Moneycontrol PRO

Kanchi Shah

Senior Research Analyst

Moneycontrol

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

Tata Technologies: Recovery with caveats

BUSINESS

Tata Technologies: Recovery with caveats

Sequential growth returns in Q2FY26 though margins and client concentration remain key watchpoints

Mphasis: Building a stronger growth runway

BUSINESS

Mphasis: Building a stronger growth runway

AI-led deal wins, improving execution underpin confidence despite evolving demand visibility

Can Escorts Kubota reclaim the lost ground?

BUSINESS

Can Escorts Kubota reclaim the lost ground?

Strong agri performance contrasts with the softness in the construction equipment segment

Tata Motors: Can it defend CV leadership amid rivalry?

BUSINESS

Tata Motors: Can it defend CV leadership amid rivalry?

Margin expansion sustained through scale benefits and cost rationalisation

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

BUSINESS

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

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