Whalesbook
To dekho, India ke auto sector mein filhaal full bullishness hai. Brokerages ko Mahindra & Mahindra (M&M) aur TVS Motor Company future ke liye ekdum solid lag rahe hain. March mein 26% ka jo retail sales jump hua hai na, uske baad bade players jaise Morgan Stanley, Macquarie, aur Citi ne 'buy' ratings de di hain. Ye FY27 tak investors ko guide karne ki koshish mein hain, kyunki aage chal kar global issues aur material costs badhne ka risk hai.
M&M sabse zyada pasand kiya ja raha hai. Company ke passenger vehicle sales 25% badh kar 60,272 units ho gaye. Aur tractor waale segment mein toh inka performance sabse strong raha, 29% growth dikhaya. Macquarie aur Morgan Stanley ko M&M ka tractor market mein badhta hua share aur commercial vehicle sales ka strong comeback bahut achha lag raha hai.
Ab baat karte hain TVS Motor Company ki, especially un investors ke liye jo electric vehicles (EVs) mein interest rakhte hain. March mein inki total sales 25% badh kar 500,000 units se paar ho gayi. Electric two-wheeler (E2W) segment mein inka growth zabardast hai. Morgan Stanley ke data ke mutabik, TVS Motor ab E2W market ka 25.9% share hold karta hai, aur is segment mein use 10% se zyada ki growth dekhi gayi.
Aur jo log recovery play dhoondh rahe hain, unke liye Citi aur Morgan Stanley, India ki sabse badi car maker Maruti Suzuki India Ltd. par bhi positive hain. Maruti Suzuki ki March sales 17% badh kar 225,000 units ho gayi, jo market ke expectations se bhi achhi thi. Interestingly, Citi ne toh Maruti Suzuki ko apni preferred list mein M&M se bhi upar rakha hai!
Lekin bhai, sab kuch itna bhi smooth nahi hai. Ye recommendations kuch important warnings ke saath aayi hain, specially global tensions ko dekh kar. Jefferies aur Citi ne warned kiya hai ki naye fiscal year ke start mein gas aur chip supplies mein disruptions aa sakte hain. Profit margins par pressure aur kuch companies ke liye Middle East se aane wale overseas orders ka bada share, matlab investors ko un companies par focus karna chahiye jo volatile energy costs ko manage karne ke liye prices badha sakein.