Its surprising how wide the PE re rating between Exide and Amara Raja now. Almost 2X!
Its becoming hard to really understand whether these companies expect a high revenue jump from FY26 when LI facility starts? I see Tata Motors and major OEMs implement a tighter control over their Battery production since simply that will be pne of thier biggest spends in EV production.
How do you all see the LI Battery production and would it really bring in a game changing revenues, like 30-40-50% jump when thise giga factories starts in FY26?
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