Auto Q2fy23preview - Volume Growth & Operating Leverage to Drive Ebitda Growth
In Q2FY23, wholesale volumes across PV/CV/2W (other than tractors) segments stood robust QoQ, led by inventory channel filling ahead of the festive...
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Q2fy23 Preview - Non-Commodities Likely to Do Better
Q2FY23 marked a cool-off in the key commodity prices including the base metals and the crude oil as against the Q1FY23 period that witnessed...
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Automotive Industry - Robust Growth Momentum in PV & CV Sales; 2Ws Lag Behind
The wholesale volumes in Sep’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
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Auto Monthly Volume Update - Aug 2022
The wholesale volumes in Aug’22 picked up in line with our expectations as the OEMs ramped up supply to fill in the inventories ahead of the...
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Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
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