Auto Q4fy23 Preview - Improved Product Mix, Moderation in Rm Costs to Drive Margin Growth
EBITDA margins are expected to expand both YoY/QoQ due to a richer product mix, absorption of price hikes, and marginally lower RM costs.
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Automotive Industry - Mar’23 Wholesale Dispatches Continue to Grow YoY
The Domestic PV industry sales grew by ~6% YoY (flat MoM) to fulfill the order backlogs, especially in the SUV segment as the production...
595 Views
HoldCo Weekly (7 Aug): Where’s the Discount?
Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...
118 Views
Quarterly tracker (Q3FY23): Commodity pressure easing, margin expansion on the cards
BFSI Strong credit growth reported by banks while deposit growth remained a challenge. Asset quality continued to improve and NIM expanded...
379 Views
India Equity Strategy: Commodity pressure easing, margin expansion on the cards
Aggregate revenue/PAT grew by 19%/6% YoY across the HSIE coverage universe (~208 stocks), their three-year CAGR being 15%/15%
411 Views