BUSINESS
Airtel Q4 FY24: Strong India show marred by Africa business
Twin catalysts likely to boost Airtel's ARPU
BUSINESS
Bharat Forge Q4 FY24: Strong performance, valuation at fair level
Both domestic and international demand scenarios are bright while new areas offer opportunities
BUSINESS
Eicher numbers continue to cruise fast
The company’s prospects are promising, but stock valuation offers limited upside for now
BUSINESS
Tata Motors Q4 FY24: JLR, domestic PV business firing
With the waning of semiconductor chip challenges faced by JLR, there has been a reduction in the order backlog. The company can now cater to more customers
BUSINESS
Escorts Q4 FY24: Softer input prices came to the rescue
The quarterly numbers were in line with expectations on the back of lower volumes
BUSINESS
TVS FY24: Strong fiscal, valuation at elevated levels
Robust volume growth, backed by a rich product mix, leads to strong numbers
MONEYCONTROL-RESEARCH
Hero MotoCorp Q4 FY24: Rich product mix augurs well
The company is seeing a surge in demand, particularly in rural areas, supported by the combination of renewed consumer interest and new models in the premium segment.
BUSINESS
Ramkrishna Forgings Q4 FY24: Strong earnings with elevated valuation
The company’s fortunes are intricately tied to the expansion of the commercial vehicle industry. Given the government's emphasis on stimulating economic activities, the CV industry is expected to sustain a positive momentum.
BUSINESS
April auto numbers: A sequential dip in demand for CVs
Passenger vehicles and two-wheelers saw significant demand traction
BUSINESS
Sona BLW Q4 FY24: Strong numbers, a pure-play on EV
The company is poised to outshine the industry, owing to its high-value and high-margin product portfolio in the segment
BUSINESS
Maruti’s FY24: Best-ever fiscal; demand for utility vehicles maintains speed
The automaker's success rides on the back of higher demand for new high-value products, operating leverage, and a decline in raw material prices
BUSINESS
RIL Q4: Superb execution, upbeat outlook
RIL’s consumer businesses now contribute to nearly half of consolidated operating profit. Meanwhile, a strong capex pipeline will sustain its growth momentum through newer verticals such as renewable and clean energy
BUSINESS
Bajaj Auto Q4: Numbers ride on premium products, exports
Strategic initiatives to expand market share, but stock valuation elevated
BUSINESS
Exide Industries: What is next after the huge rally?
Partnership with the Korean duo offers limited benefit in the near to medium term
BUSINESS
Subros: Multiple drivers at play, valuation in comfort zone
The consumer preference for SUVs will continue to be a growth trigger for Subros as the PV segment is key to the company
MONEYCONTROL-RESEARCH
Bharti Hexacom IPO: Issue fairly priced, growth play limited
The telecom service provider operates only in two markets with no immediate plans for expansion
BUSINESS
A sequential surge in demand for CVs, tractors in March
Demand outlook positive for various categories, especially in segments targeting rural areas
BUSINESS
Endurance Tech: Robust orders, strong revival in domestic operations
The auto ancillary has a technologically superior product range and a dominant position in the 2W segment
BUSINESS
Fiem: Multiple triggers lie ahead
The growing dominance of LED lights, acquisition of new clients, expansion of business with existing clients, and the increasing popularity of EVs contribute to Fiem’s appeal as a promising long-term investment
BUSINESS
Tata Motors demerger: What is in it for the shareholders?
The demerger is an attractive opportunity for potential appreciation in the value of the stock
BUSINESS
February auto sales run on a two-speed track
PV and 2W segments record strong growth, but CVs and tractors are stuck in a slow lane
BUSINESS
Gabriel: EVs, sunroof offer a wide playing field on growth
The substantial demand the company continues to generate across diverse segments and its established leadership position are two major positives for the stock
BUSINESS
Exicom IPO: Not much power to charge up your portfolio
The company lacks competitive advantage and its financial performance is lacklustre
BUSINESS
Bosch continues to ride on industry tailwinds, valuation at fair level
The company’s fortunes are intricately tied to the expansion of the CV sector. The foreseeable future is promising, especially with an upswing in economic activities
