Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

Monthly Sales Overview of Indian Listed Tractor Firms – February 2025; Strong Show Continues

It's M&M Vs. The Rest – Passenger Car Market Update

GNA Axles – A Positive Shift in the Business Cycle Could Be Approaching

Monthly Sales Overview of Indian Listed Tractor Companies (December 2024)

GNA Axles (INE934S01014): Steady Q3FY25 Earnings, Major Expansion and Sustainability Push

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Thematic (Sector/Industry)

India Automobiles / Thematic (Sector/Industry)

<ul>
<li>Tractor volume continued to be strong in Jan’25. Favorable reservoir level, strong sowing for Rabi season and government support are expected to drive good demand for tractors in medium term.</li>
<li>We summarize the sales volume published by listed players <a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> , and <a href="https://www.smartkarma.com/entities/escorts-kubota-ltd" target="_blank" data-smartkarma-citation="entities:6773:1" rel="noopener">Escorts Kubota Limited (ESCORTS IN)</a> in January 2025.</li>
<li>Positive management commentary augurs well for uptick in tractor OEM stocks and related auto ancillary companies like <a href="https://www.smartkarma.com/entities/gna-axles-ltd" target="_blank" data-smartkarma-citation="entities:28070:1" rel="noopener">GNA Axles Ltd (GNA IN)</a> in medium term.</li>
</ul>


Tractor volume continued to be strong in Jan’25. Favorable reservoir level, strong sowing for Rabi season and government support are expected to drive good demand for tractors in medium term.
We summarize the sales volume published by listed players Mahindra &amp; Mahindra (MM IN) , and Escorts Kubota Limited (ESCORTS IN) in January 2025.
Positive management commentary augurs well for uptick in tractor OEM stocks and related auto ancillary companies like GNA Axles Ltd (GNA IN) in medium term.


Monthly Sales Overview of Indian Listed Tractor Companies (January 2025)