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

  1. 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.
  2. 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.
  3. 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.
  4. 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

Automobiles

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

Automobiles · Health

Weight gain

Automobiles

CV Market Projections : India

Automobiles · Technology

Robo taxis

Automobiles

Commercial Vehicles market

Automobiles

World First CNG Bike

World First CNG Bike
Automobiles · Electric Vehicles

Xiaomi : EV connection

Automobiles

Market size : Electric Auto components

Automobiles

CV Slowdown!!

CV Slowdown!!
Automobiles · Technology

Radialisation Effect

Radialisation Effect
Automobiles

CV production India Trend

CV production India Trend
Automobiles · Electric Vehicles · Stocks

EPIC value chain

Automobiles

Reclaim rubber : Tyre Sector : Long term trend

Automobiles

China CV sales

China CV sales
Automobiles · Technology

ADAS Spark!

Automobiles · Electric Vehicles

E3W : Running fast

Automobiles

Ultra low carbon ethanol

Automobiles · Technology

Hydrogen refueling market

Automobiles

FPI Auto mode

Automobiles

Spoke Motor Architecture

Automobiles · Electric Vehicles

Full Stack mobility player

Automobiles · Disruption · Electric Vehicles · Electronics · Technology

TSMC : Going global

Automobiles · Electric Vehicles · Technology

Carbon emissions : EV vs ICE

Read full article here — https://assets.atherenergy.com/Ather_ICCT_Emissions_Report.pdf

Automobiles

Receivables Subsidy : Pain point

Automobiles · Technology

Cell chemistry evolution

Automobiles · Electric Vehicles

Little time : FOMO on EV train in OEM

Little time : FOMO on EV train in OEM
Automobiles · Electric Vehicles

Lithium ion Battery capacity additions

Lithium ion Battery capacity additions
Automobiles · Safety · Technology

Airbag ready!!

Airbag ready!!
Businessline
Automobiles · Electric Vehicles · Mega trends

EV Battery Tech : LFP

EV Battery Tech : LFP
Businessline
Automobiles · Electric Vehicles

Mega Trend : EV

Mega Trend : EV
Businessline
Automobiles

Singapore calling

Singapore calling
Automobiles · Electric Vehicles

VIDA : Buyback and Trials

Automobiles · Technology

GHG impact : Ethanol blending

Businessline
Automobiles · Technology

Is Sodium ion way forward

Business Standard
Automobiles

Encouraging signs of chips easing supply

Encouraging signs of chips easing supply
Businessline
Automobiles · Technology

Sugar laded automobiles

Sugar laded automobiles
Automobiles

Strengthening signs of chips availability

Automobiles · Electric Vehicles

Future of lead acid and battery makers

Future of lead acid and battery makers
Businessline
Automobiles

Auto sector making a comeback

Businessline
Automobiles · Electric Vehicles

EV sales trajectory

Forbes india
Automobiles · Electric Vehicles

EV sales at record high

Businessline
Automobiles · Technology

Model Y : New cells

Automobiles · Electric Vehicles

EV Registrations highest ever volumes in a quarter

EV Registrations highest ever volumes in a quarter
Businessline
Automobiles

Signs of Chips availability betterment

Businessline
Automobiles · Electric Vehicles

EV Kit value in 2W

Investor presentations
Automobiles · Electric Vehicles

Detroit of India : EV

Business Line
Automobiles

Struggling Automobiles : wait is getting longer

Struggling Automobiles : wait is getting longer
Automobiles

Rising against the tide

Investor presentation
Automobiles · Electric Vehicles

EV first approach for CV

EV first approach for CV
Businessline
Automobiles · Long term trend

ICE Age coming!!

ICE Age coming!!
Automobiles

Breakdown Cost of Lithium ion Battery

Breakdown Cost of Lithium ion Battery
Abakkus Invest
Automobiles

Neon and semiconductor shortage

Neon and semiconductor shortage
Businessline
Automobiles

Amril Kaal and Harit Kaal!!

Amril Kaal and Harit Kaal!!
Company presentation : AU
Automobiles · Electric Vehicles · Technology

Manufacturing Li-Ion cells

Manufacturing Li-Ion cells
Businessline
Automobiles

Expansion : ZF

Business Line
Automobiles

Bounce EV Transition

Automobiles

First signs of easing coming : Semiconductor chips

First signs of easing coming : Semiconductor chips
Automobiles · Disruption

Semiconductors : Structural theme underway!

Automobiles

Will Auto sector revert to mean!

Automobiles · Electric Vehicles

TVS on prowl

Automobiles

Three by Three

Automobiles · Electric Vehicles

Flying EV sales : Future looks here

Business Line

Automobiles

Flex Fuel Vehicles (FFV) : Unrealistic timelines

Automobiles · Electric Vehicles

E 3W HiLoad -Lightening charge : Playground is Changing

E 3W HiLoad -Lightening charge : Playground is Changing
Automobiles · Electric Vehicles · Long term trend

Charging up : EVs

Source :Businessline
Automobiles · IPO · Stocks

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.

