Rising delinquencies in Hero FinCorp
Delinquencies and collection slowdown in H1 impacted HFCL profitability; management acknowledged industry-wide credit cost increase.
medium · analyst_question
Hero MotoCorp Limited — Q2 FY25
Hero MotoCorp reported its highest-ever quarterly revenue of INR 10,463 crore (up 11% YoY), EBITDA of INR 1,516 crore (up 14% YoY), and PAT of INR 1,204 crore (up 14% YoY).
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Demand bunching around festive season
Analyst flagged that strong festive retail may not sustain post-festival, as seen last year with sharp drop in Vahan registrations.
medium · analyst_questionGeopolitical and economic risks in export markets
Countries like Bangladesh, Turkey, and Nigeria face economic challenges that could slow export growth.
medium · management_commentary