ASHOKLEY IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| LTLarsen & Toubro Ltd. | UNSTATED | 24,168 | 11,313–24,168 | 42.9% | — | FY25 | EST | 75% |
| “Some highlights include delivery of 944 nos FAT (TOPCHI) 4x4, 299 nos LRV 4x4 and order receipt for 427 nos Stallion 4x4, Stallion 6x6, 244 nos MSTP order for …” AR DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “PARTICULARS OF CONTRACTS OR ARRANGEMENTS WITH RELATED PARTIES In compliance with the Act and the SEBI Listing Regulations, the Company has formulated a Policy …” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Less: Utilisations / Reversal 2.46 58.86 Closing 49.23 51.69 As at March 31, 2025 As at March 31, 2024 ` Crores ` Crores 1.26 OTHER CURRENT LIABILITIES a) Stat…” AR · +1 DOC | ||||||||
| Ministry of Defence | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “AL has been the largest supplier of logistics vehicles to the Indian Army, with platforms ranging from 4x4 to 12x12 configurations.” AR DOC | ||||||||
| Tamil Nadu State Transport | CONTRACT | — | — | — | CAPEX | FY26 | EST | 70% |
| “Sub: Regulation 30 (Disclosure of events or information) - Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations…” ORDER p.1 · 16-OCT-25 DOC | ||||||||
| Tamil Nadu State Transport Undertakings | CONTRACT | — | — | — | CAPEX | FY26 | EST | 70% |
| “Ashok Leyland wins order for 1937 Buses from Tamil Nadu State Transport Undertakings (TNSTU) National, 16th Oct, 2025: Ashok Leyland, the Indian flagship of th…” ORDER p.3 · 16-OCT-25 DOC | ||||||||
| Tamil Nadu State Transport Undertakings | CONTRACT | — | — | — | — | FY24 | EST | 70% |
| “Sub: Regulation 30 (Disclosure of events or information) - Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations…” ORDER p.1 · 13-OCT-23 · +1 DOC | ||||||||
| State Transport Undertakings | CONTRACT | — | — | — | — | FY25 | EST | 70% |
| “This is the single largest BSVI order received from State Transport Undertakings and will further contribute to strengthening Ashok Leyland's dominant position…” ORDER p.3 · 13-OCT-23 · +1 DOC | ||||||||
| TN STU’s | CONTRACT | — | — | — | — | FY24 | EST | 70% |
| ““We are thrilled to have received the single largest order for BS VI buses from TN STU’s with whom we have a long-standing association and decades-old relation…” ORDER p.3 · 13-OCT-23 DOC | ||||||||
| Others | CONTRACT | CT 293 | — | — | — | FY26 | EST | 70% |
| “Reduction in other non-current and current financial assets and other non-current and current assets by ` 154 Crores, increase in non-current and current finan…” AR · +2 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Details of corrective actions taken or underway, based on any adverse order in intellectual property related disputes wherein usage of traditional knowledge is…” AR · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “No March 2018 Refer note 1.1 of the standalone financial statements Sriperumbudur, Tamil Nadu - Leasehold land 11.47 Hinduja Foundries Limited No Refer Note 1 …” AR · +1 DOC | ||||||||
| Office | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Estimated useful lives of the assets, based on technical assessment, which are different in certain cases from those prescribed in Schedule II to the Act, are …” AR · +1 DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “The above capital grant is related to investment in property, plant and equipment for the manufacturing setup in Uttar Pradesh and for the electric vehicles op…” AR DOC | ||||||||
| NTPCNTPC Ltd. | UNSTATED | — | — | — | COGS | FY24 | EST | 70% |
| “In FY 2024-25 your Company received an order of more than 180 electric trucks (19T ICV and 55T TT), delivered Fuel Cell buses to NTPC and showcased eV terminal…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “Note: Also Refer Notes 1.1, 1.2 and 1.1A Ashok Leyland Limited160Notes aNNexed to aNd formiNg part of the staNdaloNe fiNaNcial statemeNts Year ended March 31, …” AR DOC | ||||||||
| CRAFTSMANCraftsman Automation Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “During the year, the Company has received the following awards: Outstanding Quality Performance Award - 2024 Walvoil Fluid Power Quality Performance Award - 20…” AR DOC | ||||||||
| ZFCVINDIAZF Commercial Vehicle Control Systems India Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Ambattur team was awarded with Supplier Quality Excellence award for problem solving completion in Ashok Leyland.” AR DOC | ||||||||
| SHRIPISTONSPR Auto Technologies Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Supplier Collaboration Initiatives Award Maruti Suzuki India Ltd. Overall Performance Award for 2024-25 Maruti Suzuki India Ltd. Appreciation Award Hyundai Mot…” AR DOC | ||||||||
