Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
451 Views
Autos (Q2FY26 Results Preview): Indian market well-poised amid global softness
While domestic focussed auto companies should get a fillip post the GST rate rationalization, leading to revival of growth rates, we will only see...
416 Views
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...
244 Views
The Beat Ideas: Indian Auto Industry: GST Cuts Power Record Festive Sales Surge
​Indian auto industry sees surge in September 2025 sales due to delayed purchases and GST reductions, with strong recovery expected to continue...
381 Views
Thematic Report on India’s Auto Boom: Is Policy the New Fuel Igniting a Cyclical Revival?
​Recent policy changes in India, including GST rate rationalization and the 8th Pay Commission, are expected to boost demand in the automobile...
628 Views