Bajaj Auto Limited (BAJAJ-AUTO) announced its sales figures for September 2026. The company saw a decline in domestic 2-wheeler sales by 12% while exports surged by 34%. The overall sales for the month also reflected a 5% increase compared to the same period last year.

Domestic Sales

Domestic sales for 2-wheelers dropped to 2,39,771 units from 2,73,188 units in September 2025. However, commercial vehicle sales remained robust with a 5% increase.

Export Performance

Exports of 2-wheelers rose significantly to 2,11,723 units from 1,57,665 units, marking a healthy growth of 34%. Commercial vehicle exports also saw a substantial rise, increasing by 17% to 32,264 units.

Year-to-Date Figures

For the first six months of FY 2027, Bajaj Auto Limited’s total sales grew by 24%. Domestic 2-wheeler sales increased by 6% while exports soared by 47%. Commercial vehicle sales also showed a positive trend with a 24% growth.

As the company continues to navigate the market dynamics, the focus remains on balancing domestic and international sales to sustain growth.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Bajaj Auto Limited

Bajaj Auto Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.

Bajaj posts a 10.3% three-month gain, but softens in the last few weeks. The business compounds revenue at 19.5% and profits at 21.0% CAGR. That is strong double-digit growth on both counts. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock gives back 10.3% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 19.5% and profits at 21.0%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Bajaj Auto Limited.

Maruti Suzuki India Limited (NSE: MARUTI) announced the commissioning of its first green hydrogen plant at its Manesar facility in Haryana. The 300 kW Green Hydrogen (GH₂) electrolyzer plant, set up as a pilot, blends the produced hydrogen with natural gas for use as process fuel in the company’s manufacturing operations. This initiative leverages solar energy generated at the Manesar facility, maximizing its utilization and reducing carbon emissions.

Sustainable Manufacturing

The hydrogen plant is part of Maruti Suzuki’s broader strategy to adopt cleaner and sustainable energy solutions. The company plans to scale up green hydrogen technology across its manufacturing facilities in Haryana and Gujarat based on the pilot project’s learnings. This aligns with the Government of India’s Green Hydrogen Mission and reflects Maruti Suzuki’s commitment to reducing its carbon footprint.

Commitment to Clean Energy

Speaking on the initiative, Mr. Hisashi Takeuchi, Managing Director & CEO, Maruti Suzuki India Limited, said, “We are building capability today to support a low-carbon and more energy-efficient manufacturing ecosystem tomorrow.” Maruti Suzuki has adopted various green energy solutions to reduce carbon emissions, including in-house solar power plants, biogas plants, and battery energy storage systems.

As a result, Maruti Suzuki aims to reduce its carbon emissions from manufacturing operations from 615,000 tonnes to 266,000 tonnes by FY 2030-31. This forward-looking approach underscores the company’s dedication to sustainable manufacturing and its role in creating a cleaner environment.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Maruti Suzuki India Limited

Maruti Suzuki India Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.

Maruti falls 11.0% over three months and has not found a floor yet. Thin margins at 7.3% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The business compounds revenue at 15.9% and profits at 21.1% CAGR. That is strong double-digit growth on both counts. RSI stands at 30, well into oversold territory. Yet sellers still dominated on 19 of recent sessions versus 11 for buyers, so the pressure has not fully lifted. Revenue grows at 15.9% and profits at 21.1% CAGR. However, the stock falls 11.0% in three months and RSI hits 30. The fundamentals argue for patience. The price action argues for caution. Your time horizon decides which wins. Check Fundamentals of Maruti Suzuki India Limited.

Eicher Motors Limited (NSE: EICHERMOT) announced a significant event in September unveiling the Classic 350 Signature White Edition. This launch highlights the company’s commitment to delivering premium motorcycle experiences. The Classic 350 Signature White Edition features several rider-focused enhancements including premium brown touring seats for rider and pillion, an artistic visual treatment with a new Classic logo unit on the side panel, and stencil-style decals on the fuel tank and RE badge on both sides.

Rider-Focused Features

The bike is equipped with an Assist and Slipper Clutch and adjustable clutch and brake levers, offering lighter and convenient clutch action for smoother and more effortless operation, particularly during everyday city commutes and long-distance rides. Additionally, it comes with a USB Type-C Fast Charging port and Tripper Pod as standard, enabling riders to conveniently charge compatible smartphones and devices while on the move, while the Tripper Pod provides turn-by-turn navigation for a more seamless riding experience.

Market Positioning

The Classic 350 Signature White will be offered as one of the top-end variants of the Classic 350, alongside the Emerald Green Edition. It will be available from today at all authorized Royal Enfield stores, with prices starting at ₹ 2,24,275 (ex-showroom, Chennai). This launch underscores Eicher Motors Limited’s dedication to blending old-world charm with contemporary engineering, making it a favorite among riders across generations.

As a result, the Classic 350 Signature White Edition is poised to capture the attention of motorcycle enthusiasts, further solidifying Royal Enfield’s position as a global leader in the mid-size motorcycle segment (250cc–750cc).

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Eicher Motors Limited

Eicher Motors Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.

Eicher moves sideways over three months, with neither buyers nor sellers taking control. Premium net margins of 23.2% demonstrate strong cost discipline and a wide competitive moat. The business compounds revenue at 17.5% and profits at 23.7% CAGR. That is strong double-digit growth on both counts. The stock holds at 60% of its 52-week range with RSI at 37. In other words, neither side has a clear edge right now. Revenue grows at 17.5% and profits at 23.7%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Eicher Motors Limited.