Deepak Patel

Chartered accountants

[Deepak Patel @Deepak___patel_]

4/ Real Valuation Advantage

At 37.8x P/E, Eicher is a grounded alternative to hyper-extended peers like TVS Motor (55.4x).
Analysts maintain a steady median target of ₹8,095, with Goldman Sachs scaling up to a bullish ₹9,200. #Investing #EicherMotors

[Deepak Patel @Deepak___patel_]

3/ The Secret Growth Engine

Beyond two-wheelers, the Volvo Eicher Commercial Vehicles (VECV) joint venture is capturing India’s infrastructure boom.
Recent updates show an impressive ~29% YoY sales growth in heavy trucks and buses.

[Deepak Patel @Deepak___patel_]

2/ Bulletproof Balance Sheet

Eicher operates with a Debt-to-Equity ratio of just 0.01. Add a massive 30.5% Return on Capital Employed (ROCE) and a -43 day cash conversion cycle, and you have a business essentially funded by supplier capital.

[Deepak Patel @Deepak___patel_]

1/ The Royal Enfield Moat

It’s not just a bike manufacturer; it’s a global lifestyle play. They hold a near-monopoly in the 250cc–750cc middleweight category.
This extreme pricing power secures an industry-leading operating margin of ~23.6%.

[Deepak Patel @Deepak___patel_]

The Royal Enfield Moat:

Despite market cycles, its premium brand equity and elite efficiency metrics make it a standout asset. Here is the breakdown:

#StockMarket #Investing #EicherMotors #Nifty #Automotive

[Deepak Patel @Deepak___patel_]

https://t.co/jsqhipxgEg

[Deepak Patel @Deepak___patel_]

https://t.co/nIkICEyRaK

[Deepak Patel @Deepak___patel_]

I just wrote my first note on Substack https://t.co/vYNo2jFFWa

[Deepak Patel @Deepak___patel_]

India EV scooter market SHIFTS:
Legacy players now dominate over startups

Stats: • Legacy brands: 60% market share (was 34% in 2023)
• Jan 2026: TVS 34K units (+43%), Bajaj 25K (+19%)
Ola: 7.5K units (-69%), fell from 46% → 19% share

Why? Service + trust > tech hype
#EV

[CA Sansaar @casansaar]

Very Sad News.
CA.Alok Gupta dies at the age of just 40 years.
May his Soul Rest in Peace.
Request every one plz take care of yourself.
"Jaan Hai to Jahan Hai"
Bhaad me gayi all these Due Dates.
@theicai @FinMinIndia @nsitharaman @ianuragthakur @narendramodi @PMOIndia @AmitShah