Vinod Dasari of Eicher Motors

- The entire automobile industry is facing steel shortage
- Observing a trend of move towards personal vehicles & that too in the premium segment
- Exports are up YTD (Investments paying off)

- Aspire to reach monthly sales of 1 lakh vehicles in 12-18 months
- Have more than a $1B in cash: not clear about the allocation of this
- Would look for acquisitions via the 3 T method: Technology, Territory & Talent; at least 2 should work
- Building EV tech

- Motorcycles & Car EV will happen a little later than Intracity buses, LCVs & scooters
- Made quite a lot of operational changes in terms of time & inventory management: Margins will come back
- 60% of enquiries come digitally (vs 15% pre-Covid)


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More from @JstInvestments

4 Jan
On Popular demand -

A comprehensive thread on Pre-IPO! 🧵

We will cover the meaning, risks, advantages, taxation, complete cycle of a Pre-IPO deal and a few examples of wealth creators and wealth destructors in the Pre-IPO Market!

Let's start 👇
The word IPO has a lot of emotions attached to it – Excitement, suspense, disappointment, happiness, anger, jealousy (if you friend gets an IPO allotment and you do not) and many more.
These days IPOs are getting so much subscription that the IPO going companies would think for once that why didn’t they sell the whole company! 50-100x oversubscriptions are the new normal!
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Flavours & Fragrance (F&F) Industry

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Market Dynamics:

F&F industry is highly fragmented. There are 1000+ small, medium and large-sized firms operating in the sector, both in organised and unorganised sector (ranging from MNCs and large Indian industrial houses to small-scale industrial units & local manufacturers.)
The global F&F market size was valued at US$ 29.8 billion in 2019. India is just 3% of it with 20% of the population. The Indian F&F industry is valued at approx. Rs 6,400 Cr. The current Indian fragrances market is estimated at Rs 3,200 Cr and the flavours, at Rs 3,200 Cr.
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29 Dec 20
A product which provides a fixed income which is better than FD & an upside like equity.

Should you invest in Real Estate Investment Trusts (REITs)?
A Thread 🧵👇
1/ REITs are a vehicle to invest in income-producing real estate properties managed by professionals.
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In listed REITs, Most of the completed properties are pre-leased to big companies.

Why no residential? As yields of 1-3% make them unattractive to investors.
Read 15 tweets
24 Dec 20
As part of financial planning

A thread on health insurance

What is health insurance?

Health insurance is a insurance that covers medical expenses that arise due to an illness. These expenses could be related to hospitalisation costs, cost of medicines etc.

Why is health insurance important?

Health risks and uncertainties are a part of life

With the constant increasing prices of healthcare,insurance today is a necessity.

Health insurance provides people with a much needed financial backup at times of medical emergencies.

Which type of health insurance to buy?

A comprehensive insurance plan must be bought i.e.

There should be no
1. Co-pay
2. No room rent limit
3. No sub limits on any specified disease

The pre existing waiting period should be clearly mentioned

Lets discuss each one:-

Read 14 tweets
21 Dec 20
The curious Case of a company whose stock went from Rs 40 to Rs 900

We deep dived into the financials of the company!

What we found was astonishing!

A thread for the benefit of all investors


The company acquired two companies for 165cr

Both acquisitions were routed thru a private corporation of the listed company

The accounts of the private company are even more questionable

The routing of the transaction is really difficult to understand

Intangible assets:-

Intangible assets form more than 80% of the Gross block!

Assets such as customer relationships are listed as intangible assets.

These are extremely hard to value!

Any permanent writedown in these assets will significantly erode the asset base.

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18 Dec 20
Financial Planning is the first step to having a secure life.

Asset allocation is a big part of financial planning!

A thread on Asset Allocation 🧵
What Is Asset Allocation?

When you save money, you have the below options for investing -

Real Estate

A proper asset allocation will help you with the right mix in each of the asset classes in a proportion that is commensurate to your risk profile
Let's understand these assets more!

Equities -

Sole purpose of Equities is to GENERATE wealth

Ownership of businesses

Amongst the most volatile asset classes + highly risky (hence, the returns also tend to be high)

Only asset class that can compound in double digits
Read 6 tweets

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