Amotiv Ltd
AOV: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| ?g | LOCK|@Hz | LOCK|xs^#w? |
Amotiv: Discretionary Weakness Persists Into the Second Half, Unrelated to Tariff Saga
Previously expecting growth, Amotiv now expects a marginal decline in fiscal 2025 underlying EBITA. The downgrade is predominantly due to weakness in lighting, power, and electrical demand. To a lesser extent, 4WD accessories demand is weak amid lower new vehicle sales in Australia and New Zealand.
