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Kanchi Shah

Senior Research Analyst

Moneycontrol

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

Bajaj Auto Q4 FY25: Is it time to hitch a ride?

BUSINESS

Bajaj Auto Q4 FY25: Is it time to hitch a ride?

The company’s progress in the EV space and a strong export market should fuel growth

Ashok Leyland’s outlook appears bright, but is it already priced in?

BUSINESS

Ashok Leyland’s outlook appears bright, but is it already priced in?

Strong order pipeline and market recovery set the stage for growth to pick up

LTTS: Muted results in Q4, recovery building this fiscal

TRENDS

LTTS: Muted results in Q4, recovery building this fiscal

Execution softness offset by strong deal wins and stable outlook

Hyundai Q4 FY25: Continues to move in slow lane

BUSINESS

Hyundai Q4 FY25: Continues to move in slow lane

Lower volumes due to weak domestic sentiment weighs on performance.

Eicher Motors Q4 FY2025: Growth, strategic expansion continue

BUSINESS

Eicher Motors Q4 FY2025: Growth, strategic expansion continue

Sustained growth with global expansion and strong market share

Airtel maintains growth momentum in Q4 FY25

BUSINESS

Airtel maintains growth momentum in Q4 FY25

Steady ARPU lifts the company’s Q4 performance across India and Africa

Tata Motors: A clear winner from the US-UK trade deal

BUSINESS

Tata Motors: A clear winner from the US-UK trade deal

JLR, the UK subsidiary of the company, relies heavily on the North American market for sales

Mahindra & Mahindra Q4FY25: Growth story continues

BUSINESS

Mahindra & Mahindra Q4FY25: Growth story continues

Diversified growth, strategic launches boost long-term prospects

Mphasis: Strong quarter, cautious outlook

TRENDS

Mphasis: Strong quarter, cautious outlook

Strategic deals and steady growth in uncertain times

FY26 starts on a low gear for the automobile industry

BUSINESS

FY26 starts on a low gear for the automobile industry

Mixed signals across segments in April 2025

KPIT posts steady performance in Q4, leveraging resilient execution

TRENDS

KPIT posts steady performance in Q4, leveraging resilient execution

The commentary for H1 FY26 is cautious amid macro challenges

TVS continues to maintain growth momentum

BUSINESS

TVS continues to maintain growth momentum

Robust demand from rural and international markets supports quarterly performance

M&M expands CV portfolio with SML Isuzu deal

BUSINESS

M&M expands CV portfolio with SML Isuzu deal

Acquisition to double market share in the over-3.5T commercial vehicle segment

Ather IPO: Is it worth a ride?

BUSINESS

Ather IPO: Is it worth a ride?

Ather brings innovation to the market, but profits may take time to materialise

Q4 FY25: Export gain, margin pain for Maruti

BUSINESS

Q4 FY25: Export gain, margin pain for Maruti

Strong rural demand and exports offset domestic slowdown

MC Pro Quick Take | Maruti Suzuki Q4FY25: Volume growth strong, margin disappointing

BUSINESS

MC Pro Quick Take | Maruti Suzuki Q4FY25: Volume growth strong, margin disappointing

Though domestic demand is likely to remain muted, medium- to long-term outlook is promising

Can this IT company rebound in FY26 after a tough FY25?

TRENDS

Can this IT company rebound in FY26 after a tough FY25?

Leadership transition and sustainability segment’s setbacks weigh on the company’s outlook

Is it time to bottom-fish Tata Motors?

BUSINESS

Is it time to bottom-fish Tata Motors?

It faces short-term challenges amid US shipment halt, but long-term growth outlook remains positive

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