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.
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
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
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
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.
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
MONEYCONTROL-RESEARCH
New products helping Eicher Motors ride fast
Supply-chain constraints are easing and demand momentum remains strong
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
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
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.
MONEYCONTROL-RESEARCH
Decent show by IndiGo in Q2 FY23, ready to gain altitude
Strong demand from domestic and international travellers and a high-yield scenario should help the airline grow its earnings faster
MONEYCONTROL-RESEARCH
Auto sales: Inventory clearance leads to muted numbers, post festive season
The road ahead of auto industry looks smooth on the back of easing chip crunch and heightened economic activities
BUSINESS
Increase in 4G users, rise in ARPU add muscle to Airtel numbers
There are multiple levers that could fuel growth of this telecom company; valuation too signals upside potential
MONEYCONTROL-RESEARCH
Maruti: Recovery in sight, makes it a long-term bet now
With chip shortage waning and raw material prices softening, the car maker is poised for a steady ride
MONEYCONTROL-RESEARCH
Bajaj Auto: Sector tailwinds add to its appeal
Strong domestic demand, easing of semiconductor chip shortage, and a reasonable valuation— 16.9 times FY24 projected earnings – make it attractive
MONEYCONTROL-RESEARCH
Delta Corp: The casino house steps up its play, attractive for long term
The long-term outlook for the company continues to be positive on the back of increasing tourist arrivals, strong occupancy in its hotels, and the continued traction for online gaming
BUSINESS
Sector tailwinds make this auto ancillary leader red-hot
Rich product mix helps the company offset impact of raw material price rise while new products are expected to drive growth
BUSINESS
Bosch: An auto component leader with encouraging outlook
Chip constraint is easing and commodity prices are softening, holding out hope that Bosch will see an operating margin expansion, going forward. Moreover, valuation looks attractive
BUSINESS
Festive season, easing of supply issues put automakers in fast lane
What led to this sequential growth in monthly numbers are the easing of supply-side constraints and the festive season.
BUSINESS
Gabriel: A fundamentally strong company to buy for the long term
What continues to boost our confidence in the company is the encouraging demand across segments and its leadership position
MONEYCONTROL-RESEARCH
Sona BLW: Soft patch an opportunity to buy for long term
Business fundamentals are sound and financial track record is impressive for this company while growth scope is immense
BUSINESS
Car safety rules — An uphill ride in a price-conscious market
Six-airbag rule will make cars costlier, hurting demand particularly in the entry-level segment
MONEYCONTROL-RESEARCH
Harsha Engineers International IPO: Is it a safe play?
Growth opportunities are bright and the operating performance is strong for this bearing cage manufacturer
MONEYCONTROL-RESEARCH
Discovery Series: An auto ancillary that can add force to your portfolio in the long run
Industry outlook bright for LGB Bros, which is a market leader; it’s valuation too is reasonable
