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)

1/3
- 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

2/3
- 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)

3/3

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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!

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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.
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As part of financial planning

A thread on health insurance

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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.

1/
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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.

2/
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A comprehensive insurance plan must be bought i.e.

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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

(1/10)
Acquisitions:-

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

(2/10)
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(3/10)
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Financial Planning is the first step to having a secure life.

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Equities -

Sole purpose of Equities is to GENERATE wealth

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