Valuation coupled with encouraging outlook make this auto ancillary a long-term buy
Improving business with higher execution and strong order book could lead to re-rating of the stock
The outlook for this auto ancillary looks promising with a demand pick-up in the CV segment
Defence sector is in a sweet spot as revenue visibility and valuations favour investors
Strong demand coming in from CV segment and opportunities in EVs position this auto component player well
While profitability is improving and valuations to provide support, market will keenly watch execution and new orders
With an encouraging business outlook and reasonable valuation, the auto ancillary holds potential
Growth has slowed in December quarter, but companies are still promising in the light of orders in hand and expected recovery in execution
Cummins India’s domestic market witnessed 26 percent growth Year-on-Year along with a 23 percent increase in exports.
The medium- to long-term demand outlook for the domestic business is promising on the back of pent-up demand and an increase in economic and industrial activitie
High valuations could be a dampener in the near term for Thermax
Competitive intensity in the logistics sector is rising while we're seeing demand slacken across the board.
Components, electronics and mobility division report strong revenue growth, but profitability was dented by competitive intensity and cost challenges
The outlook for the company is positive on the back of pent-up demand for bikes, new products and preference for premium bikes
The life insurer’s stock is trading closer to its lowest level despite healthy operating performance
Supported by new products, strong demand, and lower commodity prices, the company is set on a strong growth path
A fundamentally strong and well-run business that is a worthy long-term bet
An increase in high-value customers, coupled with tariff hikes, helped the company post robust growth in revenues and operating margins
The company is driven by a robust order book, improved balance sheet, and strong earnings visibility
Strong demand from domestic and international travellers and the high-yield scenario augur well for the airline
The outlook appears promising as the company has a strong product portfolio and is focusing on increasing market share
The high-value, high-margin product portfolio likely to help the company outperform the industry
The waning impact of semiconductor chip shortage and the softening of raw material prices helped the company race ahead
Strong domestic demand and the easing of semiconductor chip crunch are positives
Softening of raw material prices, price hikes, and rich product mix helped the company maintain margin, but valuation elevated