Excellent analysis :) Understanding: 1. The value chain of Lithium Ion battery cell 2. The approach and investment of both key players towards new battery technology 3. Both players made adjustment to improve the corporate governance ( Exide gets exit from insurance business and Related business of Amaron promoter getting merged with listed entity) 4. Few factors might be affecting the dented valuation of Aamara raja battery. (1. Lead price 2. Unclear approach for new age technology) 5. key risks for both the players
Conclusion:- it would be too early to understand who will be the better bet excide or amara raja. Brands like OLA and TATA looking for own setups Many more companies will start their captive productions Proxy playa will be safe bet in this case ✌️
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thanks for sharing. Amara Raja has land issues in Andhra Pradesh and people complain about pollution. After following their conf. calls, they still think fuel vehicles co exist and the need for Li ion batteries is not a priority now - they want to wait and watch before proceeding.
Hi SOIC team, very nice presentation ❤ I noticed an interesting thing: you used green colour scheme for the presentation as well as Ishmohit's background since you were discussing renewable energy solutions 😅❤ Hope I am not the only one to notice this ❤
Why no one is talking about Reliance here, Reliance has the upper hand in ev battery research and development. They have both lithium and sodium ion technology. My bet is on reliance on this Ambri in the US, Faradion in the UK, and Lithium Werks in the Netherlands are among Reliance’s partners in the energy storage industry, Reliance is expanding its footprints in sodium-ion batteries through Faradion, and in LFP batteries through Lithium Werks
Nice explanation. Can you also make a video on future fuels will be like.. i do not think electric vehicle is the future unless full charging happens in 10-15 min. Also, ethanol and bio fuels are emerging as a new fuel. Green Hydrogen is also there.. So, if you could make a video on this then would be nice to make an investment accordingly..
LFP is safe due to low energy density good for stationary application where weight is not a constraint but actually it costs more due to more material per Wh. China is phasing out LFP and dumping to India as you can not go beyond 150wh/kg .NMC is having high energy density upto 300wh/kg a bit less safe . But more economical due to less material per Wh . For moving applications NMC has less kurb weight and better efficiency for vehicle .
Well complied and interesting video. Just one small comment: GWh should be GWhours and not GWperhour as has been referred to in the video. The graphics used in the video for Li Ion batteries appeared under the "BigRead" section of Financial Times a few days back.
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
2 key points missing 1. Who is expecting to refine lithium after extraction Reliance and Rajesh exports are basically refining companies and their interest could be refining business and not assy business But with govt PLI schedule they want to enter so that they may secure the potential opportunities to become refiners 2. Nothing is discussed on cathode manufacturing plan NMC or LFP cathode should be made by Indian company only Anode is ok because India has surplus graphite
Nice content on batteries business in India. The critical parts of fundamentals analysis including understanding value chain, key risk and financial are covered well. 👍
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Great video paajjiiii.... recently i was looking for the video on batteries company and you have given the information in much more detailed way.... looking more powerful information in the upcoming videoss..👍
There is already new technology “ Solid state battery” which is end game. Quantum Scape is bringing the production in FY 25. 80 layer fast charging, and higher life span
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
I have spent quite a considerable period of time with Exide Industries and as a competitor we used keep/have information's on Amaron as well...we found that most of your comments are well compiled and articulated both on Market,scenerio,Technical comparisons and Company financials front and the SWOT analysis in particular also your comments on future market trend analysis is absolutely superb considering the current EV market scenario. As you rightly indicated that we need to keep a close watch on the EV Battery captive manufactures like Tata etc. and the new entrants but one thing for sure both Exide and Amaron being in the Indian Automobile industry for decades together will have a definitive advantage of the Customer usage pattern and need of the unique India market...Once again Thanks for your nice insights...keep going strong!!
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
OEMs will use either Exide or Amararaja batteries but all the vehicles will use electricity to charge it. Electricity consumption is going to increase yoy. Then why should we not do analysis on electricity sector?
Excellent analysis :)
Understanding:
1. The value chain of Lithium Ion battery cell
2. The approach and investment of both key players towards new battery technology
3. Both players made adjustment to improve the corporate governance ( Exide gets exit from insurance business and Related business of Amaron promoter getting merged with listed entity)
4. Few factors might be affecting the dented valuation of Aamara raja battery. (1. Lead price 2. Unclear approach for new age technology)
5. key risks for both the players
But amara raja batteries have signed MOU to invest 9500 crore in Li Ion batteries gigafactory.
