3408.4000 -44.60 (-1.29%)
NSE Sep 25, 2025 15:31 PM
Volume: 786.7K
 

3408.40
-1.29%
Motilal Oswal
Volumes grew32% YoY (+7.6% QoQ) to 889.1k units. Realizations rose 0.7% QoQ (+6.3%YoY) to INR44.9k (in-line) due to a favourable mix. Gross margin of 26.2%(est. of 27.1%) contracted by ~110bp QoQ (+130bp YoY), primarily due to~120bp impact of RM inflation. EBITDA margin of 7% came in below our estimate of 8.1% due to RM inflation, higher staff cost (+30bp, due increase in minimum wages in TN/Karnataka) and ~50bp impact of Auto Expo & new product launches. Further, higher depreciation and interest cost restricted PAT growth to ~31% YoY (INR1.65b v/s est. INR1.74b).
Number of FII/FPI investors increased from 835 to 944 in Jun 2025 qtr.
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