Q3fy23 Preview: Margins Likely to Expand
We believe the broad-based earnings momentum which remained robust for multiple quarters is likely to take a brief pause in Q3FY23.
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Automotive Industry - Robust CVs & Tractor Demand
The domestic CV wholesales registered positive sales momentum as it posted growth of 21%/18% YoY/MoM in Dec’22, driven by the pick-up in...
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Eicher Motors (EIM IN) | "Hunting" Down Competition
Our recent checks indicate, the competitive position and demand environment for Eicher Motors (EIM IN)'s "Classic 350" remain intact.
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India Equity Strategy: Cost inflation peaked out; margin recovery on the horizon
Q2FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 31%/4% YoY
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Hero MotoCorp - Festive Spirits to Drive Demand Recovery
HMCL’s 2QFY22 performance was broadly in-line, as QoQ volume recovery and commodity costs benefits supported margin recovery.
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