Autos (Q2FY26 Results Preview): Indian market well-poised amid global softness
While domestic focussed auto companies should get a fillip post the GST rate rationalization, leading to revival of growth rates, we will only see...
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Auto Monthly Sales Volume - September 2025
Over Apr–Sep’26, cumulative 2W domestic sales grew by 1% YoY to 97.87 Lc units, as declines at Hero (-2%) and Bajaj (-8%) offset strong...
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Autos: GST Rate Cuts to Revive the Entry-Level Segment
Demand for entry-level cars and two wheelers has remained subdued post FY19 as emission norms, safety norms and general inflation have led to an...
357 Views
Auto Monthly Sales Volume - August 2025
Cumulatively for April–Sept FY26, 2W domestic sales remained flat YoY to 77.27 Lc units as Hero (-4%) and Bajaj (-11%) dragged overall volumes,...
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Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue/EBITDA in Q1FY26 grew by 7%/1% YoY, respectively, against our expectations of ~4%/-3% YoY for Auto OEMs under our coverage.
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