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
Order book remains healthy; valuation at a discount to fair value
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?
New products to drive growth despite commodity pressure and muted outlook for the tractor segment
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
Weak product mix and higher raw material costs dent performance
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
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
Multiple growth drivers for the company but stock is trading at a premium
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?
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
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
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
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
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?
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
Strong order pipeline, new products make Endurance an enduring bet following market correction
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
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?
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
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
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
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
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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