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State of Digital Transformation Assessments (SODT)

State of Drone Market : Strategic v/s Tactical Focus across 20 market participants

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 significantly in R&D and trying to win the innovation and Industry 4.0 race

2. JBM Group, Motherson Group and Uno Minda meet expectations and seem to be on solid track to achieve their designated Industry 4.0 targets. Bosch India has strong potential to up their post manufacturing Industry 4.0 capabilities. With Motherson building its own tech services firm, the developments are expected to be fast there..

2. Shriram Pistons & Rings Ltd. is another firm which is looking very promising to me. Their current capabilities are limited but they have clear laid out push on Industry 4.0 in certain post-manufacturing segments

3. Not so happy with the developments at Bharat Forge Ltd. My independent analysis eye might have missed some developments and I can own up for that but current analysis suggest their approach is lack-lusture in both pre and post manufacturing setup

4. Exide Group is clear top-performer in post-manufacturing Industry 4.0 capabilities

5. Schaeffler India is undergoing strong developments leveraging their in-house capabilities. I hope to see more developments in both pre and post manufacturing capabilities in coming 3 years...

6. Interesting to see all these players leveraging both in-house engineering and IT outsourcing partners.

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 AppLovin appear to be playing quite safe
2. Salesforce ServiceNow Mastercard IBM and even Microsoft are in the moderate combat zone
3. Rest of the players on the right - Palantir Technologies Uber Alphabet Inc. Accenture Apple are about to enter the rough zone
3. NVIDIA, Oracle, Meta seem to be in the most turbulent zone for the next 1-4 year time horizon

Question:-
1. Can you think of any firm that might be playing in the lower half of encircled area below/around Accenture

Write to me at analystankur@house-of-analyst-ankur.com to get the detailed report which provides the hypothesis for the requested company.

Ankur Jain https://lnkd.in/gnnFtq7S

Please note : Analysis is performed by me through an analyst lens. I track the IT, Engineering and SaaS markets for both enterprises and providers, thus understanding the evolving B2B and B2C market needs. Analysis is not performed on any stock price / price-volume movements but strictly on the risk-assessment methods. Not recommendative of any equity picks.

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State of Digital Transformation Assessments (SODT)

House of Analyst Ankur

UDYAM REG :
UDYAM-DL-06-018877

Join our mailing list

State of Digital Transformation Assessments (SODT)

House of Analyst Ankur UDYAM REG : UDYAM-DL-06-018877

Join our mailing list

House of Analyst Ankur

UDYAM REG :
UDYAM-DL-06-018877