Robotaxis : Future is here
Category: Automobiles
Time technoplast 2025 Annual report AND AGM 2025 : Eye catching snippets
Leading the way for Hydrogen and CNG storage and mobility
About company –See the focus on R&D and Product innovation
Products under development
Upcoming Projects changing trajectory in coming time
New Products & Projects
- We are proud to be the first company in India to receive approvals for Type III Composite
Hydrogen Cylinders for drones and UAVs, setting new benchmarks in lightweight, durable, and
efficient hydrogen storage for aerial applications. - We are driving a bold green energy transition with a commitment to source 75% of our
electricity from solar within the next two years—reducing costs, cutting carbon emissions, and
reinforcing our alignment with global sustainability goals. - Our subsidiary, Power Build Batteries Private Limited, has developed advanced “E-start with
Selenium” e-rickshaw batteries, designed for superior performance, faster charging, and
enhanced safety, fuelling the growth of clean mobility in India. - Our other subsidiary, TPL Plastech Limited, is establishing a state-of-the-art IBC manufacturing
unit at Lote-Parshuram, Maharashtra. Strategically located in a key chemical hub, the project is
progressing on schedule and is expected to be completed by FY 2026-27.
Inorganic Growth
Avalon 2025 Annual report : Eye catching snippets
Lets start with Financial highlights
49% box build revenue catches my eye
Greenfield and brownfield expansion
Partnership with global equipment manufacturer company for complex subsystem manufacturing
Partnering with CDAC for high performance computing
Partnership with Zepco in motors, drives, controllers.
Secured projects in global auto components, home electrification, rail, industrial, infrastructure, clean energy, and communications
OUR DUAL SHORE MANUFACTURING
In FY2025, we enhanced this model with the commissioning of a new export-focussed facility in Chennai. Construction has also begun on two additional facilities – one to serve growing domestic demand and the other focussed on exports. Our U.S. operations continue to serve marquee customers in highly regulated sectors, while our Indian facilities leverage scale and cost benefits
One stop shop and Diverse capabilities
Solutions
All major certifications
Weight gain
CV Market Projections : India
Robo taxis
Commercial Vehicles market
World First CNG Bike
Xiaomi : EV connection
Market size : Electric Auto components
CV Slowdown!!
Radialisation Effect
CV production India Trend
EPIC value chain
Reclaim rubber : Tyre Sector : Long term trend
China CV sales
ADAS Spark!
E3W : Running fast
Ultra low carbon ethanol
Hydrogen refueling market
FPI Auto mode
Spoke Motor Architecture
Full Stack mobility player
TSMC : Going global
Carbon emissions : EV vs ICE
Receivables Subsidy : Pain point
Cell chemistry evolution
Little time : FOMO on EV train in OEM
Lithium ion Battery capacity additions
Airbag ready!!
EV Battery Tech : LFP
Mega Trend : EV
Singapore calling
VIDA : Buyback and Trials
GHG impact : Ethanol blending
Is Sodium ion way forward
Encouraging signs of chips easing supply
Sugar laded automobiles
Strengthening signs of chips availability
Future of lead acid and battery makers
Auto sector making a comeback
EV sales trajectory
EV sales at record high
Model Y : New cells
EV Registrations highest ever volumes in a quarter
Signs of Chips availability betterment
EV Kit value in 2W
Detroit of India : EV
Struggling Automobiles : wait is getting longer
Rising against the tide
EV first approach for CV
ICE Age coming!!
Breakdown Cost of Lithium ion Battery
Neon and semiconductor shortage
Amril Kaal and Harit Kaal!!
Manufacturing Li-Ion cells
Expansion : ZF
Bounce EV Transition
First signs of easing coming : Semiconductor chips
Semiconductors : Structural theme underway!
Will Auto sector revert to mean!
TVS on prowl
Three by Three
Flying EV sales : Future looks here
Flex Fuel Vehicles (FFV) : Unrealistic timelines
E 3W HiLoad -Lightening charge : Playground is Changing
Charging up : EVs
Sansera Engineering IPO : Subscribe or NOT?
The data has been compiled from various sources and might have small difference but overall theme is to subscribe or not — we will focus on that
Sansera Engineering IPO-Incorporated in 1981, Sansera manufactures complex and critical precision engineered components and caters across automotive and non-automotive sectors
Business — The company manufactures precision components such as connecting rods, rocker arms, crankshaft assembly and gear shift forks for the automotive industry
Region of operation –Company caters to India 65% revenue and have 35% exports revenue. 12% revenue comes from non automotive segment.
Offer purpose —
The IPO is entirely an offer for sale by the promoters and other strategic investors
Risks —
High concentration of revenues from few clients. Bajaj auto being highest , contributing close to 20% of automotive revenue
Export oriented risks
Faster shift to EV can cause some turbulence
Strength
Strong Operating profit Margin
Pass through arrangements with domestic customers for cost escalations help margins
Long term relationship with most customers
Reducing dependence on ICE vehicles
Experienced management team.
Future
The client profiles and relationship, move towards EV and contracts available presents good future prospects
Valuations
Valuations are matching with peers but look pricey
Should we apply?
