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Motilal Oswal Report
While the advent of electric vehicles is causing disruption for incumbents, it is creating big opportunities for smaller players, new entrants, and start-ups alike. Globally, and in India, this has created substantial interest among financial investors in this emerging ecosystem.
The recent fundraise by Tata Motors Ltd. in the e-passenger vehicle business and the resultant re-rating of the stock has made us curious about how investors should look at the valuations of the EV businesses of incumbent original equipment manufacturers and whether a re-rating should depend on the external fundraise.
We believe the valuations of pure EV businesses are driven by-
the expected pace of electrification in the segment and
the competitive landscape in the EV segment.
In the Indian context, the speed of electrification would differ substantially across segments.
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