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.
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