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Time of India
2 hours ago
- Time of India
Small cars and two-wheelers face demand pain: Sudip Bandyopadhyay
Tired of too many ads? Remove Ads ET Now: Let us talk about the auto space because today all eyes have been on the entire auto sales numbers. So far, we have numbers coming in from a lot of players and so far, the only thing that we seeing below estimates as of now is the M&M tractor segment and what has beaten estimates is M&M Auto, Ashok Leyland, TVS Motors, and Tata Motors CV. So, largely mixed set of numbers coming in so far because a lot of them are in line as well. What is your take on the kind of auto sales numbers we have seen and how have they fared versus your expectations? ET Now: Why we are talking about pharma, Sharan just said that Trump is actually doing everything he has promised and earlier he has also at least warned the street about a 200% of tariff. To what extent do you think that could actually turn to fruition, anything that can happen on that front, where are you seeing the impact on our pharma sector back home? Sudip Bandyopadhyay, Group Chairman, Inditrade Capital , says the small cars as well as two-wheeler there is a challenge, and we know that, there was a demand constraints and everybody was talking about that. We are hoping that festive season, post monsoon things will pretty much it is in line with the expectation I would say, at least that is what we were pencilling in. We were reasonably sure that the commercial vehicle numbers would be in line and better and improving and that is pretty much what the Ashok Leyland numbers shows. Even if you look at Eicher Motors , their commercial vehicle part does show promise and improvement. As far as domestic two-wheeler sales are concerned, obviously, it is subdued. Look at the Bajaj numbers. They are really bad. Of course, Bajaj has a fantastic export performance which takes care and that is why the overall numbers for Bajaj still looks better. But the small cars as well as two-wheeler there is a challenge, and we know that, there was a demand constraints and everybody was talking about that. We are hoping that festive season, post monsoon things will improve. We will have to wait and watch, that is pretty much what it is. As things stand today, there is a problem as far as demand for small cars as well as two one thing is very sure that as long as Mr Trump is the president, volatility is the order of the day and we have to be bracing ourselves for that. Every day there is something new and some new tweet comes in or some communication, an interview comes in which kind of rattles the market and that is the order of the day. As far as pharma is concerned, putting a tariff 200% or otherwise is not a viable proposition for us and the consumers which Trump is trying to protect. So, he will not venture there. But yesterday's and today's initiative where he has written to the pharma company CEOs to bring down the prices in US, that is a threat definitely and some of the Indian companies who have large business in US definitely will be impacted. If he carries out some other measure, some other punitive measure, or some other steps he takes to ensure that his communication is adhered to, that is a matter of big concern and worry. So, under these circumstances, and this view I have been maintaining for some time, it is better to be a little careful about companies having significant exposure in the US market and focus on companies who have less or no exposure as far as US markets are concerned. So, we were just talking about Mankind Pharma , that is one company which has got 95% of the sales in India and results were decent. So, one can focus on companies like this who have got a significant domestic presence and limited US presence.
Economic Times
2 hours ago
- Economic Times
Small cars and two-wheelers face demand pain: Sudip Bandyopadhyay
ET Now: Let us talk about the auto space because today all eyes have been on the entire auto sales numbers. So far, we have numbers coming in from a lot of players and so far, the only thing that we seeing below estimates as of now is the M&M tractor segment and what has beaten estimates is M&M Auto, Ashok Leyland, TVS Motors, and Tata Motors CV. So, largely mixed set of numbers coming in so far because a lot of them are in line as well. What is your take on the kind of auto sales numbers we have seen and how have they fared versus your expectations? ET Now: Why we are talking about pharma, Sharan just said that Trump is actually doing everything he has promised and earlier he has also at least warned the street about a 200% of tariff. To what extent do you think that could actually turn to fruition, anything that can happen on that front, where are you seeing the impact on our pharma sector back home? (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Sudip Bandyopadhyay, Group Chairman, Inditrade Capital , says the small cars as well as two-wheeler there is a challenge, and we know that, there was a demand constraints and everybody was talking about that. We are hoping that festive season, post monsoon things will pretty much it