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Future Forward: Godrej Motor Solutions Aims for ₹1000 Cr Revenue Milestone

Future Forward: Godrej Motor Solutions Aims for ₹1000 Cr Revenue Milestone

With a ₹40 Cr investment in next-gen manufacturing tech, the company eyes 40% growth driven by rising EV and export market demand.

Strategic Growth Vision Anchored in Electrification and Export Expansion

By FY2028, the Motor Solutions segment of Godrej Enterprises Group envisions scaling its earnings to ₹1000 crore as part of its long-term growth trajectory. This ambitious target represents a 40% jump from the company’s present revenue levels, with projections indicating a climb to ₹750 crore by FY26. A significant share of this growth—nearly 20%—is expected to stem from overseas markets.

The growth blueprint is built on strengthening its foothold in electric vehicles, HVAC systems, actuators, and pump-related applications, both in India and internationally. With a firm eye on future technologies, Godrej plans to channel ₹40 crore over the next three years into ramping up production capacities and integrating advanced manufacturing technologies across its operations.

R&D-Led Manufacturing Transformation

The leadership at Godrej Motor Solutions is committed to innovation as the core driver of its expansion. According to company officials, the business is heavily investing in research and development, while simultaneously upgrading its manufacturing lines with cutting-edge equipment and automation.

This technological leap will support Godrej’s aim of building motors with higher efficiency and reduced reliance on rare-earth elements—an area of growing strategic importance. These design advancements are particularly relevant in the electric mobility and automation sectors, which demand performance, sustainability, and supply chain resilience.

Assembly Line Upgrades and Global Demand Readiness

To accommodate increasing demand in India and abroad—especially from key markets like Europe and the U.S.—the company has recently added a new motor assembly line. A notable upgrade includes the installation of a high-precision lamination punching line sourced from AIDA Japan. This state-of-the-art line is engineered to produce ultra-thin laminations, a critical component in electric vehicles, aerospace, and industrial automation.

These manufacturing enhancements are expected to directly support the company’s growth in export-oriented applications and reinforce its competitive edge in high-performance motor segments.

Strong Domestic Leadership with Expanding International Footprint

Godrej Motor Solutions commands a dominant 60% market share in India’s hermetic motor segment, which caters to refrigeration and air-conditioning needs. On the global front, the company is expanding its portfolio by supplying fully assembled motors tailored for off-road electric vehicles, currently being shipped to customers in the United States.

Looking ahead, the company plans to begin manufacturing motors compatible with controller systems developed by a German firm, further solidifying its international presence and diversifying its export offerings.

New-Era Motor Technologies and Sustainability Commitment

Godrej is also channeling resources into the development of cutting-edge motor technologies, including Switched Reluctance and Synchronous Reluctance Motor systems. These technologies eliminate or significantly reduce the use of rare-earth magnets, while maintaining or improving energy efficiency—offering a more sustainable and cost-effective solution for industrial and EV applications.

The company’s Pune-based facility, sprawling across 36 acres in Shindewadi, is equipped to manufacture over 6 million motors annually. It supports more than 300 customized motor designs catering to an array of industries, including automation, electric mobility, HVAC, and more.

Beyond technical excellence, sustainability remains a core focus. The plant holds IGBC Platinum and GreenCo Platinum Plus certifications, operates on zero waste to landfill principles, and is water-positive. Additionally, nearly 80% of the packaging used for finished goods is recycled—demonstrating a robust commitment to environmental stewardship.

Strategic Supply Chain and Regional Integration

The company benefits significantly from its strategic location within Pune’s industrial ecosystem—a region known for its dense network of automotive and manufacturing suppliers. Most of its vendors operate within a 100-kilometer radius, enabling leaner logistics, better quality control, and agile manufacturing operations. This regional synergy enhances cost-efficiency while minimizing supply chain disruptions.

The proximity to a skilled talent pool and technological know-how in Pune also contributes to the company’s innovation-driven culture and ability to respond rapidly to market shifts.

Legacy of Excellence Across Diverse Sectors

Established in 1897, Godrej Enterprises Group has grown into a multi-industry powerhouse operating across five continents. The group operates in multiple domains including aerospace, defense, real estate, engineering, logistics, energy, information technology, and consumer durables. The Motor Solutions business stands as a key pillar in this vast ecosystem, leveraging the group’s legacy of innovation, quality, and sustainability.

Final Thoughts

Godrej Motor Solutions’ strategic roadmap, anchored by technological investment and export market expansion, sets the stage for robust revenue growth over the next few years. The company’s ₹1000 crore target by FY28 reflects confidence in its advanced manufacturing capabilities, product diversification, and sustainability-focused approach.

By integrating next-gen motor technologies and reinforcing its footprint in global markets, Godrej is well-positioned to capitalize on the electrification wave sweeping across industries. As demand for EV and automation solutions rises, Godrej Motor Solutions is emerging as a forward-thinking, resilient player ready to lead the next phase of industrial transformation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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India’s Role in Apple’s Future: A New Era of iPhone Exports Amid Tariff Pressures

Hyundai India Rides High: Strategic Stockpiling Shields Against Rare Earth Crunch

Hyundai India Rides High: Strategic Stockpiling Shields Against Rare Earth Crunch

Hyundai India Rides High: Strategic Stockpiling Shields Against Rare Earth Crunch

Hyundai India’s stock rises as the company taps into its parent firm’s global supply chain and rare earth resources to maintain steady EV production in response to China’s export restrictions.

Hyundai’s Strategic Response to the Rare Earth Supply Challenge
Rare earth elements, especially neodymium-iron-boron (NdFeB) magnets, are essential for manufacturing electric vehicle (EV) motors and advanced automotive electronics. China, which supplies about 90% of the world’s rare earths, introduced new export rules in April 2025 requiring end-use certificates for outbound shipments. This move has disrupted global supply chains, leaving automakers scrambling for alternatives.
While many Indian manufacturers, including major players like Maruti Suzuki, have reported production slowdowns or cuts due to rare earth shortages, Hyundai India stands out. Leveraging Hyundai Motor Company’s global sourcing network, the firm has secured a reliable supply of essential materials amid growing market constraints.

