Tesla is coming to India: What it means for Indian Auto Sector?

Hello Investor!

Electrifying! Tesla is charging into the Indian market, kickstarting recruitment for 13 pivotal roles in Mumbai and Delhi. This bold move follows CEO Elon Musk's recent dialogue with Prime Minister Narendra Modi, signaling Tesla's commitment to India's burgeoning EV landscape.

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Today’s Market Menu

• Focal Point: Tesla is coming to India: What it means for Indian Auto Sector?

• Markets

• Everything else you should know today

• Tutorial: 7 Easy steps to blow up your trading account

• Supercharge your Investing Skills

• Management Speaks: VST Tillers, IPCA Labs, Easytrip Planners

• Stock Screener to up your game

FOCAL POINT

Tesla’s Entry into India: A Game-Changer for the Auto & EV Industry

Tesla is finally making its much-anticipated move into India! With the company initiating hiring for key positions in Mumbai and Delhi, the electric vehicle (EV) giant is signaling serious intent to set up operations. This comes after Tesla CEO Elon Musk’s recent discussions with Prime Minister Narendra Modi, paving the way for Tesla’s Indian journey.

So, what does this mean for Indian companies? Let’s break it down.

Impact on the Indian EV Ecosystem

1. Boost for the Indian EV Market 

▪️ Tesla’s entry will accelerate the growth of India’s EV ecosystem.

▪️ More consumer awareness about EVs, leading to a shift in buying behavior.

▪️ Increased government focus on EV-friendly policies, infrastructure, and incentives.

2. Competition for Indian EV Players 

▪️ Established players like Tata Motors, Mahindra Electric, and Ola Electric will face a global giant.

▪️ These companies may need to innovate aggressively to compete on technology, battery efficiency, and charging infrastructure.

▪️ Price wars could erupt, leading to better affordability for Indian consumers.

3. Job Creation & Skill Development 

▪️ Tesla’s hiring spree will open new job opportunities in engineering, sales, and manufacturing.

▪️ Indian talent will get exposure to cutting-edge EV and AI technologies.

▪️ More foreign EV brands could follow Tesla’s footsteps, further expanding the job market.

4. Supply Chain & Manufacturing Boom 

▪️ Tesla’s suppliers in India—battery makers, component manufacturers, and software firms—will experience massive growth.

▪️ Potential collaborations with Indian companies like Tata Power (for charging infrastructure) and Bharat Forge (for components).

▪️ Expansion of India’s domestic EV supply chain, reducing dependency on China.

5. Infrastructure & Charging Network Expansion 

▪️ Tesla’s Supercharger network could push Indian companies to enhance EV charging stations.

▪️ Investments in better road and charging infrastructure will benefit all EV brands, not just Tesla.

▪️ Faster EV adoption among Indian consumers due to improved accessibility.

6. FDI & Global Attention on India 

▪️ Tesla’s entry reinforces India’s position as a global EV hub.

▪️ Potential increase in Foreign Direct Investment (FDI) as other automakers and tech firms enter the market.

▪️ India could emerge as a key exporter of EV components and vehicles.

Tesla’s arrival in India isn’t just about selling electric cars—it’s about reshaping the industry, pushing local automakers to level up, and making EVs mainstream. With hiring already underway, this is the beginning of an electrifying transformation for the Indian auto market.

MARKETS

Market Turbulence! Today the markets experienced volatility, with the BSE Sensex dipping 29.47 points to close at 75,967.39, and the Nifty 50 slipping 14.20 points to 22,945.30. Investor sentiment was dampened by weak corporate earnings, ongoing foreign investor sell-offs, and global trade uncertainties. Notably, financial stocks faced pressure, while IT stocks provided some relief, with Persistent Systems surging 4.7% following a positive rating from J.P. Morgan.

_{Closing figures as on 18.02.25 (3.30pm IST)}

🔎 Stocks in Focus

🔻 Banking & Financials: Faced selling pressure due to weak earnings and foreign investor outflows, with HDFC Bank & ICICI Bank declining.

💡 IT & Tech: The sector outperformed as Persistent Systems (+4.7%) and Infosys gained momentum after J.P. Morgan’s positive rating.

🚗 Auto & EV: Mixed performance; Tata Motors (+2.3%) and Bajaj Auto (+1.8%) surged on strong sales, while Maruti Suzuki saw profit booking.

🛒 FMCG & Consumer Goods: Defensive stocks like Hindustan Unilever & ITC remained stable amid market uncertainty, benefiting from rural recovery.

⛽ Energy & Oil: Reliance Industries (+1.5%) gained on strong refining margins, while ONGC (-1.1%) dipped due to falling crude oil prices.

NIFTY 500 Heatmap today

Institutional Action

_{Provisional Figures (Rs. in Crores)}

FROM THE FRONTIER

Everything else you need to know today 

💹 Monetary Shift: The Reserve Bank of Australia (RBA) has reduced its cash rate by 25 basis points to 4.1%, marking the first cut since November 2020. This decision reflects progress in curbing inflation, with core rates easing to 3.2% in Q4 2024. However, RBA Governor Michele Bullock emphasized caution regarding further easing, citing the need for more data to confirm a sustained decline in inflation. Following the announcement, the Australian dollar experienced a slight dip, and Governor Bullock described market expectations of additional cuts this year as "unrealistic."

