Q2FY26 Earnings Preview - Automobile
We expect Revenue/EBITDA/PAT for our OEM coverage universe to grow by 12.6%/11.2%/21.2% YoY on account of GST rate cut, subdued commodity...
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Autos: GST Rate Cuts to Revive the Entry-Level Segment
Demand for entry-level cars and two wheelers has remained subdued post FY19 as emission norms, safety norms and general inflation have led to an...
460 Views
Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
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Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue/EBITDA in Q1FY26 grew by 7%/1% YoY, respectively, against our expectations of ~4%/-3% YoY for Auto OEMs under our coverage.
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Q1FY26 - Consolidated Earnings Preview
Some breather is expected in Q1FY26 on account of sequential improvement in some of the pockets of high-frequency indicators.
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