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Poosarla Sai Karthik

Tech guy with a busi...ย โ€ขย 12d

MRF is a โ‚น61000 Cr heavyweight. It has dominated Indian tyres and cricket for decades. CEAT, at โ‚น15000 Cr, is a quarter of that. But it delivers similar profit margins (MRF: 6.5%, CEAT: 6.6%), comparable return on equity, and pays 4x more in dividends 0.9% against MRFโ€™s 0.2%. It also holds 20-25% share in EV 2-wheeler and passenger tyres. MRF hasnโ€™t caught up there yet.

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