Hyundai’s Strategic Stockpile: A Year’s Worth of Security
According to sources familiar with recent investor calls, Hyundai Motor Group, including Hyundai and Kia, has built up a rare earth magnet inventory sufficient to last about a year. Hyundai built up this stockpile during a window of relaxed export controls by China, enabling it to secure sufficient materials while many rivals fell short.
Hyundai’s investor relations team emphasized that this buffer gives the company “far more wiggle room” than most rivals, enabling uninterrupted production of both electric and hybrid vehicles for at least the next twelve months. The company’s ability to maintain such reserves reflects a disciplined, forward-looking supply chain strategy.

Market Impact: Hyundai India’s Shares Buck the Trend
News of Hyundai’s robust inventory and supply chain management buoyed investor sentiment, with Hyundai India’s stock climbing over a percent in an otherwise cautious market. This positive movement contrasts sharply with the declines seen by peers who are more exposed to the rare earth crunch.
The broader Indian auto industry is under pressure, with two-wheeler manufacturers like Bajaj Auto and TVS Motor Company warning of possible production halts as soon as July 2025, should the supply situation not improve. Credit rating agency ICRA has warned that industry-wide rare earth magnet stocks could be depleted within weeks, potentially leading to significant disruptions.

The Global Context: China’s Leverage and Industry Fallout
China’s dominance in rare earth production has long been a strategic concern for global industries. The recent export restrictions are widely seen as a response to escalating trade tensions, and they have already impacted supply chains in sectors from automotive to aerospace and semiconductors.
While European automakers have reportedly received prioritized shipments, Indian manufacturers have faced delays and additional regulatory hurdles. Since April, Indian companies have not received any rare earth magnet shipments from China, further intensifying the crunch.
Hyundai’s decision to diversify its sourcing and build up inventories now appears prescient, insulating it from the immediate fallout and setting a benchmark for supply chain resilience.

Lessons for the Indian Auto Sector
Hyundai’s approach highlights the importance of proactive risk management and global integration in today’s volatile supply environment. By leveraging its parent company’s global network and maintaining strategic reserves, Hyundai India has ensured business continuity even as competitors face uncertainty.
The current crisis also underscores the need for India to develop alternative sources of rare earths and invest in local supply chains. As the auto industry pivots toward electrification, securing critical minerals will be essential for sustainable growth.

Conclusion
Hyundai India’s ability to sidestep the rare earth crunch through strategic stockpiling and global supply chain integration has not only protected its production lines but also boosted investor confidence. As the rare earth shortage continues to challenge the global auto industry, Hyundai’s preparedness offers a blueprint for resilience and long-term competitiveness in a rapidly changing market.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Shakti Pumps Secures ₹114.58 Crore Maharashtra Order!

Blue Energy Motors Delivers LNG Trucks

Blue Energy Motors Delivers LNG Trucks

Blue Energy Motors Delivers LNG Trucks

Inland World Logistics Advances Sustainability

Introduction
This development reflects a growing shift toward eco-conscious transport solutions in India’s logistics industry, aiming to decrease harmful emissions and promote greener operations.

Company Background: Blue Energy Motors

Blue Energy Motors is the first Indian company to focus exclusively on manufacturing trucks that run on LNG. These vehicles provide a viable alternative to diesel-powered fleets, offering reduced emissions without compromising on performance. The company’s mission is to bring environmentally responsible innovations to India’s commercial vehicle market.

Inland World Logistics’ Green Initiative

Inland World Logistics, a well-known logistics service provider in India, is taking active steps to improve its environmental performance. Adding LNG-fueled trucks to its operations is part of a larger strategy to lower its carbon output and improve energy efficiency across its delivery network.

Technical Features of the LNG Vehicles

The trucks provided by Blue Energy Motors are equipped with modern components that enhance both fuel economy and reliability. Built for long-distance transport, these vehicles are well-suited to the diverse and demanding logistics routes across India, while also delivering lower emissions than traditional diesel models.

Environmental Impact and Benefits

Switching to LNG trucks allows Inland World Logistics to significantly cut down on carbon dioxide emissions and other pollutants. Since LNG produces fewer greenhouse gases than conventional fuels, this transition supports cleaner air and contributes to national environmental goals, such as reducing India’s carbon footprint.

Future Industry Implications

This collaboration sets a meaningful example in the Indian logistics landscape. As access to LNG fueling stations improves, more logistics companies may be encouraged to invest in low-emission vehicle fleets. The partnership highlights how sustainable technology can be adopted on a large scale in freight and transport sectors.

Summary

Blue Energy Motors has successfully handed over a fleet of LNG-based trucks to Inland World Logistics, representing a major move toward greener transport. This strategic tie-up emphasizes the shared environmental responsibility of both organizations and serves as a model for future efforts in sustainable logistics across the country.

 

 

 

 

 

 

 

 

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Sacheerome IPO Off to Flying Start as Retail Investors Show Strong Interest

Hyundai India Rides High: Strategic Stockpiling Shields Against Rare Earth Crunch

Hyundai Bayon Crossover Spied: India Launch in 2026 with i20 DNA

Hyundai Bayon Crossover Spied: India Launch in 2026 with i20 DNA

Upcoming sub-4 meter SUV to feature new turbo engine, advanced tech, and take on Maruti Fronx

Spied: What Do We Know About the India-Spec Bayon?
Recent spy shots have fueled speculation that Hyundai is preparing a localized version of the Bayon, its smallest global SUV, for Indian roads. The crossover will be built on the i20’s K2 platform and is likely to resemble the European Bayon in both design and features, with adaptations to suit local preferences and compliance standards.

Launch Timeline and Positioning
Hyundai has announced its intention to launch the Bayon in India by mid-2026. The new model will be slotted above the Exter and below the Venue in Hyundai’s lineup, targeting the highly competitive sub-4 meter SUV segment. Expected pricing is in the ₹10–12 lakh range (ex-showroom), putting it squarely against the Maruti Suzuki Fronx, Toyota Taisor, and Tata Nexon.

