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Kanchi Shah

Senior Research Analyst

Moneycontrol

Which auto stocks stand to gain most from the GST reset?

BUSINESS

Which auto stocks stand to gain most from the GST reset?

A reduction in the GST rate from 28 percent to 18 percent for most automobile sub-segments is expected to boost overall sales. But a few will gain more than the others

August auto sales hit GST speed breaker

BUSINESS

August auto sales hit GST speed breaker

The outlook is good on the back of a possible policy push and better monsoon this year

Ashok Leyland: Positioned for higher growth amid market recovery

BUSINESS

Ashok Leyland: Positioned for higher growth amid market recovery

The company exceeded expectations with better operational efficiencies

Rural push, SUV surge keep Hyundai on track

BUSINESS

Rural push, SUV surge keep Hyundai on track

Lower volumes due to weak domestic sentiment weighs on performance

Potholes on the path, but Tata’s long drive is not over

BUSINESS

Potholes on the path, but Tata’s long drive is not over

While the management remains confident about the business, declining margin remains a concern

Hero MotoCorp Q1 FY26: Revenue dips, but margin in grip

BUSINESS

Hero MotoCorp Q1 FY26: Revenue dips, but margin in grip

Q1 performance in line with expectations; the demand outlook is strong, and the stock valuation is attractive

Bajaj Auto delivers a mixed Q1

BUSINESS

Bajaj Auto delivers a mixed Q1

Revenue growth aided by exports; margin dips on currency and cost pressures

Bharti Airtel posts a strong quarterly show

BUSINESS

Bharti Airtel posts a strong quarterly show

Steady ARPU growth lifts the company’s Q1 performance across India and Africa

EV leadership, global thrust fuel TVS journey

BUSINESS

EV leadership, global thrust fuel TVS journey

Robust demand for two-wheelers power strong quarterly performance

July 2025 auto sales move along a two-speed track

BUSINESS

July 2025 auto sales move along a two-speed track

Although PV sales remained subdued, other categories offered resilience

Maruti Q1FY26: Export surge and rural demand help navigate domestic slowdown

BUSINESS

Maruti Q1FY26: Export surge and rural demand help navigate domestic slowdown

The car-maker needs to overcome its budget-car image while establishing credibility in the higher-margin SUV segment

Eicher Motors Q1FY26: Maintains growth despite margin dip

BUSINESS

Eicher Motors Q1FY26: Maintains growth despite margin dip

Demand outlook remains strong as the company focuses on global expansion and market share gain

Tata Motors expands CV empire with Iveco Group NV acquisition

BUSINESS

Tata Motors expands CV empire with Iveco Group NV acquisition

Tata Motors is acquiring Italy's Iveco Group's commercial vehicle business to create a global CV powerhouse with triple the revenue reach.

Mahindra & Mahindra shifts to high gear

BUSINESS

Mahindra & Mahindra shifts to high gear

Q1 performance reaffirms strength in core segments

Cyient Q1 FY26: Misses the mark again

TRENDS

Cyient Q1 FY26: Misses the mark again

Macro improves late in quarter, but recovery across segments remains uneven

LTTS Q1 FY26: What to expect from the stock after muted quarterly numbers?

TRENDS

LTTS Q1 FY26: What to expect from the stock after muted quarterly numbers?

Q1 miss driven by insipid demand and pressure in the mobility segment

Tata Technologies Q1 FY26: Aerospace gains height, but auto in slow lane

BUSINESS

Tata Technologies Q1 FY26: Aerospace gains height, but auto in slow lane

R&D delays and global EV headwinds temper growth momentum

India’s E2W Market: Can Ather overtake Ola?

BUSINESS

India’s E2W Market: Can Ather overtake Ola?

The electric two-wheeler race tightens as competition heats up

June jitters for automobile demand

BUSINESS

June jitters for automobile demand

Q1 of FY26 mixed for automakers as domestic demand remained soft while relief came from exports

Is it now the right time to invest in Tata Tech?

BUSINESS

Is it now the right time to invest in Tata Tech?

Strategic wins and partnerships contrast with cautious guidance

Is it safe to ride the Tata Motors stock, post the recent correction?

BUSINESS

Is it safe to ride the Tata Motors stock, post the recent correction?

JLR issues a muted outlook with expectations for a lower EBIT margin and zero cash flows in FY26

Can Escorts Kubota regain lost market share in FY26?

BUSINESS

Can Escorts Kubota regain lost market share in FY26?

Margins hold steady, but regional gaps and construction slowdown pose challenges to growth

China’s curbs on rare earth magnets: Risk or rare opportunity for auto stocks?

BUSINESS

China’s curbs on rare earth magnets: Risk or rare opportunity for auto stocks?

Though there’s risk of Indian automotive production coming to a halt, the issue is unlikely to snowball into a major crisis

Rural demand, exports drive auto industry growth despite slowdown in some segments

BUSINESS

Rural demand, exports drive auto industry growth despite slowdown in some segments

Although PV sales remain subdued, two-wheelers, tractors and commercial vehicles offer resilience, with the promise of better times ahead

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