Schaeffler India Limited (SCHAEFFLER) announced its financial highlights and business performance for Q3CY26. The company reported strong growth in its automotive sector, driven by robust manufacturing output in motor vehicles and transport equipment. The GDP growth was estimated at ~6.4%, marking a slowdown amid global uncertainty, while the IIP showed robust growth driven by strong manufacturing output. The automotive production for CVs grew by 31.8% year-on-year, PVs by 25.1%, and tractors by 6.8%.

Financial Highlights

The company’s revenue and profit margins improved significantly, reflecting the strong demand in the automotive sector. Notably, the EBITDA margin expanded by 2.5% compared to the same period last year. The company also announced a strategic investment in its manufacturing facilities to cater to the growing demand.

Business Performance

Schaeffler India Limited’s business performance was bolstered by its strong market presence and innovative product offerings. The company’s focus on R&D and technological advancements contributed to its competitive edge in the market. The core sectors, including cement, steel, coal, and electricity generation, showed varied performance, with cement and steel leading the growth.

Looking ahead, Schaeffler India Limited remains optimistic about the market outlook, with plans to expand its market share and innovate further in the automotive sector.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Schaeffler India Limited

Schaeffler India Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.

Schaeffler falls 11.5% over three months and has not found a floor yet. The PEG stands at 4.87 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock sits at 16% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 12.3% CAGR — a respectable pace. However, the stock drops 11.5% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of Schaeffler India Limited.

Vaibhav Global Limited (VGL) (NSE: VAIBHAVGBL; BSE: 532156), a vertically integrated electronic retailer, has completed its platform transition from Salesforce Commerce Cloud to Shopify Enterprise. This strategic move aims to restore digital momentum and improve operating leverage. Despite temporary integration challenges, VGL’s European business delivered growth in constant currency, and its B2B business recorded strong growth.

Financial Highlights

For the second quarter and half year ended 30 September 2026, VGL reported revenue growth of 7.0% to ₹938.4 crore in Q2 FY27 and 9.7% to ₹1,855.4 crore in H1 FY27. EBITDA stood at ₹76.2 crore in Q2 FY27 with an EBITDA margin of 8.1%, and increased to ₹178.3 crore in H1 FY27 with a margin of 9.6%.

Regional Performance

In the United States, Q2 FY27 revenue stood at ₹500.0 crore, increased by 4.3% in rupee terms and declined 4.1% in constant currency. In the United Kingdom, revenue stood at ₹257.2 crore, increased by 2.3% in rupee terms and declined 7.0% in constant currency. Europe (excluding UK) saw revenue of ₹110 crore, increased by 18.3% in rupee terms and 8.0% in constant currency.

As VGL moves forward, it is focused on leveraging its new platform to accelerate digital growth and drive sustainable, profitable growth in the periods ahead.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Vaibhav Global Limited

Vaibhav Global Limited belongs to the Consumer Cyclical › Luxury Goods sector. Here’s a quick read on where the business and the stock stand today.

Vaibhav falls 19.5% over three months and has not found a floor yet. The PEG of 0.34 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 7.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The stock gains 0.1% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 11.1% and profits at 36.4% CAGR, with D/E of 0.17. Meanwhile, the stock dips 19.5% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Vaibhav Global Limited.

Hero MotoCorp Limited (HEROMOTOCO) announced its financial results for the second quarter (July–September 2026) and half year (April–September 2026) of FY’27, delivering strong performance across all its segments including premium, scooter, electric mobility, global business and commuter.

Quarterly Performance

The company delivered robust financial performance, recording a 23% growth in consolidated revenue in Q2 FY’27. Consolidated revenue grew 23% YoY to Rs. 14,971 Crore from Rs. 12,218 Crore in Q2 FY’26. Profit after tax (PAT) stood at Rs. 1,861 Crore, reflecting a 41% YoY growth.

Half-Year Performance

The Company reported revenue and PAT of Rs. 28,097 Crore and Rs. 3,278 Crore, respectively (growth of 28% and 8% over H1 FY’26). Despite commodity headwinds, EBITDA margins held steady at 13.4%, translating to an EBITDA of Rs. 1,968 Crore and a growth of 8% over previous year. PAT grew by 5% YoY to Rs. 1,456 Crore.

Looking Ahead

Commenting on the performance, Harshavardhan Chitale, Chief Executive Officer, Hero MotoCorp said, “We delivered a strong performance this quarter, with scooters emerging as a key growth contributor, supported by healthy momentum across both, ICE and VIDA electric portfolio. This reflects the strength of our product offerings and our ability to respond to evolving customer aspirations across segments. Our 100cc motorcycle segment also continued to contribute to overall growth, underscoring the resilience of our portfolio. Going forward, our focus remains on sustaining this positive momentum, driving profitable growth and building a more diversified and future-ready business.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Hero MotoCorp Limited

Hero MotoCorp Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.

Hero posts a 6.4% three-month gain, but softens in the last few weeks. The PEG of 0.71 signals undervaluation relative to growth. It is a potential re-rating candidate. D/E stands at 0.00 with a 3.55% dividend yield. Furthermore, the business records zero revenue dips and zero loss quarters in five years — a fortress balance sheet. The stock gives back 0.2% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 11.7% and profits at 26.9%, and the dividend yield stands at 3.55%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Hero MotoCorp Limited.