Engine and Powertrain: Turbocharged and Hybrid-Ready
A highlight of the India-spec Bayon will be its all-new, locally-developed 1.2-litre, 4-cylinder turbocharged petrol engine. This engine promises better torque and drivability than Hyundai’s existing 1.0L turbo unit, while being more efficient and compact than the 1.5L turbo. The new engine is also hybrid-ready, aligning with upcoming emission norms (CAFE 3 and BS7) and future hybrid offerings.
Transmission options are likely to include a dual-clutch automatic (DCT) and an e-CVT, depending on the variant. The Bayon may also offer a 1.0-litre turbo petrol engine as an alternative, and all versions will be front-wheel drive, consistent with segment norms.

Design and Dimensions
The Bayon sports a distinctive crossover look inspired by the Hyundai Verna, with features like:
• Sleek LED headlamps and DRLs
• LED strip across the bonnet
• Honeycomb-patterned air dam with silver accents
• Boomerang-style LED rear lights linked by an illuminated light strip
• Black body cladding and decorative skid plates to enhance the SUV’s tough look
• 17-inch diamond-cut alloy wheels
In terms of size, the Bayon is expected to be under 4 meters in length, with a wheelbase of 2,580 mm, offering ample cabin space and a boot capacity of 411 liters (expandable to 1,205 liters).

Interior and Features: Premium and Connected
Hyundai will pack the Bayon with a host of premium features, including:
• 10.25-inch touchscreen infotainment system with wireless Android Auto/Apple CarPlay
• 10.25-inch digital driver’s display
• Wireless phone charger and high-speed USB Type-C outlets
• Connected car technology with OTA updates
• 8-speaker Bose sound system
• Ambient lighting and HVAC control panel
• Advanced driver assistance systems (ADAS), likely Level 2
• Dual-layer headlamp setup and a four-spoke multifunction steering wheel
The focus will be on comfort, practicality, and tech-driven convenience, making the Bayon a strong contender in its class.

Market Impact and Competition
With the Bayon, Hyundai aims to further strengthen its presence in the compact SUV space, a segment witnessing high demand and fierce competition. The Bayon’s modern design, new turbo engine, and feature-rich cabin will directly challenge the Maruti Fronx, Toyota Taisor, and Tata Nexon, among others.

Conclusion
The upcoming Hyundai Bayon is set to shake up the sub-4 meter SUV segment in India with its i20-based platform, new turbocharged engine, premium features, and hybrid-ready tech. Slated for a mid-2026 debut, the Bayon will provide Indian consumers with a modern, attractive, and functional option in one of the nation’s fastest-growing vehicle segments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Balaxi Pharmaceuticals Surges Nearly 10% on Expansion Drive

Tata Motors Revamps EV Strategy to Reclaim Leadership in Indian Market

Tata Motors Targets 40% Market Share in CV by 2027!

Tata Motors Targets 40% Market Share in CV by 2027!

Tata Motors is setting ambitious goals despite market challenges, focusing on bold decarbonization strategies, digital advancements, and improving profit margins in its commercial vehicle (CV) division by FY27.

Summary:
Tata Motors is preparing to secure a 40% market share and reach teen-level EBITDA margins in its commercial vehicle division by 2027. The company is focusing on strategic investments in decarbonization, digitalization, and software-defined vehicles to navigate macroeconomic uncertainties and evolving market demands. This ambitious roadmap marks a pivotal step in its long-term vision of maintaining leadership in India’s CV space.

Tata Motors Unveils Ambitious CV Growth Plan
Tata Motors Ltd. has made a significant strategic announcement regarding its Commercial Vehicles (CV) division, setting a goal to capture a 40% market share and reach EBITDA margins in the ‘teens’ by FY2027. This announcement reflects the automaker’s renewed focus on value creation, operational efficiency, and technological leadership in the evolving mobility ecosystem.
Despite macroeconomic headwinds, trade volatility, and rising input costs, Tata Motors believes the CV segment is poised for a new growth cycle—driven by domestic infrastructure development, e-commerce, and government spending on logistics.

Decarbonisation and Digitalisation at the Core
At the centre of Tata Motors’ strategy is a dual pivot: decarbonization and digital transformation.
1. Decarbonisation Drive:
The company plans significant investments to transition its CV portfolio towards cleaner, greener alternatives. It aims to lead the decarbonization narrative in India’s logistics and transport sector by introducing electric CVs, CNG fleets, LNG trucks, and hydrogen-based fuel cell vehicles, in line with India’s net-zero ambitions.
By deploying modular platforms, energy-efficient powertrains, and optimized vehicle architecture, Tata Motors is working to reduce the total cost of ownership (TCO) for its customers while meeting stringent emission norms (including BS-VI Phase II and Euro-6 equivalents for exports).
2. Software-Defined Vehicles (SDVs):
Tata Motors is also pushing boundaries with software-defined vehicles, where software and connectivity features define much of the vehicle’s value proposition. The shift aims to enhance customer experience through telematics, predictive maintenance, AI-enabled diagnostics, and cloud-based fleet management systems.
The company has already started integrating Fleet Edge, a connected vehicle platform, into its commercial offerings. It plans to embed more AI and IoT features that boost uptime, optimize fuel consumption, and improve driver safety.

Financial Focus: Margin Expansion and Operational Efficiency
While Tata Motors already holds a commanding position in India’s CV space with a market share of approximately 38%, the new target of 40% by FY27 reflects its intent to consolidate leadership further.
Equally important is the push for margin expansion. By setting a “teen-level EBITDA” goal, the company signals its determination to enhance profitability despite price competition and cost pressures. Currently, the CV segment delivers EBITDA margins in the range of 8–10%, and raising it to the mid-teens will require:
Operating leverage from higher volumes
Better product mix (premiumization with high-margin variants)
Aftermarket service monetization
Cost-saving programs such as platform consolidation and procurement efficiencies

Strengthening CV Ecosystem
Tata Motors’ commercial vehicle strategy isn’t just about products—it extends to building an ecosystem that supports the entire value chain:
Financing: Through Tata Motors Finance and tie-ups with banks and NBFCs, the company is ensuring easy access to loans and EMIs for fleet operators and small transporters.
Aftermarket & Service: Tata is expanding its 360-degree customer support through service centres, mobile workshops, extended warranties, and remote diagnostics.
Retail Network Expansion: With an eye on Tier 2 and Tier 3 markets, Tata Motors is enlarging its sales and service footprint across India.

