Nifty Auto Stocks Rise Up to 4.5%: Maruti Rs 13,847, Uno Minda Rs 1,148, TVS Motor Up 3.76% on Crude Collapse

Nifty Auto stocks are among the biggest gainers in the market today, with the sector surging as Brent crude oil fell sharply to approximately $73.74 per barrel , its lowest level since before the US-Iran conflict began , on news that the Strait of Hormuz is resuming normal tanker operations. Auto stocks benefit from crude falling through two channels: lower crude reduces the cost of raw materials including rubber, plastics, and steel inputs, and it eases the overall inflationary environment that had been weighing on consumer sentiment and vehicle financing costs. Nifty Auto is rallying across all sub-segments , passenger vehicles (Maruti Suzuki), two-wheelers (TVS Motor, Hero MotoCorp), auto ancillaries (Uno Minda), and commercial vehicles (Tata Motors). Ankit Jaiswal, Senior Research Analyst at Univest covers all the key movers in the Nifty Auto space and what the crude fall means for each.

Maruti Suzuki is the top gainer in the Nifty Auto basket in absolute terms, jumping approximately 4.52% to Rs 13,847 from the previous close of Rs 13,248 , an intraday gain of approximately Rs 599 per share. The stock touched a high of Rs 13,866. Maruti benefits from crude falling because lower petroleum prices support rural household incomes (a key driver of entry-level car demand), reduce fuel costs that influence total cost of ownership calculations, and ease input cost pressures on the materials-intensive car manufacturing process. At 13x forward earnings, Maruti Suzuki remains one of the most attractively valued large-cap Nifty Auto stocks among domestic passenger vehicle peers.

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Nifty Auto Sector: All Key Movers Today

Stock	LTP	Change	Prev Close	Catalyst
Maruti Suzuki (MARUTI)	Rs 13,847	+4.52%	Rs 13,248	PV demand revival; input cost relief; rural income boost
Uno Minda (UNOMINDA)	Rs 1,148.70	+4.10%	Rs 1,103.50	Auto ancillary; crude-linked raw material cost ease; strong Q4 FY26
TVS Motor (TVSMOTOR)	Rs 3,570	+3.76%	Rs 3,440.60	2W demand resilience; lower rubber and plastic input costs
Mahindra & Mahindra (M&M)	Rs 3,176.50	+3.65%	Rs 3,064.50	SUV demand; lower crude = lower TCO for buyers
Tata Motors (TMCV)	Rs 426.00	+3.55%	Rs 411.40	CV segment; lower diesel = improved freight economics
Hero MotoCorp (HEROMOTOCO)	Rs 5,015.40	+2.41%	Rs 4,897.20	2W rural demand; fuel cost sensitivity for buyers
Bajaj Auto (BAJAJ-AUTO)	Rs 9,899	+1.53%	Rs 9,750	Premium 2W and 3W; export demand; partial hedge via exports

Nifty Auto Analysis: Why Crude Fall Drives the Sector

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The Nifty Auto sector has a well-established inverse relationship with crude oil prices across three dimensions. First, raw material costs: crude derivatives , synthetic rubber, plastic composites, polypropylene, polyurethane, and various polymers , are embedded throughout vehicle manufacturing. When crude falls, the cost curve for these inputs eases with a 4-8 week lag, providing margin relief to OEMs and auto ancillary companies. Second, consumer demand: fuel cost is one of the most visible elements of vehicle total cost of ownership for Indian buyers, particularly in the 2-wheeler and entry-level 4-wheeler segments. A sustained crude decline reduces the perceived running cost of petrol and diesel vehicles and directly supports new vehicle purchase decisions. Third, macroeconomic sentiment: lower crude reduces India’s current account deficit, supports the rupee, and creates room for monetary easing , all of which are bullish for the rate-sensitive consumer discretionary sector that auto companies fall under.

Among the Nifty Auto gainers, the auto ancillary space deserves attention. Uno Minda’s 4.1% gain today reflects both the sector tailwind from crude falling and the company’s own strong fundamental trajectory. The company reported Q4 net profit of approximately Rs 325.81 crore, up approximately 22.39% year-on-year, with quarterly revenue of approximately Rs 5,336 crore. Uno Minda recently received Ministry of Heavy Industries approval for Inovance HK’s proposed investment in Uno Minda Auto Innovations, broadening its EV technology partnership base. The stock has a consensus analyst target of approximately Rs 1,226 per share from 19 analysts, with a Buy consensus and maximum target of Rs 1,472. At today’s Nifty Auto high of Rs 1,153.90, the stock is trading at a meaningful discount to even the consensus target. The broader Nifty Auto rally also reflects the unwinding of the prior week’s sector underperformance, when higher crude had specifically pressured auto stocks while the rest of the market recovered.

