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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

Tata Motors Q3 FY23: A strong quarter for both India, international businesses

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

Bajaj Auto Q3 FY23: Valuation a draw for long-term investors

BUSINESS

Bajaj Auto Q3 FY23: Valuation a draw for long-term investors

Strong domestic demand and the easing of semiconductor chip crunch are positives

TVS Q3 FY23: muted quarterly show; new products key drivers

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

Maruti Suzuki India: Bounceback makes it a long-term bet

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

RIL Q3: Consumer business continues to scale new highs even as traditional business rules

BUSINESS

RIL Q3: Consumer business continues to scale new highs even as traditional business rules

Budget 2023: The stocks that have the potential to ride the EV theme

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

Delta Corp: In-line Q3 FY23 results, expansion key to growth

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

Sona BLW: An acquisition for future

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

Subros — A play on PV recovery, EV adoption

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

Automakers post mixed numbers, CVs continue to drive ahead

BUSINESS

Automakers post mixed numbers, CVs continue to drive ahead

The outlook for tractors, two-wheelers, and trucks remains positive

ZFCV: Sector tailwinds a boon, now at a discount to long-term average

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

Bosch: Promising outlook, available at a reasonable valuation

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

Auto sales: Inventory correction a speed bump for volumes

MONEYCONTROL-RESEARCH

Auto sales: Inventory correction a speed bump for volumes

Year-on-year numbers remain strong; the road ahead seems to be smooth

Endurance Tech: India business leads from the front, outlook sunny

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

Gabriel India: EVs to drive next leg of growth

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.

Can tyre companies be part of your long-term portfolio?

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

Minda Corp: A pick-up in demand fuels strong numbers

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

Good show by Bharat Forge despite challenges, available at reasonable valuation

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

Ashok Leyland: Sectoral tailwinds boost Q2 FY23 performance

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.

Auto segment continues to vroom for M&M, valuation offers upside

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

New products helping Eicher Motors ride fast

MONEYCONTROL-RESEARCH

New products helping Eicher Motors ride fast

Supply-chain constraints are easing and demand momentum remains strong

Tata Motors Q2 FY23: Positive surprise from JLR

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

TVS rides on demand pick-up to put up a decent show in Q2 FY23

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

Hero MotoCorp Q2 FY23: Recovery in sight, valuation makes it worthy

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.