Automobiles · Electric Vehicles

FAME-II and Electric Vehicles

FAME-II AND ELECTRIC VEHICLES
Automobiles · Short term trend

Chips continue to be down

Source Business Standard
Automobiles · Electric Vehicles

Ola Electric S1 : Battery BOMB

OLA ELECTRIC S1 : BATTERY BOMB
Automobiles · Electric Vehicles

Going Electric

Source : Nature
Automobiles · IPO · Stocks

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.

Automobiles · Gadgets

Chip Shortages hitting expansion plans

CHIP SHORTAGES HITTING EXPANSION PLANS
Automobiles

Chips : difficult to forecast

CHIPS : DIFFICULT TO FORECAST
Automobiles · IPO · Stocks

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.

Automobiles · Stocks

Amara Raja : Gigafactory evaluation underway

AMARA RAJA : GIGAFACTORY EVALUATION UNDERWAY
Automobiles · Environment · Recycling

Generation Restoration theme : ELV

Automobiles · Electric Vehicles · Stocks

EV orders start flowing

Automobiles · Electric Vehicles

H2E 3 wheeler

H2E 3 WHEELER
Automobiles · Electric Vehicles

EV contra view : 2030 : It will not happen

EV CONTRA VIEW : 2030 : IT WILL NOT HAPPEN
Automobiles · Disruption · Electric Vehicles · Stocks · Technology

Aluminium Air Battery

ALUMINIUM AIR BATTERY
Source Indian express
Automobiles · Technology

Tin and Lithium Ion batteries

TIN AND LITHIUM ION BATTERIES
Automobiles · Electric Vehicles · Stocks

Electric Two Wheelers : Road Ahead and Key challenges

ELECTRIC TWO WHEELERS : ROAD AHEAD
Source : BUsiness Line
Automobiles · Electric Vehicles · Logistics · Technology

Mahindra EV and Amazon

MAHINDRA EV AND AMAZON
Bsuiness line
Automobiles · Stocks

Chips are still down!!

CHIPS ARE STILL DOWN!! Semiconductor supply shortage
ECU of cars
Automobiles · Electric Vehicles · Startups

EV startups In India

EV STARTUPS Kirana Charzer E-trio Zyngo mobility
Source Business Line
Automobiles · Electric Vehicles · Startups

EV and Urban Mobility

EV AND URBAN MOBILITY Tesla India, Grinntech
Nikhilish Mishra
Source Business Line
Automobiles

Scrappage policy Sideeffect : Used Cars

SCRAPPAGE POLICY SIDEEFFECT : USED CARS
Business Line

Automobiles · Stocks

Speed bumps for MNC tyre companies

SPEED BUMPS FOR MNC TYRE COMPANIES
SPEED BUMPS FOR MNC TYRE COMPANIES
Source Fortune
Automobiles · Electric Vehicles · New trend · Startups

AI in EV : New Trend

Business Line
Agriculture · Automobiles · Electric Vehicles · Environment · Habits · Hookup · Inspirational · Learning · Parenting · Success · Technology

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.

Automobiles · Electric Vehicles · Long term trend · Medium Term trend · Mega trends · Startups

Aatmnirbhar Version : Electric Scooters

Electric mobility , biggest electric scooter manufacturing plant in tamil nadu, Bhavish agarwal
Source : Swarajya

Automobiles · Investing · Stock Markets · Stocks

Tata Motors making a comeback!

Maruti's Market share dropped below 50% mark
Source : Business Line

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

Automobiles · Stock Markets · Stocks

Auto Industry and Semiconductors shortage

AUTO INDUSTRY & SEMICONDUCTORS SHORTAGE : Speed bumps
Source Business Line
Automobiles · Investing · Stock Markets · Stocks

Covid-19 : Vaccine delivery

Source : Business Line
Automobiles · Investing

Platinum vs Gold : Which one now?

is it a good time to invest in platinum?
Source Business Line
Automobiles · Investing · Stock Markets · Stocks

Who would have thought this in Q1FY21!!

Source : Business line
Automobiles · Economy · Investing · Long term trend · Medium Term trend · Pharma · Stock Markets · Wealth creation

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.

PLI SCHEME : 10 SECTORS automobiles and auto components, pharmaceuticals, specialty steel, telecom & networking, electronic & technology products, white goods (ACs and LEDs), textiles, solar PV modules, food products and ACC Battery.
Source : Business Line

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.

Automobiles · Stock Markets · Stocks

Apollo tyres : Getting into high margin business

Also read : https://alpha-affairs.com/2020/09/28/aatmnirbhar-tyre-version/

APOLLO TYRES : STOCK TO WATCH OUT FOR
Automobiles · Economy

GST Collection and Domestic Auto sales showing recovery

Two indicators showing more recovery in economy

Actual test lies in Dec 2020 collections

GST collections
Business Line
Domestic Auto Sales
Business Line
Automobiles · Electric Vehicles · Stocks

TVS Motors and electric mobility

TVS motors raises stake in Ultraviolette