JK Tyre - High-Cost Inventory, Subdued CV Demand Impact Performance
JKI’s Q3FY25 performance was significantly impacted by high-cost inventory (major hit in Q3; guided to partial reversal in Q4) along with subdued...
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Groww Pre-IPO - Scaling Fast in a Competitive Market
Groww is looking to raise up to US$736m in its upcoming India IPO. In this note, we talk about the company’s historical performance.
836 Views
GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1
The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...
245 Views
Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?
India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...
579 Views
FY 2025 Marks Shrinking Margins For Indian Tire Majors
India’s top tire manufacturers closed FY 2024–25 (April 2024-March 2025) on a mixed note, as solid replacement demand and operational...
372 Views