Whalesbook
Aakhir Kya Hai Masla? (The Real Deal)
Company ke management ne kaha ki demand toh stable hai, par market mein kuch gadbad chal rahi hai. Aluminum, steel, rubber, plastic jaise raw materials ke daam upar-neeche ho rahe hain, jisse profits par asar pad raha hai. January-March quarter mein, har gaadi par material costs lagbhag ₹2,100 badh gaye. Company ne prices mein jo 2% ka hike kiya tha, usse yeh badhti hui costs puri tarah se cover nahi ho payi.
Future Ke Liye Bada Investment (Big Moves Ahead)
Lekin is pressure ke baad bhi, Hero MotoCorp ne bade kadam uthaye hain. FY27 ke liye ₹1,500 crore se bhi zyada ka capital expenditure plan kiya gaya hai. Ye paisa electric vehicles aur jo scooters sabse zyada bikti hain, unki manufacturing capacity badhane mein use hoga. Iske alawa, naye EVs, premium motorcycles, scooters launch karne aur connected vehicle systems, AI tools, aur advanced low-emission engines (jaise flex-fuel tech) ko bhi boost milega.
EV Segment Mein Bada Dhamaka? (EV Expansion)
Is investment ka main focus Sri City plant mein electric two-wheeler manufacturing capacity ko double karna hai. Hero MotoCorp apni Vida brand ke liye naye electric models bhi launch karne ki taiyari mein hai, aur Vida abhi achha perform kar raha hai. Company ne Destiny scooter ki capacity already 50% badha di hai aur Zoom scooter ki production capacity bhi double hogi. Agar EV scooter sales ki baat karein toh FY26 mein yeh 2.5 times badhi hain, aur monthly manufacturing capacity ko 15,000 se badha kar 25,000 units kar diya gaya hai.