EQ Saturday Sapience - 138
Equity Intelligence 27th September 2025
Quote for the Week
“If you study the root causes of business disasters, over and over you’ll find this predisposition toward endeavors that offer immediate gratification.” —Clayton Christensen
Picture for the Week
Podcast for the Week
Asymmetric Podcast… H1B Pullback & GST Push: Macro Risks, Q-Comm Plays, and India’s Changing Consumption Story… Watch more
Articles for the Week
India plugs into China’s batteries… A lithium-ion battery system has four main components: cells (65% of cost), battery pack assembly (15%), battery management system (15%), and housing/cooling systems (5%). India has some expertise in all of the lower-value parts of the chain. Companies like Exide, Amara Raja, Coslight India, and dozens of smaller players can assemble cells into battery packs, integrate cooling systems, and develop battery management software. The one thing we don’t yet have expertise in, however, is also the most crucial: cell manufacturing… Read more
New CAFE norms: How the Centre plans to make cars more fuel-efficient from 2027... The automobile lobby, Society of Indian Automobile Manufacturers (Siam), had called the energy efficiency agency’s draft proposals very aggressive. Experts lauded the move, suggesting that the government is tightening the screws around the industry even as firms believe the norms are too aggressive… Read more
India's Consumer Market Evolution: Premium shift & Global Context... From Price-Sensitive to Premium: India's $4.3 Trillion Consumer Revolution. Consumer spending in India is expected to grow by an astounding 80% from $2.4 trillion in 2024 to $4.3 trillion by 2030, driven by structural transformation rather than cyclical growth patterns seen in other markets… Read more
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