Simplifying finance.... • 1d
When I look at the EV industry today, the story feels less about sustainability hype and more about balance sheets. Demand is real, policies are supportive, and adoption is rising but profitability is still uneven. • EVs are capital-intensive with long breakeven cycles • Battery costs control margins more than vehicle design • Price wars can amplify losses faster than volumes add value • Scale helps, but cost discipline decides survival Some players benefit from strong cash flows and integration, while others struggle under funding pressure. The gap between growth and value creation is widening. 📌 My takeaway: EVs are a long-term transition, not a short-term trade. The real winners will be those with resilient balance sheets and patient capital. 👉 For a deeper breakdown and investment insights, refer to the attached link.
Founder - Burn Inves... • 1y
why the RBI isn't taking any action against P2P platforms for accepting lenders' money on their own balance sheets. According to RBI guidelines, P2P platforms cannot accept money on their own balance sheet or provide rapid liquidity to any lender, ye
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