Quote on Auto Sector -July 2025 Volumes by Arun Agarwal, VP-Fundamental Research, Kotak Securities
Below the Quote on Auto Sector -July 2025 Volumes by Arun Agarwal, VP-Fundamental Research, Kotak Securities
In the month of July 2025, wholesale volume reported by auto manufacturers was mixed across different segment. While the retail trends were weak across most segments, wholesale numbers were supported by channel filling and strong growth in export markets. We estimate domestic passenger vehicle segment wholesale volumes declined yoy in July 2025 amid weak demand sentiments. The domestic two-wheeler segment performed better supported by continued momentum in the scooter segment, recovery in motorcycle segment and channel filling ahead of the festive season. The domestic commercial vehicle segment wholesale volumes also grew yoy, partly supported by a favorable base. Tractor segment demand remained healthy led by good monsoon. Export segment remained strong across multiple segments.
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