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![satyam_sa16 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1135143795492679686.png) Satyam 🇮🇳 [@satyam_sa16](/creator/twitter/satyam_sa16) on x XXX followers
Created: 2025-07-23 03:06:51 UTC

3️⃣ India vs Europe: Two Speeds 🧵

🟢 India:

Good tractor & truck demand

Light vehicles & 2-wheelers soft, but new orders flowing in

Expect H2 > H1 (festive boost, monsoon)

Margins stable ~17.5–18%

🔴 Europe:

No recovery in sight; weakness to continue 2+ qtrs

Major EV program at Metal Castello delayed 2-3 yrs

Competitors in distress → consolidation chance

#Auto #EV


X engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947855904432656528/c:line.svg)

**Related Topics**
[h1](/topic/h1)
[india](/topic/india)

[Post Link](https://x.com/satyam_sa16/status/1947855904432656528)