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sansera engineering: ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defence - The Economic Times

Some auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, and it brings most of the revenue. The second bucket is the transition layer, where the company is trying to build more powertrain-neutral and EV-linked exposure. The third bucket is the diversification layer. In FY26, the old bucket was still around 70% of revenue, with the newer buckets forming the rest. So, business is more balanced than before, but not yet transformed. For investors, the key questions are mix change, order conversion, capex efficiency, working capital, and whether newer revenue can scale without weakening returns.

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sansera engineering: ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defence - The Economic Times

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ndr auto components: ET Prime Special Series: Multibagger or IBC - Part 62: This quiet auto ancillary now earns in 3 months what it once earned in a year - The Economic Times

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hero motocorp: ET Prime Special Series: Multibagger or IBC - Part 64: An old 2-wheeler supplier that now earns more from a newer business - The Economic Times

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tata motors: ET Prime Special Series: Multibagger or Bankrupt - Part 65: This auto ancillary is making new moves. Separate signal from noise - The Economic Times

https://economictimes.indiatimes.com/intelligent-investing/sectoral-deep-dives/et-prime-special-series-multibagger-or-bankrupt-part-65-this-auto-ancillary-is-making-new-moves-separate-signal-from-noise/articleshow/132116110.cms?source=homepage&medium=investment_ideas_header&campaign=prime_discovery