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Goodluck India Ltd.

Goodluck India, Metalkraft, Raydean Industries, Strolar Mounting Systems, and MTE Structures were the top five module mounting structure suppliers to the Indian solar market in 2025, according to Mercom’s India Solar Market Leaderboard 2026 report.

Listen to this article Goodluck India, Metalkraft, Raydean Industries, Strolar Mounting Systems, and MTE Structures were the top five module mounting structure suppliers to the Indian solar market

Listen to this article Goodluck India, Metalkraft, Raydean Industries, Strolar Mounting Systems, and MTE Structures were the top five module mounting structure suppliers to the Indian solar market

In this briefing: IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive APL Apollo Tubes (Initiating Coverage): The Flywheel Keeps Spinning. ADD Sector Update: Consumption Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace 1. IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive The Indian IT services sector braces for another muted quarter in Q4FY26E, with tier-1 players growth projected at -1.1 to +0.9% QoQ CC and mid-tier companies ranging growth from -1.8% to +3.4%, as macro uncertainty, ongoing geopolitical tensions, and cautious client decision-making on large deals amid war escalation risks temper near-term revenue traction The rupee depreciation brings some respite to margins, but AI-led deflation concerns triggered the recent multiple de-rating Launch of new models from Gen-AI platforms like Claude and Palantir fuelled a ~24% correction over the past three months on fears of disrupting traditional SaaS/IT models Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive APL Apollo Tubes (Initiating Coverage): The Flywheel Keeps Spinning. ADD Sector Update: Consumption Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace 1. IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive The Indian IT services sector braces for another muted quarter in Q4FY26E, with tier-1 players growth projected at -1.1 to +0.9% QoQ CC and mid-tier companies ranging growth from -1.8% to +3.4%, as macro uncertainty, ongoing geopolitical tensions, and cautious client decision-making on large deals amid war escalation risks temper near-term revenue traction The rupee depreciation brings some respite to margins, but AI-led deflation concerns triggered the recent multiple de-rating Launch of new models from Gen-AI platforms like Claude and Palantir fuelled a ~24% correction over the past three months on fears of disrupting traditional SaaS/IT models Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Sector Update: Consumption Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace Primer: Sagility India (SAGILITY IN) - Apr 2026 Primer: PNB Housing Finance Ltd (PNBHOUSI IN) - Apr 2026 1. Sector Update: Consumption US-Iran Conflict: Impact on Consumption Sectors The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors. Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Auto Monthly Sales Volume - April 2026 Over Apr’25-Mar’26, cumulative 2W domestic sales grew by 12% YoY to 1.8 Cr units, supported by strong performances from TVS (+21%), Eicher motor (+23%), and Hero (+8%), while exports showed improved traction across global markets.

In this briefing: Sector Update: Consumption Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace Primer: Sagility India (SAGILITY IN) - Apr 2026 Primer: PNB Housing Finance Ltd (PNBHOUSI IN) - Apr 2026 1. Sector Update: Consumption US-Iran Conflict: Impact on Consumption Sectors The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors. Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Auto Monthly Sales Volume - April 2026 Over Apr’25-Mar’26, cumulative 2W domestic sales grew by 12% YoY to 1.8 Cr units, supported by strong performances from TVS (+21%), Eicher motor (+23%), and Hero (+8%), while exports showed improved traction across global markets.

In this briefing: Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace Primer: Sagility India (SAGILITY IN) - Apr 2026 Primer: PNB Housing Finance Ltd (PNBHOUSI IN) - Apr 2026 Primer: Zuari Agro Chemicals (ZUAC IN) - Apr 2026 1. Auto Monthly Sales Volume - April 2026 Over Apr’25-Mar’26, cumulative 2W domestic sales grew by 12% YoY to 1.8 Cr units, supported by strong performances from TVS (+21%), Eicher motor (+23%), and Hero (+8%), while exports showed improved traction across global markets. On a YTD basis, 3W domestic wholesales rose 50% YoY to 3.3 Lc units, led by TVS (+63%), followed by M&M (+30%), while Bajaj is yet to report. The domestic PV industry posted a ~9% YoY growth to ~43.1 Lc units, driven by strong performance from Toyota Kirloskar (+24%), M&M (+20%), JSW MG Motor (+17%), Kia India (+14%), Tata Motors (+14%), and Maruti Suzuki (+4%), while Hyundai declined 2% YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Auto Monthly Sales Volume - April 2026 The Beat Ideas: GoodLuck India- A Steel Suppliers' Pivot into Defence & Aerospace Primer: Sagility India (SAGILITY IN) - Apr 2026 Primer: PNB Housing Finance Ltd (PNBHOUSI IN) - Apr 2026 Primer: Zuari Agro Chemicals (ZUAC IN) - Apr 2026 1. Auto Monthly Sales Volume - April 2026 Over Apr’25-Mar’26, cumulative 2W domestic sales grew by 12% YoY to 1.8 Cr units, supported by strong performances from TVS (+21%), Eicher motor (+23%), and Hero (+8%), while exports showed improved traction across global markets. On a YTD basis, 3W domestic wholesales rose 50% YoY to 3.3 Lc units, led by TVS (+63%), followed by M&M (+30%), while Bajaj is yet to report. The domestic PV industry posted a ~9% YoY growth to ~43.1 Lc units, driven by strong performance from Toyota Kirloskar (+24%), M&M (+20%), JSW MG Motor (+17%), Kia India (+14%), Tata Motors (+14%), and Maruti Suzuki (+4%), while Hyundai declined 2% YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.