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Mixed Q2 Earnings: Autos Beat as Voltas Slumps and Tata Motors CV Posts Loss

GST changes plus an extended monsoon skewed demand and margins, prompting analysts to separate operating momentum from one‑off effects.

Overview

  • Eicher Motors’ profit rose about 24–25% to Rs 1,369 crore as Royal Enfield logged a record 3,27,067 quarterly sales, with revenue up 45%.
  • Hero MotoCorp reported net profit of Rs 1,393 crore and revenue of Rs 12,126 crore, with 16.91 lakh units sold and management citing a lift from GST reforms.
  • Ashok Leyland delivered a record Rs 820 crore consolidated profit, aided by lower losses at Switch Mobility’s UK unit, and declared a 100% interim dividend.
  • Voltas’ revenue fell 10% to Rs 2,347 crore and net profit dropped 74% to Rs 34.3 crore as heavy monsoon and GST‑driven purchase deferment hit cooling demand and margins.
  • Tata Motors’ newly listed commercial‑vehicle business posted a Rs 867 crore consolidated net loss on mark‑to‑market hits to Tata Capital holdings despite 6% revenue growth, with the IVECO deal progressing through approvals.