Ravi Gupta

Right wing in India even when in power considers itself as a victim. Losers na kahein to kya? Rather be disillusioned than cry victim 24*7

@sarthakmalik97 @volklub Why is EV charging not feasible at home? Curious. Also E85 needs separate vehicles (flex fuel) - don’t confuse it with normal blending that happens today

@volklub Sir, bit sceptical about Petrol. Currently own an 8 year old petrol Baleno, and looking to upgrade. Mostly city run close to 500-700 kms per month. Was looking at Seltos IVT but not so sure about it after the E85 announcement. EV charging not feasible at home. Any suggestions?

🚙 Whose sale numbers for April 2026 ✅ Maruti Suzuki - 1,58,223 ✅ Tata Motors - 57,472 ✅ M&M - 54,897 ✅ Hyundai - 47,345 ✅ Toyota - 26,779 ✅ Kia - 25,130 ✅ Honda - 5,326 ✅ Skoda/VW - 8,862 ✅ MG - 6,033 ✅ Renault - 4,079 ✅ Nissan - 3,032 ✅ Citroën - 719 ✅ Fiat - 249 Total - 3,98,146

@Vibenest1 Congratulations! :)

@Mr_Vivekji @NewsArenaIndia You say you are banking and finance and display this gross lack of knowledge - what gives? Profits are reinvested into capex - even profits paid out as dividends to GoI are being invested as cape. Same for the excise (which was reduced to cushion the shock)

@NewsArenaIndia Fuel prices in India don't reduce when the price of crude oil reduces in international markets but when the crude price goes up, suddenly all oil companies start to experience loss! What the hell does the government do with all the profits it earned when oil prices were low?

Oil firms selling petrol at Rs 14 a litre loss, diesel at Rs 18.

Bring down the real estate prices by 20-30% and see a lot of this change Can’t emphasize enough how much expensive RE in cities has to do with insecurity of raising kids

@swarajk_ @learning_pt This is a really incorrect take - Indian real estate isn’t levered to the point American RE was. Most RE loans in India are for the purpose of consumption and not investment. To say that we’ll have the same kind of impact US has is incorrect. If anything, it’ll spur demand

@learning_pt look up the spiraling impact of the GFC, and how it affected the economy

there will be no middle class if that actually happens in India. most households have a decent exposure to real estate in one form or another, and they won’t remain unscathed if a major crash happens

@TheSanjivKapoor are you okay, Sanjiv? you’re usually sane but you’re also missing mountain for the molehill

Shame about the metro delay. But look at the street below. Leagues ahead of most Indian cities in basic look and feel.

@Amitoj_08 @mediocregandhi Delhi - auto is mostly last mile. Not the case with Mumbai. Emotions aside - Delhi has far better public transport due to metro

@mediocregandhi This particular point about Mumbai is absolutely true. I never think twice about travelling in an auto in Mumbai, but don’t know would avoid it as much as possible in Delhi. But overall for me Delhi will always be superior.

This mentality is why Mumbai people will always remain superior. A super successful,generationally wealthy person won’t hesitate to travel in local train/metro even if it means saving precious time aye ye Noida Dilli wale naye paise wale aise hi classist opinion rakhenge

@vinodchendhil @Ajain112 @Akshay001 @swarajk_

ketto.org/fundraiser/my-… She’s someone I know personally over many years - would be very grateful if you can help support Ruchika’s mom fight for cancer Happy to help you connect with Ruchika for more details. cc @ferrarirules86 @harshmadhusudan @tusharrchhabra

Goi cannot keep pump prices at the current level - it’s unsustainable … and TCO changes due to fuel rise will shift the auto industry dynamics

INR appreciation in 2030s will also lead to a lot of meltdown … and it’ll happen because oil imports will go down substantially courtesy electrification

@Parikshit_K_ @swarajk_ Do you live in Delhi? I’m 100% sure you haven’t visited Dwarka, Rohini, pitampura - every 500m you’d find a small park

@swarajk_ Nah, GGM Noida are as much as concrete jungles as any other part of the country. The greenery is limited to locations where bureaucracy, politicians leave.

people really underestimate the green spaces in delhi, and that too accessible

@samisosa1234 Margins will erode if module sales have higher mix?

