Nifty Auto Jumps 2% as April 2026 Auto Sales Data Beats Expectations – Maruti up 2%

By Ventura Research Team 3 min Read May 4, 2026

Nifty Auto index rises after April 2026 auto sales update

Summary:
Nifty Auto gained on 4 May 2026 after major automakers reported strong April sales numbers. Maruti Suzuki, Eicher Motors, and Bajaj Auto led the rally as domestic demand stayed healthy and export growth remained strong. The upbeat monthly data reinforced investor confidence in the auto sector heading into FY27.

The Nifty Auto index had a good session on Monday, closing at 26,027.70, up 110.10 points or 0.42% for the day. What made the session interesting was the intraday move, the index surged nearly 2% at one point, touching a high of 26,496.65 before some selling trimmed those gains in the second half. Still, the index held comfortably above 25,810.10 through the day, and the overall tone remained positive.

The driver behind the buying was fairly straightforward: April 2026 monthly sales numbers from major auto companies started coming in, and the figures were strong enough to give investors a reason to stay in the trade.

Eicher Motors Rises 3% as Royal Enfield April Sales Jump 31% YoY

Eicher Motors ended the day nearly 3% higher. Around 6.84 lakh shares were traded, slightly above the 30-day average of 6.55 lakh shares. Royal Enfield's April sales data was what moved the stock.

The company sold 1,13,164 motorcycles in April 2026, a 31% jump over the 86,559 units sold in April 2025. Domestic sales did the heavy lifting, rising 37% YoY to 1,04,129 units from 76,002 units a year ago. Exports were softer, coming in at 9,035 units against 10,557 units in April 2025, a 14% decline. But given how strong the domestic numbers were, that did not weigh on sentiment.

On the product side, models up to 350cc sold 99,703 units, up 34% from 74,282 units in April 2025. The higher-capacity segment, bikes above 350cc, sold 13,461 units, up 10% from 12,277 units a year ago. Both ends of the range contributed positively, which points to demand holding up across price points rather than being concentrated in one segment.

Maruti Suzuki Gains 2% as April Sales Hit Record 2.39 Lakh Units

Maruti Suzuki had a strong start to the session, at one point gaining as much as 3% before settling around 2% higher at close. Traded volume came in at 7.22 lakh shares, above the 30-day average of 6.05 lakh shares. The April 2026 sales figures were the reason.

Maruti sold 2,39,646 units in April 2026; its highest-ever monthly sales figure. Domestic sales hit 1,91,122 units, also an all-time high, compared to 1,42,053 units in April 2025. Export volumes came in at 40,054 units, up from 27,911 units a year ago.

Breaking the domestic numbers down further: passenger cars totalled 96,725 units versus 68,244 units in April 2025. Within that, the compact and mid-size segment: Baleno, Swift, Dzire, WagonR, and a few others, accounted for 80,659 units, up from 61,912 units. The mini segment, Alto and S-Presso, contributed 16,066 units compared to just 6,332 units a year ago. Utility vehicles: Brezza, Grand Vitara, Fronx, Jimny, and Invicto sold 77,892 units against 59,022 units in April 2025. Vans (Eeco) added 13,087 units, light commercial vehicles (Super Carry) contributed 3,418 units, and sales to other OEMs stood at 8,470 units.

Setting a record on domestic sales while simultaneously posting a meaningful jump in exports made April 2026 a month that will be difficult to match.

Bajaj Auto Rises 1.4% as April Sales Jump 40%, Exports Surge 78%

Bajaj Auto gained close to 1.4% through the session. Volume came in at 7.22 lakh shares, well above the 30-day average of 3.99 lakh shares suggesting the participation was broader than a typical day. April 2026 sales data was the catalyst here too, with the export numbers being the part of the report that stood out most.

Total sales for April 2026 reached 5,13,792 units, up 40% from 3,65,810 units in April 2025. Two-wheelers accounted for 4,39,953 units of that, a 38% increase from 3,17,937 units a year ago. Domestic two-wheeler sales grew a steady 11% to 2,10,063 units, but it was exports that really moved the needle, up 78% to 2,29,890 units from 1,29,322 units in April 2025.

On the commercial vehicle side, total CV sales rose 54% to 73,839 units from 47,873 units. Domestic CV volumes grew 19% to 38,147 units. CV exports more than doubled, jumping 125% to 35,692 units from 15,873 units a year ago.

April was a strong month across the board for Bajaj, but the international business was clearly the standout piece of the story.