EV TRANSMISSION BUSINESS
For investors with medium-term outlook: 5 large-cap stocks with upside potential of up to 23%, according to analysts
The headwinds hitting the market are not just easing now. Some of them are actually turning into tailwinds. That is a real change. The broader market is inching higher, and the Nifty and the Sensex are moving up with it. For months, the bulls were trying and failing to get a foothold. This time the attempt looks more serious, because the macro picture, for once, is working for rather than against them.
Tata Power Q2 Results: PAT jumps 33% YoY to Rs 1,652 crore, revenue rises 26%
Tata Power reported its highest-ever quarterly profit of Rs 1,652 crore in Q2 FY27, up 33% year-on-year. Revenue surged 26% to Rs 19,886 crore, supported by renewables, generation, distribution and a record Rs 10,000 crore first-half investment.
ET Prime Special Series: Multibagger or IBC – Part 84: Can rising demand for decorative features drive this auto ancillary's growth?
A car can change its engine and still look almost the same. It can also keep the same engine and look so different that buyers happily pay more for it. That is the peculiar corner of the automobile industry this story explores. For one listed supplier, the shift to EVs may be less threatening than it sounds. The bigger question is whether changing consumer preferences can help it build a more valuable business.
Time to be contrarian? Are analysts behind the curve? 5 stocks from two segments of the oil and gas space
The tensions that drove oil higher are still lurking under the surface. A single statement, or a single strike, and they can surface again within days. Another round of trouble cannot be entirely ruled out. And if it comes and oil climbs again, much of the contrarian case we are making weakens with it. So the improvement is real, but it is not yet fully safe.
US midterm results may give India trade leverage, but tariff and AI risks remain
The US midterm results may give India some room in trade negotiations by increasing congressional scrutiny of executive action, but they do not remove tariff risks or alter Washington's strategic priorities. AI investment is also unlikely to retreat, with capital expected to remain within the US rather than shift significantly to emerging markets.
Time to pick the right business, hold it longer: 5 stocks from the auto ancillary space with upside potential of up to 20%
In times of uncertainty in the market, investors should look for sectors where there is some underlying transformation taking place that is bigger, and will last longer, than the impact of any war or election results. One such is the auto ancillary sector.
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Most wanted stocks 2026: 6 stocks mutual funds are buying even as markets slump
Stock market investors are growing wary as prices continue to drop amid broader economic issues. Nevertheless, mutual fund managers are optimistic, identifying many investment opportunities during this downturn. The article identifies six stocks that have seen a rise in mutual fund investments, showcasing their resilience and growth potential during tough times. This analysis offers investors valuable insights to enhance their future strategies.
ET Prime Special Series: Multibagger or IBC - Part 82: This auto ancillary’s name tells only 20% of the story. What’s the other 80%?
The shift towards electric vehicles, or EVs, is forcing traditional auto-component suppliers to reconsider their future. For some, it threatens core products. For others, it creates opportunities in components that can survive the death of the combustion engine. This supplier finds itself on both sides of that transition. Its original business is exposed to ICE vehicles, while its manufacturing division has developed products relevant to EVs. Alongside, the company is pursuing other initiatives. Will these translate into stronger profits, or will rising financial obligations limit the benefits?
Sri Lanka seeks faster green energy shift after oil shocks
Sri Lanka is facing significant challenges in its transition to renewable energy due to rising oil prices. The government plans to increase electricity generation from renewable sources to 70 percent by 2030. Communities have expressed concerns about the impact of wind turbines, leading to a reassessment of project locations. Additionally, changes in solar power pricing are necessary to maintain economic viability and fairness for consumers.
Adani Green Energy shares fall 4% after Q2 results. What are Jefferies, JM Financial saying?
Adani Green Energy reported a 15% year-on-year rise in Q2FY27 net profit to Rs 673 crore, while revenue grew 39% to Rs 4,520 crore. Shares fell 4% after the results. Jefferies maintained its Buy rating, while JM Financial retained Add, citing growth opportunities and operational challenges.
