India's auto sector continues its strong run: passenger vehicle sales crossed the 4-lakh-unit mark for the fifth consecutive month, growing 27% in June '26. Auto industry expert Arun Malhotra breaks down the numbers across segments: 2W up 22%, CV up 28%, 3W up 20%, and tractors up 14-15%.
In this conversation, we discuss consumer sentiment in rural and urban markets, petrol's 45% share of PV volumes, the mass acceptance of CNG, Delhi's EV policy and its possible adoption by neighbouring states, hybrid policy treatment, EV penetration trends (7.5% in PVs, 11% in 2Ws, 34% in scooters), retail vs wholesale trends, monsoon impact on sales, and why OEM margins may stay under pressure in Q1 FY27.
Watch the full conversation here.