Escalating geopolitical tensions in West Asia are beginning to disrupt India's automotive supply chain, leading to rising commodity prices, logistics bottlenecks, material shortages, and pressure on consumer demand, with two-wheeler makers already raising prices.
Toyota on January 20, 2026, officially entered India's mass electric vehicle segment with the maiden launch of the Toyota Urban Cruiser Ebella in Mumbai.
Indian carmakers, including Maruti Suzuki and Kia India, reported robust sales growth in May 2026, with both companies achieving their highest-ever monthly sales despite rising fuel prices. Maruti Suzuki's domestic sales surged to 1,93,535 units, while Kia India recorded 27,586 units, driven by strong demand in mini and compact segments and a shift towards electric and CNG vehicles.
Investors are keenly awaiting clarity on Reliance Jio Infocomm's IPO, the company's AI and data centre strategies, and next-generation leadership structure at Reliance Industries Ltd's (RIL's) 49th annual general meeting (AGM).
Tata Motors' 2026 Tiago facelift is a tech-loaded and safety-focused entry-level hatchback, with prices starting at Rs 4.69 lakh.
India's leading passenger vehicle manufacturers are significantly increasing investments and factory capacities, alongside planning major product launches for FY27, driven by strong confidence in sustained domestic demand growth despite global geopolitical tensions and supply chain risks.
BMW India has outpaced rival Mercedes-Benz India in luxury car registrations for the first quarter of calendar year 2026, driven by new product launches and a growing electric vehicle segment, even as the overall luxury car market remains largely flat.
Under FAME-II, automakers provided subsidies to electric vehicle (EV) customers at the time of purchase, with the understanding that the government would reimburse the firms later.
Prime Minister Modi has urged citizens to adopt measures like judicious fuel use, postponing gold purchases, and deferring foreign travel to strengthen India's economy in the face of the West Asia conflict's adverse impact.
JSW Motors, part of the JSW group, is set to enter India's passenger vehicle market with plans to launch 15 new-energy vehicles (NEVs) over the next four years, with deliveries commencing from December 2026.
Tata Motors' MD and CEO, Girish Wagh, has identified rising diesel prices as the most significant threat to India's commercial vehicle (CV) industry recovery, despite the sector recently surpassing its pre-FY19 wholesale peak. Diesel costs account for 25-50% of a truck operator's total cost of ownership, making any increase a critical concern for fleet economics.
Tamil Nadu Governor RV Arlekar announced that the TVK regime, led by Chief Minister C Joseph Vijay, will take steps to ensure fair financial devolution from the Centre, including pursuing the matter in the Supreme Court. The government also plans to conduct a 'Social Justice Survey' and address the state's severe financial deterioration.
Electric vehicle (EV) manufacturers breathed a sigh of relief after the GST Council on Wednesday night retained the concessional 5 per cent rate on EVs, though they now face competition from small petrol and diesel cars, which will attract a lower 18 per cent levy.
But when it comes to e2W, China is the dominant player and had grabbed over 76 per cent share of total e2W imports in 2025 with brands like Yadea, NIU and Sunra dominating the market.
Rajesh Exports has vehemently denied allegations of inflated revenues and preferential share placement to LIC, labelling them 'speculative inferences' and affirming its commitment to addressing concerns raised by Sebi.
Despite India's electric passenger vehicle market experiencing an 83.6% year-on-year surge in FY26, new foreign entrants VinFast and BYD have significantly outpaced Tesla, which struggles with high import duties, a limited retail footprint, and a lack of local manufacturing commitment.
India may see its busiest EV festive season in 2025 with SUVs, luxury cars and scooters set to launch, but rare-earth supply bottlenecks risk delaying rollouts.
The Delhi government is set to equip its industrial training institutes (ITIs) with advanced labs to train young people in power electronics, electric vehicles, and the automotive sector, aiming to create a skilled workforce ready for industry demands.
Tata Motors emerged as the biggest gainer in the passenger vehicles (PV) market in the second half of FY25, following a GST rate cut in September, achieving the highest growth among major OEMs and overtaking Mahindra & Mahindra in volumes.
Mahindra & Mahindra (M&M) is largely bullish among analysts following its Q4FY26 results, driven by strong SUV demand, a robust product pipeline, and improving growth visibility across segments, despite near-term margin pressures from rising commodity costs and potential weakness in the tractor cycle.
The closure of the Strait of Hormuz has disrupted some 20 per cent of the global flows but even if it opens, damages to production facilities in the region will take time to repair, points out Sunita Narain.
The Andhra Pradesh cabinet has recommended a series of measures, including 'No Vehicle Day,' online classes, and reduced foreign tours, to mitigate the economic impact of the Gulf war.
Prime Minister Narendra Modi has strongly refuted a media report suggesting the government is considering levying a tax, cess, or surcharge on foreign travel, calling the news "totally false".
The Delhi government has announced a series of measures to conserve fuel, including work from home for government offices, increased use of public transport, and reduced fuel quotas for officers.
What we will not do is discount deeply, neither will we compromise on product substance, says Managing Director and Chief Executive Officer (MD&CEO) Santosh Iyer.
A readout by the US said the agreement marked a milestone in the strategic partnership between the two nations to ensure that the foundational elements required for advanced technology and energy are available within trusted networks.
Bharat Forge reported modest Q4FY26 results but provided strong guidance, anticipating significant growth from its defence, aerospace, and data centre segments, with a projected 25 per cent revenue growth in Indian manufacturing for FY27, despite current high valuations.
VinFast's VF6 storms into India as the most affordable electric SUV above 4 metres, packing premium features, 468km range, and free charging till 2028 to disrupt the EV market, observes Somnath Chatterjee.
'In all these years of rupee depreciation, of rising oil prices, of inflation caused by import dependence, not one leader had the courage to look the people in the eye and say: Please do this for your country.'
Glimpses from Beijing's grand Auto China exhibition reveal the rapid evolution of electric, autonomous and futuristic mobility.
Grant Thornton Bharat's latest survey indicates that hybrids are set to consolidate market share this festive season, bridging the gap between conventional petrol engines and the emerging electric vehicle segment.
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
Mahindra pushes premium EV strategy with XEV 9e Cineluxe, blending luxury design, immersive technology and over 500 km range capability.
Indian car buyers care more about affordability than technology, keeping ICE vehicles dominant while hybrids emerge as the preferred transition option and EVs struggle in the mass market.
Frankly, I never expected to be offroading in an electric vehicle, let alone an SUV of this calibre, raves Rajesh Karkera/Rediff after a test drive.
A Mumbai court has denied bail to a BEST bus driver involved in a fatal accident, citing his lack of training on electric vehicles and negligence.
koda Auto Volkswagen India aims to capture a 5 per cent share of India's passenger vehicle market by 2030, driven by new product launches, including alternate fuel vehicles, and a potential entry into the high-volume sub-4 metre SUV segment.
Tesla's Model Y L signals a serious push to disrupt India's luxury EV market with more space, power, and aggressive pricing. Priced just 2 lakh above the standard version, it undercuts expectations significantly.
Sun Pharmaceutical Industries' acquisition of US-based Organon & Co. for $11.75 billion, the largest overseas acquisition by an Indian pharma company, has been met with mixed reactions from brokerages, who see strategic entry into women's health and biosimilars but also flag potential integration challenges and debt concerns.
The Tata Harrier.ev is a car that makes you feel safe and powerful within a luxurious cocoon, raves Rajesh Karkera/Rediff after a gruelling test drive.
