The US and EU agreed to a trade deal ahead of Aug. 1, the deadline imposed by Donald Trump to slap the so-called reciprocal tariffs on countries with no bilateral trade pacts.

The resumption of rare earth supply from China, along with the upcoming GST reforms, has brightened the auto sector's outlook before the festive season.

D-Street analysts believe the market is responding to the potential demand boost to sectors like automobiles, FMCG, and real estate which are expected to benefit from the GST rate changes.

Bajaj Auto share price has gained 7.52% in the last three sessions.

Here are the key analyst calls to watch out for today:

FADA notes that a major challenge remains for dealers, due to lack of clarity around the rate cut, which is the management of existing inventory.

Trump Tariff Impact: Fitch suggests that while the immediate impact is low for most, second-order effects are rising.

The sweeping changes proposed the first major consumption tax cut in nearly a decade will be a major reprieve in the worlds third-largest automobile market.

While the exact timeline and scale of the GST reforms are still not out, PM Modi has promised that these reforms will kick in by Diwali 2025.

Morgan Stanley said in its note that automobiles fall under the 28% GST bracket and a major tax cut could drive the next virtuous upcycle for automobiles.

Auto stocks including those of Hero MotoCorp Ltd., Maruti Suzuki Ltd., Bajaj Auto Ltd. rose on Monday on expectations of a likely rate cut in GST.

The survey is based on insight received between May and July 2025 from over 350 chief IT officers or chief technology officers of enterprises having an annual turnover of over Rs 5,000 crore.

The ministry described the new GST roadmap as a three-pillar blueprint aimed at making the system more transparent, stable, and citizen-friendly.

Sandeep Bhatia, managing director, head, equity India at Macquarie Capital said that for two-year term, the automobile sector's outlook is 'bright'.

A new job listing in Teslas Autopilot operations seeks a driver for a prototype vehicle that would gather data for as much as eight hours a day.

Jobs which face the least threat from AI include those involving physical activity, specialised medical knowledge, and blue collar manual labour.

EVs were considered a drag on profitability for manufacturers, but Bajaj Auto's commentary suggests the Pune-based company is navigating the transition more profitabily than peers.

Rare earth minerals are key production components in several sectors, including auto and are majorly controlled by China, which announced a curb on their exports in April.

Tractor sales are up 10.9% compared to July 2024, while two-wheelers sales were down over 6%.

At ~25.4x/22.7x FY26E/27E earnings per share, Bajaj Auto appears fairly valued, adds Motilal Oswal

Trent Ltd., Bajaj Auto Ltd., Divi's Laboratories Ltd., Lupin., are among the companies garnering brokerage commentary today. There is also analyst insight coming in on Trump's fresh tariffs on India.

Bajaj Auto Q1 Results: Net Profit Rises 5.4% To Rs 2,096 Crore, Revenue Up 5.5% YoY; Meets Estimates . Read more on Earnings by NDTV Profit.

Trent Ltd., Bajaj Auto, Raymond, Hero MotoCorp, BHEL and others are among the top names that will announce their earnings for the first quarter on Wednesday.

Hero MotoCorp is likely to report a net profit of Rs 1,062.90 crore and total revenue of Rs 9,796.90 crore for the first quarter, according to estimates.

The app, developed under the Central and State government's aggregator policy, would offer transport services such as buses, autorickshaws, taxis, and e-buses through a single platform.

The Miami suit is one of a handful of crash cases that have gone to trial and the verdict tarnishes Teslas near-perfect record in court.

Catch up all the live updates about July auto sales data here.

Expressing a positive outlook for the next two years, MD Nishant Arya said that the company will certainly benefit from its consistent investments in technology, capacity expansion and new products.

FADA demanded clear RBI guidelines mandating concessional lending rates, priority sector classification, and improved access to MSME schemes for auto-retail MSMEs.

The move aims to protect Indias domestic auto industry from a full-scale tariff cut while extending preferential access to a restricted set of luxury vehicle segments.

A non-convertible debenture is a fixed-income instrument that provides structured returns to investors.

The trial, which began Monday and is expected to take three weeks, is among the first to test Tesla Chief Executive Officer Elon Musks claims that his cars are the safest ever made.

HeroMotoCorp shares led gains, rising 4.76%. Bajaj Auto and Sun Pharma closed 2.76% and 2.67% up, respectively.

The Indian automotive industry experienced a mixed bag of results in the first quarter or April-June 2025, according to SIAM data.

Bengalurus revised autorickshaw fares will come into effect from August 1.

The new fare will come into effect from Aug. 1.

A key surprise impact on margins could come on key export companies, especially Balkrishna Industries, from ocean freight costs that saw a spike, adds the brokerage.

The brokerage is bullish on TVS Motor Ltd., Mahindra and Mahindra Ltd., Hyundai Ltd., and Ashok Leyland Ltd.

M&M remains Nirmal Bang top bet in four-wheelers space and Eicher Motors in two-wheelers as the middleweight segment continues to grow.

The NSE Nifty 50 ended 0.24% higher at 25,522.50, while the BSE Sensex closed 0.32% up at 83,712.

Two-wheeler retails dipped 12.48% month-on-month but still notched a 4.73% gain on a year-on-year basis, as per FADA.

The EU has until July 9 to clinch a trade arrangement with Trump before tariffs on nearly all of the blocs exports to the US jump to 50%.

India said it reserves the right to raise tariffs on auto components from the US, and could collect about $724 million in duties.

While much of the public attention has been on electric vehicles, Memani clarified that the issue spans the broader automotive sector and other industries dependent on critical minerals.

Maharashtra Transport Minister Pratap Sarnaik's surprise crackdown on an illegal Rapido bike taxi has sparked demand for similar action against errant autorickshaw drivers in Mumbais busy suburbs.

The company said its domestic sales decreased 12% during the month to 1.3 lakh units as against 1.5 lakh units in June 2025.

However, registration in passenger vehicle industry grew 6% on the year, Jefferies said.

An EU-US trade deal could act as a positive catalyst for auto OEMs to increase R&D spending, Goldman Sachs said.

Bajaj Auto sold 1,49,317 two-wheelers last month, compared to 1,77,207 units in June 2024.

Automobile players who consistently redefine their offerings are set to capture the largest share of the upcoming demand, Shenoy said.