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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India Equity Strategy: Cost inflation peaked out; margin recovery on the horizon
Q2FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 31%/4% YoY
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Eicher Motors - Encouraging Q2 Numbers; Maintain BUY
Eicher Motors Ltd (Eicher) reported a good set of numbers. Standalone Revenue/EBITDA both grew by 5%/2% sequentially (56%/82% YoY).
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