I believe a lot of this has already been factored into Tata Motors’ valuation. It’s trading close to its all-time low PE. If the sales pick up in the coming years, the stock should get re-rated quickly.
JLR has been transparent about expected muted demand and some supply chain issues, but they’re still aiming for an 8.5%+ EBIT margin for FY2025. Also, Tata Motors market share in domestic PV market has improved from 5% in FY20 to 13.3 % in H1FY25
Question is asked on 47.50 time.
The question i think is asked not by capital first share holder (now idfc first) but by the share holder of the bank (pre merger)
He is coming from the point of view of the bank shareholder.
VV is right in answering that the skeletons found are of the previous management.
He of course missed doing the correct risk assessment of the Bank books, we do not need a confirmation from VV on that but i won’t be very harsh on VV as long as he himself has skin in the game going forward.
MF cycle should turn positive back in 3/4 quarters. Fingers crossed!
B/w VV is ahead of us all. Sold small shares in 2023 itself.
IDFC First Bank’s MD and CEO V Vaidyanathan to raise stake in bank | Company News – Business Standard
@visuarchie – how is the last 10 days or so with this portfolio? seen a huge down moves as most of the stock which were running high for last one year are the ones beaten badly in this fall?
amazing numbers. the fun starts from tomorrow 
The balance sheet of Sept 2024 shows almost no borrowing and an approx drop in the loan assets of the company. What happened?
PS : Just started tracking the company and still have to go through a lot of docs
The amount of cash being pumped into QC and new expansions into electronics, garments, and other sectors…this is beyond grocery only right now,
One of the key points of friction, people see with offline is traffic and parking hassles. So top 10 cities QC may have a future. Of course pricing will be increased once they build an base.
Zomato is now taking a flat order fee of Rs.10 for food delivery. Is there a day when QC guys charge, let’s say, Rs 10 for orders below 500 and 20 above 500? Will approximately 5 Million families living in these top 10 cities pay these charges? Also, what stops Zepto or Blinkit or Swiggy from adding 3-hour or 6-hour delivery for free?
Also, for D2C and regional brands, QC offers a quick and easy method to get into affluent and UMC/MC homes without the 10-year gamut of building an Offline base and distribution network. Will they consider the ad spends and listing fees worth the hassle?
All these will determine who wins. I see an intense battle in which none of the incumbents, from DMart to Reliance to Tatas, no one will stay on the sidelines.
Design preference is highly subjective. Tata Curvv will compete in mid-end SUV space which is already dominated by Maruti, Hyundai. Now, Mahindra’s new 3XO is also selling like hot cakes with monthly 9,000-10,000 units. I’m sure Tata Curvv will also find its place in this fragmented market, but…
More emphasis should be given upon the fact that Tata’s dominated space of BEVs is facing a major slowdown and no signs of recovery. Tata’s dominating place in BEVs and JLR segment was the only reason I was interested in this company. However both the businesses are facing a slowdown.
The new proposed regulations may fundamentally impact CGD companies if they are implemented. Views invited.
I think the whole discussion was fair. Shareholder getting a chance to voice his frustration to the main man and also getting a detailed response from him should be appreciated.
IDFCs earnings call was twice as long as IndusInd. The provisions were addressed head on in the media release as compared to IndusInd. I’m holding both so I know which management tried to be atleast more transparent and forthcoming.
People need to understand there is no point in comparing if stock price was 37 or 57. Mr market probably got excited and took the price higher on the news back in 2018. There will be investors that bought at 20 in Covid lows and sold at 100 as well. What is the point in comparing stock price selectively on 2 dates where the performance reflects exceptionally good or bad?
Focus should remain on whether fundamentally the bank is being built the right way.
The bank started from negative and took a while to reach 0 and then has now started the journey towards 10. This is different from starting from 0. Most operational parameters are trending in the right direction.
A lot of frustration on this forum and on twitter seems to stem from the fact that people expected an easy 3-4x from the stock in 5 years which hasn’t materialised. If only stock market was that simple
How am I looking at both IndusInd and IDFC –
Tata Curvv looks promising. It gives the vibes of Lamborghini Urus. It has sold 8,218 units in the 2 months since its launch and contributes 10% to Tata Motors’ passenger vehicle wholesales. I hope the management learns what types of cars consumers prefer and makes more of these