Automobile - Q2FY27E: Result Preview
Auto OEMs: We expect Revenue/EBITDA/PAT for our OEM coverage universe to register strong YoY growth of ~28%/~16%/~12%, respectively, driven by...
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Auto Monthly Sales Volume - September 2026
Over Apr’26-Sep’26, cumulative 2W domestic sales grew by 17% YoY to 1.14 Cr units, supported by strong performances from TVS Motors (+25%), Eicher...
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Ashok Leyland Ltd - Premiumization, Market Share Gains, and EV Expansion
In Q1FY27, the company introduced an industry-first air suspension technology in MAVs, offering an industry-best 4-ton incremental payload...
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Auto Monthly Sales Volume - August 2026
Over Apr’26-Aug’26, cumulative 2W domestic sales grew by 18% YoY to 91.15 Lc units, supported by strong performances from Eicher Motors (+28%), TVS...
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High Conviction Ideas:Auto and Auto Ancillaries
Revenue/EBITDA in Q1FY27 grew by 33.3%/22.4% YoY, respectively, versus our expectations of ~31%/35% YoY for Auto OEMs under our coverage.
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