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  • Government’s Flagship Scheme Driving India’s EV Revolution

    Government’s Flagship Scheme Driving India’s EV Revolution

    India’s EV revolution is moving at full speed – over 5.67 million EVs have been registered, and schemes like FAME II, PM E-Drive & PLI are giving it a strong push. PM Modi’s launch of the Made-in-India e-VITARA marks a big step towards making India a global EV hub.

    India’s EV Adoption – Moving into the Fast Lane!

    By Feb 2025, over 5.67 million EVs have been registered in India.
    This means EVs are no longer just a “future dream” but a ground reality.

    This has been made possible due to Government’s flagship programs:
    FAME II – Subsidy for electric buses & charging infra.
    PM E-Drive – Focus on electrifying heavy polluters like trucks & buses.
    PLI Schemes – To attract investment in auto & battery manufacturing.
    PM e-Bus Sewa – Major push to bring EV buses to cities.

    Big Milestone – Made in India e-VITARA

    PM Modi launched Suzuki’s first global Battery EV – e-VITARA at Hansalpur plant (Ahmedabad).
    Not just for India – it will be exported to 100+ countries.
    Local manufacturing of battery electrodes has also started (Toshiba-Denso-Suzuki JV).
    Over 80% of battery value will now be produced in India = less imports + strong step towards “Aatmanirbhar Bharat.”

    EV Sales Growth

    FY 2024–25 saw record-breaking sales:
    E-2W (electric two-wheelers): 1.149 million units (21% YoY growth).
    This shows EV adoption is now happening at the mass level, not just luxury segment.

    This is more than just a shift in vehicles – it’s a transformation of the transport ecosystem:
    Cleaner air 🌱
    Economic growth 📈
    Energy security ⚡

    Government’s EV Roadmap

    NEMMP 2020 & FAME I – Early stage push for EVs, ₹43 crore allocation for charging infra.
    FAME II (2019) – ₹11,500 crore budget; big support for e-buses & charging stations (8,885 public stations operational by June 2025).
    PLI-Auto (2021) – ₹25,938 crore; attracted ₹29,576 crore investments + 45k jobs created.
    PLI-ACC Battery (2021) – ₹18,100 crore; 50 GWh target, 40 GWh approved so far.

    PM E-Drive (2024–28) – ₹10,900 crore; subsidy for trucks & buses. Already:
    2.479 million e-2W subsidized 🚴
    0.315 million e-3W subsidized 🚙
    5,643 e-trucks 🚛
    14,028 e-buses 🚌

    SPMEPCI (2024) – Special scheme for EV cars; minimum ₹4,150 crore investment, 15% import duty relaxation to attract global automakers.

    PM e-Bus Sewa (2023) – ₹20,000 crore; 10,000 EV buses under PPP model, 7,293 buses approved by Aug 2025.

    PM e-Bus PSM (2024) – ₹3,435 crore; payment security for e-bus operators to reduce risks.

    India Electric Mobility Index (IEMI) – 2025

    NITI Aayog launched a scoring system to measure each State’s EV progress.
    16 indicators (EV adoption, infra readiness, R&D).
    Delhi, Maharashtra, Chandigarh = Frontrunners 🚀

    Long-Term Goals

    30% EV penetration by 2030 (EV30@30 global initiative).
    1 billion tonnes CO₂ reduction by 2030.
    Carbon intensity <45% by 2030.
    Net Zero target by 2070.

    Silent Revolution on Roads:

    EVs are making India’s transport green, silent & efficient.
    EV buses in cities, charging stations on highways = foundation of a new ecosystem.
    Travelling “from point A to point B” is no longer just transport – it’s about building a sustainable future, where every km driven is better for the environment.

    Bottom line: Green mobility in India is no longer a dream, it’s a reality. Policies + private investment + public adoption = India is on the path to becoming a global EV hub.

  • KEC International: A Global EPC Powerhouse Driving Infrastructure Growth Across Sectors

    KEC International: A Global EPC Powerhouse Driving Infrastructure Growth Across Sectors

    KEC International is a global infrastructure EPC (Engineering, Procurement & Construction) major.

    The company operates across multiple sectors, such as:

    Power Transmission & Distribution (electricity supply and transmission lines)
    Railways (railway projects and safety systems like Kavach)
    Civil (construction of buildings, structures, etc.)
    Urban Infrastructure (roads, metros, flyovers, and other city infrastructure)
    Solar Energy (solar power plants and solar solutions)
    Oil & Gas Pipelines (construction of pipelines for transporting oil and gas)
    Cables (manufacturing of electric cables and conductors)

    It is the flagship company of the RPG Group, meaning it is the largest and most important business arm of the group.

    KEC International Ltd

  • How Volume Confirms a Real Breakout in Stocks

    How Volume Confirms a Real Breakout in Stocks

    1. What Does a Breakout Mean?
    A breakout occurs when a stock crosses above a key resistance level. A resistance level is a price point where the stock repeatedly struggled to go higher. When the stock finally breaks through it, it suggests that buying pressure has increased.

