Naveen Kulkarni and Ashwin Patil analyse Maruti Suzuki’s Q2 results
“Margin profile is probably slightly below expectation but Q3 and Q4 will be the more important quarters in terms of the overall margin profile because it is difficult to calibrate in terms of what kind of inventory they would have had in raw materials and things like that. I think the full impact of the benefit of raw material will come in Q3 and Q4,” says Naveen Kulkarni.
