Rare earth supply constraints
Industry-wide rare earth shortage affecting magnets for EV motors and sensors; Hero covered for Q2 but uncertainty beyond.
Hero MotoCorp · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Industry-wide rare earth shortage affecting magnets for EV motors and sensors; Hero covered for Q2 but uncertainty beyond.
Draft notification mandating ABS for vehicles >50cc from June 2026 could increase costs significantly; industry seeking timeline extension.
Entry-level motorcycle segment under prolonged stress due to affordability and aspiration shifts; recovery uncertain.
HFCL profitability impacted by high credit cost and NPAs; management expects improvement with falling rates but no timeline given.