Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

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Monthly Sales Overview of Indian Listed Tractor Companies (December 2024)

JPM - Exceptional Core Income Strength, ALM Is Excellent, HFD for US Banks Supports Outlook

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>GNA Axles is a cyclical play driven by revival of the tractor industry in India and pre-buying in commercial vehicles(trucks) in the U.S. market.</li>
<li>A good monsoon in India in 2024 is expected to revive domestic tractor demand, while changes in emission regulations in the U.S. are likely to increase truck sales.</li>
<li>The company is currently valued at a comfortable 18x trailing P/E, with a 15% RoE and RoCE.</li>
</ul>


GNA Axles is a cyclical play driven by revival of the tractor industry in India and pre-buying in commercial vehicles(trucks) in the U.S. market.
A good monsoon in India in 2024 is expected to revive domestic tractor demand, while changes in emission regulations in the U.S. are likely to increase truck sales.
The company is currently valued at a comfortable 18x trailing P/E, with a 15% RoE and RoCE.


GNA Axles – A Positive Shift in the Business Cycle Could Be Approaching

GNA Axles Ltd

GNA Axles – A Positive Shift in the Business Cycle Could Be Approaching