Auto Parts
Kalyani Forge Limited (kalyanifrg) Q4fy26: Record PAT, 2nd Consecutive Quarter of 15%+ Ebitda Margin
Kalyani Forge Limited (KALYANIFRG) reports record PAT of ₹9.32 Cr in Q4FY26, marking highest profitability in 14 years with 15%+ EBITDA margin.
Kalyani Forge Limited (NSE: KALYANIFRG) has announced its Q4FY26 financial results, showcasing a record Profit After Tax (PAT) of ₹9.32 crore, marking the highest profitability in nearly 14 years. The company’s EBITDA margin has sustained above 15% for two consecutive quarters, establishing a new profitability floor. The robust financial performance is driven by strong execution across various business segments and geographical regions.
Strong Financial Performance
The company’s PAT margin exceeded 10% for the first time, driven by a strong execution strategy that includes business development, capital expenditure growth, and operational efficiencies. The EBITDA margin reached 15.2% in Q4FY26, up from 11.1% in FY25. Additionally, the company achieved a PAT of ₹5.88 crore in Q4FY26, up from ₹1.03 crore in the same quarter last year.
Order Wins and Business Development
Kalyani Forge secured three major orders in Q4FY26, including a significant win for OEM Wheel Hub worth approximately ₹20 crore annually. The company’s focus on business development has led to increased vehicle share of wallet, establishing trust with top customers for its reliability and comprehensive component offerings.
Looking Ahead
As Kalyani Forge moves into FY27, the focus remains on profitable growth, reducing the cash conversion cycle, improving return on capital employed (ROCE), and sustaining 15%+ EBITDA margins. The company is committed to delivering tangible gains through strategic initiatives and operational excellence.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Kalyani Forge Limited
Kalyani Forge Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Kalyani moves sideways over three months, with neither buyers nor sellers taking control. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. 1 loss quarter(s) over five years signals earnings fragility — not chronic but worth noting. Buyers show up with 1.5x the volume of sellers. Moreover, they dominated on 17 of recent sessions versus 13 for sellers — a healthy accumulation pattern. Revenue grows at -1.4% CAGR and the PEG stands at 1.06. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Kalyani Forge Limited.
Auto Parts
Sedemac Mechatronics Limited Achieves Highest-ever Quarterly and TTM Sales of Control-intensive Ecus
SEDEMAC Mechatronics Limited (NSE: SEDEMAC) reports record quarterly and TTM sales for control-intensive ECUs.
SEDEMAC Mechatronics Limited (NSE: SEDEMAC) has achieved its highest-ever quarterly and trailing twelve-month (TTM) sales of control-intensive electronic control units (ECUs). The company reported selling 1,452,867 control-intensive ECUs in the second quarter of FY 2027, marking a 37.5% increase compared to the same period last year. Moreover, the TTM sales for control-intensive ECUs reached 4,597,435 units, up by 44.2% from the previous year.
Record-Breaking Quarterly Sales
The significant growth in quarterly sales is attributed to the robust demand for the company’s innovative control technologies. SEDEMAC’s control-intensive ECUs, which include Integrated Starter Generator Electronic Control Units (ISG ECU), Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU), and others, have seen substantial adoption across various sectors.
Milestone Achievement
In addition to the quarterly record, SEDEMAC Mechatronics Limited has also achieved a major milestone with cumulative sales of Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU) reaching 1 million units. This milestone was reached in September 2026, just 23 months after the initial sale in October 2024.
As a result, SEDEMAC Mechatronics Limited continues to strengthen its position as a leading supplier of control-intensive ECUs to OEMs in the mobility and industrial markets globally.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of SEDEMAC Mechatronics Limited
SEDEMAC Mechatronics Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
SEDEMAC gains 19.8% over three months and trades near its 52-week highs. Revenue grows at 35.7% and profits at 129.5% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 94% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 35.7%, profits at 129.5%, and the PEG sits at 0.99 — below its growth rate. That combination is rare. Check Fundamentals of SEDEMAC Mechatronics Limited.
Auto Parts
Jbm Auto Limited (jbma): September 2026: Registers Highest Electric Bus Registrations in Country
JBM Auto Limited (JBMA) registers highest electric bus registrations in September 2026 with 274 buses, maintaining 33% market share.
