农村需求和融资导致汽车部门收入和EBITDA增长8%,约2WY增长15%。 8% Q2 FY25 auto sector revenue and EBITDA growth, with 15% YoY 2W volume increase due to rural demand and financing.

一份Nuvama报告预测,25财政年度第2季度,汽车业的收入和EBITDA收入将同比增长8%。 A Nuvama report anticipates an 8% year-on-year growth in revenue and EBITDA for the auto sector in Q2 FY25. 预计两轮车(2瓦)和拖拉机将大幅增长,由于农村需求和融资选择的改善,预计2瓦容量将增加15%。 Significant growth is expected for two-wheelers (2Ws) and tractors, with 2W volumes projected to rise by 15% YoY due to improved rural demand and financing options. 与此相反,客车和商业车辆的一位数增长率可能较低。 In contrast, passenger and commercial vehicles may see low single-digit growth. 获益的主要公司包括Mahindra & Mahindra,护航和TVS汽车公司. Key companies benefiting include Mahindra & Mahindra, Escorts, and TVS Motor Company.

October 05, 2024

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