Entire Electrical Vehicle Batteries industry in India🔋

2 Stocks for Electrical Vehicle Batteries 🔋
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Business Covered - Exide Industries Ltd, Amara Raja Energy & Mobility Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic

[@sangramdhal2140]

Excellent analysis :) Understanding: 1. The value chain of Lithium Ion battery cell 2. The approach and investment of both key players towards new battery technology 3. Both players made adjustment to improve the corporate governance ( Exide gets exit from insurance business and Related business of Amaron promoter getting merged with listed entity) 4. Few factors might be affecting the dented valuation of Aamara raja battery. (1. Lead price 2. Unclear approach for new age technology) 5. key risks for both the players

[@tanaygupta632]

But amara raja batteries have signed MOU to invest 9500 crore in Li Ion batteries gigafactory.

[@sagarbandamwar322]

Conclusion:- it would be too early to understand who will be the better bet excide or amara raja. Brands like OLA and TATA looking for own setups Many more companies will start their captive productions Proxy playa will be safe bet in this case ✌️

[@janakraval1302]

Lots of efforts for retail investors without any expectations, hats off 🙏🙏🙏

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@biswanathbose7988]

I have spent quite a considerable period of time with Exide Industries and as a competitor we used keep/have information's on Amaron as well...we found that most of your comments are well compiled and articulated both on Market,scenerio,Technical comparisons and Company financials front and the SWOT analysis in particular also your comments on future market trend analysis is absolutely superb considering the current EV market scenario. As you rightly indicated that we need to keep a close watch on the EV Battery captive manufactures like Tata etc. and the new entrants but one thing for sure both Exide and Amaron being in the Indian Automobile industry for decades together will have a definitive advantage of the Customer usage pattern and need of the unique India market...Once again Thanks for your nice insights...keep going strong!!

[@be.kind.to.everyone]

Hi SOIC team, very nice presentation ❤ I noticed an interesting thing: you used green colour scheme for the presentation as well as Ishmohit's background since you were discussing renewable energy solutions 😅❤ Hope I am not the only one to notice this ❤

[@SOICfinance]

Yes, you are right :)

[@rsv1503]

Thanks for sharing. Amara Raja has land issues in Andhra Pradesh and people complain about pollution. After following their conf. calls, they still think fuel vehicles co exist and the need for Li ion batteries is not a priority now - they want to wait and watch before proceeding.

[@adeetdesai7401]

Great analysis. The Key learning was about the components used in making Batteries and the companies involved in making the components.

[@adityabajaj6649]

No bullshit introduction. Pure content right from minute 1 😍😍

[@asrajesh]

I really enjoyed reading your study and analysis. Thank you for sharing.

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@KaustubhTendulkarpro]

Nice explanation. Can you also make a video on future fuels will be like.. i do not think electric vehicle is the future unless full charging happens in 10-15 min. Also, ethanol and bio fuels are emerging as a new fuel. Green Hydrogen is also there.. So, if you could make a video on this then would be nice to make an investment accordingly..

[@rajdeeppundir5188]

Sir shivalic bi metal ke baare me video kre please

[@guptapraveen1977]

Thanks for sharing the complete analysis of Battery Value Chain.. Every single minute was so valuable

[@SOICfinance]

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@shajinair8648]

Excellent analysis...but made it more confusing on which one to hold😀 Thank you so much Ishmohit bro. Always a pleasure to listen to you. Love SOIC.❤

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@prashantn.8731]

Excellent technical overview. Appreciate your devoted research.❤

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@keepGoing612]

What i look for on Sunday is your power pack ,full of information video.Thank you paaji❤

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@arvindkalsariya5752]

Sir, congratulations for hard working. THANKYOU

[@thenaughtyanil]

Why no one is talking about Reliance here, Reliance has the upper hand in ev battery research and development. They have both lithium and sodium ion technology. My bet is on reliance on this Ambri in the US, Faradion in the UK, and Lithium Werks in the Netherlands are among Reliance’s partners in the energy storage industry, Reliance is expanding its footprints in sodium-ion batteries through Faradion, and in LFP batteries through Lithium Werks

[@APHRURJDJFHFHDHDHHXBX5480]

U make some crazy content for sure!! Keep posting..

