One EV beneficiary?

One EV beneficiary?

June 14, 2026 · 45 min

About this episode

The episode analyzes Minda Corporation and the Auto Ancillary industry using key mental models to identify winning businesses.

Send us Fan Mail In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the company’s business model, product portfolio, JV-led growth strategy, EV opportunities, premiumization trends, FY30 growth ambitions, competitive positioning, risks, and valuation. We also compare Minda Corporation with peers like Uno Minda, Lumax Auto Technologies, Pricol, SJS Enterprises, and Samvardhana Mo...

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