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Finance

Full Order Books, Thinner Margins: Inside Q1 FY27 for Auto Suppliers

India just had its best ever first quarter for vehicle sales. Three of these four suppliers still made less money on every rupee of it.
Industry

Goldman’s 10% Forecast Isn’t an Auto Story, It’s a Bet on Indian Machining

Goldman sees revenue growing 10% a year to FY30 but EBITDA at 15%. That gap is a bet on qualification, not on cars.

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