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Auto valuations

segments Indian auto OEMs by sub-sector. Two-wheelers (BAJAJ-AUTO, HEROMOTOCO, EICHERMOT, TVSMOTOR) lift terminal growth to 5.0% on under-penetration + export tailwinds. Four-wheeler passenger (MARUTI, TATAMOTORS, M&M) lifts to 4.5% on premiumization + EV transition. Commercial vehicles (ASHOKLEY) and ancillaries / tires (MOTHERSON, BOSCHLTD, MRF, APOLLOTYRE) stay at 4.0%. The cycle-stage detector flags peak / trough margin extremes.

Tickers

Median MoS

-32.4%

across 11 stocks

Median score

across 11 stocks

Median ROE

18.7%

across 11 stocks

Verdict distribution

Undervalued2

Fairly valued3

Overvalued5

Cohort constituents

	Name			FV	Price
M&M	Mahindra & Mahindra Limited	60	6.4	3193.06	3001.00	Fairly valued
ASHOKLEY	Ashok Leyland Limited	53	8.5	165.46	152.45	Fairly valued
MARUTI	Maruti Suzuki India	50	-32.4	9031.40	13366.00	Overvalued
BAJAJ-AUTO	Bajaj Auto Limited	50	-39.3	6075.96	10008.00	Overvalued
EICHERMOT	Eicher Motors Limited	50	-34.9	4719.38	7246.00	Overvalued
MRF	MRF Limited	48	8.1	135650.33	125515.00	Fairly valued
HEROMOTOCO	Hero MotoCorp Limited	40	90.2	9441.01	4962.60	Undervalued
BOSCHLTD	Bosch Limited	40	-57.6	16541.31	39030.00	Overvalued
APOLLOTYRE	Apollo Tyres Limited	40	53.0	606.32	396.30	Undervalued
TVSMOTOR	TVS Motor Company Limited	38	-78.3	712.73	3277.50	data_limited
MOTHERSON	Samvardhana Motherson International Limited	22	-60.0	57.39	143.40	Overvalued