India is one of the largest automobile markets globally, with a growing demand for both passenger and commercial vehicles.
Sales of major automobile company – 2025 with the onset of the key crop sowing and timely monsoon, demand for tractors and tillers saw a YOY rise, driving higher sales volumes for M&M, Escorts Kubota and VST Tillers.
Two- wheeler sales held steady.
In the passenger vehicle segment, M&M posted growth, while Maruti Suzuki and Tata Motors saw a decline.
Commercial vehicle sales remained subdued.
Name of the company | MAY’2025 | JUN’2025 | Change (%) |
1.VST TILLERS TRACTORS | 3,486 | 7,149 | 105.1 |
2.ESCORTS KUBOTA | 10,675 | 11,832 | 10.8 |
3.HERO MOTOCORP | 5,07,701 | 5,53,963 | 9.1 |
4.M&M | 1,24,753 | 1,32,361 | 6.1 |
5.HYNDAI MOTOR INDIA | 58,701 | 60,924 | 3.8 |
6.EICHER MOTORS | 96,831 | 96,903 | 0.1 |
7.ASHOK LEYLAND | 15,484 | 15,333 | (1.0) |
8.TATA MOTORS | 70187 | 67475 | (3.9) |
9.BAJAJ AUTO | 3,84,621 | 3,60,806 | (6.2) |
10.MARUTI SUZUKI | 1,80,077 | 1,67,993 | (6.7) |
Stock Recommendations:
M&M and ESCORT KUBOTA current stock price check in NSE.
M&M LTD
Mahindra & Mahindra Ltd (M&M), a big name in India’s automotive industry, continues to impress investors with its robust performance and strategic growth. As of early July 2025, M&M’s stock is trading around ₹3,162, reflecting a slight dip from the previous close but maintaining a strong position near its 52-week high of ₹3,271.
📈 Performance & Valuation
M&M boasts a market capitalization of approximately ₹3,95,169CR, underscoring its dominance in the auto sector. With a price-to-earnings (P/E) ratio of 30.56 and a dividend yield of 0.8%, the stock presents a balanced mix of growth and income potential. The company’s earnings per share (EPS) stands at ₹115.82, showing a healthy year-on-year growth of 14.74%.Net sales (03-2025) 42,599.31CR, EBITDA 7,910.94CR and PAT 3,102.48CR.
🌱 Strategic Moves
M&M continues to invest heavily in innovation and sustainability, with a focus on electric vehicles and advanced mobility solutions.
M&M product wise break-up;
- Automotive 21%
- Farm Equipment 13%
- Industrial businesses and consumer sector 63%
- Financial services 03%
📊 Investor Outlook
Despite minor fluctuations, M&M remains in an uptrend, supported by strong fundamentals and positive analyst sentiment. With a final dividend of ₹25.3 per share declared for July 2025, shareholders have more reason to stay invested. Final dividend Ex- Date and Record- Date: 04 JULY, 2025.
Escorts Kubota-
🚜Escorts Kubota Ltd., a big player in the Indian Tractor, Agri-machinery, Infrastructure and Railways, has been making waves in the auto stock market. The company emerged from a strategic partnership between Escorts Limited and Kubota Corporation, combining over 200 years of collective expertise to deliver cutting-edge solutions in farm mechanization.
Key business division:
- Escorts Agri Machinery (EAM) – offering tractors from 12 HP to 120 HP (Brands – Farmtrac, Powertrac and Steeltrac)
- Escorts construction equipment (ECE) – pick and carry hydraulic mobile cranes.
- Railways equipment division (RED) – brake systems, couplers, suspension systems, among others.
📈 Stock Performance & Market Sentiment
As of late July 2025, Escorts Kubota’s stock has shown resilience despite market fluctuations. The company boasts a market capitalization of ₹37,580 crore, with a TTM EPS of ₹113.06 and a PE ratio of 29.71, indicating solid earnings and reasonable valuation.
💡Strengths & Opportunities
Escorts Kubota has demonstrated strong financial fundamentals, including:
– Consistent profit margin growth year-over-year
– Efficient asset management and cash flow generation
– No debt burden, enhancing financial flexibility
The company’s focus on innovation, sustainability, and global expansion—especially through Kubota’s increased stake—positions it as a future leader in Agri-Tech and auto machinery.
Escorts Kubota is more than just a stock—it’s a symbol of transformation in India’s agricultural picture. For investors seeking exposure to the auto and Agri-Tech sectors, this stock offers a compelling blend of tradition, innovation, and growth potential.
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Disclaimer: The information provided herein is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. All investment strategies and investments involve risk of loss. Individuals should conduct their own research or consult a financial advisor before making any investment decisions. The author/publisher is not a registered investment advisor and does not accept responsibility for any trading losses incurred based on the information provided. Past performance is not indicative of future results.