BUSINESS
Autos: Headwinds lose speed, pave the way for a broader recovery
The upward trajectory may not, however, be a smooth one as seen by stuttering auto retail sales in October and November
BUSINESS
Market leader Maruti Suzuki needs to up its game to sustain its rich valuations
While Maruti's sales growth has been strong, the larger concern is the limited scope ahead for premiumisation
BUSINESS
M&M's new capital allocation strategy could unlock shareholder value
The realignment of capital allocation is timely. It will curb the flow of money into loss-making entities, which has peeved minority investors
BUSINESS
HAM road projects makeover a positive, but leaves existing developers hanging
The key change of linking interest rate on HAM projects to the average MCLR of the top five scheduled commercial banks is a big positive
BUSINESS
PLI scheme: Electronics shows the way, will others follow suit?
Initial concerns about the scheme's ability to attract investments are receding after the experience in electronics. Last month, the government approved 16 applicants for large-scale electronics manufacturing under PLI. The companies’ total production is expected to be about Rs 10,50,000 crore in the next five years, of which around 60 per cent will be exports
BUSINESS
Weak retail sales raise concerns of a patchy recovery for the auto sector
There are, however, two contrasting views on the slowdown, with some arguing that it's due to delay in registrations
BUSINESS
Rising home sales bring cheer, but risks to demand still loom
In the Mumbai Metropolitan Region, October property registrations were at an eight-year high
BUSINESS
Conviction rises on recovery in commercial vehicle segment, but will it sustain?
According to the Indian Foundation of Transport Research and Training, truck rentals and fleet utilisation in October 2020 rose in double-digits
BUSINESS
Gadkari’s caustic remarks alone won’t fast-track road projects, consistent policy will
A key issue that plagues the road sector is the lack of consistency in the approach to road construction
BUSINESS
LafargeHolcim’s conviction on India’s cement sector augurs well for ACC-Ambuja combine
The recent reshuffle in the top echelons of both companies signals that the parent is serious about sharpening its India focus and reining in costs
BUSINESS
Macroeconomic gloom apart, a host of factors weigh down L&T
Clogged government finances are a risk to L&T's timely project payments and cash flows
BUSINESS
Hero MotoCorp needs to look beyond rural markets to sustain leadership
Analysts reiterate the need to push through the three-pronged approach spelt out by Hero, which includes strengthening presence in motorcycles through higher penetration in the premium segment, improving presence in scooters and revving up exports
TRENDS
Will subscription upend the traditional car ownership model?
Owning a car like owning a house was considered aspirational. If renting homes is becoming an acceptable option, could the same apply to cars, too?
BUSINESS
Ashok Leyland: Playing the CV cycle right
An interesting phenomenon is the spurt in demand for ICVs through the months of the pandemic and lockdown
BUSINESS
BOT road projects in the new avatar may see few takers
The push for BOT projects comes at a time when companies’ cash flows are choked by the pandemic
BUSINESS
This is how India can become a global player in auto parts
India must attempt import substitution as a starting point to boost exports of auto parts
BUSINESS
Make-in-India and the cost conundrum for domestic AC makers
India’s AC market size at present is just six or seven million units, which is also not a patch on China’s market size of 90-100 million units
BUSINESS
Tata Motors’ zero debt target a positive step, but risks aplenty
Reducing costs, improving business efficiencies to increase profits and improve free cash flows, and selling a stake in non-core businesses could help achieve the objective
BUSINESS
GST rate cut for two-wheelers: Time for action, not mere announcements
Those in favour of a tax cut point to the strong backward linkages of the auto sector that would help in accelerating economic growth
BUSINESS
Indian manufacturing’s last chance
India must seize the opportunity that the pandemic and the new Cold War have provided to lure manufacturing multinationals away from China
BUSINESS
Capital goods stocks rally, but haze over sector remains
Short-cycle order inflows are likely to remain under pressure in the near term
BUSINESS
Things should be back to normal by September, says MD of Shriram Transport Finance
Although interest rates have come down now, the moratorium has made the outlook for the NBFC sector uncertain, says Umesh Revankar
BUSINESS
Demand recovery elusive as auto retails in low gear
Pent-up demand in urban areas too led to the initial off-take in demand post-lockdown. But that this cannot sustain an uptrend is now becoming clear
BUSINESS
Crack in cement prices amid shaky demand poses risks to profitability
Was it only pent-up demand and supply disruptions that sustained high cement prices in the past two months?