ET Prime Special Series: Multibagger or IBC - Part 81: Momentum in numbers will decide fate of this auto ancillary's stock
A few years back, the important question for this auto ancillary supplier was whether its investments and customer programmes would begin producing enough revenue. Today, the numbers look very different. Annual income has jumped, exports have risen, and a large overseas-linked order has helped deliver a record quarter. How much of the improvement is repeatable, and how much reflects an unusual opportunity?
Bonfiglioli Transmissions IPO Day 3: GMP at 22%, issue subscribed 99%; Should you apply?
Bonfiglioli Transmissions’ Rs 2,534-crore IPO entered its final day of bidding on October 19, with the grey market premium (GMP) easing to 22% from 30% earlier, indicating moderating expectations for listing gains. The IPO is entirely an offer for sale (OFS) of 4.32 crore shares, meaning the company will not receive any proceeds from the issue.
Bonfiglioli Transmissions IPO Day 2: GMP at 24%; Check subscription status. Should you subscribe?
Bonfiglioli Transmissions IPO entered Day 2 with a 24% GMP and 48% overall subscription on Day 1. The Rs 2,533.66-crore offer for sale is priced at Rs 558-586 per share. Anand Rathi assigned a "Subscribe for Long Term" rating, citing growth in automation despite fully valued pricing metrics.
Bonfiglioli Transmissions IPO opens for subscription; GMP at 30%: Should you subscribe?
Bonfiglioli Transmissions IPO opened for subscription on October 15, 2026, aiming to raise Rs 2,533.66 crore via an offer for sale. The price band is set at Rs 558-586 per share with a 30% grey market premium. Anand Rathi has recommended a "Subscribe for Long Term" rating.
Will analysts' predictions go wrong? 15 auto stocks with upside potential of up to 50% to as low as negative 1%
For anyone trying to figure out where the economy is headed in the next six months, the numbers to watch will come from auto showrooms. The auto sector has, for long, provided the earliest indications of the health of the economy. And the sales numbers it puts out ahead of the festive weeks are where the correlation is best seen. So, keep a close watch on the auto pack.
ET Prime Special Series: Multibagger or Bankruptcy? Part 79: 5 years changed the size of this auto supplier. Will it pass the quality test?
The most striking number in this story is not a margin or a market-share target. It is a measure of scale. Revenue in the latest quarter was almost the same as full-year sales in FY21 and higher than the entire FY20 top line. It also argues that its current heavy-vehicle exposure is not under an immediate EV threat. For investors, the story is shifting from whether the company can grow to whether the additional capital can generate better returns.
Jefferies initiates coverage on newly listed Dhoot Transmission; sees up to 20% upside. Here's why
Jefferies has initiated coverage on Dhoot Transmission with a Buy rating and a Rs 1,730 price target, implying 20% upside. The brokerage expects strong two-wheeler demand, premiumisation and electrification to drive growth, with newer products adding to the opportunity. It forecasts 24% revenue and 27% EPS CAGR through FY29.
India's commercial vehicle market just had its best year in seven. Then the June quarter arrived, and margins fell
There is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last seven years. A tax cut saw prices of trucks drop by about 10%, releasing pent-up replacement demand in a fleet with an average age of about 10 years. Two: Although the sector's second-largest truck maker sold a record number of vehicles in the June quarter, adding 10% to revenue, the benefits did not flow in. Rising material costs swallowed the operating leverage.
ET Prime Special Series: Multibagger or IBC - Part 77: This auto ancillary wants to double revenue by FY30. Execution to decide
A business can diversify in two ways: Slowly, by building new capabilities internally; or quickly, by acquisitions. This supplier has chosen the second route. It has expanded from a mechanical-only portfolio to a multi-discipline platform, doubled its manufacturing footprint, and added more than four alliances. The opportunity is obvious: A broader product basket and new global orders. The risk is equally important. The new businesses still have to prove that growth can translate into durable returns.
