Autos (Q4FY26 Results Preview): Near-term outlook challenging for auto sector
Our top pick remains Ather Energy, as the company continues to improve its cost structure, expand distribution to scale up, and it will soon be...
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Delhi's EV Draft Policy: Who Wins the Policy Windfall of 2026–2030?
Delhi's new EV Policy 2026-2030 focuses on scrappage incentives, subsidies for mass-market vehicles under Rs 25 lakh, and aims for 36,000 charging...
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Thematic Report on India Auto Sector: GST Cuts Drive Volume Growth Across Segments
India's auto sector saw strong growth in FY26, with PVs up 17%, two-wheelers 15%, tractors 23%, and commercial vehicles 12% in March 2026.
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Autos (Q3FY26 Results Preview): Operating Leverage and Up-Trading to Aid Margin
From the Q3 earnings perspective, there could be a positive surprise on realization and margin via better variant mix, due to the up-trading trend
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EV(E2W) Market Share War: Who Will Gain From the Consolidating Market?
TVS Motor leads 2W EV market, followed by Bajaj Auto, as legacy players overtake startups in late 2025. Expect market consolidation favoring...
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