Rural revival, margin uptick key to sustaining gains for two-wheeler stocks

Two-wheeler stocks ride the wave of EV adoption, launches, and premiumisation

Two-wheeler stocks, led by Bajaj Auto and TVS Motor Company, have been among the top performers in the automotive (auto) space over the past year. On Friday, Bajaj Auto gained nearly 5 per cent, while TVS Motor rose by 2.25 per cent. Both stocks have more than doubled, with Bajaj Auto leading the charge with a 123 per cent gain. Hero MotoCorp has also performed well, posting an 83 per cent return, while Eicher Motors has lagged behind, with gains of 43 per cent.

The recent uptrend in these stocks has been driven by market share gains in