BUSINESS
PI Industries: Quality name wading through industry challenges
Q2 performance below Street expectations and a traction in CDMO is crucial for growth
BUSINESS
Festive season drives auto sales
Export demand has been showing an uptrend in the last five months. The revival in the global economy is reflecting in the numbers of some of the leading automobile exporters.
BUSINESS
Max Healthcare: Quick turnaround in acquired assets makes us positive on the stock
The company appears well-positioned to gain from sectoral tailwinds, with its focus on expanding presence in key markets, and being a preferred service provider for international patients
BUSINESS
KIMS: A play on hinterland healthcare demand in South India
While the capacity addition pipeline is decent, the growing focus on oncology and transplant centres will strengthen the company’s margin profile.
BUSINESS
Hero MotoCorp Q2: A smooth ride in tough times
Customer preference for personal mobility, focus on EVs, and a slew of launches, especially in the premium segment, are likely to boost demand, going forward
BUSINESS
Eicher Q2 numbers muted, premium segment to continue doing well
Second half likely to be better supported by a host of factors
BUSINESS
Hyundai’s Q2 FY25: Performance drops, valuation reasonable
Demand for utility vehicles stronger than that for entry-level segments. This impacted volumes of more economical models, which generally make up a significant part of overall sales.
BUSINESS
Ashok Leyland Q2 FY25: Benign commodity cost offers margin relief
Profitability in line with expectations, but revenue growth lagged in a challenging quarter
BUSINESS
M&M Q2 FY25: Decent quarter, valuation at fair level
The company is targeting mid-to-high teen growth. Challenges include potential urban demand slowdown and international markets. M&M’s navigation plan includes a strong product lineup and adaptability
BUSINESS
Sagility IPO: A play on US healthcare outsourcing market
Balance sheet healthy and there is room to raise more funds in future
BUSINESS
Two-wheelers, auto exports remain in top gear in October
The only segment which saw a declining trend was commercial vehicles. Companies say that the government's emphasis on infrastructure, construction, and mining activities provide further hope for the auto sector
BUSINESS
Maruti’s Q2 FY25: Can festive demand add speed to its momentum?
Better product mix helped realisations inch up though there was a slight dip in volumes
BUSINESS
TVS Q2FY25: Continues to cruise on a fast track, but valuation sticky
The current trend indicates modest growth in Q3FY25. However, the management is optimistic that demand will pick up ahead of the Diwali festival.
BUSINESS
Bajaj Auto Q2 FY25: Strong positioning helps defy challenges
Capacity expansion to fuel growth, but stock valuation is expensive
BUSINESS
Hyundai's mega IPO is here. Should you book a ride?
A unique opportunity for investors to capitalise on an auto major’s steady growth performance
BUSINESS
Two-wheelers, exports drive up auto numbers in September
The encouraging numbers came on the back of positive sentiments across rural and semi-urban areas and the expectations of strong demand during the festive season.
BUSINESS
Has Sharda Cropchem managed to tide over all the challenges?
Concern around business outlook lingers as international markets may take time to recover
BUSINESS
Kross IPO: Should you forge ties with this company?
The company’s long-standing relationship with its customers ensures a steady stream of revenue and reduces the cost of acquiring new clients or securing additional businesses from existing ones.
BUSINESS
August auto sales numbers indicate mixed trend
Two-wheelers and premium cars see sustained demand, while Ola Electric faces stiff competition
BUSINESS
Fertiliser stocks: Why a normal monsoon may not bring all the cheer
Much will depend on subsidy rates as raw material prices are rising
BUSINESS
Hero MotoCorp Q1: Deserves a look, thanks to positive rural sentiment
Stable commodity prices, a good monsoon, and increased government spending in rural areas are the expected tailwinds for the company
BUSINESS
MCPro Quick Take | Hero MotoCorp Q1FY25: Strong performance, driven by rural recovery
Outlook promising on the back of stable commodity prices and other factors
BUSINESS
Eicher numbers continue to impress, new products to help
The preference for premium products in the domestic market will benefit the company
BUSINESS
TVS Q1FY25: Strong quarter, valuation at elevated levels
Demand likely to remain strong, driven by the preference for personal mobility
