Agricultural, Commercial & Construction Vehicles industry
16 companies · ₹3.2 L cr · 9 with AI deep dives
5y revenue CAGR
median 21.73%(p25 10.47% · p75 23.71%)
5y avg ROCE
median 18.55%(p25 11.97% · p75 28.73%)
Debt / equity
median 0.27x(p25 0.08x · p75 0.52x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindCommodity cost inflation is a sector-wide margin headwind accelerating into Q1 FY275 managements
Steel, aluminium, copper, polymers, fuel, and precious metals all rose in Q4 FY26. TMCV absorbed ~100 bps in Q4 and flagged Q1 FY27 as 'significantly higher,' having taken only a…
- TMCV (Q4FY26): “the commodity headwinds are certainly serious, and we've already seen around 100 basis…”
tailwind5 managements🔒headwind3 managements🔒headwind2 managements🔒headwind2 managements🔒tailwind3 managements🔒
5 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Tata Motors Ltd | ₹1.5 L cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Ashok Leyland Ltd | ₹92,543 cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Escorts Kubota Ltd | ₹33,785 cr | Unlock | net cashgross block efficient | |
| BEML Ltd | ₹14,601 cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuecapital destroyer | |
| Action Construction Equipment Ltd | ₹12,825 cr | Unlock | roce compounderearnings quality strongnet cashcyclical high volatility | |
| Ajax Engineering Ltd | ₹6,560 cr | Unlock | capex coming onlineroce compoundergross block efficient | |
| SML Mahindra Ltd | ₹5,509 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| VST Tillers Tractors Ltd | ₹3,791 cr | Unlock | gross block efficient | |
| TIL Ltd | ₹1,886 cr | Unlock | cyclical high volatilitygross block efficient | |
| Atul Auto Ltd | ₹1,313 cr | Unlock | cyclical high volatilitygross block efficient | |
| Indo Farm Equipment Ltd | ₹729 cr | Unlock | earnings quality strong | |
| Jinkushal Industries Ltd | ₹374 cr | Unlock | earnings quality weakgross block efficient | |
| Brady & Morris Engineering Co Ltd | ₹167 cr | Unlock | earnings quality weaknet cashcyclical high volatilitygross block efficient | |
| Seemax Resources Ltd | ₹24 cr | Unlock | roce compounderearnings quality stronggross block underutilised |