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ASHWIN PATIL
Auto sector posts strong April numbers with Maruti leading the charge, but FY27 challenges loomIndia's auto sector saw robust year-on-year growth in April, defying sequential dips attributed to high March bases and supply issues. Maru...
March auto numbers: M&M shines but CVs disappoint; what April could look likeMarch auto sales showed a mixed trend. Passenger vehicles performed well, driven by models like the Punch and Nexon. Commercial vehicles fa...
Ashwin Patil on M&M: Numbers in line, but margins and market share a concernMahindra & Mahindra's recent quarterly results met market expectations. However, analysts noted concerns regarding profit margins and marke...
Tata Motors passenger vehicles can definitely bridge the gap with Maruti: Ashwin PatilAshwin Patil, Equity Research Analyst, LKP Securities, says the demerger of Tata Motors will unlock value and provide more flexibility for ...
Is it time for a sector and portfolio churn away from four-wheelers to two-wheelers? Ashwin Patil answersPassenger vehicles are slowing down while two-wheelers are performing well. The small car segment and rural markets are facing pressure. Th...
Positive on Maruti but valuations looking rich: Ashwin PatilIt is really very difficult to give a buy on any particular stock at this point in time within that space. But yes, Maruti looks good to us...
Naveen Kulkarni and Ashwin Patil analyse Maruti Suzuki’s Q2 results“Margin profile is probably slightly below expectation but Q3 and Q4 will be the more important quarters in terms of the overall margin pro...
2-wheeler stocks buzzing; 2 top bets: Ashwin Patil“My top pick is Bajaj Auto because its margin superiority, profitability and the return ratios are much higher than any other company in th...
Tata Motors is best auto pick, followed by M&M and Maruti: Ashwin Patil“As volumes improve on the auto side, M&M can easily surpass the current margins and come close to about 13.5 to 14% margins over the next ...
Zee-Sony merged entity to be number one player in entertainment space: Ashwin Patil“The merged entity will be the number one player in the entertainment space with more than 35% to 40% market share. Of this, Zee has about ...
There’s a lot of uncertainty about TaMo recovery timeline: Ashwin Patil“Both on the domestic as well as JLR side, the numbers have disappointed. ”
Rohit Sharma retained, Binny dropped for New Zealand Test seriesRohit also did not do well in the first innings of the ongoing Duleep Trophy final in Greater Noida after being specifically included in on...
Tata Motors' topline missed estimates because of China flop show: Ashwin Patil, LKP"China contributes significantly to Tata Motors' topline. About one-third of revenues come from there. That is the reason why the topline h...
Security clearance denial to Sun TV a big blow, corporate governance a big issue: Ashwin Patil, LKP'We, as brokerages, are keeping an eye on this development. We will take a call on this stock based on these developments.'
Two-wheelers on slow lane, worse times ahead if monsoon does not pan out well: Ashwin Patil, Auto LKP"We can wait for the second half to see some performance on that front. On low base, there can be some recovery in the sector."
Eicher Motors' Royal ride to continue, Bajaj Auto among top picks: Ashwin Patil, LKPHero Moto is a great player in the lower segment, that is mass segment and executive segment, whereas the Royal Enfield has got 250 cc ultr...
Expect a muted quarter for Hero MotoCorp: Ashwin Patil, Auto – LKP"It will be an improvement on the EBITDA margin levels. However, at absolute EBITDA as well as sales levels, it is going to be a flattish q...
Maruti numbers have exceeded expectations both on top line & bottom line: Ashwin Patil, Auto LKPWe were expecting close to Rs 1120 crore. So, the company has exceeded our expectations both on the top line as well as on the bottom line ...
- Tata Motors turns ex-dividend, down nearly 2%
Tata Motors Ltd slipped nearly 2 per cent in early trade on Wednesday as the stock goes ex-dividend.
- Bajaj Auto declines over 2% on May sales numbers
Bajaj Auto slipped over 2% in trade on Monday after India’s second-largest two-wheeler maker reported 352,219 units of sales in May.