CV Market Landscape: Rising Competition, Big Opportunities
India’s CV industry is at an inflection point. Following the pandemic-led dip, the sector is witnessing a cyclical recovery. With a focus on infrastructure, last-mile delivery, mining, and rural logistics, CV demand is expected to maintain an upward trajectory.
Tata Motors encounters strong competition from Ashok Leyland, Eicher Motors, Mahindra & Mahindra, and the Volvo-Eicher joint venture, all of which are equally driven in the realms of green mobility and digital vehicles. Maintaining leadership would depend on Tata’s ability to:
Innovate faster
Deliver value-oriented products
Retain customer trust through post-sales engagement

Global Ambitions & Export Growth
Tata Motors also eyes global expansion as part of its CV strategy. With exports to over 50 countries across Africa, the Middle East, Latin America, and Southeast Asia, the automaker is looking to increase its overseas market share through tailor-made products for international markets.
Export-specific CVs with Euro-standard emissions, automatic transmission, and safety-enhanced cabins will be part of this growth story.

Analyst View: A Strategic Reset, Not Just a Target
Market analysts have welcomed the announcement, calling it a strategic reset for the commercial vehicles division. Brokerage firms note that the 40% market share target is realistic, given Tata’s deep presence in fleet operations, brand recall, and product diversity.
On the profitability front, if the company can leverage scale and technology to improve margins without passing excessive costs to customers, it could become one of the most financially robust CV players in Asia.

Conclusion
Tata Motors’ roadmap to capture 40% market share and achieve teen-level EBITDA margins in the CV segment by 2027 is both ambitious and timely. By aligning its strategy with emerging mobility trends—especially decarbonization, digitalization, and customer-centricity—the company is well-positioned to lead India’s next chapter in commercial mobility.
As execution unfolds over the next three years, investors, customers, and industry peers will closely watch whether Tata Motors can convert this bold vision into an on-ground reality and redefine the dynamics of India’s CV market.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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MTAR Technologies Secures ₹19 Crore Clean Energy Orders!

Maruti Suzuki's EV Export Push: A Strategic Win for Investors

Maruti Suzuki, Hyundai: Driving Export Growth in FY26!

Maruti Suzuki, Hyundai: Driving Export Growth in FY26!

Despite facing difficulties in the Indian automotive sector, Maruti Suzuki and Hyundai Motor India remain hopeful about significant growth in exports for FY26. This optimism is fueled by new model introductions, opportunities in emerging markets, and strategic diversification efforts.

Summary:
India’s top automobile manufacturers, Maruti Suzuki and Hyundai Motor India, are focused on achieving significant export growth in the fiscal year 2026. Maruti Suzuki aims to increase exports by 20%, targeting 4 lakh units through a robust product lineup, including the Fronx and Jimny. Hyundai Motor India, meanwhile, is focusing on low single-digit growth but aspires to become Hyundai’s largest export hub outside South Korea. Both firms are betting on international demand to offset domestic market stagnation and capitalize on India’s strategic manufacturing position.

Indian Automakers Shift Gears Toward Exports in FY26
As the Indian passenger vehicle market faces increasing saturation, evolving regulatory challenges, and shifting customer preferences, two of India’s biggest automobile manufacturers—Maruti Suzuki and Hyundai Motor India—are adjusting their strategies to prioritize export-driven growth in the financial year 2025–26 (FY26). This shift not only underscores the challenges in the domestic landscape but also showcases the growing confidence of these OEMs in the global appeal of their India-manufactured vehicles.

Maruti Suzuki Targets a Robust 20% Export Growth
India’s largest carmaker, Maruti Suzuki, has laid out an ambitious target for FY26: a 20% increase in export volumes, aiming to ship over 4 lakh units overseas. This follows a year of substantial groundwork laid in FY25, where the company streamlined its production and realigned product offerings to suit global markets.
Maruti’s export strategy is built on two key foundations:
New-Age SUVs: Models like the Fronx and Jimny have received a favourable reception in overseas markets, especially in Africa, Latin America, and Southeast Asia. These compact SUVs cater well to global preferences for fuel efficiency, affordability, and compact mobility solutions.
Diversification of Export Markets: Maruti has broadened its export markets beyond the usual strongholds in Africa and the Middle East to now also encompass emerging regions like Latin America, ASEAN, and CIS countries. This reduces reliance on any single geography and helps mitigate risks from geopolitical or economic disruptions.
“We aim to maintain a sustained export momentum by expanding our geographical footprint and tailoring our product offerings to diverse global markets,” said a senior Maruti Suzuki executive.

Hyundai Eyes Single-Digit Growth, Focuses on Emerging Markets
Hyundai Motor India, the second-largest passenger vehicle manufacturer in the country, is equally bullish on exports, albeit with a more measured forecast. The company is projecting low single-digit growth in export volumes in FY26, but it’s playing the long game.
Hyundai’s strategy revolves around transforming its Indian manufacturing operations into the largest export hub outside of South Korea. It presently ships vehicles to more than 85 countries, such as Mexico, Chile, South Africa, and Saudi Arabia.
Key drivers for Hyundai’s export ambitions include:
Focus on Emerging Markets: Hyundai is targeting countries with rising middle classes and underpenetrated car ownership markets. Countries across Latin America, Africa, and Southeast Asia are top of the list.
Product Lineup Optimization: Hyundai is refining its vehicle offerings to meet safety, emission, and regulatory norms in its export destinations. Hatchbacks like the Grand i10 NIOS and SUVs like the Creta remain key export models.
Make in India, Export to the World: Hyundai’s manufacturing plants in Chennai have seen considerable investment upgrades in recent years to ramp up production quality and capacity for exports.
“We are leveraging India’s strategic advantage in cost-effective production and skilled manpower to serve global markets,” Hyundai stated in a media interaction.

