BUSINESS
Hero MotoCorp Q1 FY23 — Lower input cost gives margins a leg-up
New products are the key growth drivers for the company
BUSINESS
Bharat Forge Q1: Strong set of numbers, valuation demanding
The demand outlook for both domestic and international markets is promising
BUSINESS
CEAT: This tyre company is on a smooth ride
The company posted a significant improvement in margins due to a sharp correction in raw material prices
BUSINESS
M&M Q1 FY24: SUV segment remains in top gear, valuation sunny
A wide product range and a strong new-product pipeline will aid growth
BUSINESS
Eicher continues to post stellar numbers
The outlook is encouraging on the back of premium products and other factors
BUSINESS
Airtel Q1 FY24: The growth ringtone is buzzing louder
Higher proportion of 5G customers to play key role
BUSINESS
IndiGo: Numbers fly high, a flight for the long haul
International demand is picking up and the airline is increasing capacity in this segment
BUSINESS
Stellar results by Escorts, but outlook lies low
Tractors, the company’s mainstay, are likely to see a low-single digit growth in the current fiscal
BUSINESS
Auto numbers hit the skids in July, go off track
Monsoon plays spoilsport as automakers report a sequential decline in volumes
BUSINESS
Maruti: Premium products make the ride smoother
Demand for new products, operating leverage, and softer raw material prices help the company boost performance
BUSINESS
Tata Motors Q1FY24: JLR continues to speed ahead
Domestic business to maintain momentum, while JLR sees robust demand going for-ward
BUSINESS
Bajaj Auto Q1 FY24: Riding fast on the premium segment, valuation reasonable
While the domestic market is improving, the export market is also showing signs of recovery
BUSINESS
Ashok Leyland: Softening of input prices boosts margin; outlook positive
The medium- to long-term outlook looks promising, with a pick-up in economic activities. According to the management, the M&HCV segment is expected to lead growth in the coming years.
BUSINESS
TVS Q1 FY24: Strong quarter, but fair stock valuation
With a strong product portfolio, market positioning, and focus on EVs, the company is expected to outperform the industry
BUSINESS
Reliance Q1 results: Newbies cover the weakness of the legacy business
Though O2C revenues declined, consumer-facing businesses displayed better operating efficiencies
BUSINESS
CIE Automotive: Is it a good buy at the current level?
The management has indicated that all the verticals are ready to grow in the second half of the year
BUSINESS
Subros: Multiple tailwinds at work
Subros’s fortunes are directly linked to the PV industry. Demand momentum is likely to continue as people prefer personal transport to public transport. A wider adoption of EVs is also expected to augur well for Subros.
BUSINESS
For automobiles, mixed fortunes continue in June
Tractors and two-wheelers should do well going forward as monsoon advances across the country
BUSINESS
Motherson Sumi Wiring India: What’s driving the optimism score?
The company is a pure play on the Indian automotive industry. While easy financing and a pick-up in economic activities are expected to spur the demand for vehicles, the increasing adoption of EVs will raise the content per vehicle for the company.
BUSINESS
Discovery Series | SJS Enterprises: carving out a lucrative niche
Preference for premium products, long-term ties with clients, focus on product innovation are some of the growth drivers
BUSINESS
What keeps Endurance Tech in the front seat
The company is in a very strong position in the 2W segment, backed by its technologically advanced product range. It is, therefore, the best proxy to play the growth in this segment.
BUSINESS
Strong order book, focus on EVs make Sona BLW a compelling bet
Investors looking for a way to play the electrification trend in vehicles should consider Sona BLW, which, although available at rich valuations, is fundamentally strong and has extraordinary growth opportunities
BUSINESS
M&M Q4 FY23: Auto segment firing, valuation offers upside
A wide range of products and a strong new-product pipeline augur well for the auto company though the tractor segment remains a near-term worry
BUSINESS
Ashok Leyland: Sector tailwinds add to its horsepower
A strong product portfolio and an increase in market share augur well for the company
