Everyone’s chasing Tata, Maruti, Mahindra for the EV story. 🚙⚡

But the real money? It’s in the suppliers you don’t see. In this episode of The 1% Club Show, with @shashankudupa to uncover the ‘picks and shovels’ of Indi...

Everyone’s chasing Tata, Maruti, Mahindra for the EV story. 🚙⚡
Finance With Sharan
1.9M views • Sep 24, 2025
Everyone’s chasing Tata, Maruti, Mahindra for the EV story. 🚙⚡

About this video

But the real money? It’s in the suppliers you don’t see.

In this episode of The 1% Club Show, with @shashankudupa to uncover the ‘picks and shovels’ of India’s EV revolution.

While everyone’s focused on the car makers, there are small-cap companies quietly building the seats, door visors, and even decorative plastics that go inside your vehicles.

One of them? Pulling 20% EBITDA margins while the rest of the industry struggles at 7–10%. And the crazy part? They’ve delivered consistently solid numbers for 10 years, barring Covid.

So the real question is — are you still chasing the giants in the spotlight, or are you ready to look at the supply chain that actually makes the EV ecosystem move?

(EV investing India, smallcap stocks India, hidden EV plays, 1% Club Show, Shashank Udupa podcast, EV suppliers India, future of EVs, FinancewithSharan)

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1.9M

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0:42

Published

Sep 24, 2025

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