{"id":211872,"date":"2026-08-19T12:39:43","date_gmt":"2026-08-19T07:09:43","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=211872"},"modified":"2026-08-19T12:39:44","modified_gmt":"2026-08-19T07:09:44","slug":"nifty-auto-stocks-to-watch-august-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/nifty-auto-stocks-to-watch-august-2026\/","title":{"rendered":"M&M, Eicher, TVS and Tata Motors Lead Kotak’s Auto Picks August 2026"},"content":{"rendered":"
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Nifty Auto top picks: M&M, Eicher, TVS, Tata Motors CV. Aggregate EBITDA margin -210 bps YoY to 13.1%. Tata Motors PV EBITDA fell 13.4%.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

Kotak Equities has picked M&M, Eicher Motors, TVS Motor Company, and Tata Motors Commercial Vehicles as top auto stocks to buy and watch in August 2026. The sector saw aggregate EBITDA margin decline 210 basis points year-on-year to 13.1%, driven primarily by weaker domestic passenger vehicle profitability. Despite the margin pressure, volume momentum in two-wheelers and commercial vehicles remains a key support for the sector’s medium-term outlook.<\/p>\n<\/div>\n

The Nifty Auto stocks to watch list for August 2026 is dominated by four names flagged by Kotak Equities: Mahindra and Mahindra (M&M)<\/a>, Eicher Motors<\/a>, TVS Motor Company<\/a>, and Tata Motors<\/a> (commercial vehicle segment). The brokerage released its Q1 FY27 sector note highlighting resilient demand fundamentals even as aggregate EBITDA margins contracted a significant 210 basis points year-on-year to 13.1%.<\/p>\n

While auto demand stayed broadly firm in the June quarter, profitability came under pressure from higher input costs, discounting on passenger vehicles, and a 13.4% fall in Tata Motors’ domestic PV EBITDA. Kotak’s note draws a clear line between the winners, such as CV-heavy players and two-wheeler OEMs, and the laggards in the domestic four-wheeler space. The Nifty Auto<\/a> index remains a closely watched sector benchmark as FY27 volume data trickles in.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

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