TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection
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About this episode
In this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call summaries and StockScans, then work through their products, competitive advantages, growth plans and valuations.
Sundram Fasteners is expanding in aerospace, wind and other non-auto applications. CUMI is investing in advanced ceramics for semiconductor equipment, fuel cells and defence.
The bigger question is simple: can these established businesses use their existing capabilities to build their next growth engine?
Let’s get into it.
Get every episode summarized
Each time The SOIC Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
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