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Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.
The September quarter reaffirmed India’s auto resilience; driven by premiumization, exports, and festive demand. Both Hyundai Motor India (HMIL) and TVS Motor Company (TVSL) posted strong profit growth despite input and volume headwinds.