Q4FY25 Earnings Preview - Automobile
Auto OEMs: We expect Revenue/EBITDA/PAT for our OEM coverage universe to grow by ~8.5%/8.8%/9.3% YoY with flat EBITDA Margins.
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Top Conviction Ideas – “Auto and Auto Ancillaries”
The companies under our coverage reported Revenue/EBITDA/PAT growth of 4.7%/4%/2.2% YoY, below expectations of 5.5%/8.9%/10.6%.
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Uno Minda - Robust EBITDA Margins in Q2FY25
Operational Highlights in Q2FY25: (1) Expanded into ASEAN markets through PTMA for the manufacturing of long tail lamps for PVs.
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Diamonds In The Dust - Samvat 2081
Samvat 2080 has proven to be a remarkable period for the Indian equity market, marked by the continuous achievement of new milestones each quarter.
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Uno Minda - Q4 Results Beats Estimates; Outperformance Likely To Continue
EV capabilities: The peak annual order value from OEMs stood at Rs 3,755 Cr, of which Rs 1,918 Cr is for EV-specific components.
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