Conclusion:- it would be too early to understand who will be the better bet excide or amara raja.
Brands like OLA and TATA looking for own setups Many more companies will start their captive productions
Proxy playa will be safe bet in this case ✌️
Lots of efforts for retail investors without any expectations, hats off 🙏🙏🙏
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
No bullshit introduction. Pure content right from minute 1 😍😍
Thanks for sharing.
Amara Raja has land issues in Andhra Pradesh and people complain about pollution.
After following their conf. calls, they still think fuel vehicles co exist and the need for Li ion batteries is not a priority now - they want to wait and watch before proceeding.
Hi SOIC team, very nice presentation ❤ I noticed an interesting thing: you used green colour scheme for the presentation as well as Ishmohit's background since you were discussing renewable energy solutions 😅❤ Hope I am not the only one to notice this ❤
Yes, you are right :)
Why no one is talking about Reliance here, Reliance has the upper hand in ev battery research and development. They have both lithium and sodium ion technology. My bet is on reliance on this
Ambri in the US, Faradion in the UK, and Lithium Werks in the Netherlands are among Reliance’s partners in the energy storage industry, Reliance is expanding its footprints in sodium-ion batteries through Faradion, and in LFP batteries through Lithium Werks
Nice explanation. Can you also make a video on future fuels will be like.. i do not think electric vehicle is the future unless full charging happens in 10-15 min.
Also, ethanol and bio fuels are emerging as a new fuel. Green Hydrogen is also there..
So, if you could make a video on this then would be nice to make an investment accordingly..
I really enjoyed reading your study and analysis. Thank you for sharing.
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Great analysis. The Key learning was about the components used in making Batteries and the companies involved in making the components.
LFP is safe due to low energy density good for stationary application where weight is not a constraint but actually it costs more due to more material per Wh. China is phasing out LFP and dumping to India as you can not go beyond 150wh/kg .NMC is having high energy density upto 300wh/kg a bit less safe . But more economical due to less material per Wh . For moving applications NMC has less kurb weight and better efficiency for vehicle .
Well complied and interesting video. Just one small comment: GWh should be GWhours and not GWperhour as has been referred to in the video. The graphics used in the video for Li Ion batteries appeared under the "BigRead" section of Financial Times a few days back.
Thank you for watching :)
We stand corrected. Thank you sir
Yes exide is good for long term
Excellent technical overview. Appreciate your devoted research.❤
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Thank you. Pls add some analysis on Green Hydrogen too
Excellent analysis...but made it more confusing on which one to hold😀 Thank you so much Ishmohit bro. Always a pleasure to listen to you. Love SOIC.❤
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
What i look for on Sunday is your power pack ,full of information video.Thank you paaji❤
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Thanks for sharing the complete analysis of Battery Value Chain.. Every single minute was so valuable
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Please make details analysis video on Abbot India and Nestle India
Excellent explanation and detailed video. Got lot of information and clarity on both companies and overall sector situation and future possibilities.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
What a magical analysis. Comprehensive and thorough!! Kudos to all
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Thanks ishmohit for thourough study on the Subject in time.
Sir, congratulations for hard working. THANKYOU
Ola is the biggest wildcard in this space
2 key points missing
1. Who is expecting to refine lithium after extraction
Reliance and Rajesh exports are basically refining companies and their interest could be refining business and not assy business
But with govt PLI schedule they want to enter so that they may secure the potential opportunities to become refiners
2. Nothing is discussed on cathode manufacturing plan
NMC or LFP cathode should be made by Indian company only
Anode is ok because India has surplus graphite
Maybe because the video is purely on battery manufacturers?
Nice content on batteries business in India. The critical parts of fundamentals analysis including understanding value chain, key risk and financial are covered well. 👍
Tusi chhha gae sardar ....... jabarjast presentation
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
What a depth analysis bro, kudos to you fire 🔥
Great as always..
V-Guard may join the stakes one day..
Very good analysis bhai,🙏🙏🙏
Please make a video on Dr Lal path labs.
Also possibility of hydrogen cell which are replaceable and cuts charging time
Also green hydrogen can be produced in india itself
Fantastic video 🎉❤
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
sir one of the proxy is gravita india (battery recycling).Government new regulations EPR may be tailwind for the recycling sector
Holding both in small qtys but Amran is very at attractive valuation
Exelence your all topics are verient topic well
Great Analysis as always brother 👌👌👌
Sir shivalic bi metal ke baare me video kre please
its there already
Great video paajjiiii.... recently i was looking for the video on batteries company and you have given the information in much more detailed way.... looking more powerful information in the upcoming videoss..👍
Pls do a video on mahindra group.
