, Eicher seem fully valued at CMP); M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also like Ashok Leyland in the CV space, followed by a close watch on Eicher (VECV) for any market share gains.

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 01 Jul 2025

Car Sales Hit A Wall As Tariff-Induced Shopping Spree Subsides

NDTV Profit

The annual automotive selling rate likely fell to 15 million in June the slowest pace in the last 12 months.

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 01 Jul 2025

CleanMax, Toyota Tsusho India join hands to develop 300 MW green capacity

Business Standard

Renewable energy solutions provider CleanMax and Toyota Tsusho India have joined hands to develop 300 megawatt capacity of renewable energy projects in India. The new partnership aims to leverage synergies between both companies to develop and operate renewable energy projects for Japanese corporates in India, CleanMax said in a statement. The companies aim to set up the capacity by 2028. The partnership will provide comprehensive green energy solutions tailored to each company's needs, including rooftop solar projects, stand-alone ground-mount solar or wind projects, wind-solar hybrid projects and carbon credits. Kuldeep Jain, Founder & Managing Director, CleanMax, said, "The partnership...solidifies CleanMax's strategy around global collaborations focused on helping corporations reduce their carbon footprint, while enabling the company to achieve its growth targets in a more capital-efficient manner." Clean Max Enviro Energy Solutions Private Limited (CleanMax), a...

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 01 Jul 2025

Renault to report $11 billion loss on Nissan stake in first half this year

Business Standard

Renault currently owns 35.7 per cent of Nissan, with 17.05 per cent held directly and the rest through a trust

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 01 Jul 2025

June Auto Sales LIVE Updates: Bajaj Auto Monthly Sales Rise 1%; Escorts Kubota Up Over 2%

NDTV Profit

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 01 Jul 2025

Japanese manufacturers slightly more optimistic amid Trump tariff worries

Business Standard

Business sentiment among large Japanese manufacturers has improved slightly, according to a survey by Japan's central bank released Tuesday, although worries persist over US President Donald Trump's tariffs. The Bank of Japan's quarterly tankan survey said an index for large manufacturers rose to plus 13 from plus 12 in March, when it marked the first dip in a year. The survey is an indicator of companies foreseeing good conditions minus those feeling pessimistic. Major manufacturers include auto and electronics sectors, whose exports to the US drive the Japanese economy. US auto tariffs are a worry for major manufacturers like Toyota Motor Corp, but some analysts note global auto sales have held up relatively well in recent months. The US has imposed 25 per cent tariffs on auto imports. Japanese automakers have plants in Mexico, where Trump has announced a separate set of tariffs. The US has also imposed 50 per cent tariffs on steel and aluminum. Japanese officials have been talk

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 30 Jun 2025

Nissan pushes supplier payments to August-September to ease cash flow strain

Business Line

The request comes as the automaker reels from a $4.5 billion annual loss and targets cost cuts of 500 billion yen ($3.4 billion) under new CEO Ivan Espinosa.

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 29 Jun 2025

Luxury EVs surge 66% in India in 2025 as wealthy shift from ICE cars

Business Standard

India's ultra-rich are embracing EVs, with the luxury electric segment growing 66% in 2025; Mercedes, BMW, Audi lead, aided by new launches and better charging infra

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 28 Jun 2025

Ford forced to idle multiple US plants on China rare earth magnet shortage

Business Standard

Rare earths have become a flashpoint in US-China trade talks, with China using its dominance in these key materials-vital to cars, iPhones and more-as leverage in negotiations

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.

Automobiles & Auto Components

SECTOR | 27 Jun 2025

Mercedes-Benz India unfazed by China rare-earth magnets supply curbs

Business Standard

Company is 'comfortably placed' this year in sourcing critical supply, says automaker

BP Wealth released a Sector Update report for Automobiles & Auto Components on 03 Jul, 2025.