Uniparts India LtdUniparts India Ltd.NSE:UNIPARTSsushithengoorUniparts India is a specialized, high-margin player in the OHV component industry. Its competitive advantage lies in its deep integration with global OEMs and its ability to manage global supply chains. The investment thesis is centered on the cyclical upturn in global agricultural machinery demand and the company’s ability to sustain 20%+ margins through a superior warehousing-led business model.