Why the Export Focus Now?
Various elements are encouraging Indian automakers to intensify their focus on exports:
Stagnating Domestic Demand: With high vehicle penetration in urban areas and rising interest rates, domestic sales have plateaued for some segments. Exports offer a hedge against this saturation.
Favourable Currency Dynamics: A relatively weaker rupee enhances the price competitiveness of India-made vehicles in international markets.
Policy Push & FTAs: The Indian government’s emphasis on export-led growth, coupled with Free Trade Agreements (FTAs) with countries like the UAE and Australia, is opening new doors for automotive exports.
China+1 Strategy: Global supply chain realignment post-COVID-19 and geopolitical tensions with China are driving global OEMs to rely more on Indian facilities.

Opportunities and Challenges Ahead
Opportunities:
There is increasing demand for cost-effective and sturdy vehicles in Africa and Latin America.
Expansion into newer segments like electric vehicles (EVs) in export markets.
Both companies are building strong after-sales support and spare parts logistics globally.
Challenges:
Global economic slowdown risks, especially in developing markets.
Challenges in logistics include a lack of containers and elevated shipping costs.
Stringent emission and safety regulations in developed markets may limit model viability without significant reengineering.

Outlook: FY26 to Be a Turning Point for Indian Auto Exports
With the groundwork laid in FY25 and strong momentum heading into the next fiscal, FY26 is shaping up to be a landmark year for Indian automobile exports. Maruti Suzuki and Hyundai Motor India’s divergent yet ambitious strategies reflect the growing maturity of India’s automotive industry, both in terms of manufacturing capabilities and strategic foresight.
As India continues to cement its place as a global automotive production hub, export volumes are likely to contribute an increasingly significant share to automakers’ revenues, helping cushion domestic headwinds and enhancing India’s reputation as a trusted global exporter of quality vehicles.

 

 

 

 

 

 

 

 

 

 

 

 

 

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Market Set to Surge After RBI’s Policy Move

BEML Unveils Electric Vehicle Fleet, Phases Out Diesel for Greener Future

BEML Unveils Electric Vehicle Fleet, Phases Out Diesel for Greener Future

BEML Unveils Electric Vehicle Fleet, Phases Out Diesel for Greener Future

BEML kickstarts its electric journey from Bengaluru HQ, committing to eliminate diesel vehicles and accelerate its nationwide push for environmental responsibility.

BEML’s Bold Step Toward Sustainable Mobility

In a groundbreaking move toward sustainable transportation, BEML Limited has unveiled its inaugural fleet of electric vehicles at its central office in Bengaluru, signaling a firm pivot away from conventional fuel reliance. This launch is a significant milestone that signals the company’s dedication to reducing its environmental impact and aligns seamlessly with the Indian government’s ‘Go Green’ mission.

Unveiled just ahead of World Environment Day, the deployment of these electric vehicles represents a major shift in BEML’s approach to fleet modernization and eco-conscious mobility. Alongside this rollout, BEML has declared its plan to completely retire all diesel-powered vehicles from its existing fleet, aiming to embrace cleaner, emission-free alternatives going forward.

The shift represents more than a symbolic gesture—it reflects a long-term vision that places sustainability at the heart of BEML’s corporate values. By embedding environmental considerations into its core operations, BEML is reshaping how public sector enterprises can lead by example in India’s clean energy transition.

Ceremony Highlights and Leadership Vision

In a symbolic launch event, BEML’s Chairman and Managing Director, Shantanu Roy, officially inaugurated a fleet of ten electric vehicles, marking the company’s transition toward green mobility. The event saw participation from several senior executives and directors, reinforcing the collective commitment across the company’s leadership team.

Addressing the significance of this milestone, Roy emphasized, “Launching these electric vehicles on the eve of World Environment Day reflects BEML’s enduring promise to protect our environment. This shift transcends emissions reduction—it represents our responsibility to lead sustainable innovation and set exemplary standards for our sector.”

The presence of top-tier leadership at the event symbolized BEML’s unified commitment to accelerating green mobility adoption. It also highlighted the importance of organizational alignment when executing environmentally conscious transformations at scale.

A Strategic Roadmap to Carbon Neutrality

This initial EV deployment is part of BEML’s larger vision to achieve carbon neutrality and embed sustainability throughout its business model. The company plans to gradually extend the adoption of electric vehicles beyond its headquarters, incorporating green mobility into manufacturing facilities and regional offices nationwide.

To support this transition, BEML is also investing in the development of EV-friendly infrastructure. This includes installing energy-efficient transport systems and creating scalable solutions across its four manufacturing plants, ensuring a robust ecosystem to back its sustainable mobility goals.

In addition, BEML is exploring partnerships and collaborations to enhance its clean energy capabilities. By combining technical innovation with eco-conscious practices, the company aims to position itself as a pioneer in green engineering solutions within the public sector landscape.

BEML’s Role in India’s Clean Energy Movement

With its shift to electric mobility, BEML becomes part of an expanding circle of government-run organizations adopting sustainable energy innovations. This initiative not only reduces the company’s carbon footprint but also strengthens its position as a forward-thinking, responsible organization committed to environmental and social governance.

The move is expected to inspire innovation and encourage other companies within the public sector to adopt greener practices, driving India closer to its sustainability targets.

BEML’s efforts reflect a growing trend where companies are increasingly held accountable not just for profitability but also for their contributions to climate action. As consumer and investor expectations evolve, initiatives like this will likely become the norm rather than the exception.

Final Thoughts

BEML’s launch of its first electric vehicle fleet is a landmark step that underlines its commitment to sustainable development and environmental stewardship. By pledging to phase out diesel vehicles and investing in green infrastructure, the company is setting a precedent in the public sector for responsible, future-oriented business practices.

