Bloom Energy is mentioned as a customer for the company's solid oxide fuel cell (SOFC) ceramics.
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TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection
Sep 9, 2026
This video analyzes two Indian companies, Sundaram Fasteners (TVS Group) and a Murugappa Group company, focusing on their niche products, high industry margins, market leadership, and entry into new-age industries like aerospace, defense, semiconductors, and wind energy. The analysis details the screening process, business fundamentals, growth catalysts, promoters, valuation, and risk factors for these companies.
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Carborundum Universal is a self-help story with potential for margin improvement in its abrasives business and growth in ceramics, but requires close tracking of capital allocation.
The Murugappa Group is discussed in relation to its aerospace, defense, and semiconductor businesses, with a focus on growth potential.
Sundaram Fasteners, part of the TVS Group, is showing strong growth in aerospace and defense fasteners, with a target of 500 crore revenue in 2-3 years, and is also expanding in wind energy and semiconductor ceramics, with recent financial performance showing a return to growth.
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