ELECTRIC TRACTORS
Key to big wealth creation: ‘Hold’ quality stocks for long. 16 stocks which fit the bill with an upside potential of up to 44%
You know what B2B is? Yes, it is “Business to Business”. But stock market veterans use it in a different way. They use B2B to describe a certain kind of investor, the “Bhav to Bhav” investor. These are investors who buy a stock at a certain price (bhav), and will not sell if it declines, even if they have to wait weeks or years. The moment the stock comes back to the bhav at which they bought, they will sell it. They believe they saved money by not booking a loss. But they ignore opportunity cost, as well as inflation. The hard fact is that, in a recovering market, there are many who, knowingly or unknowingly, become B2B investors.
Are short-term headwinds from China an opportunity? 8 auto stocks: Time to be contrarian?
A shortage of rare earth magnets used in EVs is in the news. This no doubt underlines a risk the EV segment faces. But the question is: Is the correction sparked by this news an opportunity for those interested in long-term investments? Or is it something that will dog the industry for long? The answer is not simple, because it has two moving parts. One: It is a problem created by China, so it has a diplomatic angle. Second, yes, while it will take time, moves to find substitutes will gather pace. Already, Tesla has launched a model without rare earth magnets, and reports suggest another global giant will soon do the same. So, it is a problem for which a solution might take time, but it will surely come.
Multibagger or IBC - Part 12: If transition is successful then there is no limit. But there is a big ‘IF’
With a claimed global leadership in automotive control cables and halogen bulbs, it is present in metros, tractors, and two-wheelers across continents. But what happens when the very cables and bulbs it's known for face disruption from EVs and LEDs? The company pushes into braking systems, actuators, and digital clusters. Its core OEM client base and global expansion bets remain intact, but the real test will be whether this firm can pivot fast enough to stay relevant in an electrified world.This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
Driving sustainability: Bengaluru-based Moonrider powers rural India with next-gen electric tractors
India’s e-tractor market holds growth potential, but pricing and policy issues need urgent attention, say experts.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
The Indian economy is probably one of the most sensitive economies when it comes to spikes in oil prices. But the way the market reacted to the US strike on Iran indicates that some part of the uncertainty may have already been built into oil prices (they are up 10% since the strike by Israel). As of now, there is no sharp spike nor a disruption in supplies due to any blockage of the Strait of Hormuz. So, prices may stay in range-bound mode and that is what the street would like to see. With the caveat that a spike in oil prices will see the street react, it could be time to be cautiously bullish.
For medium- to long-term investors with moderate risk appetite: 6 large-cap stocks with an upside potential of up to 40%
There are sectors where even the top firms have single-digit margins (or, at best, in very low double-digits). But stocks from these sectors have also created big wealth. The reason: The overall market size is so big that even small but stable margins can deliver a high return on equity and create wealth. So, before zeroing in on any stock, look at the overall size of the business. The chances of finding a wealth-creator stock increases manifold if the sector is on a growth path. The reason could be as simple as that it fulfills a basic need, or as complex as change in technology leading to a transformation of the sector.
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TI Clean Mobility eyes $1 bn turnover in 4-5 years
TI Clean Mobility, a Murugappa Group firm, aims for a USD 1 billion turnover in 4-5 years, driven by new electric vehicle launches. Having raised Rs 3,000 crore, the company will introduce electric tractors, HCV variants, and explore electric ambulances and e-rickshaws. The company anticipates significant revenue contributions from HCVs, SCVs, three-wheelers, and tractors, leveraging existing manufacturing capacities.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Here’s an old market saying: Even when the bulls are in control, you can never write off the bears. They will make an appearance at regular intervals, sometimes staying longer than expected. At this point of time, both the bulls and bears are placed pretty much at the same levels, though the bias is toward the bulls. In such a scenario, it is better to focus on one thing: Earnings, and the overall possible growth in a sector. At the end of the day, the stock market is about earnings. And that has a very different trajectory from what the bulls and bears push the market toward at different points of time.
Is an oil shock on its way? 14 stocks to watch carefully if the Iran-Israel conflict leads to a sustained rise in crude oil prices
If there is one thing the Indian economy does not like, it is rising crude oil prices. According to one estimate, a $10 increase in oil price leads to a 30 basis point increase in consumer price inflation. It also has an indirect impact. There are companies which have strong co-relation with crude oil prices. The moment crude oil prices rise, their raw material costs go up. In very few cases, they are able to pass this increase on to customers; but most have to bear the brunt of rising raw material prices. Which means that their margins get impacted.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
One day of correction and memories of January and February come flooding back. But let's be very clear: We are not going to see a phase where the Indian market is a standalone underperformer in the emerging market space. It does not mean we won't see volatility and corrections that are part of any bull run. Our assumption of bullishness is because the market's reaction to the Q4 earnings season has been better than expected. The street has rewarded companies (both large- and mid-caps) that had better-than-expected numbers. And punished those that did not.