is in line with the expectation I would say, at least that is what we were pencilling in. We were reasonably sure that the commercial vehicle numbers would be in line and better and improving and that is pretty much what the Ashok Leyland numbers shows. Even if you look at Eicher Motors , their commercial vehicle part does show promise and improvement. As far as domestic two-wheeler sales are concerned, obviously, it is subdued. Look at the Bajaj numbers. They are really bad. Of course, Bajaj has a fantastic export performance which takes care and that is why the overall numbers for Bajaj still looks better. But the small cars as well as two-wheeler there is a challenge, and we know that, there was a demand constraints and everybody was talking about that. We are hoping that festive season, post monsoon things will improve. We will have to wait and watch, that is pretty much what it is. As things stand today, there is a problem as far as demand for small cars as well as two one thing is very sure that as long as Mr Trump is the president, volatility is the order of the day and we have to be bracing ourselves for that. Every day there is something new and some new tweet comes in or some communication, an interview comes in which kind of rattles the market and that is the order of the day. As far as pharma is concerned, putting a tariff 200% or otherwise is not a viable proposition for us and the consumers which Trump is trying to protect. So, he will not venture there. But yesterday's and today's initiative where he has written to the pharma company CEOs to bring down the prices in US, that is a threat definitely and some of the Indian companies who have large business in US definitely will be impacted. If he carries out some other measure, some other punitive measure, or some other steps he takes to ensure that his communication is adhered to, that is a matter of big concern and worry. So, under these circumstances, and this view I have been maintaining for some time, it is better to be a little careful about companies having significant exposure in the US market and focus on companies who have less or no exposure as far as US markets are concerned. So, we were just talking about Mankind Pharma , that is one company which has got 95% of the sales in India and results were decent. So, one can focus on companies like this who have got a significant domestic presence and limited US presence.
Hindustan Times
a day ago
- Hindustan Times
Bajaj Auto sales grow 3 per cent in July 2025, export growth offsets domestic decline
Bajaj Auto reported a marginal three per cent year-on-year increase in total sales for July 2025, backed by strong overseas demand even as sales in the domestic market continued to slide. The Indian manufacturer sold 3,66,000 units last month, up from 3,54,169 units in July 2024, according to data released on Thursday. Total domestic sales, including commercial vehicles, slumped by 13 per cent y-o-y to 1,83,143 units from 2,10,997 units in June 2024. The decline in domestic sales was driven by a fall in private two-wheeler sales, which stood at 1,39,279 units, down from 1,68,847 units in July 2024. When compared, this makes for a sharp 18 per cent y-o-y decline in sales. However, commercial vehicle sales in the domestic market grew marginally by 4 per cent to 43,864 units. In contrast, exports surged 21 per cent to 1,72,346 units, with two-wheeler exports rising 18 per cent and commercial vehicle exports jumping 49 per cent compared to the year-ago period. This robust export performance has helped Bajaj offset its current weakness in the domestic market. Also Read : Has the big bet on the Freedom CNG paid off? Bajaj ED Rakesh Sharma answers Exports continued as the highlight in Bajaj's July 2025 performance, rising 28 per cent y-o-y to 1,82,857 units. Two-wheeler exports climbed 22 per cent to 1,56,968 units, while commercial vehicle exports surged 79 per cent to 25,889 units. This robust growth in overseas markets has helped the company offset a decline in domestic demand. Bajaj Auto sales: April-July YTD numbers For the April–July period, Bajaj Auto's cumulative sales grew modestly by one per cent, with total volumes reaching 14,77,237 units. While domestic sales during these four months fell by nine per cent, exports rose 19 per cent, hitting 6,59,286 units. The company has been relying on its robust performance in the overseas markets to offset a decline in domestic demand. Bajaj Auto sales: FY25 annual results In its FY25 sales report, Bajaj had posted a three per cent growth in domestic two-wheeler volumes and a 13 per cent increase in exports compared to FY24 numbers. The company sold 22,50,585 two-wheelers in India in FY24, and this rose to 23,08,249 in the following fiscal year. Export figures stood at 14,77,338 units in FY24, reaching 16,74,060 in FY25. Overall, Bajaj Auto sold 39,82,309 two-wheelers in FY25, of which 5,01,096 were sold in the domestic market and 4,42,467 were exported in Q4 2025 alone. Get insights into Upcoming Cars In India, Electric Vehicles, Upcoming Bikes in India and cutting-edge technology transforming the automotive landscape. First Published Date:
