BSE Sensex 30 Stocks Regulatory Filings — March 01, 2026

Total Feb sales +7.3% YoY to 213,995 units, YTD +7.7% to 2,197,462 units, outperforming modest PC YTD +1.6%

Exports surged 56.5% YoY to 39,155 units, key offset to domestic weakness

Utility vehicles sales +11.9% YoY to 72,756 units, production +54.3% YoY to 102,834 units

Auto sales +18% YoY to 97,177 vehicles, UV domestic +19% YoY to 60,018 units

Tractor sales +34% YoY total to 34,133 units, domestic +35% YoY to 32,153 units

YTD UV +19% to 600,004 units, tractors domestic +24% to 462,527 units vs Maruti's modest YTD

Trucks & Buses +13% YoY to 3,018 units, YTD +16% to 27,197 units

Google Secure RCS partnership integrates AI spam detection, blocked 71B calls/2.9B SMS over 1.5 years with 68.7% loss reduction

Production +19.3% YoY to 223,507 units, mini cars +29.4% YoY to 15,783 units

CV domestic +10% YoY to 24,585 units, outperforms Maruti compact declines

Expands spam protection to OTT/non-telco platforms, leveraging network intelligence

Domestic passenger car sales -9.1% YoY to 76,624 units, compact -9.0% YoY to 66,386 units

Production +19.3% YoY outpaces sales +7.3% YoY, potential overhang in compact (-2.0% production YoY to 88,084 units)

Mid-size Ciaz sales drop to 0 units from 1,097 YoY, production 0 from 2,900 YoY

Passenger cars production -1.0% YoY to 103,867 units, mini+compact +1.8% near-flat

MTBD Passenger Vehicles -1% YoY, LCV <2T -4% YoY despite overall strength

Passenger cars YTD growth modest +1.6% vs total +7.7%, signaling prolonged weakness

Sales to OEM -1.5% YoY to 10,710 units from 10,878

Maruti domestic PC -9.1% YoY contrasts M&M's UV/CV strength, high beta to consumer slowdown

Domestic UV +19% YoY sales/+19% YTD, relative outperformer vs Maruti's +11.9%, position for margin expansion

+56.5% YoY to 39,155 units, de-risks domestic weakness, monitor for FY26 contribution

+34% YoY/+35% domestic/+24% YTD, rural recovery play with no Maruti equivalent

UV production +54.3% YoY, Eeco vans +4.1% to 12,911 units, capacity utilization upside

Google RCS collab bridges OTT gap post 68.7% loss reduction, ARPU uplift via secure messaging

Domestic CV +10% YoY, Trucks/Buses +13%/+16% YTD, infrastructure tailwind

UV sales +11.9% YoY to 72,756 units amid PC decline, premiumization theta

Retail 4G/5G + enterprise cyber/IoT, partnership enhances competitive moat in digital services

Both Maruti (+11.9% sales YoY, +54.3% production) and M&M (+19% sales/+19% YTD) show double-digit UV growth, signaling premium shift and margin tailwinds vs PC weakness

Maruti domestic PC -9.1% YoY, compact -9% sales/-2% production, mid-size to 0 units; contrasts M&M's broader strength, high risk for mass-market exposure

Maruti exports +56.5% YoY offsets domestic; M&M tractors +34% YoY/+24% YTD highlights farm recovery, diversifying auto growth

Maruti production +19.3% YoY > sales +7.3%, potential channel stuffing risk vs M&M balanced growth

Airtel's spam blocking (71B calls) + Google RCS sets positive outlier vs auto mixed sentiment, digital security as growth vector

Production-sales gap (19.3% vs 7.3% YoY), monitor March 2026 sales for destocking signals

-9% sales/-2% production YoY, watch March volumes and Ciaz discontinuation impact

-4% YoY sub-segment decline, track March for reversal amid overall +18% auto growth

PC +1.6% vs total +7.7% YTD April-Feb FY26, monitor FY-end March 2026 for guidance

Google partnership announced March 1, 2026, watch Q4 FY26 earnings for adoption metrics and ARPU impact

All autos (Maruti/M&M) post strong Feb, monitor early April 2026 releases for FY26 close momentum

+34% Feb/+24% YTD, track rural demand into Q4 FY26 amid potential monsoon effects