In today’s briefing:
- Maruti E‑Vitara Launch: Make in India, Make for the World…
- The Beat Ideas: Scoda Tubes – Ready to Double Capacity, But Can It Deliver?
- The Beat Ideas: SJS Enterprises, A Niche Premiumisation Play
- Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025
Maruti E‑Vitara Launch: Make in India, Make for the World…
- Prime Minister Modi kick‑started production and global dispatch of Maruti Suzuki’s e‑Vitara EV with a “Make in India, Make for the World” pitch.
- It marks India’s ascent as a global EV manufacturing hub while bolstering local EV infrastructure and Japan‑India industrial synergy.
- Suzuki is investing INR 70,000 crore (~US$8 billion) over 5–6 years and targeting 50k to 1L units of EV exports each year.
The Beat Ideas: Scoda Tubes – Ready to Double Capacity, But Can It Deliver?
- Scoda Tubes is doubling seamless capacity and scaling welded capacity to 20,068 MTPA and 13,150 MTPA by FY27, with trial runs from H2 FY26.
- This expansion positions Scoda to grow 2.5–3x industry pace, capture global demand, and strengthen its competitive edge against larger peers.
- Scoda’s integrated operations and strong export growth improve long-term visibility, making Scoda a potential re-rating candidate.
The Beat Ideas: SJS Enterprises, A Niche Premiumisation Play
- Management reiterated a plan to double revenues in 3–4 years, anchored on premiumisation, global expansion, and synergies from the Walter Pack acquisition.
- Decorative aesthetics is gaining relevance as OEMs push differentiation via design, while exports de-risk domestic cyclicality.
- The growth vision is credible, but execution in integrating Walter Pack, sustaining >25% EBITDA margins, and scaling exports to ~15% of sales will determine delivery.
Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025
- In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.
- Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.
- This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