| JBMAJBM Auto Ltd. | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “JBM Auto’s Chennai plant was recognized with the Super 8 Participant Award by Ashok Leyland under Regional Supplier Samrat FY 2024-25.” AR DOC | ||||||||
| MSUMIMotherson Sumi Wiring India Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “Toyota Mahindra Kobelco Denso Bobcat Tata Motors Daimler Truck Caterpillar Ashok Leyland JCB Excellence in Quality chapter 12 awards motherson sumi wiring indi…” AR p.26 · 31-MAR-25 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| TMCVTata Motors Ltd. | UNSTATED | 45,617 | 45,617–45,617 | 100.0% | — | 2026-10 | EST | 70% |
| “• EBITDA margin: 16.0% • ROCE margin: 36.4% • Key customers: Tata Motors, Maruti Suzuki, Mahindra, Ashok Leyland, Volvo Eicher Commercial Vehicles • Manufactur…” AR DOC | ||||||||
| IEXIndian Energy Exchange Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “The Company has realized energy cost savings through power procurement from the Indian Energy Exchange (IEX) while also sourcing approximately 8% of its electr…” AR DOC | ||||||||
| BERGEPAINTBerger Paints India Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 75% |
| “He served as Managing Director of Ashok Leyland Limited from 1998 to 2011, the Executive Vice Chairman from 2011 to 2013, and the Non-Executive Vice Chairman u…” AR · +1 DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “(vi) Telephones: ITI Bengaluru Plant has Supplied 2850 Clip phones to ISRO for Rs. 0.57 Cr and 92 Nos of 5C telephones to Ashok Leyland, Indian Navy, Cochin sh…” AR · +1 DOC | ||||||||
| BPCLBharat Petroleum Corporation Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “INTERNATIONAL TRADE & RISK MANAGEMENT } Won a Gold Award from M/s Ashok Leyland for ‘Superlative Performance in Agility’ in the HSD supply category.” AR DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Includes acceptances amounting to ` 247.04 crores (March 2025: ` 309.15 crores) Supplier financing arrangements for trade payables Some of the suppliers of the…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “As at March 31, 2026 As at March 31, 2025 ` Crores ` Crores 1.25 OTHER NON-CURRENT LIABILITIES Others* 31.82 13.06 31.82 13.06 * Includes subsidy received in a…” AR DOC | ||||||||
| GICREGeneral Insurance Corporation of India | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Handled big clients, viz., RPG, ONGC, HPCL, CPCL, TNPL, MRF, GMR, Larsen & Tubro, Mumbai Airport Authority of India Ltd., ITC Ltd., Hindalco, British Airways, …” AR p.17 · 31-MAR-25 DOC | ||||||||
| GABRIELGabriel India Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “We expanded our CV portfolio with new programmes at M&M, TML and Ashok Leyland, reinforcing our commitment to innovation and customer alignment.” AR DOC | ||||||||
| ASAHIINDIAAsahi India Glass Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Customers providing recognition included Maruti Suzuki India, Hyundai Motor India, Mahindra and Mahindra, Honda Cars India, Ashok Leyland, KIA Motors, JSW MG M…” AR DOC | ||||||||
| MINDACORPMinda Corporation Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Product Portfolio Key Division/ Company Key Customers No. of Plants Plant Locations Ignition Switch cum Steering Locks, Smart Key Systems, Mechatronics Handles…” AR DOC | ||||||||
| MINDACORPMinda Corporation Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Product Portfolio Key Division/ Company Key Customers No. of Plants Plant Locations DC-DC Converter, Battery Charger, Motor Controller, Intelligent Transport S…” AR DOC | ||||||||
| JKTYREJK Tyre & Industries Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “OEM Customers India Commercial Vehicles » Ashok Leyland Limited » Daimler India Commercial Vehicles (BharatBenz) » JBM Auto Ltd » Mahindra & Mahindra » SML Isu…” AR p.33 · 31-MAR-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 10/10 | 100% | 15-OCT-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 8/8 | 100% | 15-OCT-26 |
| RATINGS | 1/3 | 33% | 20-OCT-26 |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | Larsen & Toubro Ltd. share 100% |
| CUST MOM 1M | +14.1% | 14-NOV-26 | from 15-OCT-26 · JBM Auto Ltd. -6.0% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Larsen & Toubro Ltd. +14.1% w 1 · Craftsman Automation Ltd. +0.1% w 0 · ZF Commercial Vehicle Control Systems India Ltd. +8.0% w 0 · SPR Auto Technologies Ltd. -0.8% w 0 |
| DISTRESS SCORE | 0.837 | 13-OCT-26 | roe 0.26 · operatingMargin 0.19 · debtToEquity 4.49 · interestCoverage 2.1 · assetTurnover 0.56 · leverage 7.07 |
| SUPP MOM 1M | +2.5% | 14-NOV-26 | from 15-OCT-26 · Tata Motors Ltd. +2.5% w 1 · Bharat Petroleum Corporation Ltd. +2.8% w 0 · Indian Energy Exchange Ltd. +8.2% w 0 · Bank of India +18.2% w 0 · Berger Paints India Ltd. +2.0% w 0 · General Insurance Corporation of India +3.9% w 0 |