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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


















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How does Maruti fare against Hyundai?

Jul 17, 2013

Equitymaster compares the financial performance of Maruti Suzuki with South Korean auto major Hyundai's over the past five years.

Is the CV industry poised for a recovery?

Jun 28, 2013

Equitymaster discusses the factors which impacted the CV industry in FY13 and the outlook going forward

Tata Motors: Is the hype justified?

Apr 23, 2012

Equitymaster tries to find out whether the hype in Tata Motors' share price justified

Tata Motors: A play on India's expanding road network

Jun 17, 2011

A profile of Tata Motors, India's largest manufacturer of commercial vehicles and a leading player in passenger vehicles

How to solve the auto puzzle?

Dec 23, 2010

In this article, Equitymaster attempts to help investors to understand the automobile sales trend from a long term perspective

Tata Motors' DVR: What is the fuss all about?

Apr 16, 2010

The discount between Tata Motors' DVR and its ordinary shares has narrowed down in the past one month and there seems to be scope for some more narrowing.

Stocks which were the top performers of 2009

Dec 31, 2009

Equitymaster's highlights the top performing stocks of 2009 from the Sensex and gives a view on the reason for their performance and future outlook

Move over BC, AD…

Jan 16, 2008

…as in "Before Christ" and "After Death". Here comes BN, AN - as in "Before-Nano"and "After-Nano". The way this wonder car from the stable of Tata Motors is expected to change the dynamics of the Indian car market necessitates the industry’s performance and strategies to be divided into these two periods - BN and AN.

Outlook on the Indian auto sector

Jan 10, 2008

Whichever way you look at it, rising disposable income, lowering age of first time car users, shorter replacement cycles or above all, lower car penetration, one thing cannot be denied and it is the fact that the Indian passenger car industry will continue to grow at a robust rate in the long term.

Auto: What happened in March?

Apr 12, 2007

What started off with a gallop has sadly ended with a whimper. We are referring to the auto numbers for the key segments in the month of March. As evident from the table below, most of the major companies across key segments have grown their volumes at a lower rate than what was achieved in the entire fiscal. Let us have a look at the performance of each company and the likely reasons behind the same.

Identifying an auto stock: Dos and Don'ts

Apr 9, 2007

In Views on News, Equitymaster has tried to highlight here some factors one should keep in mind before investing in an Auto company. Know more.

Autos: The month that was...

Feb 8, 2007

If January sales are any indication, auto companies, practically across all the segments have started calendar year 2007 in top gear. With macroeconomic fundamentals remaining strong, companies yet again notched up impressive volume growth. Let us have a look at the performance of all the segments and major companies within those segments during the month of January 2007.

Auto: Rough terrain ahead

Dec 28, 2006

We have been maintaining for the past couple of years that auto stocks no longer seem to be 'value buys'. And just as we were proven right at the end of 2005, the underperformance of the auto sector vis-à-vis the Sensex in 2006 has once again made us feel vindicated. '

Auto: Getting tough out there!

Nov 10, 2006

It is said that when the economy does well, the auto industry also performs strongly. While the growth in the industry does not necessarily translate into a gain in the stock markets, nothing could be further from the truth if one looks at a performance of the auto companies on the Indian bourses. Riding on the back of strong growth in volumes, most of the companies from the sector have given good returns over the last one-year. Let us have a look at the leaders and laggards among the Indian aut

Auto: Not just about volumes

May 2, 2006

With the fourth quarter result season beginning on a good note for automobile companies (Maruti), there has been a renewed interest in stocks from the sector. While the effect of good set of volume numbers is likely to be filtered into the fourth quarter numbers, it should be noted that the automobile players should not be judged only by their volume performance. A long-term investor should consider a number of other factors before making an investment in automobile companies. In this article, w

Auto: On a sound footing, but...

Apr 13, 2006

Domestic auto companies have reported robust growth in volumes sales in the past few months. The effect is likely to be filtered into the fourth quarter numbers that are slated to be announced soon. However, at the outset, we would like to inform investors that automobile sales are seasonal in nature. With this reasoning, here are the key things that investors should keep in mind. For the purpose of this article, we have considered the financial numbers of seven companies that form a part of th

Auto: Why to invest in the sector?

Apr 4, 2006

During the last year, automobile stocks have been key participants in the bull run. In fact, the automobile universe of QIS has outperformed the broader indices. Given the broader outperformance, an investor should have compelling reasons to invest in automobile stocks. In this article, we shall look at the macro factors that justify an investment in the automobile industry from a long-term perspective. By long term, we mean a time horizon of at least three years.

Auto: Things can change...

Mar 14, 2006

Automobile stocks have been key participants in the current 'bull run'. The interest evinced in automobile stocks in general, is justified if one considers the performance over last five years (see table below). However, it should also be borne in mind that this has been at a time when the automobile industry has benefited by an upturn in the economy. Here is our take on what lies ahead for the sector?

Auto: Unfurling the excise cut!

Feb 28, 2006

In the Budget 2006-07, the Finance Minister announced a reduction in excise duty on manufacturing of compact cars (engine capacity upto 1,200 cc (for petrol cars), 1,500 cc (for diesel cars) and measuring upto 4,000 mm in length). In this article, we shall try to understand whether such a reduction in excise is actually beneficial to the auto company and if yes, to what extent.

Auto: It's not just about volumes...

Jan 10, 2006

With the results season having already kicked in, soon to be followed by the results from auto majors, let us look at a few important points to be kept in mind while analysing the results of auto companies. At the outset, we would like to inform investors that automobile sales are seasonal in nature. With this pretext, here are the key things that an investor should keep in mind. For the purpose of this article, we have considered the financial numbers of the companies in Quantum Universe (7 com


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