UP TRACTOR MANUFACTURING
CM Yogi Adityanath promotes UP's 'bulldozer brand', invites CNH to manufacture them alongside tractors
Chief Minister Yogi Adityanath advocated for CNH Industrial to manufacture bulldozers in Uttar Pradesh alongside tractors. He emphasised the positive transformation of the state since 2017 under the Modi-led government. Adityanath attributed improvements in law and order to a strong government policy against crime and criminals. The state has become a favorable destination for business investments, attracting foreign companies. He acknowledged local contributions to the region's development, especially in Jewar.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
The FPIs that were selling in the Indian market all these months mostly owned large-cap stocks. And as they sold them, it was that segment which bore the brunt of the selling. The same logic will operate in reverse as they start buying, focusing once again on the safer and more liquid large-cap stocks.
For long- and medium-term investors: Cycles turn, principles don’t; 5 large-cap stocks with upside potential of up to 29%
These are the stocks that fell the most, so they may bounce back the most if the fund flows return. They are the ones FPI money will target first. And they tend to be the businesses with great track records, the ones that have been through bad patches like this before and have come out unscathed. Yes, we are talking about large-cap stocks.
Vehicle registrations fall 24% in October on high base
Registrations of vehicles in October experienced a significant decline compared to the previous year's records. This drop was largely due to an earlier festive season that drove higher demand last year. Despite the decrease, certain vehicle segments like electric vehicles showed remarkable growth in registrations. The upcoming Dhanteras and Diwali festivities are expected to positively impact sales this month. Dealers remain cautiously optimistic about demand, especially in rural markets.
Mahindra rides the SUV boom, but margins feel the cost squeeze
Mahindra & Mahindra reported a 25% increase in consolidated profit driven by strong SUV sales. The company's auto business grew significantly, while the farm division faced challenges with lower tractor volumes. Despite the overall profit growth, rising commodity costs pressured operating margins in the auto sector. Additionally, Mahindra's finance and technology divisions contributed positively to the overall performance.
These mid-caps have ‘strong buy’ & ‘buy’ recos and upside potential of up to 28%, according to analysts
Global markets on Wednesday celebrated the outcome of the US mid-term election as well as a sharp drop in oil prices. Oil prices, which at the end of last week were at about $118 to the barrel, are now under $95. The hope clearly is that Democrat control of both chambers of the US Congress will pressure the Trump administration to pursue a diplomatic end to the conflict with Iran in the Gulf.
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Festive dispatches drive October car sales to record high
India's passenger vehicle dispatches to dealerships are estimated to have risen 13-14% year-on-year to a record 5.25-5.30 lakh units in October, driven by festive demand. Maruti Suzuki, Mahindra, Hyundai and Kia reported record monthly sales, while two-wheeler and commercial vehicle makers also posted strong growth.
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.
Hyundai, Tata, M&M, Maruti, KIA October sales surge amid festive cheer; Renault, Escorts Kubota decline
In October, various automakers experienced different sales results, highlighting a mixed performance across the industry. Hyundai Motor India observed a 17.7% sales increase, with domestic and export growth. Tata Motors Passenger Vehicles reported an impressive 23% rise in sales, including a 75% increase in electric vehicles. Conversely, Escorts Kubota faced a 10% sales decline during this time period.
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?
Tyre stocks: Hit by a headwind on costs, not on demand: 4 tyre stocks with upside potential of up to 29%, according to analysts
For years, this sector has had to deal with the dumping of cheap imported tyres. That particular headwind has eased now, and for an unusual reason. The rise in natural and synthetic rubber prices that is squeezing margins at home has also pushed up the cost of those imports. So, dumping is now less of a threat than it used to be.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
At this juncture, what companies say about their Q2 results, and their outlook for Q3 and Q4, matters a great deal – but only to a certain extent. A company can plan only for what is in its control. No management can predict what the US President will decide, or which way the trouble in the Gulf will turn next.
Right question for a bearish market: Not ‘will it fall’, but ‘is the business falling’? 5 large-caps with upside potential of up to 29%
The best large companies are the ones FPIs own the most. So, when they decide to sell, it is precisely these high-quality stocks that see the heaviest selling. That is one of the reasons why large-cap stocks have been under pressure of late.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%
A piece of advice for those who still have the stomach to invest in the current volatile market. Don’t take any price action as the gospel truth; look beyond the index movements. And, finally, be both cautious and selective in your stock picks.
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.
