Auto Sector - Monthly Sales Data 🚖

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One of the triggers which every trader who follows auto sector has to track is : Monthly Auto Sales numbers.

Here is the thread covering Monthly sales data for Auto companies.

We will try to Cover :

  1. Expectations
  2. Actual Sales
  3. Management commentary (if any)
  4. Stock performance for the month.
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Expectation for November Month

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Source : Bloomberg Quint

https://twitter.com/CNBCTV18News/status/1465617700693032963?s=20

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Actual Sales of Two wheeler Companies

  • Eicher Motors (Total Sales = 51654 vs 63782 in Nov 2020) = Down by 19% YoY

  • Bajaj Auto ( Total Sales = 3.79 Lakh units vs 4.22 Lakh units (YoY)) = Down by 10% YoY

  • TVS Motors ( Total Sales = 2,73,000 units VS 3,22,709 units (YoY) ) = Down by 15.5% YoY

Actual Sales of 3 wheeler companies :

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Source : Advait Arora’s Twitter handle

Some Observations :

  • 2 Wheelers had one of the toughest festive seasons in many years.
  • Tata Motors is slowly gaining market share from leaders like Maruti, Hyundai
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Management Commentary after December Monthly Sales data

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Source : ET Now

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Exports are at All Time HIghs for Maruti whereas domestic sales are still flat from last 6 odd years.