Business Insights and Market Implications Summary

Vehicle Exports

• India FY25 Vehicle Exports: Increased by 19% to 5.4 million units, surpassing 5 million for the first time in two years but still below FY22 peak (5.6 million).
  • Passenger cars and 3-wheeler exports declined.
  • Utility vehicle exports grew to 0.36 million.
  • Scooter exports reached 0.6 million.
  • Motorcycle exports rose by 21% but remained below FY22 levels.

Wall Street Performance

• Market Indices:
  • S&P 500 futures: +0.3%
  • Nasdaq futures: +0.6%
  • Dow Jones Industrial Average futures: -1.6%
• Stock Movements:
  • UnitedHealth Group: Fell nearly 20% due to missed targets and reduced forecasts.
  • Eli Lilly: Jumped 11% after positive trial results for a weight loss/diabetes pill.
  • Hertz: Rose 12% following a 56% gain on Wednesday.

Auto Sales Trends

• Canada Q1 2025:
  • Toyota: Down 15% YoY (43,138 units).
  • Chevrolet: Up 15% YoY (36,278 units).
  • Hyundai: Up 11% YoY (30,678 units).
  • Honda: Up 10% YoY (30,299 units).
  • Nissan: Up 4% YoY (29,124 units).

Production Shifts and Market Share

• Honda:
  • Civic HEV production: Moving from Japan to Indiana to avoid tariffs.
  • Elevate/Amaze CNG kits: Launched in India for manual variants.
• Nissan: Reversed production cut plan in Tennessee, maintaining original output.

Tariffs and Trade Dynamics

• TSMC and Tech Tariffs:
  • Targeting small-volume production of panel-level packaging by 2027.
  • HP, Dell, Meta: Increasing US production to mitigate tariff risks.
  • Apple: Auditing supplier production amid tariff uncertainty.

Share Price Movement

• Honda India Power Products Ltd.: Share price increased by 1.22% (from Rs 2,071.60 to Rs 2,096.80).

Strategic Partnerships and Innovations

• Honda and Nissan:
  • Collaborating with Toyota to promote next-generation automotive chips.

This summary highlights key business insights, market trends, and strategic considerations impacting the automotive, technology, and financial sectors.