    Example:
    If a stock was repeatedly getting rejected near ₹200, and today it closes above ₹200 with strong volume, it’s considered a breakout.

    2. Why Is a Breakout with High Volume Significant?
    Volume indicates how many shares are being traded.
    When a breakout happens with high volume, it means the breakout is likely genuine, not a false move.
    High volume shows that big players or institutions are also participating.

    This adds conviction to the move, and suggests that prices could go even higher.

    3. Why Is This Considered a Positive Signal?
    When a breakout occurs with a technical pattern (like a flag, cup & handle, or ascending triangle), and is confirmed by volume, it is seen as a bullish signal.
    Traders see it as a buying opportunity.
    Investors consider it an indication of a possible short- or medium-term rally.

    4. What Should You Do If You Spot This Signal?
    If a stock is breaking out:

    First, identify key support and resistance levels.
    Check if the breakout is confirmed on a closing basis.
    See if volume is 1.5x to 2x higher than the average.
    Always define a stop-loss — typically just below the breakout level.

    Final Summary in One Line:
    “When a stock breaks above strong resistance with high volume, it’s a powerful bullish signal that can lead to a short-term rally.”

    Stock Analysis

  • Pharma Sector Technical Setup Indicates Trend Reversal

    Pharma Sector Technical Setup Indicates Trend Reversal

    In April, several stocks from the pharma sector formed hammer candlestick patterns — and that too with high volumes, signaling that buyers were stepping back into the market.

    Now, in May, a strong bullish candle has formed, closing above the high of April’s hammer — a classic bullish confirmation signal.

    📊 This combination suggests a potential trend reversal in the pharma sector, with a high possibility of continued positive momentum in the coming weeks.

    🧠 Technical patterns always carry signals — you just need to know how to read them!

    Pharma Stocks

  • Bharti Airtel Ltd: A Global Telecom Giant Evolving into a Digital Powerhouse

    Bharti Airtel Ltd: A Global Telecom Giant Evolving into a Digital Powerhouse

    Bharti Airtel Ltd – A Global Telecom Leader

    Bharti Airtel is one of the world’s leading telecom service providers, with a presence in 18 countries including India, Sri Lanka, and 14 nations in Africa.

    Segments & Global Footprint

    Airtel’s business spans across multiple verticals:
    Mobile Services
    Home Broadband
    DTH (Digital TV)
    Banking & Fintech (Airtel Payments Bank)
    Geographic Reach: India, Africa, Bangladesh, Sri Lanka

    Evolving into a Digital Services Powerhouse

    Airtel has transformed from a pure telecom player to a comprehensive digital ecosystem, offering:
    Airtel Finance – Financial services platform
    Airtel IQ – Cloud communication solutions
    Nxtra – Fast-growing data center business
    Xstream & Wynk Music – Digital entertainment
    Airtel Payments Bank – Financial inclusion at scale

    Cloud & Cybersecurity Alliances – Strategic tie-ups with Google, AWS, Microsoft, Cisco, Fortinet, Zscaler

    🏆 Market Leadership in FY24

    Global Position: 3rd largest telecom operator by subscriber base
    India Revenue Market Share: ~37%
    Spectrum Holding: 33% share
    Broadband Market Share: 19%
    DTH Market Share: 29%
    ARPU (Average Revenue per User): ₹209 – the highest in the industry

    💰 Revenue Contribution (FY24)

    India Operations: 57%
    Africa Business: 27%
    Enterprise, Broadband & DTH: 16%

    Bharti Airtel

  • India’s Automobile Industry: Market Share Breakdown 2025

    India’s Automobile Industry: Market Share Breakdown 2025

    India’s Automobile Industry: Market Share Breakdown 2025 🛵🚚
    Curious to know which segment is driving the Indian auto sector? 📊
    I’ve put together an insightful report on the market share trends across categories like Two-Wheelers, Passenger Vehicles, Commercial Vehicles, and Tractors – backed by the latest data and developments.

    🔍 Covered in the report:
    Segment-wise market share performance
    Key growth drivers and pain points
    FADA insights & near-term outlook
    Rural vs urban demand trends
    Impact of regulations, financing & inventory cycles

    📌 This report is based purely on publicly available data from FADA and is created for educational purposes only.

    📥 Feel free to check it out and share your thoughts!

    Automobile Industry

  • Bajaj Auto Delivers Record-Breaking FY25 – On Track for Another Stellar Year in FY26

    Bajaj Auto Delivers Record-Breaking FY25 – On Track for Another Stellar Year in FY26

    Bajaj Auto reported its best-ever financial performance in FY25, driven by a strong rebound in exports, leadership in electric 2- and 3-wheelers, a diversified product strategy in the domestic market, and disciplined cost management. Despite macroeconomic challenges and KTM Austria’s struggles, the company remains confident of delivering another record year in FY26.

