Stockrabit · Analysts
Questions across 3 calls

Mihir Vora

Equirus

Hero MotoCorp Limited

Hero MotoCorp Limited CC-Nov25.pdf · 2025-11-14
So sir, basically, my question was considering the recent elongated monsoon and there's many agriculture states which have seen some output loss. So those are many of the Hero core markets, which were impacted up till October. But what is your outlook now on the rural income visibility over the next few months? And are there any early indicators of better crop realization or dealer feedback on the financing pattern part? So how do you see the demand in the rural, particularly in the entry segment?
Sir, just a follow-up on this, like in the -- you have been seeing the market for last many years. So in your experience, is it like it is more of a necessity -driven demand rather than a bad monsoon or something like that?
Hero MotoCorp Limited CC-Mar25.pdf · 2025-05-14
So sir, my question was on HF Deluxe, basically if we see the FY '19 volumes and compare it with FY '25. Sir, HF Deluxe has seen a major drop here, while your Splendor has been something which is sort of a flattish , or either it has grown. So what is it that the HF Deluxe demand has been so impacted? Are the customers moving to Splendor? Can you throw some color on it?
So second, on this, sir, replacement number which you quoted that -- being around 11% of the total. Is it of the total volumes? Or how do you see it?

Balkrishna Industries Limited