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India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

Equity Bottom-Up

<div class="content-highlight"><p>The February sales volume numbers for <a href="https://www.smartkarma.com/entities/733" target="_blank" data-smartkarma-citation="entities:733:1">Maruti Suzuki India Ltd (MSIL IN)</a> are very good both in absolute and relative terms. For <a href="https://www.smartkarma.com/entities/733" target="_blank" data-smartkarma-citation="entities:733:1">Maruti Suzuki India Ltd (MSIL IN)</a>, domestic sales growth was 13.3% yoy. Though <a href="https://www.smartkarma.com/entities/216" target="_blank" data-smartkarma-citation="entities:216:1">Tata Motors Ltd (TTMT IN)</a> grew 44.8% yoy, it was at a much smaller base. However when we look beyond the headlines, <a href="https://www.smartkarma.com/entities/733" target="_blank" data-smartkarma-citation="entities:733:1">Maruti Suzuki India Ltd (MSIL IN)</a>'s dependence on success of its relatively newer launches seems excessive. For example, premium hatchbacks grew 39% yoy led by Baleno. This is…</p></div>

The February sales volume numbers for Maruti Suzuki India Ltd (MSIL IN) are very good both in absolute and relative terms. For Maruti Suzuki India Ltd (MSIL IN), domestic sales growth was 13.3% yoy. Though Tata Motors Ltd (TTMT IN) grew 44.8% yoy, it was at a much smaller base. However when we look beyond the headlines, Maruti Suzuki India Ltd (MSIL IN)'s dependence on success of its relatively newer launches seems excessive. For example, premium hatchbacks grew 39% yoy led by Baleno. This is…

マルチ・スズキ社：「バレーノ」の新型車を定期的に発売し続けられるか？