Bajaj vs. TVS: Who really won the Q2 festive season?

Bajaj Auto and TVS Motor Company reported a pick-up in demand post GST cuts and buoyant festive demand in the September 2025 quarter. Also, both companies benefited from strong export sales in the quarter. For TVS Motor Corporation, it reported its highest quarterly vehicle sales sold in the September 2025 quarter. However, both the two-wheeler stocks trade at very high valuations and investors need to wait for price corrections before making any investments in this sector.