Nice observation.

Being in the industry for some time, I can negate hydrogen at the time being. The infrastructure is just not there yet. There are some fundamental questions which is yet to be clarified.
If OEMS were developing hydrogen passenger vehicles we would have seen software’s / Hardwires being build for the same. They would have gone through 6-7 years of validation cycle before being commercially viable.

As for competition, yes they would come and probably take away some market share, but what tata motors is doing by selling low cost EV , setting up the charging infrastructure, building EV components in Tata Autocomp is approach this as an ecosystem problem. I recently bought a Tiago EV and the main reason was the availability of charging infrastructure. No company is doing that at scale.

Also, another company that I have recently discovered is Divgi Torqtransfer. They sell the EV gearbox for both Tata and Mahindra. It is also an interesting company

Disc : Holding both.

Yes sir I am interested.

Thanks, Good to know it is largest holding in your family portfolio. I think I hardly came across anyone having substantial part of portfolio in Tata Consumer…and there has been reasons…

I am invested & holding it since it was tata global beverages and went through lot of frustrating periods, test of patience and what not…will write a detailed note on Tata Consumer story some day…

To cut things short…

There are some companies where you need to look for lot of anti thesis and on lookout of triggers to sell…ever since Chandra came at helm of Tata group and with the group’s vision to make FMCG one of their main arm…I would say the story of Tata Consumer has only just begun… It found an excellent result oriented no non-sense CEO at the right time as well…

So, I do not actively look for any anti thesis at this stage of its growth and group’s vision. It only has but options to grow revenues, bridge the margin gaps, product innovations etc. etc.

At back of mind, one thing although I would keep looking at is capital allocation because in such big group with no dearth of resources, this aspect is very important…for now I am very impressed with the CEO who never acquires & expands just for the sake of increasing the top line…as that is anyways happening at decent pace…

Other thing is if suddenly the India focus changes that would be a put off…as with tata global beverages the main issue was global focus and less on India…so India focus is very very important to me in any company I would invest…unless its in export business…

Well this is very difficult to answer as I have bought it from 100 levels to all the way till 670…but based on rough estimate on ratio purchased at various levels, my average buy price should be somewhere around 300 as bulk of purchase happened at 100, 150 & 250 levels and then later at around 600 (I maybe wrong in this estimate)…

Can you tell me what percentage allocation it has in your family portfolio and your average buy price as well?

What antithesis and triggers to sell have you formed till now?

Disc: Invested & Biased. Not a buy/sell recommendation. Post only for academic purposes and learning. I can be wrong in all my assessments. Not eligible to give any advice.

count me in please. i would like to join and learn.