Monthly Sales Overview of Indian Listed Two-Wheeler Companies (January 2025)

381 Views10 Feb 2025 20:30
​Government tax relief boosts optimism for strong demand in the two-wheeler industry, with mixed domestic volume performance but strong export growth for Bajaj Auto, TVS Motor, and Eicher Motors.
What is covered in the Full Insight:
  • Introduction
  • Domestic Sales Performance
  • Export Sales Performance
  • Individual Company Performance
  • Outlook and Catalysts
Boomeranged on Wed, 12 Feb 2025 05:30
Retail Sales Update: Federation of Automobile Dealers Associations(FADA)’s Jan'25 update shows a 4.15% YoY and 27.39% MoM rise in two-wheeler industry, driven by: a) New models, b) Marriage season and c) Easier financing Urban market share rose from 41.6% in Dec'24 to 43.7% in Jan'25. A dealer survey shows 46% expect growth, 43% foresee stability, and 11% predict a drop.
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Sreemant Dudhoria
India Equity Analyst - Fundamental & Thematic
Sree Capital
IndiaEquities
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