Auto Preview Q1FY24: Growth tapers but margins will remain strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
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Auto Preview Q1FY24 - Growth Tapers but Margins Will Remain Strong
The auto sector has outperformed the Nifty Index by about 14% over the last six months on the back of the expectation of rural revival and...
524 Views
Auto - Q1FY24 - Earnings Preview
On a QoQ basis, we forecast margin expansion for TVS/Bajaj in the 2W segment, which will be driven by higher export volume and a better product mix.
388 Views
India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
518 Views
India Equity Strategy - Banks Continue to Lead the Pack; Profitability Improves for Most Sectors
Q4FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 13%/9%...
486 Views