英文【Bernstein】巴贾杰汽车第四季度：走在稳定增长的道路上

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《英文【Bernstein】巴贾杰汽车第四季度：走在稳定增长的道路上-14页.pdf》

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1. guided for 15–20% export growth and 5–6% 2W industry growth led by 125cc+.
2. Although industry volumes may remain volatile, FY26 growth is projected at 5–6%, led by
3. Earnings overview: It was a beat on all fronts, with margins holding steady at a healthy 20.2% despite headwinds from KTM
4. domestic business and the electric vehicle portfolio. For FY26, the initial view is for 5–6% volume growth in the 2W industry,
5. led by faster expansion in the 125cc+ segment. Export growth is expected to remain strong at 15–20% YoY. While no specific

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#汽车