1. Increased share of suppliers in working with OEMs from design stage :  MForesight: Alliance for Manufacturing Foresight  estimated global percentage to be <50% in late 1980s to ~70% in 2011. Since 2011, no quant estimate is there but  - My understanding of space suggests that this number has risen significantly globally  - In Indian context, Tier-1 has largely been predominant till 2018's, so the pecentage is bound to be much less than global standards 2. Since 2018 follow

Study Name : State of Drone Market : Strategic v/s Tactical Focus across 20 market participants Since 2019/late 2021:- 1. Use cases have evolved from defense surveillance to urban mapping. From agriculture monitoring and terrain mapping to water sprinking, seeding and fertilizer applications 2. Some startups have IPO'ed while some have raised significant capital. Others have gone through acquisitions and partnerships with global drone partners 3. More and more players are foc

Quick pointers below:- 1. Since late 2024, cocoa farms in West Africa are running affected of virus and pests. Weather fluctuations have been common since 2012 2. But the question is not "what has company done since then?" question is what has Mondelez done for the farms? 3. Go back 7 years, 2017, Mondelez and similar firms requiring Cocoa had flagged that farms in West Africa need innovation to save from pests and virus! However, little consistent efforts have been seen here

State of Digital Transformation at Indian Auto Ancillaries (H1'26) My quick take on what they are doing very well:- 👉 One of the strongest performers in my assessment especially on the digital design and digital manufacturing nuances (Advanced MES deployments) 👉 One of the few auto-ancillaries which is implementing digitization initiatives basis a structured framework and not haphazard POC implementations. Their ZF Production System (ZF PS) is a 360 framework focusing on al

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1.  Palantir Technologies  in their filing notes " Across both the public and private sectors, there is a history of failures when investing in new technologies. One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered, and the project was terminated. Many of our customers have had similar experiences investing millions — even billions — of dollars in digital transformation projects, e

A cybersecurity engineer with 9+ years at Electronic Arts, Tesla, Al Jazeera, and Verizon secured EB-1A green card (~12 months) and O-1 visa (~14 months) through parallel strategy. His work in gaming security, DNS scanning, zero-trust permissions, and SAST/DAST protected millions across critical sectors—but success demanded amplifying "invisible" impact via public display. Public display was the game-changer , transforming internal tools into USCIS-recognized extraordinary ab

NVIDIA ,  Oracle ,  Meta  seem to be in the most turbulent zone for the next 1-4 year time horizon! I ran a 2x2 analysis on quantum of risk v/s Immediacy of risk on select US tech companies Parameters used on both X and Y axis:- 1. Difficulty in monetization and sustainability of AI initiatives 2. Threat to existing key (>50% by revenue) revenue component 3. Failure to hire and retain key personnel 4. Effect of macro-economic factors Insights :- 1.  Netflix   Shopify   Adobe

From 1984 to the current date...how has the SAP, ERP, FP&A automation and Vision AI systems adoption evolved at Indian enterprises Got chatting today morning with  Vaidyanathan Venkataraman  on how the finer nuances of adoption has shifted across - Functions (Finance, Marketing, After Sales, Manufacturing) - Industries (Liquor, Textile, Automotive and other asset heavy areas) - Business cases changed from cost savings to competitiveness and where was the peer pressure Full vi

State of Digital Transformation : Spotlight on  Uno Minda My quick take on what they are doing very well:- 👉 Among all the players analyzed Uno Minda is one of the strongest players in the product design space. INITIA divison specializing in design research and modeling is key to their strong competence in the space. 👉 Implementation of solutions for centralized supplier management is now becoming an industry standard. Good to see Uno Minda adopting it. 👉 Moderately good s

State of Digital Transformation : Spotlight on  Bosch India My quick take on what they are doing very well:- 👉 Bosch India has the highest score on Industry 4.0 deployments for "OEE enhancements, production monitoring & process optimization" 👉 Focused efforts on cost-discipline through granular cost analytics and predictive spend mechanics 👉 Running post-manufacturing CX initiatives in the after-sales market for "Online Repair, Service Prime, eWarranty, SMS updates" Strong

Contrary to common philosophy that Industry 4.0 capabilities are limited to North American and European enterprises, certain Indian Auto Ancillaries are holding strong ground... My set of quick observations:- 1. 2 companies -  Gabriel India Limited  and  Lumax World  came as surpise to me while performing the analysis. You can yourself see that these two firms are fighting weight above the belt. While they are small from a market cap standpoint, they are investing significant

Motherson Group  completed ~23 acquisitions in last 5 years. While 23 in itself is a very high figure especially from a successful integration standpoint, synergy realization being the secondary aspect While I was understanding their current state of digital transformation, of these 23 acquisitions, ~70% acquisitions point to only mechanical know-how, tech-transfer expansion ~30% acquisitions, which is both a significant percentage and absolute value bring in Industry 4.0 and

I have studied 6 Indian Automotive OEMs across all manufacturing value chain levers to understand the kind of initiatives they are taking to become better through Industry 4.0 and Digital Transformation Below is the ranking, please note, the ranking will change as more and more players are studied by me Ranking Methodology:- Digital transformation initiatives (taken up in last 1.5 year and those planned for next fiscal) are considered) These initiatives have been fetched from

While going through the annual report for Sona Comstar (an Indian Automotive Supplier and listed script) today, I came across this word "Singhavalokana" which means and I quote the definition provided in the report "it is believed that after a lion has traversed a meaningful distance in the jungle, it looks back to examine the path it chose, and this is referred to as ‘Singhavalokana’ in Sanskrit. CEO, Vivek Vikram Singh (VVS) calls out interesting industry adopted practice o

For years, Analyst Relations (AR) was a term synonymous with large enterprises. It was often perceived as a function focused solely on securing a spot in prestigious reports like Gartner ’s Magic Quadrant (MQ)®. The idea of a dedicated AR role was virtually unheard of in small and midsize enterprises (SMEs). However, this perception has evolved significantly in recent years, and AR has become a familiar and valuable function even for smaller organizations. Pramit Ghosh (PG)

A known of mine started their artificial jewel business in Oct'23 and recently reached out to me to understand the digital marketing landscape and specifically to understand which vendor would suit their needs Now, before we delve deeper, we need to understand that unlike product, services is a very different ball-game. I always say" A hard-checklist is easy, but a match is very difficult" I can run a very quick "Yes/No" binary on the needs pyramid of the client across 8-10 a

Not sure if bottom-lines will improve, but telco's should definitely grab eyeballs of every global investor While this year, I could not, last year, same time, I had fascinating conversations with leaders across Ericsson, Nokia, Airtel, Jio at the India Mobile Congress. Two developments that caught my eye include :- 1. Monetization of network slicing 2. Growing relevance and adoption of private 5G across use cases in manufacturing and mining While the year has passed by, to b

Have you ever run a quick survey on what most SaaS products and services are catering to these days? Did you notice a majority chunk selling you real-time monitoring of what your employees are doing in office? Or solutions providing you time and motion study of shop-floor workers? Or capturing communication of how your tele-calling guys are talking to your customers? Utilizing GPS tracking for real-time vehicle location updates Real-time oversight of production lines Overseei

This year has been a particularly hectic year in terms of M&A! While towards the start of the year we saw acquisitions across asset-heavy verticals, mid year disruptions in the automotive space and limited pick-up of discretionary spending across the board saw 2 significant developments :- 1️⃣ Both the IT and engineering services providers are re-pivoting to strengthen their competencies in the key niche areas where they are already dominant 👉 The first case in point being C