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AEROSPACE OEMS
Auto ancillary sector revenue grew 12.5% in FY26 on volume gains and improved product mix: ReportIndian auto ancillaries witnessed robust revenue growth of 12.5% in FY26, driven by strong volumes and a better product mix. While EBITDA a...
For investors with ability – and patience to wait 3 years, not 3 months: 6 large-cap stocks with upside potential of up to 33%The interesting point about the large-cap space today is not that prices have collapsed. In most cases, they have not. The more important c...
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 24%When business updates start to come in or when some FMCG or auto companies indicate that things are not all good in the rural space, we may...
ET Prime Special Series: Multibagger or IBC - Part 60: This auto ancillary built its empire on one family. Can it survive the EV test?It began life making bicycle parts in Gujarat, the changed its name and business. That created scale, stability, and growth. A single custo...
Auto ancillary stocks: Time for a re-rating as transformation nears the finish line? 6 stocks with upside potential of up to 34%When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...
For long-term investors: Boring portfolio that wins difficult years; 5 large-cap stocks with upside potential up to 20%A sector leader is not just the company with the largest market share. Market share matters, but it is a result, not a cause. The cause is ...
ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...
Jeh Aerospace signs multi-year manufacturing pact with Solestra for dedicated unit in HyderabadHyderabad's Jeh Aerospace is partnering with North America's Solestra Group to establish a dedicated manufacturing center. This Global Manu...
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
India's electronics manufacturing boom faces 'scale without depth' hurdle: KPMGIndia's electronic manufacturing services market is set for substantial growth, projected to reach over $150 billion by FY30. This expansio...
Auto sales surge in May: Maruti hits record high, Hyundai, Mahindra and Toyota gain momentumMajor automotive manufacturers Maruti Suzuki, Hyundai Motor India, Mahindra & Mahindra, and Toyota Kirloskar Motor recorded positive growth...
20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
Contract manufacturer Aequs posts 33% growth in revenue in FY26, losses widen for the yearContract manufacturer Aequs reported a 33% rise in FY26 revenue driven by strong aerospace and consumer business growth. Despite higher sal...
Aequs shares slide 6% after Q4 swings to loss despite strong revenue growthAequs Limited shares fell 6.25% after reporting a sharp decline in Q4FY26 profitability and widened full-year losses, despite robust revenu...
Jefferies raises target price of auto ancillary stock that's venturing into aerospaceJefferies has increased its target price for Belrise Industries to Rs 250, maintaining a positive outlook. The auto component maker is expe...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
Investment proposals of over Rs 7 lakh cr ready for grounding through GBC 5.0 in UPUttar Pradesh is gearing up for Ground Breaking Ceremony 5.0. Over Rs 7 lakh crore in investment proposals are set to be grounded. Chief Mi...
Bodo Moller Chemie opens warehouse facility in BengaluruBodo Moller Chemie has launched a new aerospace warehouse in Bengaluru. This facility will supply advanced materials to aviation and indust...
US market today: Aircraft parts maker Howmet lifts annual forecasts on robust demandHowmet Aerospace on Thursday reported first-quarter profit and revenue above estimates and lifted its annual forecast on the back of growth...