Moneycontrol PRO
LAMF
LAMF

Kanchi Shah

Senior Research Analyst, Moneycontrol

Exide Industries: Core business recovery, lithium push to drive next leg of growth

BUSINESS

Exide Industries: Core business recovery, lithium push to drive next leg of growth

The company continues to see steady traction in its core lead-acid business, supported by its dominant market position and a favourable mix towards the high-margin aftermarket segment

Amara Raja Energy and Mobility: Energy storage gets a push amid margin pressure

BUSINESS

Amara Raja Energy and Mobility: Energy storage gets a push amid margin pressure

While the company’s long-term strategy, including diversification into new energy solutions, appears well-positioned, near-term uncertainties remain

Fractal Analytics Q3 FY26: Enterprise AI momentum drives strong growth

BUSINESS

Fractal Analytics Q3 FY26: Enterprise AI momentum drives strong growth

As enterprise AI adoption takes off, which is expected in the next few years, accelerated growth is likely

Sedemac Mechatronics IPO: Strong technology, stretched valuation

BUSINESS

Sedemac Mechatronics IPO: Strong technology, stretched valuation

Sedemac designs and builds electronic control units that go into engines and power systems in vehicles and industrial equipment; it has a strong position in India’s genset controller market

A fabulous February for the auto sector

BUSINESS

A fabulous February for the auto sector

Strong February sales, resilient demand across segments, and exports indicate that the momentum will be sustained

CEAT: Demand revival meets margin risks

BUSINESS

CEAT: Demand revival meets margin risks

Volume tailwinds build pace, but input cost pressures test margin durability

Can Hyundai regain lost ground?

BUSINESS

Can Hyundai regain lost ground?

Hyundai has outlined an ambitious product roadmap of 26 launches by FY30, including new nameplates, facelifts and derivatives

Bharat Forge: Defence is gearing up for a powerful strike

BUSINESS

Bharat Forge: Defence is gearing up for a powerful strike

Bharat Forge is entering a structural transition phase, where defence and aerospace are evolving from optional growth levers to core earnings drivers, fundamentally reshaping the company’s medium-term trajectory

Ashok Leyland Q3 FY26: Strong volumes drive the show

BUSINESS

Ashok Leyland Q3 FY26: Strong volumes drive the show

Well positioned to further enhance its operational performance and expand market share within the industry

Twin engines propelling M&M’s growth

BUSINESS

Twin engines propelling M&M’s growth

The company’s growth is driven by auto and farm equipment segments

Eicher Motors Q3 FY26: Volume momentum intact, margins revving up

BUSINESS

Eicher Motors Q3 FY26: Volume momentum intact, margins revving up

Capacity expansion and exports to drive growth

Hero Motocorp: Q3 sets a record, demand momentum sustains

BUSINESS

Hero Motocorp: Q3 sets a record, demand momentum sustains

A strong quarter with growth in margin amid rising commodity cost

Fractal IPO: Is this premium business at a fancy valuation the right bet for investors?

BUSINESS

Fractal IPO: Is this premium business at a fancy valuation the right bet for investors?

Strong growth and client stickiness support the long-term story

Bharti Airtel Q3 FY26 – The quarter rings louder

BUSINESS

Bharti Airtel Q3 FY26 – The quarter rings louder

A larger share of high-value customers, helped the company post robust growth

Tata Motors Passenger Vehicles: Domestic growth on fast track, JLR lags

BUSINESS

Tata Motors Passenger Vehicles: Domestic growth on fast track, JLR lags

Domestic momentum in Q3FY26 was offset by JLR disruptions, which weighed on near-term outlook

Automobile industry starts 2026 on a good note

BUSINESS

Automobile industry starts 2026 on a good note

Strong January dispatches, resilient demand, and exports set a positive tone

Bajaj Auto Q3 FY26: Exports take the lead

BUSINESS

Bajaj Auto Q3 FY26: Exports take the lead

Robust export recovery, improving domestic demand, and strong product pipeline support outlook

Tata Motors: Growth momentum gains speed

BUSINESS

Tata Motors: Growth momentum gains speed

Q3 performance driven by strong domestic and export volume growth

Maruti Suzuki Q3 FY26: Demand revival drives growth, margin pressure persists

BUSINESS

Maruti Suzuki Q3 FY26: Demand revival drives growth, margin pressure persists

Capacity expansion and export momentum support long-term growth visibility

TVS Q3 FY26: Racing ahead of industry

BUSINESS

TVS Q3 FY26: Racing ahead of industry

Record volume, margin expansion drive Q3 performance

India–EU FTA: Not much impact on India’s mass passenger vehicle market

BUSINESS

India–EU FTA: Not much impact on India’s mass passenger vehicle market

Tariff cuts favour niche luxury imports, not mass-market competition

LTTS Q3 FY26: Deal momentum remains stable, visibility improves

BUSINESS

LTTS Q3 FY26: Deal momentum remains stable, visibility improves

Portfolio recalibration and large deal wins support medium-term profitability goals

Can Budget 2026 fuel the auto sector’s growth journey?

BUSINESS

Can Budget 2026 fuel the auto sector’s growth journey?

After the GST cut, focus on infrastructure and green mobility remains central to industry expectations

From slowdown to surge — the auto turnaround in 2025

BUSINESS

From slowdown to surge — the auto turnaround in 2025

GST rate cuts and rural recovery support volume momentum

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347