Motilal Oswal sees up to 41% upside in Maruti Suzuki ahead of festive season

The brokerage’s comparison covers Maruti Suzuki, TVS Motor and Mahindra. Maruti’s August 2026 car volumes rose 20.4%, while its market share gained about 665 basis points to 72.9%.

— Source publishedTue, 29 Sept, 2026, 21:52 IST·First seen Tue, 29 Sept, 2026, 21:57 IST·Source Mint · Markets

The development

Motilal Oswal sees a maximum of 41% upside in Maruti Suzuki stock ahead of the festive season. Car volumes increased by 20.4% in August 2026, while Maruti's market share rose ~665bp to 72.9%.

The numbers

  • 20.4%
  • August 2026
  • ~665bp
  • 72.9%
  • 41%

Why it matters to operators and investors

Motilal Oswal sees up to 41% upside in Maruti Suzuki, citing August volume growth and a roughly 665-basis-point market-share gain.

What to watch next

  • Monthly retail registrations and market share, not just factory dispatches
  • Festive bookings, cancellations, and delivery waiting periods
  • Dealer inventory days and the direction of consumer discounts
  • Production constraints, supplier disruptions, and capacity additions
  • Competitor launches or incentives that challenge Maruti’s share

The counter-case

A 41% target-price upside is a brokerage scenario, not a forecast or guarantee. One month of volume growth may reflect discounts, inventory restocking, or a favorable base and does not establish durable demand or earnings growth.