Bullish on autos? Siddhartha Khemka picks Maruti Suzuki and Samvardhana Motherson

India's auto sector started FY27 mixed. Passenger vehicles and tractors showed strength, while two-wheelers and commercial vehicles faced challenges. Siddhartha Khemka is bullish, recommending Maruti Suzuki and Samvardhana Motherson. He cited "strong growth visibility, healthy demand trends." Many factors supported PV growth, including new models and EVs.