Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
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Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good...
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Minda Corporation Ltd - Minda Corporation Ltd – Investor Meet and Plant Visit
Minda Corporation is one of India’s leading manufacturers of automotive components, offering a diverse portfolio that includes Electronic &...
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Pick of the Week: Minda Corporation Ltd - 23rd August, 2025
Minda Corporation is one of India’s leading manufacturers of automotive components, including Electronic & Mechanical Security Systems, Die...
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Minda Corporation Ltd - Revenue & EBITDA Beat Estimates; Upgrade to BUY
Minda’s Q1FY26 outperformance against an auto industry growing just ~2% was driven by: (1) higher per-vehicle kit value from premiumization...
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