EV story in auto ancillaries is known. A second change could matter more: 5 auto ancillary stocks, 3 with upside potential of 9% to 24%
What actually is an auto component company? If you forget the fact that it makes car parts, what you have is a precision-engineering business. It makes metal parts to very fine tolerances, to a consistent standard, in large numbers, day after day. That skill, the ability to make a crucial part correctly every single time, is the real asset. That the part happens to go into a car is almost incidental.
HEG shares rally 5% after receiving Rs 217.56 crore order from Indus Towers for lithium-ion battery banks
HEG shares rose sharply on Monday after subsidiary Replus Engitech received a Rs 217.56 crore order from Indus Towers for lithium-ion battery banks. The order is to be executed by March 31, 2027. The development comes as HEG progresses with its demerger into separate graphite electrodes and advanced materials businesses.
Hero Motors IPO Day 3 GMP: Issue subscribed over 6x, GMP at 7%. Check details
Hero Motors IPO GMP Today: Hero Motors IPO saw strong investor demand, oversubscribing 6.66 times by the final day. The issue is currently commanding a 7% premium in the unofficial grey market. Proceeds will fund debt repayment and capacity expansion initiatives. The company plans to utilize funds for acquisitions and general corporate purposes. Analysts recommend a "Subscribe-Long Term" rating for this IPO.
Inside Tata's empire as N. Chandrasekaran secures another five-year term
Tata Sons reappointed N. Chandrasekaran as chairman for another five years. The conglomerate's aviation business includes Air India and Air India Express. Tata Motors transformed into a global automotive group after acquiring Jaguar Land Rover. Tata Consultancy Services remains a significant contributor to dividend income. Tata Steel and Tata Power are key players in their respective industries.
ET Prime Special Series: Multibagger or IBC - Part 76: Exports are 30%, one customer is 28%, and EV story is still at the starting line
Seventy-six weeks,76 auto ancillary companies. This week, we turn to another legacy supplier that has spent decades building precision-manufacturing capability, a wide customer base, and a presence across tractors, commercial vehicles, construction equipment, and industrial applications. The business has three manufacturing plants and exports to multiple countries. Part 76 looks at how this old supplier has evolved, where its revenue concentration lies, how its financial profile has changed, and what investors should watch beyond the headline numbers.
Hero Motors IPO Day 2: GMP signals 16% listing gain. Should you subscribe?
Hero Motors’ Rs 1,000 crore IPO received healthy investor interest, reaching 1.39-times subscription on its first day, led by retail investors. Priced at Rs 79–Rs 84 per share, the issue carries a grey market premium of around Rs 13, suggesting a potentially positive listing.
Hero Motors IPO Day 1: Check subscription status, GMP at 23%. Should you subscribe?
Hero Motors IPO opened for subscription on September 16 and was subscribed 17% on Day 1. The Rs 1,000 crore issue has a grey market premium of 23%, while brokerages cite its automotive technology portfolio and long-term growth potential.
Can Hero Motors IPO deliver long-term growth for high-risk investors?
Hero Motors plans a ₹1,000 crore IPO for expansion and debt repayment. The company's promoter stake will decrease significantly after the initial public offering. Its revenue share from the EV segment is projected to grow substantially. Hero Motors supplies integrated powertrain solutions to global automotive manufacturers. Investors with a high-risk appetite may consider this upcoming public offering.
EV-related stocks: Own the chain, not the guess; 13 stocks with upside potential of up to 28% and downside risk of -14%, according to analysts
In the stock market, when a big theme or sectoral trend takes off, most investors focus on the face of it. A brand with which they can relate. The same is happening in the auto sector, which is transitioning to the EV age. However, behind every EV is a long, hidden chain of businesses. Chasing an obvious name means betting on just one stock. There is a better way. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
Kanohar Electricals IPO Day 3: GMP signals 35% premium, subscription crosses 190x
Kanohar Electricals IPO entered its final bidding day after being subscribed 10.22 times by Day 2. A 35% grey market premium and positive brokerage recommendations have boosted investor interest.
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