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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
India’s largest two-wheeler maker has seen a stock surge on the back of macro tailwinds, an EV push, a credible export strategy and renewed investor faith. Proving that this rally isn’t just a festive-season fling will be the real test.
Few would have bet on Hero MotoCorp to be this year’s auto market standout. Yet the stock has climbed nearly 42% in the past six months, eclipsing the Nifty Auto’s 21.2% and the Nifty 50’s 6% gains. Today, India’s largest two-wheeler maker is undoubtedly the market’s most unexpected comeback story. What gives?
The spark for a large part of this rally has come in the last two months. Hero’s total sales in the quarter ended 30 September 2025 grew 13%, outpacing the two-wheeler industry’s 7.4% growth. Retail demand during the festive period is the best Hero has seen in three …
A proposed Rs 12,000 crore incentive shifts the focus to components after the first scheme fell short. But raw material dependence, gaps in technology and China’s dominance remain.
The Saudi-backed EV maker says claims of a possible collapse are untrue, but investors remain worried about the company’s future.
The country’s woefully inadequate efforts to reduce its reliance on lithium imports could spoil its EV party.
