S&P 2026 LVP growth estimates by OEM (YoY)
Exhibit 1:FY26 now -1.8% YoY but increase +1.5% YoY in FY27 Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research Source: S&P Global, Morgan Stanley Research