저자: VijayKedia · 외국인
요약 보기
인도 ET Now Swadesh 인터뷰. 키디아는 아툴 오토(3륜차·전기차 제조, 자회사 Atul Greentech)에 장기 투자 중이며, 신규 전기 3륜차 공장(연 6만 대, 최대 12만 대 가능)을 근거로 제시. 디젤·가솔린 차량은 점차 감소하고 전기차 점유율은 증가할 것이라 전망. 배터리 가격이 1년 내 70% 하락할 것이라 주장. 인디고 항공은 2022년 매수 당시 항공 수요 증가를 근거로 들었으나 현재 주가 전망은 언급 없음. 시장 전반은 이미 과열(리테일 유입, IPO 활황, 고평가)이라고 인식하면서도 장기 투자를 강조. 파워·에너지 섹터(Patel Engineering 언급)에 긍정적 견해.
다듬은 글
Welcome to ET NOW Swadesh On The Go after the break and we are talking about our new destination Ahmedabad and in this series, here i.e. in Ahmedabad, Atul Auto's plant is located. Here, ET NOW Swadesh and ET NOW Swadesh's Editor in Chief Nikunj Dalmia had a special conversation with the market veteran Vijay Kedia and what is this all about Vijay Garia and Atul Auto.
Vijay Kedia told why he trusts Atul Auto and what are his future plans in the world of three wheelers and what are the experiments going to be done in the world of electric vehicles. You can watch this interesting conversation on all this in ET NOW Swadesh. Now we have come from Amul, Atul Auto is with us.
Yes, Vijay ji is standing with Vijay Kedia. Vijay Kedia has come to Atul Auto because they have made a big investment in Atul Auto. And so tell me where do we stand? Colourful, colourful flowers are blooming here. Yes, yes, you guys are here in Ahmedabad and this is Atul Auto's factory, Atul Greentech.
There is a subsidiary where electric three wheelers are manufactured, so standing here is our state of the art and new plant which was built two years ago and has just started operating and for three wheelers, in my opinion, this is the world's most state of the art plant for three wheelers, for stand alone three wheelers, a better plant than this in my opinion, for three wheelers, our present capacity of three wheelers here is 60000 nm, the present capacity which can be up to 120000, so why did you invest in Atul, because you have come into electric vehicles, because you have said earlier also, you had placed a long bet in Atul Auto, you had made a big commitment, or why are you doing what is called a second inning, the second inning has happened, yes yes ha ha, the second inning has happened because of course, as you said, soon and later, whatever you are seeing here right now, whether it is LPG or understand There is CNG, petrol, diesel.
A time is coming when all of them will convert to EV. So, do you think that if CNG, electric CNG, and ice engine diesel engines are discontinued, then CNG will remain. As is understandable, CNG will remain for another 8-10 years and petrol will also remain for 8-10 years because only petrol engine is used for CNG.
Diesel may become extinct or disappear within two-three years. And ultimately, the market share of electric two-wheelers and electric vehicles will keep increasing, and that of diesel and petrol will keep decreasing. CNG will remain. It seems that people tell us that there is a problem with gas-powered electric vehicles, be it two-wheelers, three- wheelers, or four-wheelers, that the battery inside it is imported and its price is very high.
You have to change the battery every three-four years. And the components inside the battery, which are called lithium and rare metals, are available in India, otherwise people would do something like this regarding each major raw material. No, where does the fuel that comes in the vehicles you use come from?
India does not produce it, sir, that too is imported, so you import the fuel for that too, the fuel for that too changes, sometimes it becomes zero dollars, sometimes it becomes $10, sometimes it increases, okay, the price is not decreasing at all in that, if you see, its price is not decreasing at all, here the price of the battery will decrease by 70% within a year, the price of the cell will decrease by 70% in a year, it will decrease further and will decrease by 70% in the coming, maybe in two years it will decrease by another 70%, so this will be such a good equation sir, one thing will happen that your foreign exchange is yours, I don't want to tell you, I am younger than you, what difference does it make in two-four years, the price of this battery is going to decrease gradually, the price of the cell is going to decrease in this, so the per kilometer that you It will cost you so much that it is so negligible that it seems you are driving it for free.
If I say I am 50 years old, then two years here and there are not more than 50, you are telling your age 10 years more [laughs]. When you invested in Atul Auto for the first time, did you have any price target in mind and you still have a price target? No, no, I have, leave aside the lotto. In whichever company I have invested, I never had any price target in my life, I never had any time target.
You see, Sera Sanit gave me 16000 times return, 16000 times return, it became 100,000, it became a lion of one rupee. Yes, if there can be a dividend in it, no, I would not like to say this on TV right now, but your aspiration remains the same, what record have you established, what journey have you been on, you expect the same in the next journey, so this is wishful thinking, but you do not know what you can become, you do not know yourself.