People with high risk apetite can subscribe for long term only
Add more if it dips below issue price keeping long term horizon mindset
Others can avoid
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
FAME-II and Electric Vehicles
Chips continue to be down
Ola Electric S1 : Battery BOMB
Going Electric
Car Trade Tech IPO : Subscribe or NOT?
The data has been compiled from various sources and might have small difference but overall theme is to subscribe or not — we will focus on that
Car Trade IPO-Cartrade Tech Limited (“Cartrade”) was incorporated on April 28, 2000. Cartrade is a multi-channel auto platform with coverage and presenceacross vehicle types and value-added services.
Business –Cartrade Tech Limited (“Cartrade”) is a multi-channel auto platform with coverage and presence across vehicle types and value-added services. Their platforms operate under several brands: CarWale, CarTrade, Shriram Automall, BikeWale, CarTrade Exchange, Adroit Auto and AutoBiz. Through these platforms, they enable new and used automobile customers, vehicle dealerships, vehicle OEMs and other businesses to buy and sell their vehicles in a simple and efficient manner.
Revenue streams — Commissions and fees, advertising, lead generation for OEM, inspection related charges
Risks —
High and intense competition in industry
High valuations
Industry still in nascent stage so continuous threat of new entrants will be there
Strength
Leading marketplace for automotive sales with an effective ecosystem
Technology platform oriented business
Network effects can make it a commanding marketplace
Profitable and scalable business model
Future
The company is well positioned to benefit from used vehicle industry growth as well as digital ecosystem. With Network effects coming into place with time, and selective acquisitions it can grow big
Valuations
Valuations are high
Should we apply?
We can avoid subscribing or apply for listing gains and exit
Wait for correction to enter for long term
Also Read
Burger King IPO crisp Summary — Listing with huge gains as shared
CAMS IPO crisp summary — Listed with 20% gains as shared
Happiest Minds IPO crisp summary –Listed with substantial gains as shared
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Chip Shortages hitting expansion plans
Chips : difficult to forecast
Sona BLW IPO : Subscribe or NOT?
The data has been compiled from various sources and might have small difference but overall theme is to subscribe or not — we will focus on that
Sona BLW Precision forgings IPO– one of leading automotive technology companies in India and among top 10 globally for differential level gear segment.
Business — Designing, manufacturing and supplying differential assembly, gears, conventional and micro hybrid starter motors
~75% business comes from exporting
Offer purpose — Offer of 5550 cr for debt prepayment and exit of one of PE investors
Risks —
High valuations
Most of EV related business form one customer and client concentration risk for ~60% revenue from top 5 customers
Strength
Company has diversified business revenue mix in terms of geography, vehicle segment, powertrain and products
With about 40 per cent of its revenues from hybrids (mostly micro hybrids) and EVs, the company is a play on the growing market for cleaner vehicles across the globe
Future
Electric drive motors and inverters to Sona BLW’s existing product line of differential gears and assemblies for electric vehicles (EVs) has been added after the acquisition of comstar few years back
The expected change in product mix is value adding for the company as revenue realisations (and hence, profitability) for differential assemblies generally move up as the powertrain shifts from combustion to full hybrids and EVs.
Valuations
Very expensive looking at last results
As consolidation and revenue mix changes, may become available at decent valuations
Should we apply?
People can ideally avoid and if one subscribe, then do for possible listing gains only. If no listing gains then may need to hold longer
Recommended to sell if getting 10-20% gains on listing day
One can wait to enter at low prices for investment purposes after listing
Also Read
Burger King IPO crisp Summary — Listing with huge gains as shared
CAMS IPO crisp summary — Listed with 20% gains as shared
Happiest Minds IPO crisp summary –Listed with substantial gains as shared
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Amara Raja : Gigafactory evaluation underway
Generation Restoration theme : ELV
EV orders start flowing
H2E 3 wheeler
EV contra view : 2030 : It will not happen
Aluminium Air Battery
Tin and Lithium Ion batteries
Electric Two Wheelers : Road Ahead and Key challenges
Mahindra EV and Amazon
Chips are still down!!
EV startups In India
EV and Urban Mobility
Scrappage policy Sideeffect : Used Cars
Speed bumps for MNC tyre companies
AI in EV : New Trend
Weekend HookUp: December 18, 2020
Weekend HookUp: 18th December, 2020
Parenting; Startups; Electric Vehicles; Learning Kindle
Parenting: Raising Intelligent kids with resilient brains (CNBC)
Startups: Agritech Startups (Forbes)
Kindle: How it is like it is (TechCrunch)
Electric Vehicles: Solid state battery (Nikkie Asia)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Aatmnirbhar Version : Electric Scooters
Tata Motors making a comeback!
Among Top 5 car makers, Kia Motors and Tata motors gain market share and other have lost. After quite some time, Maruti’s Market share dropped below 50% mark
Auto Industry and Semiconductors shortage
Covid-19 : Vaccine delivery
Platinum vs Gold : Which one now?
Who would have thought this in Q1FY21!!
PLI Scheme : 10 Sectors
Implementation of production-linked incentive (PLI) schemes worth up to ₹1.45 lakh crore for 10 key sectors announced recently by the government is likely soon.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Apollo tyres : Getting into high margin business
GST Collection and Domestic Auto sales showing recovery
Two indicators showing more recovery in economy
Actual test lies in Dec 2020 collections
ALPHA AFFAIRS 