External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>The automotive sector is going through an interesting phase, with a once-in-a-century kind of transition towards greener energies</li><li>The auto component players are also making investments to adjust their product portfolios to cater to the energy transition and be future-ready for when the penetration of greener energy vehicles reaches an inflection point</li><li>We expect the domestic auto component industry to consolidate during this transition, with imports likely to be higher than usual, as auto component players in global regions where the energy transition has already seen meaningful penetration have the necessary technology in place and are already producing components at scale.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The automotive sector is going through an interesting phase, with a once-in-a-century kind of transition towards greener energiesThe auto component players are also making investments to adjust their product portfolios to cater to the energy transition and be future-ready for when the penetration of greener energy vehicles reaches an inflection pointWe expect the domestic auto component industry to consolidate during this transition, with imports likely to be higher than usual, as auto component players in global regions where the energy transition has already seen meaningful penetration have the necessary technology in place and are already producing components at scale.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Autos: Near-term headwinds, time to be selective

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

<ul>
<li>December is typically a seasonally weak month for two-wheeler companies in the domestic market due to the impact of the upcoming year change and the period following peak festive demand.</li>
<li>Domestic sales volume declined for Hero and Bajaj, while TVS recorded flat sales. Eicher was an exception, reporting strong growth.</li>
<li>All the companies witnessed a steady growth in export volumes.</li>
</ul>


December is typically a seasonally weak month for two-wheeler companies in the domestic market due to the impact of the upcoming year change and the period following peak festive demand.
Domestic sales volume declined for Hero and Bajaj, while TVS recorded flat sales. Eicher was an exception, reporting strong growth.
All the companies witnessed a steady growth in export volumes.


Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.</li><li>The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.</li><li>The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&amp;M, and MG.The domestic CV industry sales grew by 4%/13% YoY/MoM. The 3W domestic wholesales for Bajaj and M&amp;M grew by 5% and 8% YoY, respectively, while TVS degrew by 18% YoY.The domestic tractor industry (proxy) witnessed 16% volume growth on a YoY basis.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Auto Monthly Sales Volume - December 2024

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cochin-shipyard-ltd" target="_blank" data-smartkarma-citation="entities:24261:1" rel="noopener">Cochin Shipyard Ltd (COCHIN IN)</a>  has secured a Rs. 450 crore order to build tugboats for <a href="https://www.smartkarma.com/entities/adani-ports-special-economic-zone-ltd" target="_blank" data-smartkarma-citation="entities:246:1" rel="noopener">Adani Ports &amp; Special Economic Zone (ADSEZ IN)</a> , signalling growth in India's shipbuilding industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/dixon-technologies-india-ltd" target="_blank" data-smartkarma-citation="entities:25486:1" rel="noopener">Dixon Technologies India Ltd (DIXON IN)</a>  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.</li>
<li>
<a href="https://www.smartkarma.com/entities/va-tech-wabag-ltd" target="_blank" data-smartkarma-citation="entities:9096:1" rel="noopener">VA Tech Wabag (VATW IN)</a>  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.</li>
</ul>



Cochin Shipyard Ltd (COCHIN IN)  has secured a Rs. 450 crore order to build tugboats for Adani Ports &amp; Special Economic Zone (ADSEZ IN) , signalling growth in India's shipbuilding industry.

Dixon Technologies India Ltd (DIXON IN)  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.

VA Tech Wabag (VATW IN)  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.


#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

<ul><li>Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY and remained flat MoM.</li><li>Domestic PV sales grew by 6-7% YoY (down 11% MoM), largely due to weakness in Hyundai and Honda, partially offset by strong domestic SUV volumes from Toyota, M&amp;M, and MG.</li><li>The domestic CV industry sales were flat YoY (down 20% MoM), mainly due to lower MHCV truck volumes, which were partially offset by high bus volumes.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY and remained flat MoM.Domestic PV sales grew by 6-7% YoY (down 11% MoM), largely due to weakness in Hyundai and Honda, partially offset by strong domestic SUV volumes from Toyota, M&amp;M, and MG.The domestic CV industry sales were flat YoY (down 20% MoM), mainly due to lower MHCV truck volumes, which were partially offset by high bus volumes.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Monthly Auto Volume Update - November 2024

India

Hero MotoCorp Ltd. designs, manufactures and distributes motorcycles. The Company's products also include motorcycle parts and accessories.

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Hero Motocorp (HMCL IN)

Autos: Near-term headwinds, time to be selective

The automotive sector is going through an interesting phase, with a once-in-a-century kind of transition towards greener energies

HDFC Securities

Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Sreemant Dudhoria

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

Monthly Auto Volume Update - November 2024

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY...

Axis Direct

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Autos: Near-term headwinds, time to be selective

The automotive sector is going through an interesting phase, with a once-in-a-century kind of transition towards greener energies

HDFC Securities

Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

​December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Sreemant Dudhoria

Auto Monthly Sales Volume - December 2024

Dec’24 Wholesale Volumes: Domestic PV sales grew by 15-17% YoY (down 7% MoM), largely due to strong domestic volumes from Maruti, Toyota, M&M, and MG.

Axis Direct

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

​Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

Monthly Auto Volume Update - November 2024

Nov’24 Wholesale Volumes: The domestic 2W industry witnessed a decline in volume growth of 1% YoY and 26% MoM, while total exports grew by 32% YoY...

Axis Direct

December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...