RACLGEARRACL Geartech Ltd
31% growth masks 0.5% quarter — RACL holds the line on guidance
gear transmission · new customer ramps · capex cycle
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01 Sept 2026
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BEMLBEML LTD.
Loss Quarter Exposes the Order Book Illusion
loss quarter · margin collapse · order book
SUBROSSUBROS LTD.
Revenue up 17.5%, but profit growth stalls—the wage lock-in story
wage inflation · margin compression · e-compressor
CEATLTDCEAT LTD.
Revenue surges, profit implodes—the margin lag will define FY'27
margin compression · raw material inflation · price hikes
18 Aug 2026
HEROMOTOCOHERO MOTOCORP LTD.
Volume boom, profit slump: The margin trap that gutted earnings quality
margin compression · commodity headwinds · EV capacity expansion
LUMAXTECHLUMAX AUTO TECHNOLOGIES LTD.
Blowout Q1 on Tailwinds, Measured H2 Outlook — LATL's Guidance Paradox
margin expansion · order book visibility · base effects
DIVGIITTSDIVGI TORQTRANSFER SYSTEMS Ltd
Record Profit, but Half the Revenue Doesn't Repeat
transfer case · Indonesia order · automatic transmission
17 Aug 2026
CARRAROCarraro India Ltd
Beat on Revenue, Crushed on Margins—The Quarter Carraro Won't Lead With
domestic growth · margin compression · cost inflation lag
PRICOLLTDPricol Ltd
₹67 Crore Profit Masks a ₹150+ Crore Bet on Price Indexation
earnings · auto-tier-1 · margin-compression
VARROCVarroc Engineering Ltd
Revenue surges 30%, profit collapses 28% — the margin gap that matters
EV powertrain · Bajaj concentration · margin recovery
ROLEXRINGSRolex Rings Ltd
Auto export boom masks weak Q1 — and leaves FY27 mid-teen guidance at serious risk
auto export recovery · Allison turnaround · ocean freight headwind
AJAXENGGAJAX Engineering Ltd
Market share defended, but growth guidance blown wide open
market share defense · growth miss · margin compression
16 Aug 2026
CRAFTSMANCraftsman Automation Ltd
36% Growth Is Real, But the Capex Cycle Has Just Begun
capex cycle · aluminum growth · Sunbeam turnaround
SHRIPISTONShriram Pistons & Rings Ltd
Revenue beats, profit leverage breaks
margin compression · commodity lag · leverage gap
TENNINDTenneco Clean Air India Ltd
Growth without profits: the margin trap
EBITDA compression · margin recovery · earnings leverage
APOLLOTYREAPOLLO TYRES LTD.
Volume masks margin squeeze: staggered pricing leaves Apollo chasing raw material costs
margin compression · pricing lag · commodity inflation
MSUMIMotherson Sumi Wiring India Ltd
Revenue Surge, Profit Stall: The Margin Recovery Story Runs Late
wiring harness · margin compression · copper lag
SUNDRMFASTSUNDRAM FASTENERS LTD.
The margin miss that doesn't kill the growth story—yet
margin compression · export rebound · EV scaling
ESCORTSEscorts Kubota Ltd
Record volume, margin squeeze: commodity costs outpacing price power
margin compression · commodity inflation · price hikes
UNOMINDAUNO Minda Ltd-$
Revenue Surged 24%, Profit Crept 2% — The Margin Recovery is Real or a Risk
margin-compression · operating-leverage · commodity-dilution
10 Aug 2026
05 Aug 2026
02 Aug 2026
