BUSINESS
Samvardhana Motherson’s acquisition of SAS opens up new opportunity
SAS is a leading cockpit module integrator globally and has a significant presence with a 20 percent market share
BUSINESS
Bharat Forge Q3: Strong set despite bumps in global markets, poised to grow
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 activitie
MONEYCONTROL-RESEARCH
Should you buy Eicher Motors after a good quarter?
The outlook for the company is positive on the back of pent-up demand for bikes, new products and preference for premium bikes
BUSINESS
These two segments keep the growth wheel running for M&M
Supported by new products, strong demand, and lower commodity prices, the company is set on a strong growth path
BUSINESS
Hero MotoCorp Q3 FY23 — In-line set of numbers amid weak demand
A fundamentally strong and well-run business that is a worthy long-term bet
BUSINESS
5G ready, Airtel rings in another strong quarterly show in Q3
An increase in high-value customers, coupled with tariff hikes, helped the company post robust growth in revenues and operating margins
BUSINESS
IndiGo: Profitability takes wings, ready to gain new altitude
Strong demand from domestic and international travellers and the high-yield scenario augur well for the airline
BUSINESS
Strong numbers from automakers, outlook gets a lift
Vehicle sales to continue gathering pace on the back of an improving macro scenario and upcoming festive season
BUSINESS
Ashok Leyland: Why this automaker is a steady bet at this juncture
The outlook appears promising as the company has a strong product portfolio and is focusing on increasing market share
BUSINESS
Strong show by Sona BLW, best proxy to ride the EV mega trend
The high-value, high-margin product portfolio likely to help the company outperform the industry
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
