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...
174 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...
229 Views
Automotive Industry - Robust Growth Momentum in PV & CV Sales; 2Ws Lag Behind
The wholesale volumes in Sep’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
207 Views
Auto Monthly Volume Update - Aug 2022
The wholesale volumes in Aug’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
305 Views
Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
268 Views