Скачать или смотреть Lumax vs Fiem Industries | Growth vs Value Investing | Best Auto Ancillary Company |Small Cap Stocks

Lumax Industries and Fiem Industries are both leading auto-lighting players, but they differ in segment focus and customer mix.

Lumax has a stronger presence with 4W OEMs and a higher overall market share in Indian automotive lighting, supported by multiple manufacturing and R&D centres and long-standing marquee client relationships.

Fiem is more skewed towards 2W, with key clients like Honda Motorcycle & Scooter India and TVS, and has built its edge through strong in‑house R&D and early adoption of LED lamps in 2W models.

00:00 – Introduction and context setting for Lumax vs Fiem comparison.
03:34 – Discussion on past returns and overall growth parameters of both companies.
07:33 – Segment explaining how one is a high beta “growth” play and the other a value-driven company.
10:09 – Cash flow parameters comparison and commentary on fundamental strength of Fiem vs Lumax.
14:02 – Explanation of why the market is rewarding Lumax Industries more than Fiem over the last one year.
15:42 – Discussion on future growth, capex plans including Lumax greenfield capex for Maruti and Toyota.
17:51 – Comparison of future PEG and growth from different bases for both companies.
19:05 – Quick framework discussion: whether both companies can grow sales at 20% plus.
19:13 – Point where Fiem scores better on current fundamentals like capital efficiency and valuations.
21:18 – Conclusion that Fiem looks fundamentally better today but Lumax may have superior future growth potential.

Disclaimer:
This video is for educational and informational purposes only. It does not constitute any investment advice, stock recommendation, or buy/sell call. Please do your own research or consult with a registered financial advisor before making any investment decisions.

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