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Thu, 1 Oct
RMLRANE (MADRAS) LTD.

Rane (Madras) completes its ₹361.18 Cr Velachery land sale — consideration near a tenth of market cap

land sale · asset monetisation · auto components

ResearchDeep dive4 minAutomobile
01 Sept 2026
RACLGEARRACL Geartech Ltd

31% growth masks 0.5% quarter — RACL holds the line on guidance

gear transmission · new customer ramps · capex cycle

Result verdictFollow-upQ1 FY276 minAutomobile
RACLGEARRACL Geartech Ltd

Strong YoY growth masks Q1 flatness; new programs ramping cautiously

KTM recovery · BMW SOP · Royal Enfield ramp

TranscriptDeep diveQ1 FY276 minAutomobile
31 Aug 2026
PRECAMPrecision Camshafts Ltd

Strong India, Collapsing EMOSS — The 55% PAT Decline Management Won't Own

earnings · camshafts · EMOSS

Result verdictFollow-upQ1 FY276 minAutomobile
PRECAMPrecision Camshafts Ltd

Pipeline is strong; Q1 results and EMOSS drag weaken the signal

order book ₹1,500 Cr · new programs ramping · PAT -55% YoY

TranscriptDeep diveQ1 FY276 minAutomobile
28 Aug 2026
TRITONVTRITON VALVES LTD.

38% Revenue Growth Masks a Compression Cycle: When Do Margins Recover?

earnings · margin compression · EV tailwind

Result verdictFollow-upQ1 FY276 minAutomobile
TRITONVTRITON VALVES LTD.

Revenue momentum strong, margin quality soft amid commodity inflation

organic growth · commodity passthrough · EV tailwind

TranscriptDeep diveQ1 FY276 minAutomobile
OLAELECOla Electric Mobility Ltd

Ola Electric Launches S1Z at ₹79,999 With an In-House LFP Cell; Deliveries From December

Ola Electric · S1Z · LFP

Research4 minAutomobile
26 Aug 2026
HEROMOTOCOHERO MOTOCORP LTD.

When Hero Doubles Down on Ather: ₹960 Crore Bet on EV2W Consolidation

Ather Energy · EV two-wheeler · associate investment

ResearchDeep dive5 minAutomobile
21 Aug 2026
JWLJupiter Wagons Ltd

Strong growth masked by margin compression; multi-year thesis intact

margin compression · wheelset platform · BESS scaling

TranscriptDeep diveQ1 FY276 minAutomobile
20 Aug 2026
SANSERASansera Engineering Ltd

Record revenue, but margins need watch

ADS growth · margin expansion · order backlog

Result verdictFollow-upQ1 FY276 minAutomobile
SANSERASansera Engineering Ltd

Record revenue, elevated margins mask normalization risks ahead

ADS growth · order backlog · margin expansion

TranscriptDeep diveQ1 FY276 minAutomobile
19 Aug 2026
BEMLBEML LTD.

Loss Quarter Exposes the Order Book Illusion

loss quarter · margin collapse · order book

Result verdictFollow-upQ1 FY276 minAutomobile
BEMLBEML LTD.

Record order book masks profound execution failure; Q1 loss collapses guidance

order book collapse · margin compression · one-time charges

TranscriptDeep diveQ1 FY276 minAutomobile
SUBROSSUBROS LTD.

Revenue up 17.5%, but profit growth stalls—the wage lock-in story

wage inflation · margin compression · e-compressor

Result verdictFollow-upQ1 FY276 minAutomobile
SUBROSSUBROS LTD.

Revenue growth masks profit deterioration; structural wage lock-in delays recovery

wage inflation · margin compression · e-compressor

TranscriptDeep diveQ1 FY276 minAutomobile
CEATLTDCEAT LTD.

Revenue surges, profit implodes—the margin lag will define FY'27

margin compression · raw material inflation · price hikes

Result verdictFollow-upQ1 FY276 minAutomobile
CEATLTDCEAT LTD.

Revenue +22%, PAT -96% — margin collapse swallows growth

margin pressure · raw material volatility · price hikes

TranscriptDeep diveQ1 FY276 minAutomobile
18 Aug 2026
HEROMOTOCOHERO MOTOCORP LTD.

Volume boom, profit slump: The margin trap that gutted earnings quality

margin compression · commodity headwinds · EV capacity expansion

Result verdictFollow-upQ1 FY276 minAutomobile
HEROMOTOCOHERO MOTOCORP LTD.

Strong volume, margin gap: PAT down 16.9% despite +35% revenue

volume growth · EV momentum · commodity headwinds

TranscriptDeep diveQ1 FY276 minAutomobile
LUMAXTECHLUMAX AUTO TECHNOLOGIES LTD.

Blowout Q1 on Tailwinds, Measured H2 Outlook — LATL's Guidance Paradox

margin expansion · order book visibility · base effects

Result verdictFollow-upQ1 FY276 minAutomobile
LUMAXTECHLUMAX AUTO TECHNOLOGIES LTD.

Exceptional Q1 execution, but FY27 growth moderates—multi-year vision intact

margin expansion · order book growth · base effects

TranscriptDeep diveQ1 FY276 minAutomobile
DIVGIITTSDIVGI TORQTRANSFER SYSTEMS Ltd

Record Profit, but Half the Revenue Doesn't Repeat

transfer case · Indonesia order · automatic transmission

Result verdictFollow-upQ1 FY276 minAutomobile
DIVGIITTSDIVGI TORQTRANSFER SYSTEMS Ltd

Record growth hampered by execution risk; Indonesia tailwind masks structural challenges

Indonesia program · automatic transmission · Project Mayflower

TranscriptDeep diveQ1 FY276 minAutomobile
17 Aug 2026
CEATLTDCEAT LTD.

Debt-to-Equity Conversion Meets Employee Conviction at CEAT—Turnaround Signal or Distress Denial?

debt restructuring · subsidiary consolidation · ESOP

ResearchCatalyst check5 minAutomobile
CARRAROCarraro India Ltd

Beat on Revenue, Crushed on Margins—The Quarter Carraro Won't Lead With

domestic growth · margin compression · cost inflation lag

Result verdictFollow-upQ1 FY276 minAutomobile
CARRAROCarraro India Ltd

Domestic momentum masks margin compression; cost recovery key

domestic growth · export weakness · cost inflation

TranscriptDeep diveQ1 FY276 minAutomobile
PRICOLLTDPricol Ltd

₹67 Crore Profit Masks a ₹150+ Crore Bet on Price Indexation

earnings · auto-tier-1 · margin-compression

Result verdictFollow-upQ1 FY276 minAutomobile
PRICOLLTDPricol Ltd

Strong growth masked by margin compression; recovery pencilled in Q2-Q3

cost headwinds recovery · capacity expansion · demerger agility

TranscriptDeep diveQ1 FY276 minAutomobile
VARROCVarroc Engineering Ltd

Revenue surges 30%, profit collapses 28% — the margin gap that matters

EV powertrain · Bajaj concentration · margin recovery

Result verdictFollow-upQ1 FY276 minAutomobile