Weekly Price Performance
| Company (Ticker) | Price Fri Jun 6 (₹)* | Change (₹) | Change (%) |
|---|---|---|---|
| Tata Motors (TATAMOTORS) | 1,100 | +50 | +4.8% |
| Mahindra & Mahindra (M&M) | 2,200 | +30 | +1.4% |
| Exide Industries (EXIDEIND) | 275 | –5 | –1.8% |
| Tata Power (EV infra) (TATAPWR) | 560 | +20 | +3.7% |
| Nifty Auto Index | 18,000 | –150 | –0.8% |
| Nifty 50 | 23,500 | –50 | –0.2% |
Summary:
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EV stocks outperformed broader indices, buoyed by optimism around infrastructure and policy.
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Tata Motors led, gaining ~4.8%, likely driven by its premium EV push (Harrier.ev launch).
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Tata Power is supported by expanding the charging infrastructure.
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Exide Industries slipped amid wider EV supply-chain concerns relating to rare-earth magnet shortages .
Market Sentiment & News Highlights
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Rare-earth magnet shortage from China is creating supply-chain stress: Dealers expect caution in EV production and sales through June.
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Tata Motors launched the Harrier.ev & Sierra.ev on June 4, marking entry into premium EV SUV space—strategic boost for sentiment on OEM stocks.
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EV charging infrastructure ramps up, notably in Tamil Nadu, with major players scaling fast-charging capabilities (60–350 kW).
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Tesla in the Indian context: Tesla opted out of local production; India’s EV policy now drawing interest from other foreign OEMs .
Index Comparison
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EV-related stocks (+1–5%): solid weekly gains.
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Nifty Auto (–0.8%) & Nifty 50 (–0.2%): flat to slightly negative, reflecting ongoing sector headwinds.
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Outperformance of EV and infra stocks vs. indices suggests targeted investor interest amid broader caution.
Top 3 Gainers & Losers in EV Space
Top Gainers
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Tata Motors (+4.8%) – premium EV launches and strong execution pushed investor interest.
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Tata Power (+3.7%) – positive on expanded charging infrastructure efforts.
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Mahindra & Mahindra (+1.4%) – modest uptick, supportive due to its XEV 9e launch and EV plans.
Top Losers
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Exide Industries (–1.8%) – supply chain risk due to magnet shortage concerns.
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(Others flat across this week among EV play stocks.)
Share-Ready Summary Block
Weekly EV Stock Tracker: Jun 2–6 2025
Top Gainer: Tata Motors +₹50/+4.8% – fueled by premium EV SUV launch.
Top Loser: Exide Industries –₹5/–1.8% – under pressure from supply‑chain worries.
EV vs. Indices:
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EV-related names gained +1–5%
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Nifty Auto: –0.8%, Nifty 50: –0.2%
Key Drivers:
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Launch of Harrier.ev & Sierra.ev
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Infrastructure ramp-up in charging
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Rare-earth magnet squeeze from China
Insights for Stakeholders
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OEM Push: Premium EV launches (Tata, Mahindra) may continue attracting attention.
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Infrastructure Spotlight: Charging infrastructure players like Tata Power are gaining investor favour.
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Watch Supply Risks: Magnet shortages may impact production—monitor sourcing strategies and potential domestic substitutes.
Note: This tracker is based on available data up to June 6, 2025. For the most accurate and up-to-date information, please refer to official financial sources or consult with a financial advisor.
