Bajaj Auto - Creditable Performance Amidst Tough Exports Market
Competitive position in the 125cc+ Motorcycles: Improved ASP despite lower sales amidst weak exports; Demonstrated ability to maintain higher margins;
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Autos (Q3FY23 Results Preview): CVs could outperform in Q3
In Q3, while 2W demand failed to pick up even in the festive season, PV, tractor and CV demand remained healthySupply chain constraints for major...
465 Views
Auto Q3FY23 Preview - Margin Recovery Likely in Q3
We expect Revenue/EBITDA/PAT of Auto OEMs to grow at 17%/39%/45% YoY in Q3FY23. However, we expect Auto OEMs to post de-growth of 6%/1.5%/2.3% on a...
306 Views
Q3fy23 Preview: Margins Likely to Expand
We believe the broad-based earnings momentum which remained robust for multiple quarters is likely to take a brief pause in Q3FY23.
269 Views
Automotive Industry - Robust CVs & Tractor Demand
The domestic CV wholesales registered positive sales momentum as it posted growth of 21%/18% YoY/MoM in Dec’22, driven by the pick-up in...
359 Views