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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

M&M Q4 FY23: Auto segment firing, valuation offers upside

BUSINESS

M&M Q4 FY23: Auto segment firing, valuation offers upside

A wide range of products and a strong new-product pipeline augur well for the auto company though the tractor segment remains a near-term worry

Ashok Leyland: Sector tailwinds add to its horsepower

BUSINESS

Ashok Leyland: Sector tailwinds add to its horsepower

A strong product portfolio and an increase in market share augur well for the company

What the IPO of Tata Technologies brings to Tata Motors

BUSINESS

What the IPO of Tata Technologies brings to Tata Motors

With more than 74 percent stake in Tata Tech, Tata Motors can garner huge returns from the flotation of its subsidiary

IndiGo: Decent numbers in a seasonally weak quarter

BUSINESS

IndiGo: Decent numbers in a seasonally weak quarter

Strong domestic and international demand and the high-yield scenario can help the airline gain altitude.

Airtel Q4 FY23: Higher proportion of 4G/5G customers is the key growth driver

BUSINESS

Airtel Q4 FY23: Higher proportion of 4G/5G customers is the key growth driver

A larger share of high-value customers, coupled with tariff hikes, helped the company post robust growth in revenues and operating margins

Tata Motors Q4FY23: A double-engine growth story

BUSINESS

Tata Motors Q4FY23: A double-engine growth story

International and domestic businesses are expected to continue doing well with EVs providing the extra spark

Eicher posts stellar numbers, riding fast on premium products

BUSINESS

Eicher posts stellar numbers, riding fast on premium products

Volumes register good growth in fourth quarter, EBITDA margin expands

Mixed results by Escorts, outlook depends on monsoon

BUSINESS

Mixed results by Escorts, outlook depends on monsoon

Weak tractor demand is a drag on revenues but construction equipment & railway segments recover sharply

Hero MotoCorp Q4 FY23 — Decent set of numbers; new products key growth drivers

BUSINESS

Hero MotoCorp Q4 FY23 — Decent set of numbers; new products key growth drivers

Realisations improved and volumes grew while demand momentum is likely to be sustained going forward

TVS Q4 FY23: Motorcycles weigh on financials; new products key drivers

BUSINESS

TVS Q4 FY23: Motorcycles weigh on financials; new products key drivers

A mixed run for automobiles in April 2023

BUSINESS

A mixed run for automobiles in April 2023

Inventory correction leads to a drop in MoM numbers in the CV segment; PVs and premium bikes do well

GoFirst’s insolvency: An opportunity for others?

BUSINESS

GoFirst’s insolvency: An opportunity for others?

Passengers of GoFirst are expected to shift to other well-placed airlines

Maruti: Why is it a good buy now?

BUSINESS

Maruti: Why is it a good buy now?

The car-maker’s order book is strong and the stock valuation is reasonable

Bajaj Auto Q4 FY23: Strong numbers despite challenges

BUSINESS

Bajaj Auto Q4 FY23: Strong numbers despite challenges

Going forward, the company plans to roll out new products and increase market share

Reliance Industries puts up a strong show across new-age businesses

BUSINESS

Reliance Industries puts up a strong show across new-age businesses

There’s scope for re-rating as the conglomerate’s current valuation implies near-zero value for the new energy business and little upside from the growing consumer business

Delta Corp Q4 FY23: Final quarter weak, but full-year picture shows improvement

BUSINESS

Delta Corp Q4 FY23: Final quarter weak, but full-year picture shows improvement

Expansion is the key to growth; online gaming IPO to unlock value

Subros: Wider EV adoption, PV demand augur well

BUSINESS

Subros: Wider EV adoption, PV demand augur well

With demand remaining buoyant in the passenger vehicle (PV) and commercial vehicle (CV) segments, semiconductor chip-supply issues waning, and raw material prices softening, Subros can be added in the portfolio from a long-term perspective

Craftsman Automation: Riding the CV momentum, higher aluminium use in auto sector

BUSINESS

Craftsman Automation: Riding the CV momentum, higher aluminium use in auto sector

Moderating raw material prices and encouraging demand outlook to boost company’s margin

Auto: What will be the journey in FY24 after a bumpy ride in FY23?

BUSINESS

Auto: What will be the journey in FY24 after a bumpy ride in FY23?

CVs, EVs, premium bikes and PVs expected to maintain momentum with rural-centric companies facing demand challenges

Mahindra CIE: Strategic move to improve profitability

BUSINESS

Mahindra CIE: Strategic move to improve profitability

The sale of loss-making business in Germany, strong domestic demand, and EV opportunities augur well for the out parts maker

Ramkrishna Forgings is riding the CV upswing

BUSINESS

Ramkrishna Forgings is riding the CV upswing

Valuation coupled with encouraging outlook make this auto ancillary a long-term buy

Diamond in the dust: This premium bike maker is up for grabs, at a discount

BUSINESS

Diamond in the dust: This premium bike maker is up for grabs, at a discount

Customer preference for premium bikes and a strong demand momentum augur well for Eicher Motors

ZFCV takes the pole position to make the most of sector tailwinds

BUSINESS

ZFCV takes the pole position to make the most of sector tailwinds

The outlook for this auto ancillary looks promising with a demand pick-up in the CV segment

Growth play makes this leader of the auto ancillary pack red-hot

BUSINESS

Growth play makes this leader of the auto ancillary pack red-hot

Strong demand coming in from CV segment and opportunities in EVs position this auto component player well