N V Chandrachoodamani and Anush Raj discuss the EV disruption and how to pick winners now through auto ancillaries.
The EV shift could hurt conventional automotive businesses but also offer an opportunity to shape them for the future. Even for the auto ancillary sector, knowing which segments could face the heat and which are positioned to answer the challenge will point to where to place bets in the future.
This point is the one we’re aiming to address in this video. We also explain how to approach the auto ancillary sector for a longer-term perspective.
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📗 Auto Ancillaries: The EV disruption and how to pick winners now : [ Ссылка ]
⚡Timestamps :
0:00 - Introduction
1:07 - Adoption of EV in 2 Wheelers & Growth of EV
4:15 - Why 4Wheelers are not growing as fast
6:56 - How the EV disruption will impact the growth and valuation of the auto ancillary space
14:40 - How software will differentiate companies in the EV era
19:12 - Indian EV story
25:25 - How can an investor find the best stocks to play the auto ancillary space amid EV disruption?
Disclosure : The stocks mentioned in this video are not our recommendations. Please visit our website (Prime Stocks - [ Ссылка ]) to know our stock recommendations.
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