This initiative enhances BEML’s leadership role in fostering eco-conscious innovation, not just within its operations but across the wider Indian industry landscape. As BEML continues to expand its green mobility footprint, it contributes meaningfully to India’s broader goal of reducing carbon emissions and promoting clean energy alternatives.

The company’s journey serves as an inspiring example of how traditional enterprises can embrace modern sustainability principles, balancing growth with ecological responsibility in today’s evolving market. With public and private sectors increasingly aligning toward green goals, BEML’s leadership sends a strong message about what it means to be a climate-conscious organization in 21st-century India.

 

 

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Murae Organisor Shares Surge After Dividend, Bonus, and Stock Split Announcements

Asian Paints Shares Dip After Reliance Offloads Stake

Tata Motors Faces 9% Sales Dip in May 2025: What’s Behind the Decline?

Tata Motors Faces 9% Sales Dip in May 2025: What’s Behind the Decline?

Tata Motors experiences a 9% drop in total sales in May 2025, with passenger and commercial vehicle segments facing pressure from intensifying competition and evolving market trends.

Tata Motors Sees a 9% Year-over-Year Drop in May 2025 Vehicle Dispatches

In May 2025, Tata Motors recorded sales of 70,187 units, reflecting a 9% reduction from the 76,766 units sold during the same month the previous year. The decline spans both passenger vehicles (PVs) and commercial vehicles (CVs), reflecting ongoing challenges within India’s highly competitive automotive market.

Passenger Vehicle Segment Sees Noticeable Drop Despite EV Growth

The passenger vehicle division, including electric vehicles (EVs), experienced an 11% year-over-year decline, with sales totaling 42,040 units in May 2025 compared to 47,075 units in the same month last year. Out of the total passenger vehicle sales, 41,557 units were sold within the country, with a comparatively small portion of 483 units shipped overseas.

Although EV sales grew slightly by 2%, reaching 5,685 units, this marginal increase failed to counterbalance the overall downturn in passenger vehicles. Tata Motors, once a frontrunner in India’s EV sector, is now witnessing a shrinking footprint in the electric vehicle space. Its EV market share dropped significantly from 70% in fiscal year 2024 to 53% in fiscal year 2025. The decline was even more stark in April 2025, where EV market share fell to 36%, down from 61% a year earlier. This slump highlights intensifying competition as more players enter the EV market.

Increasing choices for consumers, including more affordable models from rivals and government incentives for EV adoption, have altered the competitive dynamics. Tata Motors now faces the challenge of innovating faster while managing pricing strategies to maintain its lead in a segment that is quickly evolving.

Commercial Vehicle Sales Decline Amid Mixed Segment Performances

In May, the commercial vehicle division of Tata Motors had a 5% decline in yearly sales, with 28,147 units sold. Domestic commercial vehicle sales were particularly hard-hit, falling by 9% to 25,872 units. Contrary to domestic patterns, the overseas market defied expectations, posting a remarkable 87% increase in sales, climbing to 2,275 units from 1,215 units the previous year.

Within the commercial vehicle segment, smaller vehicles and pickups experienced the steepest losses, plunging 20% to 9,064 units. Heavy commercial vehicles (HCVs) also saw a 10% dip, registering sales of 7,106 units.

On a brighter note, intermediate and light commercial vehicles (ILMCVs) recorded an 11% increase, reaching 4,954 units. Additionally, medium and heavy commercial vehicles (MH&ICVs), which include trucks and buses, maintained steady performance with 13,614 units sold, marginally up from 13,532 units in May 2024.

The international commercial vehicle sales growth underscores Tata Motors’ expanding global footprint and reflects demand in overseas markets where infrastructure development and industrial activities continue to rise. This diversification offers a buffer against domestic market fluctuations but also presents challenges such as adapting to different regulatory environments and logistics complexities.

Ongoing Downtrend Continues from April 2025

This sales report continues the declining pattern seen in April 2025, when Tata Motors experienced a 6.2% drop in overall sales. Over the past two months, the automaker has sold approximately 13,133 fewer vehicles than during the same period in the previous year, indicating sustained pressures from market conditions and heightened rivalry.

The downward trend signals a critical phase for Tata Motors, emphasizing the need for strategic agility. Consumer behavior is shifting rapidly, with preferences moving towards more fuel-efficient and electric vehicles. Additionally, global supply chain disruptions and inflationary pressures are impacting production costs and pricing strategies.

Final Thoughts

Tata Motors’ sales performance in May 2025 reveals ongoing hurdles in both passenger and commercial vehicle markets. While the company’s electric vehicle division showed modest growth, it has lost significant market share due to emerging competitors. The commercial vehicle segment also faced challenges, with domestic sales falling, although international sales provided some relief.

The data suggests Tata Motors is navigating a tough landscape characterized by evolving consumer preferences, increasing competition, and shifting dynamics in India’s automotive industry. To reverse these trends, Tata Motors may need to intensify innovation, strengthen marketing efforts, and expand its product offerings—especially in the fast-growing electric vehicle market.

Investing in advanced technologies, improving after-sales service, and tailoring products to regional demands could be vital strategies for the automaker. As the industry moves toward sustainability and digitization, Tata Motors’ ability to adapt quickly will be crucial for maintaining its position in India’s automotive sector.

 

 

 

 

 

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India's Electric Scooter Sales Surge 30% in May!

India’s Electric Scooter Sales Surge 30% in May!

 

TVS Motor, Bajaj Auto, and Ather Energy see surging sales as India’s EV market grows by a third in May, even as Ola Electric loses momentum and Chinese imports loom large on the horizon.

Summary:

India’s electric two-wheeler (E2W) sales increased significantly by 30% year over year in May 2025, reaching 1,00,266 units. Well-established companies such as TVS Motor, Bajaj Auto, and Ather Energy reported considerable increases in sales volume, whereas Ola Electric, the leading player in the sector, experienced a 50% drop in its monthly sales. The strong growth comes amid an evolving market landscape, with rising Chinese imports posing fresh challenges to Indian OEMs.

