07 Sep 2026 | 5 Mins Read
GST reshaped auto stocks: Key winners, losers, and fresh investor picks
Flipitmoney
The GST rate cut for the auto sector, implemented from September 22, 2025, sparked sharp rallies in auto and auto-ancillary stocks, with Sona BLW up 77%, Samvardhana Motherson 74%, and Bajaj Auto 45%. Analysts cite valuation re-rating, margin expansion, and stronger demand as drivers, while further rally depends on earnings and festive season volume uptake.