Not all Indian Auto-Ancillaries will benefit from today's Union Budget | House of Analyst Ankur скачать в хорошем качестве

Not all Indian Auto-Ancillaries will benefit from today's Union Budget | House of Analyst Ankur

Not all Indian Auto-Ancillaries will benefit from today's Union Budget. You need to enter "House of Analyst Ankur's Sphere of Manufacturing Excellence"!!! Which Auto-Ancillaries will benefit? Only those Auto-Ancillaries will benefit which sit in "House of Analyst Ankur's Sphere of Manufacturing Excellence" subject to their play in mentioned sub-segments Why only select firms ? Because to reap budget benefits, you need to be at certain level of MES excellence Have you transitioned from ICE to EV driveline solutions? (I have made a video to understand this more : https://lnkd.in/gJrWndtE Are you operationally competitive in battery localisation standards? MES excellence projects started 10 years back will have the benefit in next 5 years... How focused are you on intelligent sourcing and granular cost-accounting to ensure high competitiveness What is House of Analyst Ankur's Sphere of Manufacturing Excellence? I recently ran the 2x2 analysis on Indian Auto Ancillaries All observations here : https://lnkd.in/gJCQeqhm ZF Group JBM Group Bosch Motherson Group Uno Minda Lumax World Gabriel India Limited Amara Raja Group are sitting comfortably in this Circle of Manufacturing Excellence Borrowing quotes from market participants.. 1. ACMA India President Mr. Vikrampati mentions budget's focus on MSME, competitiveness and building India as a trusted source of manufacturing" 2. Lumax World Chairman Mr. Deepak mentions budget's focus on Lithium ion cells sourcing, competitiveness and development of advanced manufacturing ecosystem 3. Uno Minda MD Mr. Ravi Mehra mentions budget's continued focus on semicon, dedicated rare earth corridors and advanced electronics space 4. Amara Raja Group Chairman and MD Mr. Jayadev mentions budget's focus on competitive supply chain development across all modes of transport Analyst Ankur's Take : I as an independent industry analyst hold the view that a lot needs to be done to make our manufacturing and supply chain system more competitive. Having seen and worked with multiple engineering providers on their cases in Europe and North America, a lot needs to be done to build smoothness and trust. At the same time, I hold the view that whatever benefits will flow in the system now, will flow to these set of firms first due to their high-degree of readiness in manufacturing excellence compared to peers. Ankur Jain https://lnkd.in/gnnFtq7S You can write to me at analystankur@house-of-analyst-ankur.com to understand more about what all you need to get the budget benefits. Happy to talk:)