India’s E2W Market Charges Ahead: May Sales Hit 1 Lakh Units

India is increasingly moving towards the adoption of electric mobility. In May 2025, electric two-wheeler (E2W) sales surged by 30% year-on-year, reaching 1,00,266 units. This marks a significant psychological and economic milestone, signalling sustained consumer interest, improving infrastructure, and increasing product diversity in the electric mobility space.
While the headline numbers show promising growth, the market’s underlying dynamics are shifting rapidly. Traditional ICE (internal combustion engine) giants like TVS Motor and Bajaj Auto and newer players like Ather Energy have emerged as key beneficiaries of the latest surge. In contrast, Ola Electric, which once led the segment, reported a sharp decline in monthly volumes.

Market Share Shake-Up: TVS and Bajaj Double Down, Ola Declines

TVS Motor Company showed impressive results in May, with its electric two-wheeler sales reportedly more than doubling compared to the same month last year. This was due to its iQube series’ wide acceptability and improved supply chain efficiency. The company has steadily expanded its charging network and upgraded its product features, which has helped it strengthen its market share.
Bajaj Auto, leveraging its trusted Chetak EV, also saw a significant upswing, with sales more than doubling compared to May 2024. Bajaj’s strategy of leveraging its ICE dealer network and offering a premium, low-maintenance EV alternative has started to bear fruit.
Ather Energy, known for its tech-savvy offerings and consistent branding, recorded an impressive rise in monthly volumes. With its expanded production capacity, wider retail reach, and battery subscription options, Ather is increasingly viewed as a reliable long-term player.
In contrast, Ola Electric’s sales halved in May, signalling either a strategic pullback or challenges in product delivery, customer service, or market saturation in early-adopter zones. While Ola remains a major player, the sharp decline has sparked speculation about its ability to sustain leadership amid growing competition and evolving consumer expectations.

Rising Chinese Threat: Low-Cost Imports Stir Concerns

Beyond domestic competition, Chinese electric two-wheelers and components are beginning to make their presence felt in the Indian market. Several low-cost Chinese brands have entered via import channels or local assembly partnerships, offering aggressively priced models with attractive features.
Indian manufacturers fear that the influx of unregulated or lightly monitored Chinese EVs could threaten pricing stability and quality standards. These imports, often not subject to the same quality certifications or safety benchmarks, can undercut prices while raising concerns about battery reliability and after-sales service.
Industry groups and local manufacturers are advocating for the government to tighten import regulations and boost local value addition by introducing more stringent requirements for the FAME (Faster Adoption and Manufacturing of Hybrid and Electric Vehicles) subsidy.

Policy Push and Consumer Tailwinds

The growth in May sales comes on the back of continued policy support from the central and state governments, such as:
FAME II subsidies extended till 2027
State-specific incentives like road tax exemption, registration fee waivers, and capital support
GST at 5% on EVs compared to 28% on ICE vehicles
PLI (Production Linked Incentive) scheme support for advanced battery manufacturing
Moreover, consumer awareness around fuel savings, environmental consciousness, and improved financing options have made electric scooters a practical urban mobility choice.

Supply Chain and Infrastructure Gains

One of the major factors supporting E2W growth is the maturing supply chain ecosystem, especially for battery packs, power electronics, and motor controllers. Local sourcing has increased significantly over the past 12 months, reducing import dependence.
Charging infrastructure, though still developing, has seen notable progress with the rise of home charging units, battery-swapping stations, and fast-charging corridors in Tier-1 and Tier-2 cities. Companies like Bounce, Sun Mobility, and Jio-bp are investing heavily in last-mile EV energy solutions.

Outlook: Can India’s EV Ecosystem Sustain the Growth?

Looking ahead, the Indian E2W market appears poised for sustained expansion. However, moving ahead brings its own challenges. Important factors to monitor include:
– Clear policies regarding FAME III and long-term subsidy strategies
– Competition from imports from China and related regulatory measures
– Concerns about battery fires and safety during peak summer temperatures
– Access to financing for buyers in rural and semi-urban areas
– After-sales support networks and guarantees on residual value
The coming quarters will be crucial in determining whether the growth in May is an inflection point or a short-term spurt.

Conclusion

In May 2025, India’s electric two-wheeler sector reached a significant milestone by surpassing 100,000 monthly sales, reflecting a 30% year-on-year growth. With homegrown giants like TVS and Bajaj aggressively capturing market share and the likes of Ather innovating rapidly, the competitive landscape is evolving fast. Ola Electric’s sharp decline adds a twist to the story, while the entry of low-cost Chinese imports stirs the pot further.
As the electric mobility race intensifies, India’s E2W sector is no longer just about transportation—it’s about strategic autonomy, economic opportunity, and environmental resilience.

 

 

 

 

 

 

 

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Mahindra Reports 17% Increase in Sales for May, Fuelled by 21% Surge in SUV Sales

Mahindra Reports 17% Increase in Sales for May, Fuelled by 21% Surge in SUV Sales

Mahindra Reports 17% Increase in Sales for May, Fuelled by 21% Surge in SUV Sales

Mahindra Reports 17% Increase in Sales for May, Fuelled by 21% Surge in SUV Sales

 

Mahindra & Mahindra is capitalising on strong SUV demand in India, reporting a 17% overall growth in May 2025. With 52,431 sales of domestic SUVs and rising exports, the automotive giant reinforces its position as a leader in the utility vehicle segment.

 Summary:

Mahindra & Mahindra (M&M), a significant player in India’s automotive industry, announced a 17% rise in vehicle sales for May 2025, with 84,110 units sold in domestic and export markets. The domestic SUV sector experienced a significant 21% year-on-year growth, with 52,431 units sold, fuelled by high demand for popular models such as the Scorpio-N, XUV700, and Thar.

M&M’s May Surge: Robust Sales Fuelled by SUVs

Mahindra & Mahindra Ltd. (M&M) continues to ride the wave of India’s growing appetite for SUVs, reporting a 17% increase in total vehicle sales for May 2025, with 84,110 units sold, up from 71,082 units in May 2024. The bulk of this surge came from its domestic SUV business, which clocked 52,431 unit sales, marking a 21% year-on-year increase over the same month last year.

