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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.