Bajaj, TVS outperform; Hero lags as exports, EVs surge
Bajaj Auto and TVS Motor posted strong Q1 FY26 results, driven by export growth and rising EV sales. Bajaj's profit rose 14%, with EVs now 20% of domestic revenue. TVS posted a 35% profit jump. Hero's core business remained flat, with gains mostly from Ather IPO. SEBI analyst sees upside if key resistance levels break.