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

[@sanjaykoli5647]

Very good analysis bhai,🙏🙏🙏

[@harshulagarwaal320]

What a magical analysis. Comprehensive and thorough!! Kudos to all

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@tarakavra2139]

Thanks ishmohit for thourough study on the Subject in time.

[@sumitkhare6500]

LFP is safe due to low energy density good for stationary application where weight is not a constraint but actually it costs more due to more material per Wh. China is phasing out LFP and dumping to India as you can not go beyond 150wh/kg .NMC is having high energy density upto 300wh/kg a bit less safe . But more economical due to less material per Wh . For moving applications NMC has less kurb weight and better efficiency for vehicle .

[@dreamzz79]

Thank you. Pls add some analysis on Green Hydrogen too

[@nikil369]

Excellent explanation and detailed video. Got lot of information and clarity on both companies and overall sector situation and future possibilities.

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@rudraentrepreneur3017]

thank you sir . very informative.

[@SOICfinance]

Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝

[@navaneetpandey4710]

Great video paajjiiii.... recently i was looking for the video on batteries company and you have given the information in much more detailed way.... looking more powerful information in the upcoming videoss..👍

[@SuneetSinghRana]

Nice content on batteries business in India. The critical parts of fundamentals analysis including understanding value chain, key risk and financial are covered well. 👍

[@raviofficial9773]

What a depth analysis bro, kudos to you fire 🔥

[@mahendrameena112]

Just a minor correction its not Giga Watt per hour instead it is Giga Watt Hour. Other than his the analysis was top notch :)

[@SOICfinance]

We appreciate your attention to detail and your understanding. We're glad you found the analysis top-notch. Thank you for the correction!🙏🏻

[@rajeshgadhia6503]

Well complied and interesting video. Just one small comment: GWh should be GWhours and not GWperhour as has been referred to in the video. The graphics used in the video for Li Ion batteries appeared under the "BigRead" section of Financial Times a few days back.

[@SOICfinance]

Thank you for watching :) We stand corrected. Thank you sir

[@Santu-Das]

Please make details analysis video on Abbot India and Nestle India

[@xiangziification]

Thanks for the video , yours efforst are highly appreciated

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@kunalbhave3509]

Great technical analysis.. thank you for updating this new busniess.

[@graphic7]

Yes exide is good for long term

[@marodiak]

Very good consolidated information, thanks for same. Lots of insights

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@mishooafbeg1826]

Great as always.. V-Guard may join the stakes one day..

[@hareshmachchhar4537]

Exelence your all topics are verient topic well

[@ajayjhansi1]

Great analysts

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@anilpudota290]

Holding both in small qtys but Amran is very at attractive valuation

[@Garuda207]

Pls do a video on mahindra group. How did u missed this group

[@SC-qk2hc]

Ola is the biggest wildcard in this space

[@chandihac]

Super as usual. Tx for all d hardwork

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@namratapatil3744]

Great video content and presentation sir.

[@abhijitkrao283]

Please make a video on Dr Lal path labs.

[@paragpanpaliya1785]

Great Analysis! I heard that ami organics also getting into electrolyzer. It would be good if you do analysis on this also and compare with gfl

[@adityapratapsinghsisodia9395]

Tusi chhha gae sardar ....... jabarjast presentation

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

[@mukulagarwal9714]

2 key points missing 1. Who is expecting to refine lithium after extraction Reliance and Rajesh exports are basically refining companies and their interest could be refining business and not assy business But with govt PLI schedule they want to enter so that they may secure the potential opportunities to become refiners 2. Nothing is discussed on cathode manufacturing plan NMC or LFP cathode should be made by Indian company only Anode is ok because India has surplus graphite

[@SOICfinance]

Maybe because the video is purely on battery manufacturers?

[@arsalaan8039]

Great Analysis as always brother 👌👌👌

[@akshay4541]

❤ awesome

[@focus15624]

Fantastic video 🎉❤

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

[@cinivini]

Also possibility of hydrogen cell which are replaceable and cuts charging time Also green hydrogen can be produced in india itself

[@lowexpectation12]

sir one of the proxy is gravita india (battery recycling).Government new regulations EPR may be tailwind for the recycling sector

[@nanjundareddy5716]

Exide industries not in Bangalore Karnataka, it's in kichhadapalli village, Hosur taluq, Hosur, Tamilnadu

[@arjunrastogi4761]

Please make video on roto pump

[@amitaryan6792]

Very insightful...thankyou

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@rangareddy866]

Where does Kabra fit in this value chain? I thought they have first mover advantage. Can you share some insights in relative to exide and amaraja?

