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Shree Dhanraksha Securities

7th Feb · SEBI-Registered Analyst

Two-Wheeler / EV play

Bajaj Auto Latest:

BAJAJ-AUTO
posted record Q3 revenue and profit, with EV and KTM (exports/brand) contributing strongly; EVs now form a notable share of revenue. What it means: Companies with diversified portfolios (ICE + EV + exports) can ride secular EV demand while cushioning cyclical domestic weakness. Quick tip: Look at domestic vs. export mix, and EV share — they indicate future growth sources.

#MacroViews#WatchOutFor#PersonalFinance
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