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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Auto Monthly Volume Update - Mar 2022 - Easing Supply Chain Issues Improve PV & CV Traction
FY22 was a difficult year for the auto industry on account of supply-chain challenges as well as RM headwinds, resulting in an increased total cost...
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Tata Motors: JLR EBIT Margin Guidance Is Below Expectation. Maintain REDUCE
The company held Jaguar Land Rover’s Investor Day on 16 June 2025 to share its future strategy and measures to tackle ongoing business volatility
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Tata Motors: Focus on Profitable Growth to Continue. Maintain REDUCE
We expect the CV segment to witness growth in FY26, though margins may be impacted in the near term as a result of the safeguard duty on steel
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