Auto Stocks: Why Tata Motors CV, M&M And Hero MotoCorp Are Top Picks Amid Sector Consolidation

India’s auto sector is entering a consolidation phase, with mixed demand across passenger vehicles, two-wheelers and commercial vehicles. While electric vehicle growth is creating opportunities, rising input costs could squeeze industry margins. Dharmesh Kant, Head of Equity Research, Chola Securities, shares his outlook on the auto sector and identifies stocks that investors can track. He highlights Tata Motors Commercial Vehicles for its strong volume growth and attractive valuations, Mahindra & Mahindra for its EV and farm equipment opportunities, and Hero MotoCorp as a preferred two-wheeler pick. The discussion explores auto sector trends, alternative energy solutions and potential investment opportunities over the next six months.