Regional liquor players better placed amid price hikes: Dipan Mehta
Dipan Mehta from Elixir Equities expresses caution regarding Maruti Suzuki due to its lagging EV strategy and outdated models, leading to market share loss. He favors M&M and Eicher Motors in the auto sector.
As the Indian economy grows, they too will grow. Some slowly, a few faster: 8 NBFC stocks stocks with upside potential of up to 46%
Let’s ask ourselves three simple questions. One: Is the financial services sector better placed after the RBI’s clean-up? Two: If an economy like India grows, can it be that this sector does not grow? Three: Can FIIs, whose selling caused sectoral underperformance, stay away from these stocks when they return? The answer to the first question is yes. And it is a no for the second. The answer to the third question was open, but now it seems to be veering towards a yes. As a sector, NBFCs will grow faster than many other sectors, because they provide credit. And credit was/is/and will remain in greater demand than its supply. So, a provider of credit is bound to grow as the Indian economy grows.
For risk-takers who are long-term investors at heart: 7 mid-cap stocks from different sectors with an upside potential of over 29%
There is no way you can perfectly time the market. But going with the assumption that the market is clearly moving into bullish territory, it may be time to look at select stocks. Three big caveats, though. One, given the current state of the global markets, be ready to face volatility. Two, don’t buy stocks with leveraged money. And last, but not least, don’t buy to average out your purchase price: There is enough evidence to show that averaging does not work. You might be averaging out a loser, and not a winner.
Electric passenger vehicle sales cross 4% first time in May 2025: FADA
Electric passenger vehicle sales in India surged in May, exceeding 4 per cent of total sales, a notable increase from 2.6 per cent in May 2023. Overall auto retail sales experienced a modest 5 per cent rise, with two-wheelers leading the growth, driven by rural demand and auspicious events.
For investors with patience & ability to take moderate risk: 6 mid-cap stocks from different sectors with upside potential up to 36%
For all those who are now turning bullish, a small reminder: The first three months of 2025 saw a sharp correction in the mid-cap segment. Such corrections do keep happening at regular intervals. So, be ready to face them… and also ignore them. Because panic and anxiety during a correction is the worst thing for any investor with high exposure to mid-cap stocks. Having said that, our base case assumption is that the markets are likely to trade with bullish bias in the near future.
Multibagger or IBC - Part 9: With exceptional margins, can this small-cap stock make it to the big league?
While the automotive industry grapples with EV transition uncertainties, this multi-technology components manufacturer has turned potential disruption into measurable opportunity. By CY2022, EV segments contributed 35% to the order book. The company's strategic foresight, evident since 2016, has translated into concrete business wins with major EV OEMs. And it has done so while maintaining pricing discipline in a margin-sensitive industry.
Investing is not about Nifty, but a business & its growth: 7 large-caps from different sectors with upside potential of over 31%
Most investors must feel that the Nifty and Sensex have taken them from heaven to hell and back in just one year. So, take your eye off the indices and focus on the businesses you own through your stocks. If you own a pharma company, look at what President Trump is doing and not at the Nifty. Just two days back there was a surprise inspection at an Indian pharma plant, probably the beginning of something that may continue for some time. However, the inspection did not hit the stock price. Why? Because the company is fundamentally strong. If the business and management are strong, then what the Nifty does will not matter.
Auto Q4FY25 Wrap: Two-wheelers lead PAT surge with TVS Motor, Eicher in front; top 13 counters to buy
The Indian auto sector saw varied results in Q4FY25. Two-wheeler companies performed well. Some vehicle makers did better than others. Tyre and auto parts companies faced profit declines. Tata Motors, Apollo Tyres, and Tube Investments struggled. TVS Motor, Eicher Motors, and Bajaj Auto showed strong growth. Overall, vehicle makers outperformed component suppliers. Maruti Suzuki and Mahindra are stocks to buy.
