Automobile
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BKT Tires – Annual Report Analysis
Key Insights from Annual Report. Summary: BKT is a leading player in the Global Off-Highway Tire (OHT) market. BKT has a deep understanding of the OHT market, and has more than 3,200 SKUs. BKT will achieve a total capacity of 3,60,000 MTPA by FY23. BKT operates in large varieties – low volume segment which is Continue reading
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Wheels India – The Wheel of Fortune?
Published: Dec 21, 2020 Management:Wheels India (WIL) is part of the reputed TVS Group… Trust Value Service. TVS Group is a Gold standard for quality of management. Mr. Srivats Ram, MD, WIL, is among the group’s fourth generation leaders. Summary:Titan Europe sold its entire shareholding in Wheels India. It could unlock opportunities in new business Continue reading
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ZF Wabco – Special Situations Opportunity?
Published: Nov 03, 2020 ZF Wabco India manufactures air-assisted and air brake systems for commercial vehicles (CVs) in India. Wabco is a market leader with an 85% market share in the OEM and 75% market share in the after-market. Wabco enjoys strong technology and market share moat. German company ZF Group acquired US-based Wabco Holdings. Continue reading
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MRF – A market leader in the Indian Tyre industry
Published: Aug 02, 2020 Positive:– MRF is the market leader in India and among the Top 20 Global Tyre manufacturers.– The operating margin expanded sharply due to fall in raw material prices.– The government’s announcement of putting restrictions on the import of tyres is likely to be of immense help to the industry at a Continue reading
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Sundaram Finance Holdings
Published: Jul 17, 2020 Sundaram Finance Holdings Limited (SFHL) is part of the reputed TVS Group and operates as a holding company. SFHL generates a significant portion of its income from dividend flows from the portfolio companies that are engaged in the automotive sector. SFHL‘s net-worth stood at ₹1240 crore as on 31.03.2020. Sundaram Business Continue reading
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Siddhartha Lal – Passion to win
1) How Sid Lal turned around Royal Enfield – Dec 2020 In his book, ‘Indian Icon: A Cult Called Royal Enfield’, Amrit Raj traces the history of the motorcycle brand and how it developed a mass following in the past decade. Read more: [moneycontrol] 2) Our ambition is to be global: Siddhartha Lal, Eicher Motors Continue reading
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Rajiv Bajaj – Turnaround architect
1) First collaborative robots in India – Aug 18, 2016 Bajaj Auto today has more than 100 collaborative robots driving its position as the world’s 3rd largest motorcycle manufacturer. Watch video: [Universal Robots] 2) Bajaj Auto to do a Tesla for smart cities in India? – July 28, 2016 Bajaj Auto is gearing up to Continue reading
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