Auto Ancillary

The president’s remarks follow his recent move to double steel and aluminium tariffs to 50 percent and come ahead of a July 9 deadline, by which higher auto tariffs could be implemented.

Belrise IPO: A growth-oriented play in auto ancillaries

The company stands at an inflection point with sharper focus on high-margin segments

Indo-Pak Ceasefire: What’s next for Indian equities?

Volatility may continue in the short term and it’s better to be watchful

Should this auto ancillary find a place in your long-term portfolio?

In Q3FY25, for the first time in Craftsman Automation Ltd’s history, the management has given a guidance of what to expect in the coming years. It has guided for Rs 7,000 crore in revenue in FY26

Auto ancillary stocks gain strength on Tesla's India plan: Can it be a game changer for manufacturers?

Since these suppliers were chosen based on quality and cost competitiveness, they could continue exporting to Tesla’s global factories while also supplying the Indian market

Craftsman Automation: Enough headroom to grow, valuation fair

With a strong market presence in its targeted segments, CAL is poised to benefit from the expected positive trends in commercial vehicle demand

Endurance Tech: Strong numbers, valuation at a fair level

Both India and Europe businesses do well and the company has a healthy order pipeline

Bharat Forge Q1 FY25: Defence is gearing up for a powerful strike

Demand remains strong, both local and global, and the company will be raising funds to augment the domestic business

Landmark Cars: Proxy to ride the premium PV trend

Anticipating growth in the luxury car segment, the auto retailer is expanding network

Craftsman Automation: Aluminium segment to augur well, reasonable valuation

With a strong market presence in its targeted segments, CAL is well poised to benefit from the expected positive trends in CV demand

Bharat Forge Q4 FY24: Strong performance, valuation at fair level

Both domestic and international demand scenarios are bright while new areas offer opportunities

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.

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

Exide Industries: What is next after the huge rally?

Partnership with the Korean duo offers limited benefit in the near to medium term

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

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

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

Exicom IPO: Not much power to charge up your portfolio

The company lacks competitive advantage and its financial performance is lacklustre

SJS Enterprises: Premiumisation continues to be a key driver

One of the key growth drivers for the company is the increasing demand for premium vehicles, including big cars, SUVs, and high-end bikes

Craftsman Automation: Wider use of aluminium in vehicles augurs well; reasonable valuation

With the automotive industry moving towards advanced emission standards, there is an anticipated rise in aluminum usage per vehicle. Shift towards EVs is another positive

Sona BLW Q3: In-line numbers, compelling bet to play the EV market growth

Increased raw material prices and employee costs adversely impacted operating margin

Ramkrishna Forgings is riding the CV upswing, but stock at an elevated level

The company is adding new products and exploring new markets for growth

Bosch is cruising along the growth highway

Multiple triggers to boost the performance of the auto ancillary

Fiem's growth driven by LED adoption, EV expansion

The rising market share of LED lights, acquisition of new clients, and wider acceptance of EVs make it an attractive long-term bet

Happy Forging IPO: Will the growth narrative make investors happy?

Business fundamentals are robust, financial performance excellent, and growth outlook promising