Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue growth was largely driven by mid-single-digit industry growth across 2Ws/PVs/CVs and mid-teens volume growth in the tractors, and the...
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Asian Equities: India - Light at the End of the Tunnel
​Indian equities are rebounding with improving growth, stabilizing INR & policy focus on infra & mfg. Grth acceleration in cons durables, autos,...
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HSIE Results Daily: Sun Pharmaceutical Industries, Bajaj Auto, Jindal Steel...
Sun Pharmaceutical Industries: EBITDA (ex-milestone of USD 55 mn) grew 13% YoY on 13% sales growth (US: -4% QoQ, global specialty: +13% QoQ, India:...
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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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Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
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