BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
While the advent of electric vehicles is causing disruption for incumbents, it is creating big opportunities for smaller players, new entrants, and start-ups alike. Globally, and in India, this has created substantial interest among financial investors in this emerging ecosystem.
The recent fundraise by Tata Motors Ltd. in the e-passenger vehicle business and the resultant re-rating of the stock has made us curious about how investors should look at the valuations of the EV businesses of incumbent original equipment manufacturers and whether a re-rating should depend on the external fundraise.
We believe the valuations of pure EV businesses are driven by-
the expected pace of electrification in the segment and
the competitive landscape in the EV segment.
In the Indian context, the speed of electrification would differ substantially across segments.
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