Maruti Suzuki shares slump to 18-month low as geopolitical worries hit profits

Maruti Suzuki India Ltd. saw its share price dip to ₹11,126.05, the lowest point since April 2025, declining 2% in Tuesday's trading and marking a 33% loss for the calendar year, outpacing the broader market declines of the BSE Sensex (15%) and BSE Auto (12%). The slide was triggered by investor anxiety that escalating geopolitical tensions in West Asia could push up commodity prices and squeeze margins. The company’s FY26 annual report emphasised a strategy to recapture a 50% market share by broadening its SUV offerings while maintaining focus on small-car segments.

It also highlighted the need for more resilient, diversified supply chains as advanced automotive technologies increase reliance on specialised materials sourced from a limited set of countries. Maruti Suzuki reaffirmed its commitment to localisation, domestic capability building, and close collaboration with suppliers to safeguard long-term growth despite near-term profit pressures.