Recent Articles Published by Ketan Thakkar
Tata-Iveco: The Logic, Rationale and Context of India's largest CV Deal
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Tata-Iveco: The Logic, Rationale and Context of India's largest CV Deal

By Shahkar Abidi & Darshan Nakhwa calendar20 Aug 2025

Here is a look at the voices, logic, and the context of the largest deal in the Indian commercial vehicle industry.

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Beyond India: Tata Motors’ Calculated Play for Global CV Dominance
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Beyond India: Tata Motors’ Calculated Play for Global CV Dominance

By Shahkar Abidi & Darshan Nakhwa calendar20 Aug 2025

Tata’s acquisition of Iveco Group promises to open up new markets and technologies for the Indian CV maker.

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Switch Mobility Banks on Robust Tender Wins Despite Rare Earth Tightness
Switch Mobility Banks on Robust Tender Wins Despite Rare Earth Tightness

autherShahkar Abidi calendar14 Aug 2025

Ashok Leyland Monitors Rare Earth Supply Risks as Switch Mobility Eyes Growth in EV Bus Market Amid Upcoming Tenders a...

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Ashok Leyland Shifts into High Gear with Biggest-Ever Defense & Export Ambitions
Ashok Leyland Shifts into High Gear with Biggest-Ever Defense & Export Ambitions

autherShahkar Abidi calendar14 Aug 2025

Ashok Leyland forecasts strong FY26 growth in MHCV, LCV, and exports, driven by robust demand, e-commerce, and defense...

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Landmark Cars Reports Surge in Operating Cash Flow in FY25, Amid Rapid Network Expansion
Landmark Cars Reports Surge in Operating Cash Flow in FY25, Amid Rapid Network Expansion

By Shahkar Abidi and Ketan Thakkar calendar13 Aug 2025

The company’s strategic scale-up in FY25 came with a predictable trade-off, as the 23 newly added outlets still in the...

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Indian Tyre Companies Reposition as US Inflation Looms and Tariff Barriers Rise
Indian Tyre Companies Reposition as US Inflation Looms and Tariff Barriers Rise

autherShahkar Abidi calendar09 Aug 2025

Trade barriers push manufacturers to rewire export routes and production blueprints.

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JLR Keeps 5-7% Margin Goal Amid Trade Headwinds, Demand Pressures
JLR Keeps 5-7% Margin Goal Amid Trade Headwinds, Demand Pressures

By Darshan Nakhwa, Shahkar Abidi, and Prerna Lidhoo calendar08 Aug 2025

CFO and incoming CEO PB Balaji says cost takeouts, lower duties, and strong order bank will offset Q1 hit.

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Tata Motors Aligns Extended Producer Responsibility (EPR) Compliance with Strategic Scrapping Expansion
Tata Motors Aligns Extended Producer Responsibility (EPR) Compliance with Strategic Scrapping Expansion

By Shahkar Abidi, Darshan Nakhwa and Prerna Lidhoo calendar08 Aug 2025

Amid regulatory ambiguity, Tata Motors is scaling its Re.Wi.Re network and engaging with authorities to ensure complia...

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Tata Motors: Bottoming Out in Small Commercial Vehicles?
Tata Motors: Bottoming Out in Small Commercial Vehicles?

By Shahkar Abidi, Darshan Nakhwa and Prerna Lidhoo calendar08 Aug 2025

With market share stabilizing, the company signals cautious optimism for growth in the coming quarters.

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Bosch India's Sensor Dispute with Expensive Consequences
Bosch India's Sensor Dispute with Expensive Consequences

autherShahkar Abidi calendar07 Aug 2025

This latest setback comes on the heels of a July 2 ruling from Mumbai’s Air Cargo Complex, where Bosch was accused of ...

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Can GST Cuts Give Long-term Boost to Auto Sales?

Can GST Cuts Give Long-term Boost to Auto Sales?

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