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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

Decent set of numbers by Bharat Forge

MONEYCONTROL-RESEARCH

Decent set of numbers by Bharat Forge

Demand to sustain momentum, new focus areas to drive growth

Eicher Motors riding fast on strong demand, new products

BUSINESS

Eicher Motors riding fast on strong demand, new products

Order book remains healthy; valuation at a discount to fair value

Rise in subscriber base, ARPU help Airtel post strong numbers

MONEYCONTROL-RESEARCH

Rise in subscriber base, ARPU help Airtel post strong numbers

Well placed to usher in 5G revolution; ARPU to remain strong in medium term on the back of higher data use

Auto segment comes to M&M’s rescue, any upside?

BUSINESS

Auto segment comes to M&M’s rescue, any upside?

New products to drive growth despite commodity pressure and muted outlook for the tractor segment

Demand tailwind to help IndiGo gain higher altitude

BUSINESS

Demand tailwind to help IndiGo gain higher altitude

Superlative show in Q1 FY23; healthy balance sheet to withstand challenges

Escorts: Disappointing results but positive outlook

BUSINESS

Escorts: Disappointing results but positive outlook

Weak product mix and higher raw material costs dent performance

Two-speed journey for auto sales in July

MONEYCONTROL-RESEARCH

Two-speed journey for auto sales in July

PV and 2W do well but uneven rains play spoilsport for tractors

Ashok Leyland: Weak Q1 FY23, outlook promising

MONEYCONTROL-RESEARCH

Ashok Leyland: Weak Q1 FY23, outlook promising

The prospects look promising as demand has started picking up, post the opening up of the broader economy. The valuation also gives us the desired comfort

Expensive valuation puts a question mark on TVS rerating

BUSINESS

Expensive valuation puts a question mark on TVS rerating

Multiple growth drivers for the company but stock is trading at a premium

Tata Motors Q1 FY23 comes up short

BUSINESS

Tata Motors Q1 FY23 comes up short

Jaguar Land Rover (JLR) volumes continue to be on a downward trend due to the chip shortage. Operating profitability also got severely impacted, owing to the weak product mix

Maruti: Is it the right long-term bet now?

BUSINESS

Maruti: Is it the right long-term bet now?

Maruti’s leadership position in the segment, strong order book, and new products coupled with reasonable valuation make it an attractive bet for the long term.

Bajaj Auto: Cruising well despite odds

BUSINESS

Bajaj Auto: Cruising well despite odds

Despite tepid demand, higher raw material prices, and supply-side constraints, the company reported an improvement in its operating margin on a year-on-year (YoY) basis.

RIL Q1: Strong showing across businesses

BUSINESS

RIL Q1: Strong showing across businesses

Traction in new age businesses such as retail, media, digital and renewables presents RIL significant scale and scope in times to come

Ramkrishna Forgings: In-line Q1, encouraging outlook; buy for long term

MONEYCONTROL-RESEARCH

Ramkrishna Forgings: In-line Q1, encouraging outlook; buy for long term

The outlook for both domestic and international markets is promising as demand continues to maintain its momentum

Delta Corp — A long-term bet on India’s gaming industry

BUSINESS

Delta Corp — A long-term bet on India’s gaming industry

The long-term outlook for Delta Corp continues to be positive on the back of increasing tourist arrivals, leading to a strong occupancy in its hotels, and the continued traction for online gaming

Any upside left in M&M, post the EV deal?

MONEYCONTROL-RESEARCH

Any upside left in M&M, post the EV deal?

This deal plays an important role in accelerating the progress on EV front.

Endurance Tech: Continues to outperform industry; a play to ride growth in 2W

MONEYCONTROL-RESEARCH

Endurance Tech: Continues to outperform industry; a play to ride growth in 2W

Strong order pipeline, new products make Endurance an enduring bet following market correction

Bajaj Auto: Why investors should look beyond the buyback

STOCKS

Bajaj Auto: Why investors should look beyond the buyback

Bajaj Auto’s buyback announcement is unlikely to enthuse investors

Suprajit Engineering in fine shape amid tough times, prospects look better

BUSINESS

Suprajit Engineering in fine shape amid tough times, prospects look better

Management sees global auto industry contracting in FY23 as well, but confident of SEL outperforming the industry by 5-10 percent. We advise investors to accumulate this stock for the long term

Sona BLW: Does its buzzing order book justify high stock price?

BUSINESS

Sona BLW: Does its buzzing order book justify high stock price?

It is one of the rare gems in the listed space to play on the megatrend of electrification of vehicles

Fiem: LED, EV adoption key growth triggers

BUSINESS

Fiem: LED, EV adoption key growth triggers

Rising share of light-emitting diodes (LEDs), addition of new clients and new business from existing clients are expected to augur well for the company

Gabriel: bright outlook as demand gets into shape

MONEYCONTROL-RESEARCH

Gabriel: bright outlook as demand gets into shape

The sharp rebound in demand across segments, its leadership position, and export opportunities continue to boost our confidence in the company. Investors can buy this stock with a long-term perspective

This auto component maker remains a favourite. Here's why

MONEYCONTROL-RESEARCH

This auto component maker remains a favourite. Here's why

A recovery in demand, post COVID-19, for passenger vehicles and two-wheelers, increase in content per vehicle and growth from new focus areas make us upbeat about the company

Auto sales: Early signs of easing of supply hurdles in May

MONEYCONTROL-RESEARCH

Auto sales: Early signs of easing of supply hurdles in May

With the opening up of the broader economy and free movement of people, post the pandemic, there has been a significant pick-up in demand for three-wheelers (3W)

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