EV & Auto Sector — Policy, Incentives & Demand Outlook

fireboltt

03-Dec-2025] – User: EVHopeful
“With govt likely to announce fresh EV subsidies/incentives in 2026 budget (heard in some local news), stocks like Tata Motors (EV segment) and Mahindra & Mahindra (EV + ICE) are in watchlist. Also battery-metal price easing a bit lately. Do you think this sector can run next 4 months or better to wait till actual policy announcement?”

fireboltt

Reply – User: AutoSectorFan
“I’m bullish on Tata Motors — they already have decent order backlog for their EV Tiago/Tigor. If subsidies come, demand will get boost. But always keep eye on global lithium/cobalt prices and rupee stability.”

fireboltt

Reply – User: RealistRamesh
“Don’t just count on subsidies. They may restrict incentives to certain price-brackets or emission norms. Better to look at fundamentals: vehicle-sales growth, exports, balance sheet. Maybe buy small qty and see how Q3 sales numbers come.”

fireboltt

Reply – User: ValueBuyer
“I already started accumulating small position in Mahindra & Mahindra — value seems reasonable compared to growth potential. If EV adoption picks up (charging infra improving), 12-18 month horizon looks decent. But volatile for next 2–3 months, unless policy clarity comes soon.”