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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

Reliance Industries’ Q2 performance boosts re-rating prospects 

BUSINESS

Reliance Industries’ Q2 performance boosts re-rating prospects 

RIL’s balance sheet appears in a much healthier shape with a series of fund raising programmes in the last one year

Strong show by TVS Motor in Q2 FY22, buy for long term

BUSINESS

Strong show by TVS Motor in Q2 FY22, buy for long term

Robust demand recovery, coupled with focus on managing costs, helped TVS post record revenue and operating profit in Q2 FY22

Mahindra CIE: A decent show in Q3 CY21, valuation attractive

BUSINESS

Mahindra CIE: A decent show in Q3 CY21, valuation attractive

Demand in both India and Europe continues to be strong and the performance of Mahindra CIE is set to improve, with the likely easing of chip shortage. Further, the EV space provides huge opportunities. The company can beat industry growth

Tata Motors says hello to TPG Rise to unlock EV's huge potential

BUSINESS

Tata Motors says hello to TPG Rise to unlock EV's huge potential

This transaction assigns a post money valuation of $9.1 billion (Rs 68,250 crore) to TML’s EV business, which is 45 per cent of the current market capitalisation of the listed entity TML.

Ramkrishna Forgings: Red-hot Q2 numbers lend shine to outlook

BUSINESS

Ramkrishna Forgings: Red-hot Q2 numbers lend shine to outlook

Ramkrishna Forgings' Q2 numbers indicate a strong recovery in the export markets

EV sales are running up in India. Seven stocks to ride

BUSINESS

EV sales are running up in India. Seven stocks to ride

In a bid to move towards cleaner energy and environment-friendly transportation, the world has been moving away from internal combustion engine (ICE)-driven vehicles to battery-driven electric vehicles (EVs). In this note, we identify companies, across the EV ecosystem, which could benefit when EV penetration starts to pick up at a faster pace

September auto sales: Semiconductor chip shortage a big dampener

MONEYCONTROL-RESEARCH

September auto sales: Semiconductor chip shortage a big dampener

At present, the biggest challenge for auto makers is the supply-side shock from the shortage of semiconductor chips. There are, however, early signs of it easing from October 2021

IndiGo, SpiceJet go head to head, who can fly higher?

BUSINESS

IndiGo, SpiceJet go head to head, who can fly higher?

IndiGo continues to be our preferred pick on the back of strong liquidity and leadership position

Sona BLW Precision Forgings: A strong candidate on the booming EV space

MONEYCONTROL-RESEARCH

Sona BLW Precision Forgings: A strong candidate on the booming EV space

Sona BLW has already attained a leading position in the electric differential assembly market in the world and continues to aggressively target new products and customers for multifold growth

Telecom relief package: What does it mean for Vodafone-Idea?

BUSINESS

Telecom relief package: What does it mean for Vodafone-Idea?

VIL will still need external funding for it to undertake the necessary capex that will enable it to retain subscribers

Why Sansera Engineering IPO is a compelling bet

BUSINESS

Why Sansera Engineering IPO is a compelling bet

The IPO of Sansera has been priced at reasonable levels, and we advise investors to subscribe for the long term, given the massive growth opportunities and its stellar operating performance

Exide Industries: Exit from non-core business lays a sunny pitch

BUSINESS

Exide Industries: Exit from non-core business lays a sunny pitch

Exiting the non-core insurance business and overall demand outlook in both automotive and industrial segments remain strong, post the second wave of COVID, Exide is likely to get re-rated

August auto sales -- Chips are down, the spark goes missing

BUSINESS

August auto sales -- Chips are down, the spark goes missing

Auto majors are facing a severe shortage of semiconductor chips impacting production. In fact, most of them have indicated a significant impact on production if supply constraints do not ease

Airtel dials it up, looks to make the most of new opportunities

BUSINESS

Airtel dials it up, looks to make the most of new opportunities

Despite a 63 per cent rally from its 52-week low in October 2020, the Airtel stock offers a decent upside

This auto ancillary stock is worth adding to long-term portfolio

BUSINESS

This auto ancillary stock is worth adding to long-term portfolio

SEL’s diversification across products and clients, promising aftermarket and export potential, and attractive valuations make it worthy of investor consideration

Ashok Leyland – A pure play on CV recovery in India

BUSINESS

Ashok Leyland – A pure play on CV recovery in India

Though demand hit a speed breaker due to the second Covid wave, the outlook for the medium to long term looks promising for Ashok Leyland

Hero MotoCorp Q1 numbers weak; valuation reasonable

BUSINESS

Hero MotoCorp Q1 numbers weak; valuation reasonable

Customers’ preference towards personal mobility, a positive rural sentiment, and new products are likely to aid demand for Hero MotoCorp

Strong show by Bharat Forge amid challenges

BUSINESS

Strong show by Bharat Forge amid challenges

The demand momentum in international markets for Bharat Forge is expected to continue and new focus areas are likely to drive growth in the coming years

Eicher Motors posts weak numbers, opportunity to accumulate

BUSINESS

Eicher Motors posts weak numbers, opportunity to accumulate

The outlook for Eicher is positive, driven by the pent-up demand for bikes, export demand, significant improvement in the CV segment, an improvement in fleet utilisation, and the resilience in rural demand

Motherson Sumi: A company for the long haul

BUSINESS

Motherson Sumi: A company for the long haul

At the current market price, MSSL’s valuation is at a discount to its long-term average. We advise investors to accumulate the stock on dips

A soft patch in the growth journey of Gabriel

BUSINESS

A soft patch in the growth journey of Gabriel

What continues to boost our confidence in Gabriel is the sharp rebound in demand across segments and its leadership position. Further, its valuation, at 18.7 times FY23 projected earnings, lends support

CarTrade IPO: A fast and furious journey to profits?

BUSINESS

CarTrade IPO: A fast and furious journey to profits?

With an asset-light, profitable business model, CarTrade is poised to grow its size and margins as the sector evolves

Strong order book and new products to take M&M to the next level

BUSINESS

Strong order book and new products to take M&M to the next level

Mahindra & Mahindra's strong leadership in farm equipment, positive rural sentiment, and a slew of new products in the auto segment make it a candidate for the long-term portfolio

Escorts – Ride this tractor for long term

MONEYCONTROL-RESEARCH

Escorts – Ride this tractor for long term

Escorts continues to be in a sweet spot as it caters to rural areas where sentiment is very positive.

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