    FY25 Highlights: Financial Performance:

    a) Revenue crossed ₹50,000 Cr for the first time (+12% YoY).
    b) EBITDA: ₹10,101 Cr with steady margins at 20.2%.
    c) Standalone PAT: ₹8,151 Cr (+9% YoY); Consolidated PAT: ₹7,325 Cr (KTM drag).
    d) Free Cash Flow: ₹6,500 Cr | Cash Reserves: ₹17,000 Cr.
    e) Dividend: ₹210/share (₹5,900 Cr payout, 72% payout ratio).

    Exports – Strong Comeback:
    a) Q4 Export Volumes: +20% YoY | Bajaj grew 31% vs. industry 26%.
    b) LATAM Focus: Now the largest export region; Brazil plant expanding to 50k capacity by Dec 2025.
    c) Premium Mix: 65% of exports are Pulsar, Dominar.
    d) KTM Exports: Temporarily suspended; expected to resume next quarter.
    e) Guidance: 15–20% YoY export growth expected each quarter in FY26.

    Domestic Motorcycles – Realigning for Growth:
    a) Industry growth: 6% in FY25 (125cc+ segment up 12%).
    b) Bajaj’s 125cc+ market share: 24% (FY23: 21%, FY24: 26%).

    Actions Taken:
    a) 6 new Pulsar variants launched.
    b) Launch of Freedom CNG bike: 60,000 units retailed.

    FY26 Outlook: Industry to grow 5–6%; Bajaj targeting share gains with new launches.

    Electric 3-Wheelers – Bajaj Becomes India’s #1:
    a) Market share jumped from 17% to 33% in FY25.
    b) Launched GoGo electric brand; e-rickshaw to debut in July 2025.
    c) Focus: Upgrading fragmented e-rickshaw market with quality & reliability.

    Electric 2-Wheelers – Chetak Takes the Lead:
    a) Market leader with 25% share in Q4 FY25 (up from 13% YoY).
    b) Launched 35 series platform: premium design, better range, fast charging.
    c) Network: 310 experience centers, 3,000+ sales points.
    d) Nearing EBITDA breakeven (helped by PLI).

    Key Risk: Rare earth magnet supply from China may disrupt EV production from July.

    KTM & Triumph – India Growth + Global Restructuring:
    a) KTM + Triumph volumes: ~1 lakh units (+12% YoY).
    b) Triumph India volumes doubled; store network doubled.
    c) KTM Austria in distress due to e-bike failure & debt.
    d) Strategic Move: Bajaj to acquire controlling stake in PBAG (KTM’s parent); turnaround plan in motion with synergies & governance revamp.
    e) FY26-end expected to show first results.

    Bajaj Auto Credit (BACL) – Financial Arm Scaling Fast:
    a) Turned profitable in FY25 (first full-year PAT).
    b) Disbursals: ₹10,000 Cr | AUM: ₹9,500 Cr.
    c) 40–50% penetration in vehicle financing.
    Operates at arm’s length with strong risk controls.

    Key Financials – Q4 FY25:
    Metric Q4 FY25.
    Revenue ₹12,148 Cr (+6% YoY).
    EBITDA ₹2,451 Cr (20.2% margin).
    PAT ₹2,049 Cr (+6% YoY).

    Risks & Headwinds:
    KTM losses dragging consolidated PAT.
    Rare earth supply delays from China for EVs.
    Commodity cost inflation (aluminum, rubber, OBD IIb norms).
    Domestic 2W demand volatility in southern markets.

    FY26 Strategic Thrusts (7-Focus Areas):
    Strengthen 125cc+ position in India.
    Outpace market growth in exports.
    Scale Chetak, GoGo, Freedom, Brazil business.
    Execute KTM turnaround & capture synergies.
    Grow spares business.
    Elevate KTM/Triumph customer experience.
    Balance growth and profitability amidst volatility.

    Management Outlook: “FY26 to be another record year with best-in-class financial performance.”

    Bajaj Auto ltd

  • MTAR Technologies: Rising Costs, Falling Profits, and Promoter Exit – Time to Reassess?

    MTAR Technologies: Rising Costs, Falling Profits, and Promoter Exit – Time to Reassess?

    MTAR Technologies har quarter naye bade targets announce karti hai – ₹700 Cr+ revenue, 28% EBITDA margin, aur clean energy + aerospace sector mein aggressive growth ke promises.
    Lekin jab actual numbers dekhte hain to kahani alag milti hai:

    Material cost FY23-24 mein 52% tak pahunch gaya, jo margin par direct pressure daal raha hai.

    Profit after tax sirf ek saal mein 104 Cr se gir kar 56 Cr ho gaya.

    Promoters June 2022 ke 47.47% stake se gir ke sirf 31.77% par aa gaye hain, aur usme bhi 10.4% holding girvi rakhi gayi hai.

    Management bar-bar confidence dikhata hai, lekin jab promoters hi apna stake nikal rahe ho, to investor ka trust kahaan se aaye?

    Is report mein humne company ke financials, ground reality, aur management ke behavior ko detail mein decode kiya hai – taaki aap hype ke peechhe chhupe risk ko samajh sakein.

    MTAR TECHNOLOGIES EQUITY RESEARCH REPORT

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