Sector landing page

Auto valuations

segments Indian auto OEMs by sub-sector. Two-wheelers (BAJAJ-AUTO, HEROMOTOCO, EICHERMOT, TVSMOTOR) lift terminal growth to 5.0% on under-penetration + export tailwinds. Four-wheeler passenger (MARUTI, TATAMOTORS, M&M) lifts to 4.5% on premiumization + EV transition. Commercial vehicles (ASHOKLEY) and ancillaries / tires (MOTHERSON, BOSCHLTD, MRF, APOLLOTYRE) stay at 4.0%. The cycle-stage detector flags peak / trough margin extremes.

Tickers

Median MoS

-31.2%

Median score

Median ROE

18.7%

Verdict distribution

Undervalued2Fairly valued3Overvalued5

Cohort constituents

	Name			FV	Price
M&M	Mahindra & Mahindra Limited	60	6.4	3181.47	2990.10	Fairly valued
ASHOKLEY	Ashok Leyland Limited	57	15.1	165.46	143.80	Fairly valued
MRF	MRF Limited	52	10.5	135650.33	122750.00	Fairly valued
MARUTI	Maruti Suzuki India	50	-31.2	9031.40	13120.00	Overvalued
BAJAJ-AUTO	Bajaj Auto Limited	50	-40.3	6075.96	10184.00	Overvalued
EICHERMOT	Eicher Motors Limited	50	-34.5	4719.38	7203.00	Overvalued
HEROMOTOCO	Hero MotoCorp Limited	40	94.4	9441.01	4855.40	Undervalued
BOSCHLTD	Bosch Limited	40	-54.8	17091.37	37820.00	Overvalued
APOLLOTYRE	Apollo Tyres Limited	40	77.1	692.91	391.35	Undervalued
TVSMOTOR	TVS Motor Company Limited	38	-78.8	712.73	3358.00	data_limited
MOTHERSON	Samvardhana Motherson International Limited	22	-67.9	46.26	144.06	Overvalued