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Latest Reports
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| Date |
Description |
Country |
Analyst |
Download |
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| 05-May-2024 |
Ceat Ltd (CEAT IN) : EPR obligations to alter the margin structure - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
 |
| 01-May-2024 |
Sona BLW PF Ltd (SONACOMS IN) : To benefit from focus on EVs and plug-in hybrids - BUY (Maintained |
India |
Saksham Kaushal |
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| 28-Apr-2024 |
Maruti Suzuki (MSIL IN) : Favourable mix to result in higher ASP and margin - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 19-Apr-2024 |
Bajaj Auto (BJAUT IN) : Export challenges cushioned by mix and dollar realization - BUY (Maintained) |
India |
Saksham Kaushal |
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| 14-Feb-2024 |
Mahindra & Mahindra (MM IN) : UV capacity increase should address longer waiting period - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 13-Feb-2024 |
Eicher Motors (EIM IN) : New launches doing well but competition is upping capacity - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
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| 12-Feb-2024 |
Bharat Forge (BHFC IN) : Near term growth moderation was expected & is temporary - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 11-Feb-2024 |
Hero MotoCorp (HMCL IN) : Margins to improve on better mix and EV cost reduction - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 08-Feb-2024 |
Escorts Kubota Ltd (ESC IN) : Slow tractor demand to continue - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Feb-2024 |
Apollo Tyres (APTY IN) : Less scope for margin improvement over the near term - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 07-Feb-2024 |
Endurance Technologies (ENDU IN) : Price is not factoring in margin headwinds - NEUTRAL (Downgrade |
India |
Saksham Kaushal |
|
| 06-Feb-2024 |
Ashok Leyland (AL IN) : Near term headwinds but CV transformation 2.0 to continue - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 04-Feb-2024 |
Tata Motors (TTMT IN) : Key JLR guidance maintained; FY25: net cash, FY26: 10%+ EBIT - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 31-Jan-2024 |
Maruti Suzuki (MSIL IN) : ASP, operating leverage to negate slower volume growth - BUY (Maintained |
India |
Saksham Kaushal |
|
| 28-Jan-2024 |
Ceat Ltd (CEAT IN) : Slower revenue growth to limit margin expansion - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 27-Jan-2024 |
Balkrishna Industries Ltd (BIL IN) : Near to mid-term margins under risk - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
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| 24-Jan-2024 |
Bajaj Auto (BJAUT IN) : Triumph and e-2W production set to ramp up meaningfully - BUY (Maintained) |
India |
Saksham Kaushal |
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| 24-Jan-2024 |
TVS Motor (TVSL IN) : Downgrade on rich valuation and increasing competition - NEUTRAL (Downgrade) |
India |
Saksham Kaushal |
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| 23-Jan-2024 |
Sona BLW PF Ltd (SONACOMS IN) : Well poised with promising new products and orderbook - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 28-Dec-2023 |
CVs: key enabler in India’s growth - What a difference a Road makes! (Dec 2023) |
India |
Saksham Kaushal |
|
| 11-Nov-2023 |
Mahindra & Mahindra (MM IN) : UV demand remains strong, path to EV is on track - BUY (Maintained) |
India |
Saksham Kaushal |
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| 11-Nov-2023 |
Ashok Leyland (AL IN) : CV cycle to continue into FY25 on strong macros - BUY (Maintained) |
India |
Saksham Kaushal |
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| 11-Nov-2023 |
Eicher Motors (EIM IN) : Competition ramping up; global business faces a slowdown - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
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| 09-Nov-2023 |
Endurance Technologies (ENDU IN) : Revenues from business wins to peak in FY25 and FY26 - BUY (Maintained) |
India |
Saksham Kaushal |
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| 08-Nov-2023 |
Apollo Tyres (APTY IN) : RM headwinds on the horizon, while Europe yet to recover - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
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