Research Reports

Rolex Rings Q1 FY27: standalone PAT +22% YoY on margin gains, revenue up just 4%

auto components · forged rings · margin expansion

ASK Automotive Q1FY27: consol PAT +29% YoY to ₹85 Cr, revenue +52%, margins compress

auto ancillary · aluminium passthrough pricing · margin compression

SPR Auto: Antolin lifts revenue 53% YoY, margins compress, standalone PAT falls 14%

auto components · margin compression · antolin acquisition

Bharat Seats Q1 FY27: PAT +44% YoY to ₹13.2 Cr as revenue jumps 35%, OPM dips ~20bps

auto ancillary · maruti suzuki linked · revenue growth

Motherson Sumi Wiring: Revenue +37% YoY, but Margin Squeeze Keeps PAT Nearly Flat

auto ancillary · wiring harness · margin compression

Antolin Integration Kicks Off — Expect Revenue Momentum Amid Transition

auto-components · pistons · acquisition

Lithium Ramp Meets Lead-Acid Headwinds—Can Margin Resilience Hold?

lithium-ion pivot · EV exposure · lead-acid commodity

Can AIS Defend Margins as Plant Recovers?

automotive-glass · margins · float-glass

Content Per Vehicle Driving Margin — Can Bosch Sustain Through a Cautious Demand Year?

automotive supplier · content per vehicle · margin defense

Ather cuts Q1 net loss to ₹51 Cr as consolidated revenue nearly doubles YoY to ₹1,217 Cr

ev two-wheelers · loss narrowing · revenue growth

SAR Auto Q1 FY27: revenue up 135% YoY, PAT +221%, but operating margin compresses

auto ancillary · gears and transmission components · yoy revenue growth

Escorts Kubota Q1: revenue +28%, underlying PAT ~+24%; -72% optics are prior-year RED sale

tractors · farm equipment · construction equipment

Munjal Showa Q1FY27: PAT up 35% YoY to ₹11.2 Cr as revenue growth lifts thin margins

auto components · two-wheeler suspension · margin expansion

Volume Growth and Margin Normalization in Focus

tyres · volume · margins

Yutaka Giken closed; margins under pressure — test the turn

Yutaka Giken acquisition · EV transition · margin compression

Dispatches Surge, Now Watch Margins & EV Plays

dispatches growth · margin recovery · VIDA EV

Record PAT, Unchanged Guidance: Inside Menon's +67% Beat

earnings beat · margin tailwinds · guidance conservatism

Strong beat on PAT growth; margins resilient despite inflation headwinds

China Plus One · export expansion · capacity utilization

Strong Q4 momentum meets capacity push — how margins hold into Q1

MSUMI Q1: Can Revenue Momentum Sustain Above ₹3,200 Cr?

wiring harness · automotive · Q1 FY27 earnings

Q1 on the growth reset: domestic strength and export recovery watch

automotive · fasteners · export recovery

Rizta momentum meets path to profitability — watch the margin print on August 3

Ather Energy · Q1 results · EV scooter

Growth vs. Capex Deployment: UNO Minda's Q1 in Transition

seating systems · capex deployment · Onkyo consolidation

Maruti Q1: revenue up ~36% YoY but consolidated PAT falls 9% on sharp margin squeeze

passenger vehicles · auto sector · margin compression

Sanghvi Movers Q1: consolidated PAT ₹65 Cr up 30% YoY on 39% revenue jump, but margins slip

crane rental · capital goods · margin compression

Pricol Q1: consolidated PAT +34% YoY to ₹67 Cr as revenue climbs 23%, margins widen

auto components · revenue growth · margin expansion

Hyundai Q1 profit drops 35% YoY to ₹889 Cr on margin squeeze; revenue flat at ₹16,335 Cr

passenger vehicles · auto sector · margin compression

M&M Q1 consolidated PAT rises 37% to ₹5,998 Cr on auto surge; ~22% ex one-off

auto · tractors · farm equipment

Exide starts FY27 strong: consolidated PAT ₹351 Cr, up ~28% YoY on margin expansion

auto batteries · lead acid · margin expansion

Balkrishna Q1: consolidated PAT up 56% YoY to ₹451 Cr, margins expand, ₹4 dividend

tyre · oht tyres · margin expansion