Top 3 Stocks to Invest Before 2025 | Long Term Gains | Stocks Decoded by @ShashankUdupa1 | Ep 39

"the first company that I would like to look at is a company called kpit kpit kpit so kpit is a tech company right it company but why I like them over multiple different it companies is one they're in the midcap range midcap to large cap range so they're not as big as the TCS and the infosis but they're one of the fastest growers in the space number one number two they are this company that is also investing heavily into future technology"

"how fast uh almost I think 50 60% is what they've grown I think their Top Line growth has gone up by 34% year on year and their profit growth has been 61% in the last 3 years"

"so tomorrow if sodium iron gets ready and the Battery Technology gets ready this guy's like I have the software what do you want oh so you're already ready right now right so so he's building the software for the he builds the software he does R&D for it he does a digital design solutions for it everything around it right for so if a car manufacturing company comes and wants a solution this guy gives the end to- end solution to them"

"so assuming a long-term Horizon over let's say 10 years I call it the Tata EV combo right okay so if you've heard about the Tata EV Universe right so they have multiple different companies that surround the EV Universe right but I can't invest in all of them because not everything will do well right I had mentioned this in one of my very old videos where I will have a Tata EV car the software is made by Tata lxc right and I go and I want to do a charging of the car so there is a Tata power charging station and the battery is made by Tata chemical and then I while I'm charging I want to go have a Starbucks coffee which is by Tata consumer so Tata has built that entire universe for this right but not everything will do well where I see the key growth triggers happening is one is tataa Motors and the second is tataa power"

"so one of the biggest growth trigger is the interest rate Cuts you would have heard Jerome Pell interestate cut is happening England has already started doing interestate Cuts we've been waiting so long interestate cut has not happened only in the country last two years he's only teasing us giving Chavi he's like Martin I'll do I'll do I'll do he doesn't give anything so now I feel finally they have come to a point where they have to do it because of their labor market and if interest rate cut happens what happens the cost of borrowings for nbfcs go down"

"and if interest rate Cuts happen then spending increases now you have that and you have the second trigger which we're pulling that India will spend now where does India home loan baj gives right Housing Finance Auto Loans baj gives you want to buy new iPhone baj gives so he's a bigger winner compared to all the other players interest rates go down consumption goes up consumption goes up"

"the next company with that trigger is T Motors right so tat Motors has a new Dem merger coming into the aspect what is a d merger they're splitting the tat motor business into two different companies which is happening very soon one is going to be only the EV space so it's going to be a EV company that comes out the other one is the passeng they have the commercial vehicles like your tractors buses and all the other stuff now in today's market tataa Motors both is in the same thing now I only want the EV part because for me that is a futuristic thing"

"so tataa power has this logic of going completely green so not just the charging infrastructure for eevee but also there's a micro play of green energy happening so that's a double trigger that is coming into tataa power and the eitaa margins on that is 30 35% which gives huge profitability for T"

"anything to do with energy transition yes anything that is moving from your combustion not your traditional energy sources to um you know Green energy sources it is a huge opportunity right and tataa power is a listed company which is sort of making some big moves in this energy transition and they'll never have money problems because starta starta they'll never have money problems"

"so I would still play heavy on the passenger vehicle Market because Indians are becoming rich per capita is going up we are doing a migration from two wheeler to four-wheeler aspirations are going up so and EV will eventually come down"

"tataa power they're doing something else called Bess which is battery energy storage which is happening right now which is a new project that India has taken up to ensure that the consumption of energy is very good right they're doing a lot of technology in this BSS system"

"if I take a blended average of this I see the problem is last three years have been great right and I can't take the last three years average as the Blended average a mistake that people are doing right yeah because they think 20 25% minimum I want if I can beat Nifty over 10 years and I get at least 3% or 4% Alpha on Nifty like if Nifty is giving 133% average I want 16% from these companies"