Auto/Auto-Ancillary Sector - Spillover of RM Inflation to Impact Margins
We expect 1QFY23 earnings of Auto & Auto Ancillary companies in our coverage universe to grow significantly over a lower base of 1QFY22.
353 Views
HSIE Results Daily: Ashok Leyland, Alkyl Amines, Prince Pipes
Ashok Leyland: In Q4, Ashok Leyland’s (AL) margin improved 130bps YoY to 8.9%, led by (1) 11% YoY volume growth and (2) 13% YoY realisation growth.
286 Views
Autos: Time to relook
We expect auto demand (across segments) to revive on a low base relative to the peak of FY19, led by a pick-up in economic growth and expected...
276 Views
Auto Q4FY22 Preview: A Mixed Bag Quarter with a Sequential Volume Recovery
The auto volumes reported during the quarter stood patchy with certain segments such as the Passenger Vehicle (PV) and premium motorcycle...
362 Views
Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical
OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech...
380 Views