Dhoot Transmission - IPO Review - Can It Be the Next Motherson Sumi?
DTL is a Tier-1 Auto ancillary supplying wiring harness to OEMs. It is a leader in e2W space and is expanding into higher-margin products with...
176 Views
Auto Q3FY23 Preview - Margin Recovery Likely in Q3
We expect Revenue/EBITDA/PAT of Auto OEMs to grow at 17%/39%/45% YoY in Q3FY23. However, we expect Auto OEMs to post de-growth of 6%/1.5%/2.3% on a...
496 Views
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.
391 Views
Auto Q2fy23preview - Volume Growth & Operating Leverage to Drive Ebitda Growth
In Q2FY23, wholesale volumes across PV/CV/2W (other than tractors) segments stood robust QoQ, led by inventory channel filling ahead of the festive...
197 Views
Q2fy23 Preview - Non-Commodities Likely to Do Better
Q2FY23 marked a cool-off in the key commodity prices including the base metals and the crude oil as against the Q1FY23 period that witnessed...
257 Views