The robust numbers highlight M&M’s strong product positioning in the utility vehicle segment, backed by compelling designs, aggressive pricing, and continued demand across urban and rural markets. The automaker also sold 54,819 utility vehicles globally, including exports, showcasing its growing international footprint.

 Breaking Down the Numbers

Here is a closer look at Mahindra’s segment-wise performance in May 2025:

Segment May 2025 Sales May 2024 Sales YoY Growth
Utility Vehicles (Domestic) 52,431 43,080 +21%
Total Automotive (incl. CVs) 70,217 60,648 +16%
Tractors (Domestic + Export) 13,893 10,434 +33%
Total Vehicles (All Segments) 84,110 71,082 +17%

M&M’s growth wasn’t limited to the passenger segment. The farm equipment sector, particularly tractors, also reported a healthy uptick of 33% YoY, reaffirming the company’s dual strength in mobility and agriculture.

 Revenue Highlights (Consolidated)

  • Total Revenue from Operations (FY24): ₹1,39,078 crore
    (Up from ₹1,21,362 crore in FY23, showing a growth of 14.6%)
  • Profit Before Tax (PBT): ₹14,856 crore
    (Up from ₹11,305 crore in FY23 – a 31.4% increase)
  • Profit After Tax (PAT): ₹11,269 crore
    (Compared to ₹10,282 crore in FY23 – a 9.6% rise)

 Revenue Ratios & Financial Indicators (Standalone)

Ratio FY24 FY23 Change / Comment
Operating Profit Margin 14.9% 13.9% Improved due to higher operational efficiency
Net Profit Margin 10.6% 7.6% Significant improvement, reflecting stronger profitability
Return on Net Worth (RoNW) 22.4% 16.1% Enhanced due to higher net income
Debt Equity Ratio 0.03 0.11 Deleveraged balance sheet owing to repayment of borrowings
Interest Coverage Ratio 66.6x 28.5x Stronger due to lower finance costs
Inventory Turnover Ratio 8.1 8.7 Slightly lower, possibly due to inventory build-up amid rising sales
Debtors Turnover Ratio 22.6 23.5 Stable receivables management
Current Ratio 1.4 1.3 Marginally improved liquidity position

 Segment-wise Revenue Contribution (Standalone)

Segment Revenue (₹ crore) % Share of Revenue
Automotive ₹63,999 72.57%
Farm Equipment ₹22,500 25.00%
Auto Investments ₹211 0.24%
Farm Investments ₹247 0.29%
Industrial & Consumer Services ₹1,667 1.89%

SUV Segment: M&M’s Powerhouse

M&M’s achievements in May are primarily linked to its strong performance in the SUV segment, where the company has established a significant stronghold. The following models are key players:

– Scorpio-N and Scorpio Classic continue excelling in urban areas and Tier-II markets.

– XUV700, with its advanced technology and ADAS features, remains a favourite among premium SUV buyers.

– The Thar, recognized as Mahindra’s off-road lifestyle vehicle, consistently draws the attention of passionate enthusiasts and adventure seekers.

The company has successfully capitalized on the current SUV surge in India, where utility vehicles account for more than 50% of total passenger vehicle sales. This trend has been driven by shifting consumer preferences, enhanced road infrastructure, and increasing aspirational spending.

 Export and Commercial Vehicle Performance

On the global front, Mahindra’s export performance remained steady, helping it reach a total utility vehicle tally of 54,819 units. While the company is still a relatively small player in developed markets, its presence in Africa, South Asia, and Latin America is gaining momentum through affordable, rugged utility models tailored for developing nations.

In the commercial vehicle space, M&M continues to perform consistently in the light commercial vehicle (LCV) segment, particularly under 3.5 tons, with strong demand from logistics, MSMEs, and rural transportation.

Tractor Division Shines: Strong Rural Sentiment

The Mahindra Farm Equipment Sector (Mahindra’s tractor division S) reported 13,893 units sold in May 2025, including domestic and export markets. This reflects a robust 33% year-on-year growth, buoyed by favourable monsoon forecasts, rising crop prices, and government support for mechanization in agriculture.

As the world’s largest tractor manufacturer by volume, Mahindra’s dominance in this segment continues to give it a competitive edge, even when passenger vehicle markets face supply-chain disruptions or demand fluctuations.

 Strategic Investments & Future Outlook

M&M’s strong May performance comes at a time when the company is investing aggressively in future-ready platforms, including:

  • EVs (Electric Vehicles): The Born Electric range of SUVs is under development, expected to launch in phases from late 2025
  • Digital transformation: Strengthening its after-sales and service infrastructure through connected car features and mobile servicing
  • Global manufacturing: Considering new overseas assembly facilities to tap into emerging markets

While M&M faces increasing competition from Tata Motors, Hyundai, and newer entrants like MG Motor and BYD, its brand strength in rural and semi-urban India and consistent product innovation positions it well for sustained growth.

 Challenges and Competitive Landscape

Despite the positive growth story, Mahindra faces some challenges ahead:

  • EV transition pace: While competitors like Tata Motors lead in electric passenger vehicle sales, Mahindra’s EV portfolio remains limited.
  • Chip supply volatility: Though easing, global semiconductor shortages could still impact production.
  • Global headwinds: Export performance could be hindered by geopolitical disruptions, logistics costs, and foreign exchange risks; Mahindra’s strong brand recall, product pipeline, and diversified presence across automotive and agricultural sectors make it one of the most balanced companies in the Indian auto space.

 Conclusion

Mahindra & Mahindra’s overall vehicle sales saw a remarkable 17% increase in May 2025, highlighting its resilience and the loyalty of its customers. The 21% surge in domestic SUV sales shows that M&M continues to thrive in India’s fast-evolving automotive landscape. With robust tractor sales and growing global reach, Mahindra is not just riding the SUV wave—it’s helping shape it.

As the company gears up for the EV era while defending its legacy markets, investors, analysts, and consumers watch closely to see how Mahindra navigates the next leg of India’s mobility revolution.

 

 

 

 

 

 

 

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