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Thesis: Harsha Engineers International: the story is balanced — Indian automotive production volumes - particularly commercial vehicles and tractors which use higher-value TRBs
value - The 2.3x price/sales and 2.6x price/book multiples are reasonable for a cyclical industrial…
Rising interest rates have moderate negative impact through two channels: (1) higher financing costs for the $2.1B capex program…
Watch on earnings: Indian automobile production statistics (SIAM monthly data) - leading indicator for 50-60% of revenue, Industrial Production Index (INDPRO) - tracks manufacturing activity driving industrial bearing demand, Steel prices (HRC India spot) - 25-30% of COGS with 1-2 quarter pass-through lag affects near-term margins.
One Sentence Summary:
Harsha Engineers International: the story is balanced — indian automotive production volumes - particularly commercial vehicles and tractors which use higher-value trbs.
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