Full transcript of “Mid Cap Company🔴 Clients देखोगे तो होश उड़ जायेंगे😱😮🔴 Tesla,TATA JLR,Volvo,GM,Ford🔴Sona BLW BYD Deal?”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:03 Hello friends, I heartily welcome all of you to SMC channel. So friends, in this video we are going to talk about only one company, but before that I would like to give a clear cut disclaimer. Brother the whole video is related to educational purpose. Ok? I am just trying to give information here. And I am going to try to present to you the news that is going on in the market today. So in case you have to take any decision related to shares like buy, sell, hold or average, you can take the decision after discussing with your financial advisor. So let's start. Like I just told you, we will try to cover only one company. So, this company that we are seeing , what is the size of the company ? So, this is a mid sized company that we see here. Now this is a mid cap, mid sized company. So,
0:49 what basic idea do we get from this ? Yes, there will always be risk in the company. Ok? There are many people who go to a mid-cap company and then the company starts showing volatility. Then he cannot tolerate it. Ok ? So why is all this market cap mentioned? This is why it is told so that you can get an idea about which company you are studying? What things can you see there? So, in which segment does this company operate? So friends, the company works in the auto annular segment. Ok ? Auto Annuity means we can see this company working here in the field of vehicle parts. And friends, this company remains in a lot of discussions because of its clients. As of today's news, I mean,
1:35 in the clients, if this news turns out to be true, then one more big name will be added to the clients, brother. Ok? So already if you look at the clients of the company segment wise, like if I talk about passenger vehicles then you can look at the names of the clients of the company. For example, in India, the name of this company is there in the parts that it provides to Maruti Suzuki. Then if we talk about Renault Nissan, then at the global level it is present in India as well as in Japan. Then if we talk about General Motors in the passenger vehicle sector, their business can be seen in America. If we talk about Ford, then the parts used in the Ford cars manufactured in America come from this company. If we talk about Daimler, Germany Daimler means Daimler, the parent company of Mercedes, then we can see its clients in the passenger vehicle segment and by looking at the name you can understand that the company
2:23 works at a global level. That means, there is America , Japan, Germany, and of course India. So these things can be seen. Not only this, if we talk about UK, Tata Motors, Jaguar Jaguar Land Rover, it provides parts to them as well. If we talk about Sweden, we can also see Volvo Cars among their clients. We have talked only about passenger vehicles. If we talk about commercial vehicles , heavy vehicles, then you can see that this company provides parts to Ashok Leeland in India. The contribution of this company can be seen in the trucks of Damler of Germany. I am saying again, this does not mean that the entire contribution is from this company only. There are other companies also. So, we try to contribute from our side as much as we can. If we talk about tractors, here the name related to tractors, especially India, comes to the fore.
3:09 So you can check it. See everything about tractors in India, Mahindra & Mahindra provides parts for its tractors here. Then this company which you can see here, if we talk about TAFE related to equipment, this company also provides parts for tractor and farm equipment. You already know about Ascot. If we talk about Volvo Esh, whatever business they run in India, this company works to provide parts to them. Then friends, if we talk about which is the future oriented business, then electric vehicle, you all know that EV is seen growing at the global level, it is also seen growing in India and in EV, see who is their client, Tesla, yes, if we talk about Tesla, we get to see their client, then you will get to see many more big names here at the
3:54 global level, these names which you can see here. If we talk about India, then we get to see this in Mahindra's electric. Then in the vehicles which are seen in India, we can also see the parts of this company while going. Along with that, if we talk about Revolt Motor in India, then if we talk about the parts of this company and USA, then these are some of the OEMs that can be seen. If we talk about Europe, you will find some of these names also. So after reading this much data you must have understood that though the company is a mid-sized one but it is not any ordinary company. A very good client base of this company can be seen here and the name of America appears here again and again. We see the name of Europe coming to the fore. That is why, friends, you will remember that when Trump spoke of tariffs related to autos , tariffs related to auto annulary , this company was
4:41 devastated. Ok? This means that having presence at the global level is also an advantage. You can also call it a disadvantage because global level risk also comes into play. So which company is it? what is his name friends? So the name of the company is Sonstar. Yes, if we talk about Sona BLW here, then this is that company, friends, which works in the auto annulary and today another big breaking news related to this is coming out through the report, meaning this news is still officially confirmed, otherwise what is the news, friends, as I had told in the beginning of the video that there is another company, a big company, which can perhaps become their client here, and the name of that company is BYD, yes friends, if we talk about China's BYD here, all of you know what presence of this company is being seen at the global level ? And it operates in the electric segment.
