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TVS Motors | Asia Pacific Research Tactical Idea-20260707
摩根士丹利· 2026-07-07 13:07
July 7, 2026 03:58 AM GMT TVS Motors | Asia Pacific M Idea Research Tactical Idea We believe the share price will rise relative to the country index over the next 30 days. We expect a more favorable product mix, operating leverage gains, and calibrated price hikes to partly offset commodity cost headwinds in F1Q27. We see EBITDA growing 34% YoY in F1Q27. Focus on premium motorcycles and scooters is supporting market share gains, while export momentum also appears strong. The launch of the Norton Atlas and A ...