Conclusion: Nifty Auto Today

The Nifty Auto sector is staging a broad-based recovery today as Brent crude fell to approximately $73.74 , its pre-Iran war level , driven by the Strait of Hormuz reopening and progress in US-Iran peace negotiations. Maruti Suzuki (+4.52%), Uno Minda (+4.10%), TVS Motor (+3.76%), M&M (+3.65%), and Tata Motors (+3.55%) are all posting strong gains across the Nifty Auto basket. Track all Nifty Auto stocks live on Univest. Consult a SEBI-registered financial advisor before investing.

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Frequently Asked Questions

Why are Nifty Auto stocks rising today?

Ans. Nifty Auto stocks are rising sharply today because Brent crude fell to approximately $73.74 per barrel , its lowest level since before the US-Iran conflict. Lower crude reduces raw material costs (rubber, plastics, polymers), lowers total vehicle running costs for consumers, eases inflation, and supports rural incomes , all of which are bullish for auto sector demand and margins. Maruti Suzuki is up 4.52%, Uno Minda +4.10%, TVS Motor +3.76%, M&M +3.65%, and Tata Motors +3.55%.

What is Maruti Suzuki share price today?

Ans. Maruti Suzuki share price (NSE: MARUTI) is Rs 13,847 today, up approximately 4.52% from the previous close of Rs 13,248. Intraday high was Rs 13,866. The gain of approximately Rs 599 per share reflects both the Nifty Auto sector rally on crude easing and Maruti’s specific leverage to rural consumer demand and input cost relief.

Why does crude oil price affect auto stocks?

Ans. Crude oil impacts Nifty Auto stocks through three channels: (1) raw material costs , crude derivatives like synthetic rubber, polypropylene, and polymer composites are core inputs for vehicle manufacturing; lower crude reduces these costs with a 4-8 week lag; (2) consumer demand , lower fuel prices reduce the running cost of petrol and diesel vehicles, supporting new vehicle purchase decisions particularly in the 2-wheeler and entry-level car segments; and (3) macro sentiment , lower crude reduces India’s import bill, supports the rupee, and creates room for rate cuts, all bullish for consumer discretionary.

What is Uno Minda share price today?

Ans. Uno Minda share price (NSE: UNOMINDA) is Rs 1,148.70 today, up approximately 4.10% from the previous close of Rs 1,103.50. Intraday high was Rs 1,153.90. Uno Minda is an auto ancillary company manufacturing 25+ types of components including switches, lights, acoustics, alloy wheels, and EV components for OEMs.

Which Nifty Auto stocks gained the most today?

Ans. Nifty Auto top gainers today are: Maruti Suzuki +4.52% (Rs 13,847), Uno Minda +4.10% (Rs 1,148.70), TVS Motor +3.76% (Rs 3,570), Mahindra & Mahindra +3.65% (Rs 3,176.50), Tata Motors +3.55% (Rs 426), Hero MotoCorp +2.41% (Rs 5,015.40), and Bajaj Auto +1.53% (Rs 9,899).

Is the Nifty Auto rally sustainable?

Ans. The sustainability of the Nifty Auto rally depends on whether the crude oil decline is sustained. If the US-Iran peace process holds and Strait of Hormuz traffic remains normal, crude could stabilise at these lower levels, providing a durable tailwind to Nifty Auto stocks. However, if peace talks collapse or Iranian exports are disrupted again, crude could spike and reverse the sector’s gains. Additionally, domestic demand indicators like two-wheeler retail data, passenger vehicle wholesale numbers, and rural income trends will determine the medium-term direction for Nifty Auto.

What is the Nifty Auto index and which stocks are in it?

Ans. Nifty Auto is an NSE sector index tracking major automotive and auto component companies listed in India. Key constituents include Maruti Suzuki (passenger vehicles), Tata Motors (PV and CV), Mahindra & Mahindra (UV and tractors), Hero MotoCorp (two-wheelers), TVS Motor (two-wheelers), Bajaj Auto (two-wheelers and three-wheelers), Uno Minda, Eicher Motors, MRF, Apollo Tyres, and others across the auto value chain.

How does lower crude impact Maruti Suzuki specifically?

Ans. Lower crude benefits Maruti Suzuki through three specific channels: (1) rural demand , lower petrol prices improve rural disposable income and total cost of ownership for entry-level CNG and petrol hatchbacks like the Alto, WagonR, and Swift; (2) input costs , Maruti uses significant volumes of synthetic rubber, polypropylene, and polymer composites, all crude-linked; (3) macro tailwinds , lower crude reduces inflation, potentially allowing rate cuts that reduce auto loan EMIs and stimulate purchases. Maruti derives approximately 40%+ of volumes from rural and semi-urban markets, making it particularly sensitive to the crude-rural income linkage.