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03 Jul 2025
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Automobiles & Auto Components
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BP Wealth
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Sector Update
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02 Jul 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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We prefer Hero Motocorp and Bajaj Auto in 2Ws (TVS, Eicher seem fully valued at CMP); M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also like Ashok Leyland in the CV space, followed by a close watch on Eicher (VECV) for any market share gains.
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06 Jun 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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Top Conviction Ideas - Hero Motocorp Ltd, Ashok Leyland, Sansera Engineering Ltd, Steel Strip Wheels Ltd.
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03 Jun 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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In the long term, we prefer TVS Motors and Hero Motocorp in 2Ws; M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also keep a close watch on Ashok Leyland and Eicher (VECV) in the CV space for market share gains.
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03 Jun 2025
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Automobiles & Auto Components
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BP Wealth
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Sector Update
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05 May 2025
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Automobiles & Auto Components
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BP Wealth
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Sector Update
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05 May 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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In the long term, we prefer TVS Motors and Hero Motocorp in 2Ws; M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also keep a close watch on Ashok Leyland and Eicher (VECV) in the CV space for potential volume growth.
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02 May 2025
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Automobiles & Auto Components
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ICICI Direct
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Sector Update
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11 Apr 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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Q4FY25 Earnings Play : Auto OEMs: Ashok Leyland, TVS Motors. (M&M - Non-Coverage) Auto Ancillary: UNO Minda, Sansera Engineering Ltd, SSWL
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09 Apr 2025
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Automobiles & Auto Components
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Axis Direct
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Sector Update
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Q4FY25 Earnings Play : Auto OEMs: Ashok Leyland, TVS Motors. (M&M - Non-Coverage) Auto Ancillary: UNO Minda, Sansera Engineering Ltd, SSWL
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