One EV beneficiary?
SOIC Membership: https://learn.soic.in/learn/SOIC-CourseAbout the YT 6 years anniversary offer
Coupon code for 1 year Membership = THANKYOU6
Coupon code for 3 years Membership = THANKYOU06
How to Invest in International Stocks- https://learn.soic.in/learn/How-to-Invest-in-International-Stocks
SOIC Micro Courses: https://learn.soic.in/learn/categories/soicmicrocourses?categoryCustomName=soicmicrocourses&type=100&show=all
Make Your Own Custom Scan: https://www.stockscans.in/custom-index
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TVGP Framework & Checklist Course (ongoing live classes): https://learn.soic.in/learn
Masterclass on Investing Using AI: https://learn.soic.in/learn
🏔️SOIC Global Gift City AIF Fund- https://soicglobal.in
🏔️ Persistence Capital (AIF Fund): https://www.persistencecap.in/india/home
🔎 StockScans Platform: https://www.stockscans.in/home
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📡 SOIC Research Services (India + Global): https://www.soicresearch.in/home
7 classes For Financial Freedom (Free): https://learn.soic.in/learn/7-Classes-For-Financial-Freedom
📰 Link to the SOIC Newsletter: https://soic.in/blogs
Insights with SOIC Substack: https://substack.com/@soic
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00:00 Introduction & Industry Context
00:28 Auto Ancillary Mental Models
04:21 Winning Auto Ancillary Companies
06:16 Minda Corporation Investment Thesis
07:25 Minda Corporation Growth Journey
10:09 Company History & Customer Base
14:26 Business Segments Breakdown
21:21 JV Strategy & EV Expansion
28:07 Peer Comparison & Industry Landscape
33:59 Growth Drivers & FY30 Vision
37:55 Key Risks To Track
40:04 Financial Model & Valuation
44:31 Conclusion & Key Takeaways
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Connect with us on:
🔗 Website: https://soic.in/
📱 Android Mobile Application: https://play.google.com/store/apps/details?id=com.learn.soic&hl=en_IN&gl=US&pli=1
📱iOS Mobile Application: https://apps.apple.com/us/app/soic/id1574335568#?platform=iphone
🐦 Twitter: https://twitter.com/soicfinance
📸 Instagram: https://www.instagram.com/intrinsiccompounding/
📧 Email: info@soic.in
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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