TRADE IDEA - Mahindra & Mahindra (MM IN) Stub:Ā Rise
The company that brought the off-road vehicle to post-war India in the 1940s has grown into a leading personal vehicle manufacturer covering land,...
791 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumptionĀ boom thesis rarely asks how it can be funded, given the...
833 Views
Farm Loan Waiver: Tractors an Anonymous Beneficiary
Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...
684 Views
Swaraj Engines: Positive Outlook But Growth Is Slowing and Valuation Is Rich
Swaraj Engines (SWE IN)Ā (SEL)is primarily manufacturing diesel engines for fitment into Swaraj tractors manufactured by Mahindra & Mahindra...
1.1k Views
Mahindra & Mahindra Ltd- 2QFY19 ā New Launches Cause Margin Pain, Benefits to Follow
Mahindra & Mahindra (MM IN) reported 2QFY19 PAT of Rs 17,788 mn vs our estimate of Rs 15,240 mn. The revenues were 2.5% lower than estimated....
650 Views