This CV Maker Saw A Beat on Margins in Q4, The Question Is What Happens to Demand
Fleet operators still committed to replacement plans, pent-up demand expected in H2FY27, margins above estimates — but diesel prices, commodity costs and geopolitical uncertainty are the clouds. Commercial vehicle companies live and die by freight demand, fleet replacement cycles and fuel economics. Ashok Leyland’s fourth quarter of FY26 showed the business at its operational best … Read more