BUSINESS
Tata Motors Q3 FY23: A strong quarter for both India, international businesses
The waning impact of semiconductor chip shortage and the softening of raw material prices helped the company race ahead
BUSINESS
Bajaj Auto Q3 FY23: Valuation a draw for long-term investors
Strong domestic demand and the easing of semiconductor chip crunch are positives
BUSINESS
TVS Q3 FY23: muted quarterly show; new products key drivers
Softening of raw material prices, price hikes, and rich product mix helped the company maintain margin, but valuation elevated
BUSINESS
Maruti Suzuki India: Bounceback makes it a long-term bet
As demand gathers pace and supply-side glitches smoothen, the car maker will be able to push the growth pedal hard
BUSINESS
RIL Q3: Consumer business continues to scale new highs even as traditional business rules
BUSINESS
Budget 2023: The stocks that have the potential to ride the EV theme
Incentives are expected in the forthcoming budget to bring down the acquisition cost of EVs and widen their adoption
BUSINESS
Delta Corp: In-line Q3 FY23 results, expansion key to growth
Long-term outlook positive on the back of increasing tourist arrivals, strong occupancy in its hotels, and continued traction for online gaming
BUSINESS
Sona BLW: An acquisition for future
SBPFL is supplying its products and solutions to electric vehicles (EVs) whereas Novelic is catering to autonomous vehicles
BUSINESS
Subros — A play on PV recovery, EV adoption
The outlook seems to be very encouraging not only for the medium to long term but also for the near term
BUSINESS
Automakers post mixed numbers, CVs continue to drive ahead
The outlook for tractors, two-wheelers, and trucks remains positive
BUSINESS
ZFCV: Sector tailwinds a boon, now at a discount to long-term average
A big beneficiary of the ongoing commercial vehicle (CV) upcycle. It has been operating in a promising business environment
BUSINESS
Bosch: Promising outlook, available at a reasonable valuation
Smoother chip supply, softer raw material prices, encouraging industry opportunities to fuel growth of this auto ancillary
MONEYCONTROL-RESEARCH
Auto sales: Inventory correction a speed bump for volumes
Year-on-year numbers remain strong; the road ahead seems to be smooth
MONEYCONTROL-RESEARCH
Endurance Tech: India business leads from the front, outlook sunny
The company has a stellar financial record while new businesses and product addition provide key growth triggers
BUSINESS
Gabriel India: EVs to drive next leg of growth
What continues to boost our confidence in the company is the encouraging demand across segments and its leadership position.
MONEYCONTROL-RESEARCH
Can tyre companies be part of your long-term portfolio?
As raw material prices soften and chip shortage eases, tyre companies are ready to roll, given the strong demand outlook
MONEYCONTROL-RESEARCH
Minda Corp: A pick-up in demand fuels strong numbers
The company’s desire to innovate and roll out new products makes it different from other auto component manufacturers
BUSINESS
Good show by Bharat Forge despite challenges, available at reasonable valuation
The medium to long-term demand outlook for the domestic business is promising on the back of pent-up demand, and an increase in economic and industrial activities
MONEYCONTROL-RESEARCH
Ashok Leyland: Sectoral tailwinds boost Q2 FY23 performance
The medium- to long-term outlook is promising, with a pick-up in economic activities.
MONEYCONTROL-RESEARCH
Auto segment continues to vroom for M&M, valuation offers upside
The company’s strong leadership in farm equipment together with strong auto demand make it a candidate for the long-term portfolio
MONEYCONTROL-RESEARCH
New products helping Eicher Motors ride fast
Supply-chain constraints are easing and demand momentum remains strong
MONEYCONTROL-RESEARCH
Tata Motors Q2 FY23: Positive surprise from JLR
With chip supply easing and demand picking up, the road ahead seems to be smooth for Tata Motors, both globally and locally. But rising interest rates can be a speed breaker
MONEYCONTROL-RESEARCH
TVS rides on demand pick-up to put up a decent show in Q2 FY23
With a strong product portfolio, market positioning, and focus on EVs, the company is expected to outperform the industry. However, valuation is stretched
MONEYCONTROL-RESEARCH
Hero MotoCorp Q2 FY23: Recovery in sight, valuation makes it worthy
Customer preference for personal mobility, positive rural sentiment, and new products, especially in the premium segment, are likely to aid demand, going forward.