JBM Auto Limited (JBMA) continues to lead India’s electric bus market, registering the highest number of electric buses in September 2026 with 274 registrations, according to data from the Vahan portal. This achievement marks a significant milestone for the company, reflecting its strong performance and leadership in the sector. The company also maintained its market leadership during H1FY26-27, registering 892 electric buses between April and September 2026, translating into a market share of approximately 24%.
Sustained Leadership
JBM Auto’s sustained leadership follows its strong performance in FY26, when the company recorded the highest electric bus registrations in the country. This continued momentum underscores the strength of JBM’s integrated electric mobility ecosystem, execution capabilities, and growing adoption of its electric bus solutions across public and institutional transport.
Commitment to Net Zero 2040
Speaking on the milestone, Mr. Nishant Arya, Vice Chairman & MD, JBM Auto, said, ‘Our continued leadership in India’s electric bus market is a true reflection of the scale, depth, and execution strength of the ecosystem we have built over the years. Our purpose-built born EV solutions offer innovation, efficiency, safety, and a passenger first approach. Aligned to our Net Zero 2040 commitment, our vision is to make every day travel cleaner, smarter, and more accessible for people across the country.’ JBM Auto operates the world’s largest dedicated integrated electric bus manufacturing facility outside China, located in the NCR region, with an annual manufacturing capacity of 20,000 buses.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of JBM Auto Limited
JBM Auto Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
JBM falls 21.9% over three months and has not found a floor yet. D/E of 1.90 is elevated. As a result, debt servicing will compress free cash flow in a high-rate environment. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. RSI stands at 28, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. The stock rises -21.9% in three months on 18.1% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of JBM Auto Limited.
Auto Parts
Tvs Srichakra Limited (tvssrichak): Eurogrip Tyres Strengthens Branded Retail Network
TVS Srichakra Limited’s Eurogrip brand expands its retail network with the opening of its 21st store in Aligarh, Uttar Pradesh.
TVS Srichakra Limited (TVSSRICHAK) has announced a strategic move to strengthen its branded retail network with the opening of its 21st exclusive Eurogrip retail store in Aligarh, Uttar Pradesh. This expansion is part of Eurogrip’s broader strategy to provide customers with a complete tyre and 2-wheeler care experience.
Strategic Retail Expansion
The new retail outlet, inaugurated in the presence of distinguished guests and business partners, aims to cater to diverse riding needs under one roof. Eurogrip’s range of tyres across various patterns and sizes, along with tubes designed to suit a wide range of 2-wheelers, will be available at this new store. The store will also offer a comprehensive set of services including professional tyre fitment, tyre care, puncture repair, and air pressure checks.
Commitment to Quality and Service
Speaking on the occasion, Mr. T.K. Ravi, Chief Operating Officer of TVS Srichakra Limited, said, “At Eurogrip, we remain committed to bringing high-quality products and dependable services closer to our customers. Our continued expansion through exclusive stores strengthens our presence across key markets in India. Through these stores, we offer our complete range of tyres, backed by expert guidance and professional services, ensuring a superior experience for riders.”
This expansion is a significant step in TVS Srichakra Limited’s strategy to enhance its branded retail presence. In addition to the recently opened stores in Nainital, Mehsana, Noida, Bareilly, Hyderabad, Panipat, Bahraich, Ludhiana, Delhi, and Alappuzha, Eurogrip operates retail experience stores in Chennai, Mysuru, Patna, Farrukhabad, Ahmedabad, Rajkot, and Aligarh.
TVS Srichakra Limited, makers of Eurogrip, TVS Eurogrip, and TVS Tyres brands, is one of India’s leading manufacturers and exporters of two, three-wheeler tyres and off-highway tyres. With global research and development capabilities and cutting-edge technology, TVS Srichakra produces industry-leading tyres for the automotive sector in India and worldwide.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of TVS Srichakra Limited
TVS Srichakra Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
TVS posts a 6.6% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at 6.8% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 8.3% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock holds up despite 6.8% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of TVS Srichakra Limited.
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