Bharat Forge Share Price in Focus After North America Class 8 Truck Orders Surge in December

Bharat Forge is in the spotlight as December sees a remarkable increase in Class 8 truck orders in North America. The orders surged by 108% month-on-month (MoM) and 21% year-on-year (YoY), reaching 42,200 units, as per CNBC-TV18 reports. 

Significant Rise in Truck Orders 

December marked a significant turnaround for Class 8 truck orders, with figures reaching 42,200 units, a notable increase from November's 20,200 units. This surge is well above the 10-year average of 29,351 units for December, indicating a robust demand in the market. 

The increase in orders is attributed to improved clarity on upcoming Environmental Protection Agency (EPA) regulations and Section 232 tariffs, which were less burdensome than anticipated. These factors have contributed to a more stable environment for truck manufacturers and dealers. 

Factors Driving the Surge 

Both on-highway and vocational markets experienced similar percentage gains, with on-highway orders contributing significantly to the year-on-year increase. The improved policy visibility on tariffs and emissions regulations has played a crucial role in this surge. 

The Section 232 tariffs on Class 3-8 trucks, implemented on November 1, 2025, turned out to be less restrictive, easing regulatory uncertainty. Additionally, the EPA is expected to propose revisions to the 2027 NOx rule, which has further stabilised the market. 

Read More: Bharat Forge Share Price in Focus on Securing ₹1,661.9 Crore Small Arms Contract from Defence Ministry! 

Bharat Forge Share Price Performance  

As of January 06, 2026, at 10:04 AM, Bharat Forge share price on NSE was trading at ₹1,486.10 up by 0.26% from the previous closing price. 

Conclusion 

The December surge in Class 8 truck orders highlights a temporary boost in demand, driven by regulatory clarity and deferred orders. However, ongoing market challenges suggest that a more sustained recovery will require improvements in economic and freight market conditions. 

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