The last time you came on our channel, the budget was a year ago, in February 31st January, in fact, you talked about Indigo. The fare of Rs 1800 has become around Rs 4000. Thank you very much. All the viewers are saying the same thing. So, with what thought did you buy Indigo and now do you think that the long flight of Indigo can falter a bit.
Yes, I came on February 22, 2022, yes on 23rd, sorry, it was 13-14 months ago. At that time, I felt the same thing brother. At that time, if I had seen its balance sheet or its profit loss, I would never have been able to buy Indigo. I don't look at that, I look at the concept, I look at the story, which new story is going to be made where.
I felt the same thing that suddenly, you see, for the last two-three years, the airport is full. Indigo 's counters are empty. Its market share is at 60%. People have started travelling inside the plane. Till yesterday, what we used to consider as a luxury, that is, travelling in a plane. We used to travel wearing suits and boots, now people travel in planes wearing lungis, half pants, slippers, without feet or shoes, so the necessity which is a luxury has become a necessity, so I understood that there is no need to understand it, the balance sheet will be made later, the balance sheet that you see, I realized one thing Nikunj Bhai, the balance sheet that you are seeing today is looking at the past, it is like astrology, you are looking at the past, what will you do by looking at the past, what is going to happen in the future and the market share of the company at 60 would not have happened without the quality of management, right, the market share of 6-65, then at that time I had some spare money, I bought Indigo, I feel that this story is going to last for 10-20 years, if they call it a telecom, what happens is that you enter it and go out from there, just like hydrogen is coming, everything is getting transformed like this, similarly if there is some technology then it is a different matter, otherwise if We will be able to survive without planes and this is going to happen in three wheelers as well, why not, these will also be autonomous when we could not even imagine cars 10 years ago, autonomous or flying cars, flying taxis will come, so when flying taxis come, these are also taxis, brother, we used to see them in James Bond's movies, yes, we did see them, then yes Atlee, so whatever you think, whatever fiction you think, it is reality somewhere, so what did you think about auto, what did you think, no, I saw, they are well known people, they have good management, they have capacity built in them and they are utilizing the under capacity and they have the same aspiration to move forward, and so I said then what is there, then we can do the second together, there is a common consensus in the stock market now, yes brother, retail has come, there is more funding, speculation is going on, the IPO market is hot, valuations are expensive, that is, the stock market has now come to its last innings, every market has a lifespan, everyone believes that Now, from youth to middle age, he has now reached , the innings is over, it is over, I do n't think so, the innings is over, maybe the innings is over, but the match is not over, meaning the series is not over, this is a marathon, people who say such things, their view, their vision, is of 100 meters, so after adding 100 meters, I think it is over, I am adding a marathon here, brother, what is 42 km, 40 km, so it is possible that 1000 meters is over, 5 km is over, so that stage is not over, it will happen once, the market will fall, if that it will come back a stock is patience and that is quantity, yes, think long term and invest big.
Yes, so will this basic mantra work forever? orrow knowledge. I can copy your words by listening to you and taking your courage. Patience is also difficult for me to come by, that is also very important. How do you control your patience and see if the stock falls by and indulge in hooliganism. When I was young, that must have been courage.
So, this is a gifted thing. Whatever small courage is there in me, right now it is courage according to my capacity. If today, if I have to lift 40 kg, I can lift 20 kg. I can lift 30 kg, 40 kg, so according to me, I feel that he is into options? That too requires want that courage. The courage should be like this.
Sir, I have realized one thing in life. Okay, okay, Nikki, listen brother, hurt, th a fourth floor without any resistance? Because the gravity structure of your body, which has made you, will shatter if you jump from a fourth floor. So, you should not take that courage that specific stock with you after Indigo.
Now, it has been a year since that discussion, now people are talking. Yes, we did not buy Vijay ji's Vaibhav, we did not buy Indi, now this time we will definitely not buy it, and it is like this, isn't it? I als't look at the price wise, right now in India, I find everything bullish. For me, you should invest in any sector, like my quote is Nikunj, invest in , yes, you will get a lot of sectors, EV has become one, energy has become one, TV has become energy, right now in power, it seems as if there is going to be a demolition, as they say, there is a peak power shortage during peak hours, you have invested in it, I am not in power, but the power plants etc.
that they make, like Patel Engineering, understand, I have an investment in it, so I am giving Patel Engineering only for reference, so this is what I feel, in EV, I feel that nothing of this has happened. This entire ecosystem is not ready yet, it is going to happen. You just have a simple look at my company Atul Greentech which is a subsidiary, its production is just beginning, it will be wrapped up now, it is under a valuation of Rs 50 crores, it has not made any profit, it did not make any profit, before that there is valuation, the benchmark has been set, yes the benchmark has been tied up with j and tied up with h, yes yes j and British Petroleum is their consortium or whatever joint venture it is, GV has been tied up with it, I have a tie up with Vale of France and I learnt new things, it is a very colourful factory, blue, red, yellow, all kinds of colours, it is a very innovative factory, it was a very good experience, so thank you very much for having us over, thank you very much, thank you brother, thank you brother, pranam
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