Welcome to the 11th episode of the Indian Market Story with Mr. Dipan Mehta. We discuss the evolving two-wheeler industry in India & the impact of electric vehicles, identifying EV stocks you can buy: 1. Declining motorcycle sales, from 29M units in 2018 to an estimated 25M in 2023. 2. The rise of scooters, empowering women, with Honda and TVS capturing 50% and 24-25% market shares respectively. 3. The $1T opportunity in the two-wheeler EV market, expected to sell 12M units by 2030. Highlights: - Bajaj Auto: Global motorcycle powerhouse with 50% export market, 3.4M units sold, but an undefined EV strategy. - Hero Honda: 48% market share, but a stock price decline of -4.3% CAGR over the last 5 years. Strong EV focus with an 11% market share. - Eicher Motors: Makers of the Royal Enfield Bullet, with a 5-year CAGR for revenue at 8.07% and profit ...