Hyundai December 2025 Sales Ends on a High… Or Does It?
At first glance, Hyundai Motor India Limited (HMIL) seems to have closed December 2025 on a positive note.
But dig a little deeper — and the numbers tell a far more complicated story.
Hyundai reported total sales of 58,702 units, marking a 6.6% year-on-year growth compared to December 2024.
Yet behind this growth lies a sharp month-on-month slowdown, export dependence, and a stock market reaction that caught many off guard.
So what’s really happening at Hyundai?
December 2025 Sales Breakdown: Growth With Conditions
Total Sales
- 58,702 units
- +6.6% YoY (Dec 2024: 55,078 units)
On paper, this looks healthy — but the composition of sales raises questions.
Domestic Sales: Barely Moving Forward
- 42,416 units
- Growth of just 0.5% YoY
In simple terms:
Domestic demand has almost stalled.
For a brand that dominates Indian roads, this flat growth is a quiet warning sign.
Exports Save the Month
- 16,286 units exported
- Massive 26.5% YoY growth
Exports once again rescued Hyundai’s headline numbers, reinforcing its strategy of using India as a global production base.
But this also exposes a risk:
What happens if export demand slows?
Month-on-Month Drop: The Real Red Flag
Compared to November 2025, Hyundai’s total sales fell sharply:
- November: 66,840 units
- December: 58,702 units
- Drop: ~13.9%
Yes, year-end moderation is common — but such a steep fall suggests cooling momentum heading into 2026.
What’s Still Working for Hyundai?
Despite concerns, Hyundai isn’t losing relevance.
New VENUE: A Strong Start
- 55,000+ bookings in just 2 months
- Proves compact SUVs remain Hyundai’s strongest weapon
Creta Continues to Dominate
- 200,000+ units sold in CY2025
- Average of 550 units sold every single day
The Creta isn’t just successful — it’s carrying Hyundai’s domestic business on its shoulders.
Management Speaks: GST Reforms & Exports
Hyundai MD & CEO Tarun Garg attributed the performance to:
- “GST 2.0 reforms”, which improved sentiment
- Enhanced export competitiveness
This aligns with Hyundai’s long-term vision:
“Made-in-India, Made-for-the-World.”
Inventory Control: Playing It Safe
Hyundai ended 2025 with:
- Optimized dealer stock
- Focus on inventory discipline heading into 2026
This suggests the company is not expecting explosive domestic demand immediately — a subtle but important signal.
Stock Market Reaction: Investors Weren’t Impressed
Despite YoY growth, markets reacted negatively.
- January 2, 2026
- Hyundai shares fell 2–4%
- Trading range: ₹2,264 – ₹2,278
Why?
Sales numbers missed market expectations, especially on the domestic front.
What’s Next for Hyundai in 2026?
Hyundai has already started adjusting its strategy:
- Verna Facelift launching in H1 2026
- Price hike of ~0.6% effective Jan 1, 2026
- Citing rising input and commodity costs
This combination could further test price-sensitive buyers in the coming months.
Final Take: Strong Brand, Subtle Warning Signs
Hyundai isn’t in trouble — but December 2025 exposed cracks beneath the surface.
- Exports are booming ✅
- Creta remains unstoppable ✅
- Domestic growth is slowing ⚠️
- Market confidence is cautious ⚠️
2026 will decide whether Hyundai regains acceleration — or enters a phase of controlled slowdown.
Also Read:
Follow Us On: