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  • Data Track: December 2015 volume update of auto majors
    04-Jan-2016

    M&HCV recovery on back of replacement demand; 2Ws under pressure on weak rural demand We expect demand momentum to pick up further pace in 2HFY16 on government reforms initiatives and on interest ..

  • Dashboard: Sector overview and outlook
    02-Dec-2015

    M&HCV recovery on back of replacement demand; 2Ws under pressure on weak rural demand We expect demand momentum to pick up further pace in 2HFY16 on government reforms initiatives and on interest ..

Industry Update
  • Crude oil prices – Low not for long
    01-Jun-2020

    The COVID-19-led impact on prices was much higher than other oil price crises (refer exhibit 3); however, revival has also been strong, with improvement seen Also (refer exhibit 2), in the long term, ..

  • Above est. at ~6.6k units, a decline of 3% YoY
    01-Jun-2020

    Maintain MMs tractor volumes declined ~1.5% YoY to ~24.3k units (v/s est. We are estimating FY21E volumes to decline ~13.8% YoY, implying a residual decline of ~3.3%. HMCL has retailed more than 160,0..

TechKnow
  • Trend of declining Legacy and expanding Digital is accelerat..
    07-May-2019

    WPRO is likely to start the year (1QFY20) on a flattish note more due to seasonality of passing on productivity benefits. BFS WPRO will continue looking for more large deals like Alight Solutions for ..

  • TechKnow: Services in the digital world
    12-Jun-2015

    Subscription-based business model is the driving force behind XaaS offerings. As enterprises ' need to turn "Capex to Opex increases ", upfront capital expenditures for business applicatio..

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