Auto/Auto-Ancillary Sector - Spillover of RM Inflation to Impact Margins
We expect 1QFY23 earnings of Auto & Auto Ancillary companies in our coverage universe to grow significantly over a lower base of 1QFY22.
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Maruti Suzuki - Return of Product Lifecycle to Drive Market Share
Maruti Suzuki (MSIL)’s product pipeline has just kick-started with upgrades of key models and it is on the cusp of launching new models.
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Maruti Suzuki - Beat on EBITDA; Growth Outlook Remains Strong
Maruti Suzuki India Ltd (MSIL) Q4FY22 performance came in ahead of our expectations on the margin front, aided by operating leverage benefits,...
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Automobile Sales Estimates – 2Ws Rising from Dust; Demand Outlook for PVs and CVs Positive
Based on our channel checks, we saw some improvement in 2W demand in April’22 while demand in CV and PV segments continued to remain robust.
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Autos: Time to relook
We expect auto demand (across segments) to revive on a low base relative to the peak of FY19, led by a pick-up in economic growth and expected...
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