The World of Industrial Automation
ฝัง
- เผยแพร่เมื่อ 13 พ.ย. 2021
- During the September 2021 edition of the FOF, Raunak Onkar covered the evolution & progress of Industrial Automation and shared plenty of resources to understand its impact on the economy & society.
Presentation file (in description): ppfasfof.com/the-world-of-ind...
Very insightful Raunak !
Thanks for sharing your knowledge with everyone!
Thank u for this knowledge sharing
Good presentation
That increases the conviction with the fund Tx
Raunak sir - Is there anyway we can use these Robots to clean the drainage systems in India? Many municipality level workers go into the drain to clear the blockages. My question is why we need a Robot to pluck fruits instead use Robots to do the cleaning of public toilets, drainages, etc.
we must collabrate to build one and set an example
Great presentation! Loved it. I am also one of the investor in parag parekh flexi cap
Excellent no1 flexible fund
Love you ❤️
Nice.
ʀᴇᴀʟʟʏ ɢʀᴇᴀᴛ 🔥🔥🔥🔥
Raunak, ABB after selling their less profitable Energy Distribution Business to Hitachi(listed as ABB Power), they are in a sweat spot with the portfolio of Automation and Robotics components to address for Industry 4.0. Same is with Siemens but their business units are complex structured in India from reporting to Capital Market. These are capital intensive business with GM around 10-15%. Already both these companies are valued at high PE and doesn’t make sense to bet money in them at the current valuations and even for a longer period, since cost of manual labor in India is still cheap compared to Europe and Japan. Schneider and Honeywell are not a player fitting to these market.
Excellent session pls tell what is name of Company in India which dining in this field.
Thanks
Larsen and Toubro Tech Services ( LTTS) is one such company
Aap hindi me video banaiye jisse jyada se jyada logo ke najar aaye isse apki marketing badhegi
Automation will come in desk jobs first before it comes to physical labours
Affordable Robotics & Automation - operating exclusively on robotics automation. Looks like having bright future
On YOY basis their operating margin had nosedived and now at 1% margin. It is a capital intensive business and only international players with global R&D and innovation can sustain with reasonable profit margin
Is HONEYWELL automation in same business . Needed your view as you have studied a lot on this subject
Nope. It’s closer to being a proxy building material play than any hardware automation.