Amotiv Ltd

AOV: XASX (AUS)
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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.

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