BUSINESS
RIL Q1: Strong showing across businesses
Traction in new age businesses such as retail, media, digital and renewables presents RIL significant scale and scope in times to come
MONEYCONTROL-RESEARCH
Sona BLW Precision Forgings: A proxy to ride growth in the EV space
The company has already attained a leading position in the electric differential assembly market in the world and continues to aggressively target new products/customers for multifold growth.
MONEYCONTROL-RESEARCH
Endurance Tech: A trump card for growth in the 2W space
The company is a global force in aluminium casting , suspension, transmission and braking products. And we continue to remain upbeat on Endurance (ENDU), primarily on the back of its significant presence in the high-growth two-wheeler segment and a strong order book.
BUSINESS
Hero MotoCorp numbers in line; valuation reasonable
In terms of demand outlook, customers’ preference towards personal mobility, a positive rural sentiment, and new products, especially in the premium segment, are likely to aid demand for Hero MotoCorp
BUSINESS
Tata Motors: Stellar standalone show, but chip shortage weighs
Though the Jaguar Land Rover (JLR) numbers were especially hit, the superlative performance of the standalone business helped in partially arresting the impact
BUSINESS
Ramkrishna Forgings: Red-hot Q2 numbers lend shine to outlook
Ramkrishna Forgings' Q2 numbers indicate a strong recovery in the export markets
BUSINESS
IndiGo, SpiceJet go head to head, who can fly higher?
IndiGo continues to be our preferred pick on the back of strong liquidity and leadership position
MONEYCONTROL-RESEARCH
Sona BLW Precision Forgings: A strong candidate on the booming EV space
Sona BLW has already attained a leading position in the electric differential assembly market in the world and continues to aggressively target new products and customers for multifold growth
BUSINESS
Why Sansera Engineering IPO is a compelling bet
The IPO of Sansera has been priced at reasonable levels, and we advise investors to subscribe for the long term, given the massive growth opportunities and its stellar operating performance
BUSINESS
Airtel dials it up, looks to make the most of new opportunities
Despite a 63 per cent rally from its 52-week low in October 2020, the Airtel stock offers a decent upside
BUSINESS
Ashok Leyland – A pure play on CV recovery in India
Though demand hit a speed breaker due to the second Covid wave, the outlook for the medium to long term looks promising for Ashok Leyland
BUSINESS
Strong show by Bharat Forge amid challenges
The demand momentum in international markets for Bharat Forge is expected to continue and new focus areas are likely to drive growth in the coming years
BUSINESS
Maruti: Drop in demand, pricey inputs dent numbers; outlook positive
The wobbly performance of Maruti affected the stock, which has now fallen 15 per cent from its January 2021 high, making valuations reasonable
BUSINESS
Bajaj Auto is a promising candidate for long term
We continue to remain upbeat on Bajaj Auto as the company plans to roll out new products, increase its market share and see strong demand momentum in export markets
BUSINESS
This leader from auto ancillary pack deserves a place in long-term portfolio
Barring Q1 FY22 which is expected to perform badly due to the second wave of COVID, the oulook for Wabco for the remaining fiscal is encouraging with pick-up in economic activities
BUSINESS
Subros: Banking on plenty of growth drivers
Demand is expected to remain buoyant for CVs, which should aid Subros’ performance
BUSINESS
Demand curve shapes up for tyre makers, should you book a ride?
Tyre makers CEAT, Apollo Tyres and MRF are riding on a sharp pick-up in demand from original equipment manufacturers (OEMs) and the replacement segment
BUSINESS
GNA Axles — A niche player with a strong brand and healthy financials
The surge in GNA’s stock price has been corroborated by the strong financial performance for the quarter ended March 2021. The company posted a strong growth in its top line, and there is a substantial improvement in its margin profile as well.
BUSINESS
Multiple factors switch it on for battery manufacturers
Battery makers Amara Raja Batteries and Exide Industries are expected to remain strong this time too aided by replacement demand
BUSINESS
Sona BLW Precision Forgings: Is this expensive IPO worth betting on?
Though the IPO has been priced at elevated levels, we advise investors to subscribe for the long term, given the massive growth opportunities and Sona BLW's stellar operating performance
BUSINESS
Minda Corp: Why this auto ancillary firm continues to remain a favourite
Minda Corp's strong order book and robust product portfolio add to our confidence. At the current valuation of 15.3 times FY23 projected earnings, the stock looks attractive
BUSINESS
Growth wheels are turning faster for Motherson Sumi. What next?
Most business segments of Motherson Sumi, India's largest automotive wiring harness player, saw a significant revenue growth. The operating margin too jumped
BUSINESS
Nazara Technologies IPO: The game is just starting
Nazara’s story is just getting started with a majority of its business lines poised to benefit from structural uptrends in Asia and Africa
MONEYCONTROL-RESEARCH
Craftsman Automation IPO: Is this fundamentally strong company good to ride on?
Though the Craftsman Automation IPO has been priced at fair value, we advise investors to subscribe for the long term, given the leadership stature, promising outlook and strong operating performance