There are PSU stocks, and there are PSU businesses. Choose the business. 57 PSU stocks, some good, some not so good
A year back, on the day the results of 2024 general elections were getting declared, PSU stocks as a set suffered a sudden setback. From being much loved in the first six months of 2024, they were suddenly being hit. The reason: The street assumed that, without a clear majority, Modi 3.0 would not be able to take decisions which it was able to in Modi 2.0. But a year down the line, it is no longer about a company being a PSU or not. It is about business. So, sectors where there have been developments are clearly seeing things turn for the better.
Transformation is painful but good in the long term: 7 auto stocks with an upside potential of up to 35%
Any sector going through a transformation will witness disruption, leading to a divergence in the performance of stocks. Also, the sector will see phases of underperformance on the street. All that should, however, be secondary if the answer to a key question is ‘yes’. And that question is: Will the transformation lead to an increase in the overall market size? If all the pain is going to lead to an increase in market size, then any correction is a good opportunity. So, time to relook at the auto sector currently pivoting to electric vehicles.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
There is no dearth of money waiting to flow into the market. This is clear from the reaction of the street to the Q4 earnings. If the results were good, the stocks saw a bounce. And if results were not in line with expectations, then there was enough supply to punish the stock. So, clearly, the market is in stock-specific mode rather than in a clear trending mode. It is very likely that the bias of the market will continue to remain bullish. This is probably a good time to focus on large-cap stocks with good track records.
Mahindra & Mahindra shares up 1% after May vehicle sales rise 17% YoY to 84,110 units
Mahindra & Mahindra posted a 17% YoY rise in May vehicle sales to 84,110 units. Utility vehicle sales grew 21% to 52,431 units, while total tractor sales rose to 40,643 units. Strong demand, monsoon forecasts, and farm policy support are expected to sustain growth momentum across its automotive and farm segments.
Transformation theme: 9 stocks from the energy & power ecosystem as it transitions to clean energy
The structural transformation in the auto sector is much talked about and given credit by the street. Another sector that has been undergoing a similar transformation, though quietly, is the energy sector. Large companies in the energy space – whether in oil marketing, refining, or any other – have been forming JVs or floating subsidiaries to get into New Energy areas. This transition is much bigger than in the auto space, but a bit too slow to excite the street. So get these stocks on your watchlist.
Where are India’s electric tractors?
Studies show that e-tractors meet farming needs. Supportive policies and industry efforts can boost e-tractor use. Increased sales and boost
Both from a medium- and long-term perspective: 7 large-caps stocks from different sectors with an upside potential of up to 49%
If you leave aside new age companies like Zomato that got listed as large-caps, a vast majority of stocks in this segment have gone through many business cycles. And that is what makes a difference: The experience of managements in dealing with economic cycles. However good a sector or a business might be, it inevitably goes through a phase where it faces challenges; and its comeback is largely dependent on the experience of the management. At a time when there is global uncertainty over the shape of the New World Order that may emerge after the ongoing tariff wars, it may be better to stay with experienced managements and the reasonable probability of growth.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 30%
True, there’s no guessing President Trump's next statement or move. But global markets now seem to sense that the US might find it tough to maintain its high pitch in the tariff war for much longer, resulting in some sort of a rally. As far as the Indian markets are concerned, there is a clear change in trend, with bulls in control on most days. Our assumption is that, with the Q4 earnings season being better in many cases, the chances are that bulls will be on a firmer footing. But do continue to be cautious and selective. In fact, that should guide all investing in emerging markets like India.
Sometimes only ‘Hold’ is required for wealth creation: 18 large, mid- and small-caps stocks with upside potential of up to 55%
Does anyone have any control over what President Trump may say or do next? Can anyone predict how China, or for that matter the EU, will react to what Trump does? The answer is no. So, when you cannot predict what the main players behind global economic and financial moves do, why try to predict what will happen to stock prices? And, why are we bringing this up at this juncture? While markets are largely about buying and selling, wealth creation is also about holding stocks. There are times when it is more important to just hold on to stocks.
Automotive component sector likely to clock 7-9% revenue growth in FY26: Crisil
The Indian automotive component sector is poised for 7-9% revenue growth this fiscal year, mirroring last year's performance, fueled by strong demand from two-wheeler and passenger vehicle segments. While commercial vehicles and aftermarket sales offer additional support, weak demand in the US and Europe presents challenges.
Bengaluru companies, including Infosys must declare WFH for two days: BJP MP urges for relief as rains flood IT capital
Bengaluru Central BJP MP, PC Mohan, urged IT companies like Infosys to allow employees to work from home due to heavy rainfall. The city experienced 105.5 mm of rain in 24 hours, the second highest since 2011, disrupting daily life and causing commuter delays.
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