Could HDFC Bank be a Big EV Winner? The Answer Will Surprise You...

Oct 13, 2021

Star Wars.

I was quite taken aback by these words from a friend, who is a self-appointed advocate of this Hollywood franchise.

The reason? We were not discussing movies, but factories. More specifically, the brand new electric vehicle factories.

My friend, a journalist, has recently visited Ola Electric's gleaming new factory in Bengaluru.

And all she could relate the factory to was her favourite sci-fi movie series!

She was told that 5,000 robots are digitally integrated into Ola's AI-enabled mega-factory.

They optimise performance, productivity, and product quality.

Engineering major ABB's robots and automation solutions ensure remote digital connectivity at Ola's factory.

--- Advertisement ---
The Hidden Opportunity in EV Stocks No One Knows About

With today's fast-changing technology and concern about the environment, the popularity of electric vehicles (EVs) has been on the rise.

Most investors go the usual route of investing in large companies and waiting to rake in profits.

We believe that's not the best approach.

In fact, our research has uncovered a hidden way to make potentially windfall gains from this EV opportunity.

Interested to know more? You can get all details by clicking the link below:

Equitymaster's Latest Research Project - Details
------------------------------

The automation solutions are deployed in the factory's key manufacturing process lines, including its painting and welding line.

The ABB robots are deployed extensively for the battery and motor assembly lines.

My friend was so impressed with what she saw that she cannot wait to buy the stock of Ola when it debuts on the stock market. After all, the EV opportunity is associated with the early stage billionaires.

Tesla's Elon Musk is not the only one.

According to Bloomberg Billionaire Index, the EV industry has produced five of the 10 biggest wealth gainers in 2020.

  • Bin Li of NIO
  • He Xiaopeng of Xpeng
  • Li Xiang of Li Auto
  • and Wang Chuan-Fu of BYD

A staggering amount of wealth is being generated in record time.

But now, after playing out in the United States, Europe, and China, the EV megatrend is just beginning to play out in India.

The problem is that everyone is looking for the next Tesla.

FREE Event: Discover Your First Stock for a Potential Rs 7 Crore in Long-term Wealth

Investors take it for granted that India's Tesla could be one of the major auto stocks. While this may be the case a couple of years down the line, a gargantuan opportunity in a niche EV space is getting completely missed.

Consider these facts...

  • The number of electric vehicles sold in India could go up 15 times in the next decade.
  • Almost 80% of new passenger vehicles are financed in India.
  • EV financing in India is a Rs 3.7 trillion opportunity by 2030.

So, no matter whether it's Ola or any other EV brand that becomes popular, a handful of EV financers will have their hands full.

Being one of the biggest auto lenders in India, HDFC Bank has a lot going its way.

--- Advertisement ---
What CNBC Won't Tell You...

The next 10 years would be a golden period for Indian investors...

The "Big Bull" Rakesh Jhunjhunwala claims it could be one of the largest stock market bull runs in India ever...

And veteran investor Raamdeo Agarwal says the S&P BSE Sensex could even reach 200,000 points in the next 10 years... All thanks to these...

Highly Powerful Wealth-Building Mega-Trends
------------------------------

The bank is already making plans to tap into this massive opportunity, without compromising on its credit appraisal skills.

And the bank's digital presence could help it enormously to integrate into the EV ecosystem.

My research on the EV ecosystem threw up several such hidden opportunities which are being completely ignored.

If you want to know all about this research, then I would like to invite you to join me at my upcoming special event on the 25th of October at sharp 5 pm.

And please don't invest a single rupee in EV stocks before studying what we are going to reveal at this event.

You can book your free seat by clicking here.

Warm regards,

Tanushree Banerjee
Tanushree Banerjee
Editor, StockSelect
Equitymaster Agora Research Private Limited (Research Analyst)

PS: Equitymaster's secret research has uncovered a little-known way to play the massive 15x Profit opportunity in electric vehicles. Details here...

Recent Articles

Ride the EV Revolution with HDFC Bank December 3, 2021
Why should investors take it for granted that India's Tesla will be one of the major auto stocks?
Omicron: How to Position Your Portfolio December 2, 2021
Taking decisions based on speculative news is injurious to your portfolio.
Is this India's 'Reliance Power' Moment? Here's How to Prepare for it December 1, 2021
Investors forget that market cycles are inevitable and there's no such thing as a free lunch.
Here's How to Make Your Portfolio 'Omicron' Proof November 30, 2021
This is how you can minimise the risk of the latest covid variant to your portfolio.

Equitymaster requests your view! Post a comment on "Could HDFC Bank be a Big EV Winner? The Answer Will Surprise You...". Click here!

1 Responses to "Could HDFC Bank be a Big EV Winner? The Answer Will Surprise You..."

Ganesh Ayyanar

Oct 17, 2021

No

Like 
  
Equitymaster requests your view! Post a comment on "Could HDFC Bank be a Big EV Winner? The Answer Will Surprise You...". Click here!