RACLGEARRACL Geartech Ltd
Strong YoY growth masks Q1 flatness; new programs ramping cautiously
KTM recovery · BMW SOP · Royal Enfield ramp
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BEMLBEML LTD.
Record order book masks profound execution failure; Q1 loss collapses guidance
order book collapse · margin compression · one-time charges
SUBROSSUBROS LTD.
Revenue growth masks profit deterioration; structural wage lock-in delays recovery
wage inflation · margin compression · e-compressor
CEATLTDCEAT LTD.
Revenue +22%, PAT -96% — margin collapse swallows growth
margin pressure · raw material volatility · price hikes
18 Aug 2026
HEROMOTOCOHERO MOTOCORP LTD.
Strong volume, margin gap: PAT down 16.9% despite +35% revenue
volume growth · EV momentum · commodity headwinds
LUMAXTECHLUMAX AUTO TECHNOLOGIES LTD.
Exceptional Q1 execution, but FY27 growth moderates—multi-year vision intact
margin expansion · order book growth · base effects
DIVGIITTSDIVGI TORQTRANSFER SYSTEMS Ltd
Record growth hampered by execution risk; Indonesia tailwind masks structural challenges
Indonesia program · automatic transmission · Project Mayflower
17 Aug 2026
CARRAROCarraro India Ltd
Domestic momentum masks margin compression; cost recovery key
domestic growth · export weakness · cost inflation
PRICOLLTDPricol Ltd
Strong growth masked by margin compression; recovery pencilled in Q2-Q3
cost headwinds recovery · capacity expansion · demerger agility
VARROCVarroc Engineering Ltd
30% revenue growth masks 28% PAT decline amid margin headwinds
EV powertrain · order book · margin recovery
ROLEXRINGSRolex Rings Ltd
Auto export momentum offset by weak Q1; mid-teen growth reaffirmed but at risk
auto export recovery · Allison turnaround · labor constraints
AJAXENGGAJAX Engineering Ltd
Market share held, but growth guidance badly missed—H2 dependent
market share defense · margin pressure · H2 recovery
16 Aug 2026
CRAFTSMANCraftsman Automation Ltd
36% Growth Masks Capex Cycle and Sunbeam Turnaround Risk
aluminum expansion · heavy horsepower engines · capex cycle
SHRIPISTONShriram Pistons & Rings Ltd
Strong revenue beat masked by profit slowdown; diversification on track
margin compression · commodity lag recovery · Antolin integration
TENNINDTenneco Clean Air India Ltd
Strong growth masked by margin compression; recovery path unclear
DCx momentum · market share gains · commodity headwinds
APOLLOTYREAPOLLO TYRES LTD.
Growth masks margin squeeze; commodity cycle turn critical
volume-led · commodity inflation · pricing lag
MSUMIMotherson Sumi Wiring India Ltd
Revenue surge masked by PAT stall; margin recovery timeline uncertain
greenfield ramp · copper lag · wage inflation
SUNDRMFASTSUNDRAM FASTENERS LTD.
Strong revenue, margin squeeze; long-term scale-up credible
export rebound · EV scaling · class 8 trucks
ESCORTSEscorts Kubota Ltd
Volume surge masked by margin collapse; pricing lag behind cost
commodity inflation · market share gains · margin compression
UNOMINDAUNO Minda Ltd-$
Revenue +24%, margins compressed; Inovance approval pending
green-mobility-78pct-growth · seating-entry-capex-320cr · margin-pressure-40bps-dilution
10 Aug 2026
05 Aug 2026
02 Aug 2026
