Autos - Two Wheelers: Some Green-Shoots Visible
We interacted with 22 two-wheeler (2W) dealers’ pan-India to get a sense of demand trends in June. One common feedback we got is that 2W demand is...
290 Views
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...
276 Views
Auto Q4FY22 Preview: A Mixed Bag Quarter with a Sequential Volume Recovery
The auto volumes reported during the quarter stood patchy with certain segments such as the Passenger Vehicle (PV) and premium motorcycle...
362 Views
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...
301 Views
TVS Motor Co Ltd - Inline Q2; Exports Boost to Drive Growth!
EBITDA (inline) grew by ~22%/18% YoY/QoQ, mainly led by gross margin expansion and better product sales mix, partly offset by higher marketing...
286 Views