🛣️ Infrastructure Boom: Patel Engineering Limited, in a joint venture, has secured the lowest bid for a ₹1,090.45 crore irrigation project from the Maharashtra Krishna Valley Development Corporation. This significant win, with Patel's share at ₹218.09 crore, underscores the company's robust presence in India's infrastructure sector.

🖲️ Tech Triumph: Tata Consultancy Services (TCS) has been honored in Fortune's 2025 list of the World's Most Admired Companies. This accolade highlights TCS's unwavering commitment to innovation, client-centric solutions, and a people-first culture, solidifying its leadership in the global IT landscape.

🏍️ Motorcycle Marvel: TVS Motor Company has unveiled the 2025 edition of the TVS Ronin, introducing two striking new colors—Glacier Silver and Charcoal Ember. The mid-variant now features Dual-Channel ABS, enhancing safety and style for modern riders.

💰Fund Raising

✅Capital Infusion: Sampann Utpadan India Limited has approved the allotment of 10.5 million fully convertible warrants at ₹33.88 each, aggregating to ₹35.57 crore. These warrants, convertible into equity shares, have been allocated to promoter Sachin Agarwal and non-promoter entities Unico Global Opportunities Fund Limited and EBISU Global Opportunities Fund Ltd.

✅Strategic Realignment: Hazoor Multi Projects Limited has revised its preferential allotment plan, now issuing up to 70.033 million fully convertible warrants at ₹54.80 each, totaling ₹383.78 crore. The adjustment includes the exclusion of one proposed allottee due to regulatory disqualification and the reallocation of warrants to existing investor Lata Sharma.

ONEZERO-F ACADEMY

7 Easy Steps to Blow Your Trading Account

Trading can be highly rewarding, but it’s also full of pitfalls. Many traders—especially beginners—unknowingly make critical mistakes that lead to significant losses. Steve Burns, a seasoned trader, outlines seven common trading missteps that can quickly wipe out your account.

If you want to stay in the game, avoid these costly errors at all costs:

❌ Neglecting Stop Losses: Failing to set predetermined exit points and hoping for a market reversal can exacerbate losses.

❌ Lack of Planning: Entering trades without a clear strategy or defined entry and exit points often results in emotionally driven decisions.

❌ Impulsive Trading: Making trades based on gut feelings rather than analysis can lead to inconsistent results.

❌ Absence of an Edge: Trading without a tested and reliable system or methodology reduces the likelihood of long-term success.

❌ Ignoring Performance Tracking: Not reviewing and analyzing past trades prevents learning from mistakes and identifying profitable patterns.

❌ Overlooking Risk Management: Focusing solely on potential profits while disregarding possible losses can lead to excessive risk-taking.

❌ Avoiding Trailing Stops: Not using trailing stops to protect profits can result in winning trades turning into losses.

Blowing up a trading account is easy if you ignore risk management, trade on emotion, and fail to track your performance. But by staying disciplined, using a clear strategy, and managing risk, you can survive and thrive in the markets.

SUPERCHARGE YOUR INVESTING SKILLS

I Am the Change | Nilesh Shah | TEDxYouth@JNS

MANAGEMENT SPEAKS

Management Call Highlights

✅ V.S.T. Tillers Tractors Limited reported a robust 29% revenue increase in Q3 FY25, reaching ₹219.1 crore. Operational EBITDA surged by 105% to ₹19.55 crore, driven by a 32% rise in power tiller sales and a 43% boost in tractor sales. Despite a mark-to-market loss affecting PAT, the company's core operations demonstrate strong momentum.

✅ Suven Pharmaceuticals Limited is capitalizing on the evolving global Contract Development and Manufacturing Organization (CDMO) landscape, with a twofold increase in Request for Quotations (RFQs) over nine months. Strategic acquisitions, including Sapala and NJ Bio, have bolstered their capabilities in oligonucleotides and Antibody-Drug Conjugates (ADCs), aligning with their vision to achieve $1 billion in revenue through diversified growth in pharma CDMO, specialty chemicals, and APIs.

✅ Easy Trip Planners Limited reported a Gross Booking Revenue (GBR) of ₹2,149 crore in Q3 FY25. EBITDA grew by 20.7% quarter-on-quarter to ₹51 crore, with a margin of 33.2%. Hotel night bookings saw a remarkable 172% year-on-year increase, contributing 11.1% to GBR. International operations, particularly in Dubai, experienced a 227% year-on-year growth, reflecting successful market expansion strategies.

STOCK SCREENER TO UP YOUR GAME

Stocks that have been consistently paying out dividend sorted on highest yield

By Pratyush 

Dividend yield > 2 AND
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SOCIAL MEDIA LESSONS

Worst February Ever

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Mohit & the OneZero-F team

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