ALICONAlicon Castalloy Limited
Alicon Q1 FY27: consolidated PAT +23% YoY on paper, EBITDA margin compression misses guide
auto ancillary · aluminum castings · margin compression
Research Reports
13 Aug 2026
SHIVAMAUTOSHIVAM AUTOTECH LTD.
Shivam Autotech Q1 FY27: loss widens 18.9% YoY to ₹20.99 Cr despite 20.8% revenue growth
auto components · standalone loss · negative net worth
TMPVTATA MOTORS LTD.
TMPVL Consolidated PAT Falls 79% YoY to ₹859 Cr as JLR Supply Snags Bite Margins
jlr · supply disruption · margin compression
ENDURANCEEndurance Technologies Ltd
Endurance Q1 FY27: consolidated PAT +8% YoY lags 30% revenue growth as margins compress
auto components · margin compression · raw material costs
MINDACORPMinda Corporation Ltd
Minda Corp Q1FY27: consolidated PAT surges 216% YoY (~53% adjusted) as revenue jumps 33%
auto components · exceptional gain · margin expansion
JTEKTINDIAJtekt India Ltd
Jtekt India Q1 FY27: PAT falls 42% YoY, margins compress despite 27% revenue growth
auto ancillary · driveline components · margin compression
TVSSRICHAKTVS SRICHAKRA LTD.-$
TVS Srichakra Q1FY27: consolidated PAT up 165% YoY to ₹34 Cr on genuine margin recovery
two-wheeler tyres · margin recovery · one-off items
GOODYEARGOODYEAR INDIA LTD.
Goodyear India Q1 FY27: 18% revenue growth, but PAT down 54% YoY as margins compress
tyre industry · margin compression · raw material inflation
SANSERASansera Engineering Ltd
Sansera Q1FY27: consolidated PAT +39% YoY (adj. +59%), EBITDA margin expands to 19.2%
auto components · forging · ads segment
12 Aug 2026
TOLINSTolins Tyres Ltd
Q1 FY27: Consolidated PAT falls 33% YoY to ₹6.2 Cr as margins compress ~370bps
tyres · margin compression · profit decline
TMCVTata Motors Ltd
Tata Motors Q1FY27: consol PAT +83% to Rs 2,556 Cr on MTM gain, core margins compress
commercial vehicles · mark to market gain · margin compression
MUNJALAUMUNJAL AUTO INDUSTRIES LTD.
Munjal Auto Q1 FY27: consolidated PAT +48% YoY, adjusted ~29% ex one-off MTM gain
auto components · mark-to-market gain · exceptional items
RICOAUTORICO AUTO INDUSTRIES LTD.
Rico Auto swings to Rs 3.4 Cr consolidated loss in Q1 FY27 despite 39% revenue growth
auto components · margin compression · raw material cost
JTEKTINDIAJtekt India Ltd
Margin Recovery Under Scrutiny as Valuation Premium Persists
auto-parts · margins · CVJ driveline
SANSERASansera Engineering Ltd
Can Sansera sustain Q4's record momentum into Q1? ADS inflection is the tell.
auto components · ADS · margins
JWLJupiter Wagons Ltd
Margin test: New order wins offset commodity headwinds—watch the print
BESS · order book · wagon dispatch
BELRISEBelrise Industries Ltd
FY27 Growth Play: First Print Post ₹1,700 Cr Capital Raise—Watch Margin Resilience
Belrise Industries · Q1 FY27 · QIP
11 Aug 2026
LANDMARKLandmark Cars Ltd
Landmark Cars Q1 FY27: consolidated PAT doubles YoY to ₹14.5 Cr on 23% revenue growth
auto dealership · mercedes-benz agency model · operating leverage
PVSLPopular Vehicles and Services Ltd
PAT ₹1.4 Cr driven by one-off lease gain; core business still loss-making, narrowing
auto dealership · one-off lease gain · margin expansion
DIVGIITTSDIVGI TORQTRANSFER SYSTEMS Ltd
Divgi TorqTransfer Q1 FY27: standalone PAT nearly triples YoY to ₹25.2 Cr on margin expansion
auto components · margin expansion · operating leverage
PRECAMPrecision Camshafts Ltd
Precision Camshafts Q1 FY27: consolidated PAT falls 55% YoY as margins compress sharply
auto components · camshafts · margin compression
SANDHARSandhar Technologies Ltd
Sandhar Technologies Q1 FY27: PAT +33% YoY to ₹37.3 Cr, revenue +27% beats FY27 guidance
auto components · revenue growth · margin flat
MINDACORPMinda Corporation Ltd
Minda Corp Q1 FY-27: Sustaining Momentum After a Record FY-26
Minda Corporation · Q1 FY-27 · automotive components
10 Aug 2026
BOSCHLTDBOSCH LTD.
Bosch Q1 FY27: consolidated revenue +22% YoY beats street; PAT dip is prior-year one-off
auto components · margin compression · one-off gain
SHARDAMOTRSharda Motor Industries Ltd
Sharda Motor Q1FY27: Revenue +34% YoY, PAT -13% on margin compression (adj. +5%)
auto components · margin compression · revenue growth
LUMAXTECHLUMAX AUTO TECHNOLOGIES LTD.
Lumax Auto Q1FY27: consolidated PAT +83% YoY, margins expand as revenue grows 33%
auto components · margin expansion · revenue growth
TALBROAUTOTALBROS AUTOMOTIVE COMPONENTS LTD.
Talbros Q1FY27: consol PAT +35% YoY to ₹30 Cr on JV boost; margin trails 17-18% guide
auto components · jv profit contribution · margin compression
ASKAUTOLTDASK Automotive Ltd
Record Revenue, Margin Collapse — What 52% Growth Really Means
organic growth · alloy pass-through · margin compression
ASKAUTOLTDASK Automotive Ltd
Record growth, margin recovery awaited amid commodity normalization
capacity expansion · high-teens growth · alloy wheel ramp
09 Aug 2026