Anand Mahindra post on 108-year-old engine patented by co-founder J.C. Mahindra, built by company on Founders’ Day goes viral
Anand Mahindra announced the successful creation of an engine patented by his grandfather J.C. Mahindra 108 years ago. The engine prototype was unveiled and started on Founders’ Day, six months after the patent's discovery. This discovery was made by Vaidehi Mayekar while organizing the company's archives and emphasized the company's engineering roots. The Mahindra Research Valley team interpreted the patent and created a working version of the engine.
These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
In the short term, be ready for volatility, and do not mistake the passing of one big event for an all-clear. In the long term, give up trying to guess when the storm will end. That is not something anyone can do.
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.
Nifty 50 companies likely to log strong double-digit growth in Q2
Revenue and net profit of Nifty 50 companies are projected to grow by nearly 20% year-on-year. Analysts note that performance is driven by sectors like automobiles, banking, and oil. Operating margins, however, might contract slightly due to input cost pressures and inflation. Key sectors show varied conditions, balancing strong demand against potential challenges. Overall, medium to long-term outlook remains optimistic, despite some near-term volatility.
Two-wheelers, commercial vehicles set to outperform passenger cars in FY27: Report
India's auto industry, excluding tractors, is showing steady growth with two-wheelers and commercial vehicles leading. Passenger vehicle sales have also been strong, with Maruti Suzuki India Limited showing significant growth. However, tractor volumes have declined among manufacturers, affecting overall volume growth. The timing of the festive season is impacting year-on-year growth comparisons for the auto sector.
Auto sales surge in September, but GST base clouds the picture. Can stocks rebound ahead of Q2 results?
India’s auto sector delivered a mixed September, with strong passenger- and commercial-vehicle sales offset by weak tractor and domestic two-wheeler demand. Festive buying could support growth, but rural stress, rising input costs and excess dealer inventory pose risks to margins.
Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%
The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is affected. But they do not all feel it equally, and it is worth knowing why every sector behaves differently at different points of time. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Fieldmarshal targets 10-15% market share in below-20 HP tractor segment in 3 years
Fieldmarshal PM Diesels recently launched single-cylinder engines in the 15 hp and 18 hp categories. The company intends to capture a 10-15 percent market share in the below-20 HP tractor segment within three years. These new engines comply with the latest TREM V norms and have been approved by ARAI. Fieldmarshal also plans to introduce tractors up to 30 HP in the near future.
Auto makers post strong sales ahead of festive season
In September, automotive sales in India showed remarkable growth due to increased demand following the GST rate cuts. Maruti Suzuki led the market with a notable 37% sales increase, delivering 181,838 units. Other automakers, including Tata Motors and Mahindra & Mahindra, also reported substantial growth in passenger vehicle sales. However, challenges such as commodity costs and diesel prices remain areas of concern for the industry.
Ashok Leyland's best year in its history, and what the annual report says about holding on to it
Ashok Leyland sold more commercial vehicles in FY26 than in any year since it was founded, earned its highest-ever profit, and closed with Rs. 5,899 crore of net cash. Where does the company go from here? What strategies will it adopt? A close reading of the 340-page annual report, along with the company's year-end call and the June-quarter filing, provides the answers.
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.
Indian automakers post higher September sales as dealers stock up for festive season
Indian automakers reported increased sales in September as dealers stocked up for the festive season. Hyundai Motor India achieved a 10.8% sales increase, driven by customer enthusiasm and the opening of bookings for the new Hyundai Bayon. Mahindra & Mahindra saw a 14% rise in domestic sales due to demand for sports utility vehicles, despite falling tractor sales.
In 1957, two Minnesota brothers built a tiny loader to clean a turkey barn; their unusual 3-wheel machine led to Bobcat, which later sold more than 1 million loaders
In the 1950s, Cyril and Louis Keller engineered a groundbreaking compact loader tailored for turkey farmer Eddie Velo. Using simple materials to meet the unique demands of limited spaces, their inventive creation gained prominence at the 1958 Minnesota State Fair, drawing interest from Melroe Manufacturing Company. This marked the birth of the Bobcat skid-steer loader, a game-changer for farming and construction techniques.
These mid-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25%, according to analysts
What is needed in the markets these days is realism. Not fear or gloom, but a clear-eyed acceptance of where things actually stand. Realism means not hoping for things facts do not support. It means accepting that the next few months may be difficult: That earnings may disappoint, that prices may fall further. It also means planning for such a scenario instead of just hoping that it will go away.
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