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The Economic Times
The Economic Times
Business
Kumar Gaurav

GST reforms rewrote the auto stock map: Who won, who lost and where can investors still make money?

TVS Motor Ashok Leyland Bajaj Auto Maruti Suzuki India Samvardhana Motherson International Sona BLW Precision Forgings Tata Motors

The GST rate cut has triggered a sharp rally across auto and auto-ancillary stocks, with analysts pointing to valuation re-rating, margin expansion, stronger demand and replacement cycles as key drivers.

Prime Minister Narendra Modi announced the government's plan for next-generation GST reforms during his Independence Day address on August 15, 2025. The revised GST rates for the automobile sector were subsequently implemented from September 22, 2025.

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The Economic Times
The Economic Times
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