India's June 2025 auto sales data reveal mixed performances across major manufacturers. Bajaj Auto reported total sales of 360,000 units, a 1% year-on-year increase but below the CNBC-TV18 poll estimate of 379,000 units, with exports rising 21% to 172,000 units. Escorts Kubota's sales rose 2.2% to 11,498 units, slightly under the poll estimate of 11,677 units. Mahindra & Mahindra posted a 14% year-on-year increase to 78,969 units, exceeding the estimate of 78,188 units, with passenger vehicle sales up 18% and exports up 1%. Eicher Motors' Royal Enfield motorcycle sales surged 22% to 89,540 units, beating estimates, while exports jumped 79% to 12,583 units. TVS Motor's total sales increased 20.5% to 402,000 units but missed the 410,000-unit estimate; two-wheeler sales grew 20%, while electric vehicle sales declined 9.2%. Tata Motors saw a 12% decline in total sales to 65,019 units, missing the estimate of 70,790 units, with commercial vehicle sales down 5% and passenger vehicle sales down 15%. Ashok Leyland's sales rose 3% to 15,333 units, near estimates. Maruti Suzuki's sales fell 6.3% to 168,000 units, missing the 170,000-unit estimate, with domestic sales down 12.2% but exports up 21.9%. Hero MotoCorp reported a 10% sales increase to 554,000 units, exceeding the 536,000-unit estimate, with domestic sales up 6.9% and exports more than doubling to 28,827 units. In Q1 FY26, Tata Motors reported a 9% decline in global wholesales to 299,000 units, with passenger vehicles down 10%, commercial vehicles down 6%, and Jaguar Land Rover sales down 11%, impacted by model phase-outs and US import tariffs. Titan Company posted 20% year-on-year growth in its consumer business and 18% growth in domestic jewellery sales, although the studded jewellery segment underperformed. Despite these gains, Titan shares declined about 5-6% following the Q1 update, reflecting investor concerns over slower jewellery growth and gold price volatility. Tata Steel's Q1 FY26 crude steel production rose 14% to 7.26 million tonnes, with Indian operations up 15%, though delivery volumes fell 3.8%. Overall, the Tata Group's retail and automotive segments showed mixed results amid market headwinds and evolving consumer trends.