How did u missed this group
Please make video on roto pump
There is already new technology “ Solid state battery” which is end game. Quantum Scape is bringing the production in FY 25. 80 layer fast charging, and higher life span
Great video content and presentation sir.
Great technical analysis.. thank you for updating this new busniess.
loved to see indepth analysis 🙌
U make some crazy content for sure!! Keep posting..
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Very good consolidated information, thanks for same. Lots of insights
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
It is good to invest in an exide company due to taking hdfc life share advantage.
Exide industries not in Bangalore Karnataka, it's in kichhadapalli village, Hosur taluq, Hosur, Tamilnadu
Thanks for the video , yours efforst are highly appreciated
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
thank you sir . very informative.
Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝
Great Analysis! I heard that ami organics also getting into electrolyzer. It would be good if you do analysis on this also and compare with gfl
Where does Kabra fit in this value chain? I thought they have first mover advantage. Can you share some insights in relative to exide and amaraja?
Great Analysis 👍
Super as usual. Tx for all d hardwork
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Hi.. request you to do an analysis of Kuantum papers and related businesses in paper industry.
Great analysis❤
Full of Informative... 👍🏻👍🏻
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Great Anlysis..
Finally Exide or Amaraja ?
Excellent Analysis
We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃
very good analysis Ismohit Bhai
Excellent job
Excellent presentation
Thank you
Just a minor correction its not Giga Watt per hour instead it is Giga Watt Hour. Other than his the analysis was top notch :)
We appreciate your attention to detail and your understanding. We're glad you found the analysis top-notch. Thank you for the correction!🙏🏻
Very insightful...thankyou
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Is there any future of Amara Raja Batteries?
Great analysts
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Paaji please make a detail video on SULA VINEYARDS, Please paaji🙏
Great analysis
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
I have spent quite a considerable period of time with Exide Industries and as a competitor we used keep/have information's on Amaron as well...we found that most of your comments are well compiled and articulated both on Market,scenerio,Technical comparisons and Company financials front and the SWOT analysis in particular also your comments on future market trend analysis is absolutely superb considering the current EV market scenario. As you rightly indicated that we need to keep a close watch on the EV Battery captive manufactures like Tata etc. and the new entrants but one thing for sure both Exide and Amaron being in the Indian Automobile industry for decades together will have a definitive advantage of the Customer usage pattern and need of the unique India market...Once again Thanks for your nice insights...keep going strong!!
Very good technical analysis
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Great content ❤
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
why no one talked about hbl power ?
Brilliant Analysis!
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
@@SOICfinance Keep up the good work! 👍
Dear ISHMOHIT any comments on Tarsons products current valuations and Latest financial results
Please cover this
waiting for your view on tarsons
thanks SOIC
Hello sir in your screener video discuss about warrent . Sir please make sprate video on this topic
Thanks sir
Some proxy player of this field .
Please
Please give your views on rain industries
Excellent Study Ish Mohit
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
You dint mention the hydrogen cell technology?! Will that affect the existing tech too?!
Please give me reply Sula vineyards
Promotor sell stock?
QUINT MUTUAL FUND
CAN REDUCE POSITION?
Plz give me favourable reply
Thanking you.....
Great analysis!
We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Nice Video Sirji
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Great video
Indepth analysis bro. We are waiting for your analysis on Shivalik Bimetals.
thankyou sirjii very much insighting
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@@SOICfinance yes sir thankyou⭐
GOOD BUT YOU MISSED HSCL AS MAIN ANODE PRODUCER
Excellent every time
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Great analysis
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Thank you sir
❤ awesome
Hi Sir...Where is membership link..I want to join the group ..plz share it..
Please email us at info@soic.in We’ll reach out to you in 24-72 hours.
The best play for ev sector is Tata Motors
Pranam sir 🙏
OEMs will use either Exide or Amararaja batteries but all the vehicles will use electricity to charge it. Electricity consumption is going to increase yoy. Then why should we not do analysis on electricity sector?
Electricity is commodity and it's price is controlled by government
Its always safe to go with batteries Proxies
solid state batteries are coming..
Bro Amaraja and Amaron different company?
Same cos
Superb one. Membership links are not working and getting page expired error. Please check and resolve the issue. Thanks