Welcome to Episode 12 of the Indian Market Story. In today's episode, we discuss auto ancillary stocks, and evaluate their investment potential. With Auto Ancillary stocks such such important component of the stock market. It's important to include them in your portfolio. We aim to explain for beginners how to analyse these companies rom an investment perspective.
We discuss companies like Exide & Amaraja in the battery space, Bharat Forde & Bosch ltd in the engine manufacturing space, Minda Industries, Uno Minda, Samvardhana Motherson and others in the electrical parts and wiring space and finally MRF Tyres & Bal Krishna.
These companies, operating beyond the confines of a single manufacturer or technology, present a broad spectrum of opportunities. India's robust manufacturing base propels many of these ancillaries as key exporters to global automobile OEMs.
Investing successfully in this sector largely hinges on selecting the right stocks. Our analysis begins with Bharat Forge and Bosch, leading engine parts manufacturers currently facing headwinds due to the EV transition. Contrastingly, we highlight electrical component manufacturers like Uno Minda, Minda Corp, and Sona BLW, who are poised to benefit from the ongoing EV transition and premiumization trends.
Next, we navigate the challenges that battery manufacturers like Exide and Amara Raja are grappling with, given their limited capabilities in the field of lithium-ion technology. Finally, we review tire manufacturers BKT and MRF, assessing their market position and performance.
So, buckle up and join us on this journey through the auto ancillary market. Don't forget to like, share, and subscribe for more insightful episodes as we continue to help you make sense of the Indian market story.
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Chapters
00:00 - Intro
02:45 - Sector Overview
05:45 - Sona BLW
07:25 - Minda corp. & Spark Minda group
10:57 - Samvardhana Motherson
14:35 - Bharat Forge
17:27 - Bosch India Ltd
20:40 - Tyre manufacturing business
22:35 - MRF tyres
25:50 - Balkrishna tyres(BKT)
29:10 - Exide Industries and Amara Raja batteries
35:33 - EV battery companies
36:22 - Conclusion
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Key Queries :
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Podcast Research:
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Disclaimer:
This podcast is produced by Elixir Equities Pvt. Ltd., a SEBI registered research analyst, registration number INA000004787. The information provided in this podcast is for educational and informational purposes only and should not be considered as investment advice. Investment in securities market are subject to market risks.
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