Should you Invest in Indian EV Stocks? | 2 Wheelers companies | Indian Market Story - E11

Welcome to the 11th episode of the Indian Market Story with Mr. Dipan Mehta. We discuss the evolving two-wheeler industry in India & the impact of electric vehicles, identifying EV stocks you can buy: 1. Declining motorcycle sales, from 29M units in 2018 to an estimated 25M in 2023. 2. The rise of scooters, empowering women, with Honda and TVS capturing 50% and 24-25% market shares respectively. 3. The $1T opportunity in the two-wheeler EV market, expected to sell 12M units by 2030. Highlights: - Bajaj Auto: Global motorcycle powerhouse with 50% export market, 3.4M units sold, but an undefined EV strategy. - Hero Honda: 48% market share, but a stock price decline of -4.3% CAGR over the last 5 years. Strong EV focus with an 11% market share. - Eicher Motors: Makers of the Royal Enfield Bullet, with a 5-year CAGR for revenue at 8.07% and profits at 5.75%. - TVS Motors: Strong growth with 5-year revenue CAGR of 12.29%, profit CAGR of 14%, and an 11% EV market share. -Ola Electric: Disrupting with a $200M funding round, a $5B valuation, and a focus on capacity over profitability.• • • Disclaimer: This podcast is produced by Elixir Equities Pvt. Ltd., a SEBI registered research analyst, registration number INA000004787. The information provided in this podcast is for educational and informational purposes only and should not be considered as investment advice. Investment in securities market are subject to market risks. We strongly advise all investors to read all the related documents carefully before investing. The securities quoted in this podcast are for illustrative purposes only and are not recommendations for investments. Registration granted by SEBI and certification from NISM in no way guarantees the performance of the intermediary or provide any assurance of return to investors. Dipan Mehta, Varun Mehta, PaisaSmart, its parent company Elixir Equities Pvt. Ltd. or its associates do not hold any financial interest of more than 1% in any of the companies or financial assets covered by us. We or our clients, relatives, or associates may have an investment position of less than 1% in the companies covered by us. We have not received any compensation from any of the companies covered by us and we do not provide any services to them. Our views are based on publicly available information. We strongly advise investors to evaluate market conditions and risks independently before making any investment decisions. This podcast should not be considered as a substitute for professional financial advice. Elixir Equities Pvt. Ltd., Dipan Mehta, Varun Mehta, PaisaSmart, and its associates shall not be held responsible for any financial losses or damages incurred as a result of acting on the information provided herein. This disclaimer is subject to update and modification without prior notice. We encourage our listeners to regularly review this disclaimer. Research Analyst: Elixir Equities Pvt.Ltd. SEBI Registration No. INA000004787