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Nitin Agrawal

Senior Research Analyst

Moneycontrol Research

Motherson Sumi – Does it deserve investors’ attention now?

BUSINESS

Motherson Sumi – Does it deserve investors’ attention now?

Diamonds in the Dust | Shares of this CV maker have tanked, can it ride out this rough patch?

BUSINESS

Diamonds in the Dust | Shares of this CV maker have tanked, can it ride out this rough patch?

Volatility will continue, but this is a fundamentally strong business that has huge potential to grow in India.

April sales: Tough times continue for automobile companies

BUSINESS

April sales: Tough times continue for automobile companies

Varroc Engineering: A decent long-term business at attractive valuations

MONEYCONTROL-RESEARCH

Varroc Engineering: A decent long-term business at attractive valuations

Hero MotoCorp Q4 review: Margin under strain, demand outlook muted

BUSINESS

Hero MotoCorp Q4 review: Margin under strain, demand outlook muted

Factors such as rising fuel prices, hardening interest rates, higher compulsory long-term insurance prices, and economic downturn ahead of the general elections have been demand spoilers.

Maruti Suzuki - Soft demand, increase in costs mar Q4

BUSINESS

Maruti Suzuki - Soft demand, increase in costs mar Q4

Aviation industry continues to face turbulence due to Jet fiasco, IndiGo maintains vice-like grip

BUSINESS

Aviation industry continues to face turbulence due to Jet fiasco, IndiGo maintains vice-like grip

Reliance Industries Q4FY19 – Consumer business takes up the baton

BUSINESS

Reliance Industries Q4FY19 – Consumer business takes up the baton

The consumer businesses were the saviour. Margins in retail improved and Jio’s quarterly performance remains robust.

Subros: A bet worth taking

BUSINESS

Subros: A bet worth taking

The company is a proxy play on the growth of Maruti Suzuki India Ltd as it is the sole supplier of high-value critical AC components to Maruti Suzuki.

Delta Corp: A strong play on India’s gaming industry

BUSINESS

Delta Corp: A strong play on India’s gaming industry

Endurance Tech: A premium bet!

BUSINESS

Endurance Tech: A premium bet!

Auto monthly sales review: Challenging times continue

MONEYCONTROL-RESEARCH

Auto monthly sales review: Challenging times continue

Good guidance from JLR revs up Tata Motors

MONEYCONTROL-RESEARCH

Good guidance from JLR revs up Tata Motors

Tata Motors, which is now doing reasonably well in the domestic market, has been facing challenges related to the JLR business.

FIEM Industries – LEDs continue to light up fortunes

MONEYCONTROL-RESEARCH

FIEM Industries – LEDs continue to light up fortunes

It’s time to bet on India’s largest auto ancillary company

BUSINESS

It’s time to bet on India’s largest auto ancillary company

Maruti Suzuki: Subdued demand leading to significant production cut

BUSINESS

Maruti Suzuki: Subdued demand leading to significant production cut

MSIL is estimated to have cut its March production target to 126,000 units, down 26.8 percent as compared to the same month last year, which is a big drop given it achieved double-digit growth in the last four years

This future ready auto-ancillary stock is worth considering

BUSINESS

This future ready auto-ancillary stock is worth considering

Aviation sector analysis: IndiGo set to maintain its vice-like grip

BUSINESS

Aviation sector analysis: IndiGo set to maintain its vice-like grip

RIL aims to cut debt through Jio optic fiber InvIT

MONEYCONTROL-RESEARCH

RIL aims to cut debt through Jio optic fiber InvIT

Reliance Industries (RIL) through Reliance Jio Infocomm Ltd (RJIL) has proposed the idea of transferring its fibre and its tower undertaking to separate companies.

Lumax Industries – A bet on increasing LED adoption in automobile segments

BUSINESS

Lumax Industries – A bet on increasing LED adoption in automobile segments

Motherson Sumi’s Bombardier Transportation acquisition: Another feather in its cap

MONEYCONTROL-RESEARCH

Motherson Sumi’s Bombardier Transportation acquisition: Another feather in its cap

This would also help strengthen MSSL's position in the wiring harness opportunities in the rolling stock segment

Lumax Industries – A game on LED adoption and attractive valuations

BUSINESS

Lumax Industries – A game on LED adoption and attractive valuations

Jio continues to capture market share; Bharti, Vodafone-Idea cede ground in December

BUSINESS

Jio continues to capture market share; Bharti, Vodafone-Idea cede ground in December

First Cut | Minda-Harita merger: Multiple synergistic benefits from this deal

BUSINESS

First Cut | Minda-Harita merger: Multiple synergistic benefits from this deal

Minda is expected to benefit from the merger as it would widen its product portfolio.

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