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HDFC Securities Institutional Equities
Post the publication of our cross-sector vehicle finance thematic, we met about 50 investors and passenger vehicle dealers across key markets. The PV segment is poised to enjoy cyclical tailwinds with robust demand for new as well as used vehicles.
On the financing side, competitive intensity continues to stay elevated, with select market leaders turning on the heat further to gain market share.
In this edition we capture key takeaways from our discussions across the PV ecosystem and how these square off against our dual hypothesis of-
loss-leader pricing in new PV financing; and
emergence of a new profit pool in used car financing.
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