STUDDSStudds Accessories Ltd
Studds Q1 FY27: consolidated PAT falls 39% YoY as input-cost inflation squeezes margins
helmet manufacturing · margin compression · raw material inflation
Research Reports
08 Aug 2026
LUMAXINDLUMAX INDUSTRIES LTD.
Lumax Industries Q1FY27: Consolidated PAT up 41% YoY to ₹51 Cr on 33% revenue growth
auto components · consolidated results · margin trend
ATULAUTOATUL AUTO LTD.-$
Atul Auto Q1 FY27: volume surge lifts consolidated PAT 290% YoY, margins expand
three-wheelers · auto rickshaw · volume growth
ASHOKLEYASHOK LEYLAND LTD.
Volume momentum builds—Street tests guidance credibility
Ashok Leyland · Q1 FY2027 · volume growth
TIINDIATube Investments of India Ltd
Margin Watch Ahead: What Tube Investments Needs to Prove in Q1
auto-components · EV-transition · Q1-FY27
07 Aug 2026
INDNIPPONINDIA NIPPON ELECTRICALS LTD.
India Nippon Q1FY27: revenue +35.5% YoY outpaces 16% PAT growth as margins compress
auto ancillary · margin compression · revenue growth
OLAELECOla Electric Mobility Ltd
Ola Electric Q1FY27: PAT loss narrows to ₹336 Cr, but one-offs flatter true progress
ev two-wheelers · one-off provision reversal · qualified audit opinion
RACLGEARRACL Geartech Ltd
RACL Geartech Q1FY27: revenue +31% YoY, PAT growth capped at +8% by tax-rate spike
auto components · export revenue · margin expansion
JKTYREJK TYRE & INDUSTRIES LTD.
JK Tyre Q1FY27: consolidated PAT down 73% YoY to ₹44 Cr on RM cost, Mexico hit margins
tyre industry · margin compression · raw material costs
BEMLBEML LTD.
BEML Q1FY27: consolidated loss narrows 58% YoY to ₹27 Cr as revenue climbs 29%
defence psu · rail and metro · mining equipment
ENDURANCEEndurance Technologies Ltd
Battery ramp into earnings: scaling the EV pivot
endurance technologies · battery manufacturing · electric vehicles
MRFMRF LTD.
Margins under pressure—can MRF hold ground as rubber & oil costs surge?
tire demand · EBITDA margin · raw material cost
TMCVTata Motors Ltd
Volume Momentum on Track; Watch Seasonal Margin Pressure
commercial vehicles · margins · CV growth
TMPVTATA MOTORS LTD.
Growth on Test—When Volumes Meet Margins
PV sales · EV momentum · margin recovery
06 Aug 2026
HEROMOTOCOHERO MOTOCORP LTD.
Hero MotoCorp Q1 FY27 (consolidated): revenue +35% YoY, PAT +44% adjusted (-17% reported)
two wheelers · margin compression · commodity costs
HITECHGEARThe Hi-Tech Gears Ltd
Hi-Tech Gears Q1FY27: PAT falls 21% YoY to ₹4.8 Cr as margins compress on cost pressure
auto components · gears and transmissions · margin compression
HINDMOTORSHINDUSTAN MOTORS LTD.
Standalone PAT -95% YoY to ₹0.22 Cr as other income shrinks 82%; going-concern flag stays
shell company · going concern qualification · non-operating income
APOLLOTYREAPOLLO TYRES LTD.
Apollo Tyres Q1 FY27: RM costs compress margins; PAT surge is base-effect, not real growth
tyre margins · raw material costs · europe restructuring
ENKEIWHELENKEI WHEELS (INDIA) LTD.
Enkei Wheels swings to ₹10.2 Cr Q1 profit as OPM expands to 10.7% on 37% revenue growth
auto ancillary · wheels manufacturer · margin expansion
VARROCVarroc Engineering Ltd
Varroc Q1 FY27: consolidated revenue +30% YoY beats guidance, but operating margin slips to 5.3%
auto components · ev components · margin compression
SJSS.J.S. Enterprises Ltd
SJS Q1 FY27: PAT +115% YoY on land-sale gain, +34% adjusted; margins expand to 30.6%
auto ancillary · margin expansion · one-off gain
IGARASHIIGARASHI MOTORS INDIA LTD.
Igarashi Motors Q1FY27: PAT up 170% YoY (~113% adj.) as revenue grows 23%, margins expand
auto components · two-wheeler motors · margin expansion
MOTHERSONSamvardhana Motherson International Ltd
Motherson Q1 FY27: consolidated PAT +77% YoY (adj. +53%) as margins expand, beats Street
auto components · wiring harness · margin expansion
ACGLAUTOMOBILE CORPORATION OF GOA LTD.-$
ACGL Q1 FY27: standalone PAT falls 51% YoY as material costs compress NPM to 4.4%
auto ancillary · margin compression · commodity cost pressure
05 Aug 2026
AUTOAXLESAUTOMOTIVE AXLES LTD.
Automotive Axles Q1FY27: standalone PAT +28% YoY on margin expansion, revenue +6%
auto ancillary · commercial vehicle axles · margin expansion
BALKRISINDBALKRISHNA INDUSTRIES LTD.-$
When Conservative Guidance Meets Margin Upside
OHT volume growth · margin resilience · capex upgrade
BALKRISINDBALKRISHNA INDUSTRIES LTD.-$
Record OHT growth masks margin compression; On-Highway seeded for 2030 scale
volume growth · raw material inflation · On-Highway launch
STERTOOLSSTERLING TOOLS LTD.-$
Sterling Tools: standalone PAT +48% YoY, consolidated profit -35% on EV losses
fasteners · ev subsidiary losses · margin compression
RMLRANE (MADRAS) LTD.
Rane Madras Q1FY27: consolidated PAT +62% YoY, margin expands to 9.1% amid export strength
auto components · export growth · margin expansion
ASAHIINDIAASAHI INDIA GLASS LTD.
Asahi India Glass Q1 FY27: consolidated PAT up 172% YoY as margins expand ~690bps
automotive glass · float glass · margin expansion