ilmscore | New GST Impact on Vehicle Prices and Auto Stocks

New GST Impact on Vehicle Prices and Auto Stocks

Published: 2025-09-04
Status: Analyzed

Predictions from this Video

Total: 5
Correct: 0
Incorrect: 0
Pending: 5
Prediction
Topic
Status
Maruti Suzuki, Mahindra & Mahindra, and Tata Motors are predicted to experience increased demand for mid/large cars and SUVs due to a reduced effective tax burden.
"Therefore, Maruti Suzuki, Mahindra & Mahindra and Tata Motors may get further demand push."
Automobile Demand (Mid/Large Cars & SUVs)
Pending
Affordability of small vehicles is predicted to improve due to them falling into the 18% GST slab.
"So affordability will improve further."
Small Vehicle Affordability
Pending
Hero Motocorp, TVS Motor, and Bajaj Auto are predicted to be able to increase sales volumes for mass two-wheelers under 350 cc, which are now in the 18% GST slab.
"Where Hero Motocorp, TVS Motor and Bajaj Auto can chase volumes."
Two-Wheeler Sales Volume (Mass Market)
Pending
Royal Enfield heavy models and Bajaj's KTM portfolio are predicted to face headwinds due to premium bikes falling into the 40% GST slab.
"This means that Royal Enfield heavy models and Bajaj's KTM [ __ ] portfolio may get headwinds."
Premium Two-Wheelers Market
Pending
Delta Corp and Nazara are predicted to face pressure due to online gaming, betting, casinos, and horse racing now being in the 40% GST slab.
"meaning pressure on Delta Corp and names like Nazara are taking a hit."
Online Gaming & Casino Industry
Pending