5:26 You all already know it. And if we talk about the EV space, who is number one in the electric vehicle space? Tesla has gone into the world, friends. TESL has now come to second position. If you said Tesla, then Tesla has a market share of approximately 13%. I am talking about BYD's market share in the EV space at the global level. As per the data at the end of financial year 2024-25, we can see BYD moving at number one here. After that you can see that Volkswagen will be seen around 7 to 7 1/5%, then if we talk next, Volvo group comes, then 6.7% and other groups also come, then 5% or some 4%, then BMW 4% but what is important? So you can see BYD here and as I just told you here, friends, this is the news we are getting to see here.
6:12 Due to which even today this stock was seen flying by 7.5%. Ok? Through the report, the news has come out through the sources here that we can say that this BYD, that is, the Chinese electric vehicle manufacturer BYD and along with it, we are seeing talks taking place between Sona Comstar. For what purpose will they supply the EV related components which we can see here. Ok? Apart from this, if we talk about it here then you can see here that the talks which are going on between Son BLW and BYD are in an advanced stage. Ok? And we have been seeing this going on for several months now. We are getting to see such news here through sources. What it means friends is that news related to this may come as soon as possible. When it is said in the advanced stage, it
6:58 means yes, if it is said that it is in the preliminary stage, then you can say that maybe the addition will come after a long time but in the advanced stage, it means we can say that the deal can also happen. Ok? Next if we talk here friends then you can check here that it is also being said that if in this case the deal actually happens then maybe Sona Comstar i.e. Son BLW, it can probably open a manufacturing plant in China also. It can enter China. Yes, factory setup can be done there. Can setup a manufacturing plant. Partnership can also be done here. There will again be their long term road map. Will collaborate with BYD. We are also getting to see such news here through reports and sources. And if we talk about Sonstar here. Ok? So, the revenue that is
7:43 seen in them, out of ₹100 revenue, now ₹35 and 35% contribution from We Can comes from the electric vehicle business. And you know who their client is. Tesla, you can guess, friends, they already have Tesla. Moreover, if Bhiwadi also comes here then the world's number two big giant companies will become its clients here. Ok? If it happens then is it ok? If there is talk of crocodile here then this is the thing that we got to see here today. And because of this, you all must have seen here that we are seeing a very good rise in the shares of Sonstar. What do a lot of people do right now? We see the speed and take the decision to let's go. What will happen someday, brother? Then the fall will come. Then he gets disappointed. So remember friends, boom and recession are common things in the stock market.
8:29 Decisions always have to be taken after looking at the business. B = B If you want to buy then you have to proceed after looking at the business. Multiple risk factors also come along with business. Like I told you their business is on a global level. It is also in Europe. It is there in America too ever since Trump came here. This company has also got into trouble. So you cannot neglect this point here. Rest if we talk about share holding pattern then you can check that also. So no one asks many questions related to this in the comment section. Why? Because if you look at the public holding, not even 10%, the public holding is around 7.5% which has increased a little bit in the past some time. 7.44 7.5 to 7 End Right Now 7.62 Remaining promoter holding 28%. The promoter's holding is so low. So what's there to worry about ? There will be cause for concern only if there are no institutionalists. But you
9:16 can see it yourself here. If we talk about FIS then almost 30%, if we talk about DIS then more than 30% 34 43, so if you check combinedly then more than 50% is with the institutions themselves. So that is not a matter of worry. When does it become a matter of concern that yes, even they do not have this. They don't have it either, they don't have it either and the public is sitting after purchasing the goods. So there is a matter of concern there. And public, you can see here it is running with only 7.5% holding. So, okay friends, whatever news was related to Sonam star, I have put it in front of you here. Before I go further, I would like to give two-three disclaimers. First of all, this deal has still not been finalized. The exchange also asked him, why has the share price increased so much? So obviously I have to tell you. So he told that as per the normal business, we are trying to tie up
10:02 with in India and outside India. So maybe due to this thing, we are getting to see the boom here because we are getting to see the news through the reports. So it remains to be seen whether the deal is successful or not. Ok? And if it happens then it is a very good thing, brother. Ok? So if you want, you can also study this company here. So, I hope you find the video helpful. If you want, you can also like and share it. See you in the next video, till then, bye bye.
