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...
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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.
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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...
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Eicher Motors (EIM IN) | "Hunting" Down Competition
Our recent checks indicate, the competitive position and demand environment for Eicher Motors (EIM IN)'s "Classic 350" remain intact.
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IRCTC OFS - Well Flagged Deal for an Overly Well Priced Stock
Government of India (GoI) aims to raise up to US$360m via selling its 5% stake in Indian Railway Catering and Tourism (IRCTC IN). In this note we...
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