[@saurabhmane3664]

Full of Informative... 👍🏻👍🏻

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@keepGoing612]

Paaji please make a detail video on SULA VINEYARDS, Please paaji🙏

[@sankettt]

loved to see indepth analysis 🙌

[@tejashwatraj4130]

Hi.. request you to do an analysis of Kuantum papers and related businesses in paper industry.

[@travelwithus6770]

There is already new technology “ Solid state battery” which is end game. Quantum Scape is bringing the production in FY 25. 80 layer fast charging, and higher life span

[@dayaramdayaram3805]

Please give me reply Sula vineyards Promotor sell stock? QUINT MUTUAL FUND CAN REDUCE POSITION? Plz give me favourable reply Thanking you.....

[@greatstocks6440]

It is good to invest in an exide company due to taking hdfc life share advantage.

[@handsomeshail]

Great Anlysis..

[@dr.manvendrapal3084]

Excellent job

[@user-iu9zr3be4o]

Great Analysis 👍

[@niharranjannayak8830]

Excellent presentation

[@jamirnayakwadi1188]

Thank you sir

[@patelviren7863]

Hello sir in your screener video discuss about warrent . Sir please make sprate video on this topic

[@rajibbanerjee6142]

Great analysis

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@TusharYadav-es1bq]

why no one talked about hbl power ?

[@SapAaviko]

Excellent Analysis

[@SOICfinance]

We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃

[@ashishkumardash9746]

very good analysis Ismohit Bhai

[@paropkarsingh6110]

Great analysis❤

[@kamalnath1245]

Indepth analysis bro. We are waiting for your analysis on Shivalik Bimetals.

[@RAHULVERMA-yc1hr]

Not abel to access the premium content how to resolve it.. Mailed to your email ID but no response from your side. Kindly look into the matter....

[@prakashrosario7413]

Very good technical analysis

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@nileshyadav7935]

Great video

[@tushardhingra29]

thankyou sirjii very much insighting

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@tushardhingra29]

@@SOICfinance yes sir thankyou⭐

[@sky301289]

Great analysis!

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@shashi20243]

Please give your views on rain industries

[@davemrunal1204]

Sir aap ne ikio lighting pe view nahi diya please help i am small shopkeeper

[@sgwarsi8937]

Excellent Study Ish Mohit

[@SOICfinance]

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@awesomeadi2003]

Brilliant Analysis!

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@awesomeadi2003]

@@SOICfinance Keep up the good work! 👍

[@devendersingh7812]

Thanks sir Some proxy player of this field . Please

[@hexagoncapitalbhadreshshah9552]

👌👌👌

[@oma1274]

Dear ISHMOHIT any comments on Tarsons products current valuations and Latest financial results Please cover this

[@oma1274]

waiting for your view on tarsons thanks SOIC

[@gopalanr1371]

Superb one. Membership links are not working and getting page expired error. Please check and resolve the issue. Thanks

[@iamguitarist9840]

Great content ❤

[@SOICfinance]

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@guptnptube]

Excellent every time

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@ujjwalchakraborty8840]

Is there any future of Amara Raja Batteries?

[@RohitReddy08]

Hi Mohit, can you please do video on alocohol stocks, if possible Sula bevarages plzzzz

[@ashisrai3321]

Bro Amaraja and Amaron different company?

[@SOICfinance]

Same cos

[@SUNNYKUMAR-by4qc]

Great analysis

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@irapashunnur8237]

Finally Exide or Amaraja ?

[@Areeva2407]

GOOD BUT YOU MISSED HSCL AS MAIN ANODE PRODUCER

[@fcamprashant]

You dint mention the hydrogen cell technology?! Will that affect the existing tech too?!

[@vkalunge]

Nice Video Sirji

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@anupview7279]

Very useful

[@SOICfinance]

Glad to hear that :)

[@girishdeo2907]

Sir when will India mine Lithium in kashmir ?

[@demongamingcodm]

Jab Kashmir ke log patthar phekna rok de

[@PradeepSinghRajputOfficial]

Once Lithium stocks are confirmed.

[@mans3926]

@@amanhooda3876hahaha😂😂😂 …what a reply

[@seanwu3238]

The best play for ev sector is Tata Motors