Dashboard
The Monthly Auto Update
December 2015
Data Track:
Nov 2015 volume update of auto majors
Sector overview and outlook ........................................................ 2
Hero MotoCorp ............................................................................. 3
Bajaj Auto ......................................................................................4
HMSI ............................................................................................. 6
TVS Motor ..................................................................................... 7
Maruti Suzuki .................................................................................9
Mahindra & Mahindra ................................................................. 11
Tata Motors ................................................................................. 13
Ashok Leyland .............................................................................. 15
Eicher Motors .............................................................................. 16
Two-wheelers .............................................................................. 18
Three-wheelers ........................................................................... 20
Cars and UVs ................................................................................ 22
Commercial vehicles..................................................................... 24
Maruti launches Swift, Dzire with added safety features……………26
Tata Kite compact sedan to launch soon; may be priced at
INR4 lakh ....................................................................................... 26
Speedometer
November 2015 relative performance
MOSL Auto Index
Sensex
110
105
100
95
90
85
2-Nov
9-Nov
16-Nov 23-Nov 30-Nov
Sector Gauge:
Oct 2015 update
12-month relative performance
MOSL Auto Index
108
101
94
87
80
Nov-14
Feb-15 May-15 Aug-15 Nov-15
Sensex
News and developments
Jinesh Gandhi
(Jinesh@MotilalOswal.com); +91 22 3982 5416
Jay Shah
(Jay.Shah@MotilalOswal.com); +91 22 3078 4701
Investors are advised to refer through important disclosures made at the last page of the Research Report.
Motilal Oswal research is available on
www.motilaloswal.com/Institutional-Equities,
Bloomberg, Thomson Reuters, Factset and S&P Capital.