Prime Stock Update: Moving this premium motor play to a ‘Hold’

1. 

   AshM

   December 24, 2025 at 10:53 am

   Hello,

   What is the impact of Mexico’s tariffs on Bajaj Auto?

   https://www.moneycontrol.com/news/business/markets/m-m-eicher-motors-bajaj-auto-shares-fall-up-to-2-mexico-s-tariffs-profit-booking-among-key-reasons-13726015.html

   Thanks.
   1. 

      Sudharsan S

      December 24, 2025 at 4:30 pm

      Hi sir,
      Mexico’s tariff announcement has limited impact on Bajaj auto and does not alter the core investment thesis. Mexico is not a key profit pool for Bajaj, whose exports are diversified across 100 countries with growth driven by Brazil, ASEAN and premium motorcycles. Bajaj already has assembly operations in Mexico and Brazil, which cushions the impact of higher import tarrifs on fully built units, this is a near time headline risk not a structural or material earnings risk for Bajaj Auto.

      Thanks,
      Sudharsan.
2. 

   raj_shravan1981

   December 3, 2025 at 12:42 pm

   good call..thanks for the update
   1. 

      Sudharsan S

      December 3, 2025 at 3:05 pm

      Thank you.

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