June 2026 auto sales: Maruti up 19%, M&M up 37%; Hyundai India slides 15% on supplier fire
Maruti Suzuki sold 2,00,390 units (+19.3%) and M&M 1,06,207 (+37%) in June 2026, while Hyundai India fell 15% to 51,335 units after a supplier fire. JSW MG hit a record 7,568 units (+30%) with EVs above 75%, and Skoda logged its best-ever H1 at 38,894 units (+7.5%).
What happened
Maruti Suzuki India · June 2026 auto sales: Maruti Suzuki up 19% and M&M up 37%, while Hyundai India fell 15% due to a supplier fire. JSW MG posted best-ever
Key facts
- Maruti Suzuki 2,00,390 units +19.3%
- M&M 1,06,207 units +37%
- Hyundai 51,335 units -15%
- JSW MG 7,568 units +30%
- Skoda H1 38,894 units +7.5%
Why this matters
Hyundai's fire-driven 15% drop and MG's record EV-led month highlight both distressed-supplier consolidation opportunities and rising valuations for EV-heavy players like JSW MG.
What to watch
- Hyundai July 2026 sales print (recovery vs continued decline)
- Insurance/damage disclosure on the supplier fire
- Maruti/M&M July dispatch and dealer inventory days
- EV incentive or policy shifts affecting JSW MG mix
- Monsoon and rural demand signals feeding M&M's tractor/SUV base
- Track Hyundai's supplier remediation timeline and July dispatch guidance
- Watch Maruti/M&M inventory build to see if they can convert deferred Hyundai demand
- Monitor JSW MG EV mix (>75%) for sustainability and channel-stuffing risk
- Position for M&M and Maruti relative outperformance vs Hyundai near-term