Websol Good results bt two points to note: 1. There is a Tax adjustment which it seems has led to higher PAT 2. YoY margin erosion of 8-9% is something to be questioned on the concall as erosion is way more than what they guided for. No wonder stock moved from 52 to 116 :)

@uppal_nishant @abhymurarka It’s happening already no? Hyundai now is a distant 4th. Suzuki also is facing tough competition. Collectively M&M and Tata are now almost at 30% market share Also to be fair, Suzuki in India is deeply localized so not a fair argument. Royalty sure one can argue

@abhymurarka To be fair, the same is true even for japanese co suzuki, of 16k crores profits they ploughed back 11k crore... The (Indian) alternatives need to match Koreans quality tbh.

South Korean Chaebols such as Samsung, Hyundai and LG treat India as a large assembly center, but data shows heavy reliance on imported components impacting trade deficit with substantial royalty outflows. Samsung alone remitted ₹3,322 crore to its South Korean parent in 2024 - equivalent to 40% of its Indian net profit. Hyundai and LG follow similar patterns. While these units generate revenue, much of the profit is not being ploughed back into local R&D or deep supply chains. Instead, it is helping fund expansions elsewhere, including Vietnam. The India-Korea CEPA has coincided with a widening bilateral trade deficit now at $15.2 billion. Experts say Indian savings and taxpayers are effectively subsidising foreign manufacturing scale with limited technology transfer or high-value job creation in return.

@bhaumikgowande This is generation - electricity procurement and generation doesn’t overlap especially in hinterland states because they don’t have renewables (not the ideal sites) or coal capacities (far from mines)

Impressive contrast across India’s energy map. -South India leads renewable uptake, with Kerala at 100% non-fossil electricity mix. -Karnataka, Tamil Nadu and Rajasthan have impressive numbers and can reach 100% by 2030. -Maharashtra sits at just 21%, despite its dams and rivers and vast arid belts. -The Ganga Belt of Jharkhand, Bihar, UP, Haryana remain single digit which is surprising. -Assam underperforms in the Northeast while most are at 100% non-fossil. The more non-fossil based energy share, the cleaner AQI in our cities if we mandate ZEVs

@anishmoonka but the forest cover also hasn’t declined over the last 20 years right?

ISFR’s “forest cover” counts any 10%+ canopy patch, plantations included. 67% of Delhi’s official cover sits in that low-density bucket, while dense forest, the category that does the cooling, dropped 3,656 sq km nationally last cycle. A sapling takes decades to do what an old neem does now.

Look at the map again. Mumbai is at 32°C, next to the sea. Delhi is at 40°C, almost 900 km from the nearest coast. The sea cools Mumbai. We took Delhi's cooling away by chopping down its trees and pouring concrete everywhere. Since 2001, India has cut down forest bigger than the entire state of Mizoram. Trees do two things for a city. They give shade, and their leaves release water into the air. Strip those trees away and an Indian city runs 1 to 4°C hotter than the villages right next to it. Stack ACs on top. India has bought 5 crore air conditioners in just the last five years. But only about 10 out of every 100 Indian homes own one. The other 90 step out into streets that the rich neighbourhoods are heating further with their AC exhaust. Two days ago, all this cooling pushed our power grid to a record. ACs alone now eat as much electricity every evening as 30 big coal plants produce. In 2024, Indian hospitals saw 40,000 heatstroke cases. The official government count of heat deaths was 110. Across the world, heat deaths are normally 20 to 30 percent of heatstroke cases. That means 8,000 to 12,000 Indians likely died from heat last summer and were never counted. A 2024 study in the journal Environment International estimates the real number is closer to 1.5 lakh deaths every Indian summer. The Lancet's India report says we lost almost 12 lakh crore rupees in wages to heat in 2023 alone. Farmers and daily-wage labourers lost most of it. They are the ones standing under the sun while the rest of us complain about heat on Twitter from cooled rooms. Of 37 heat action plans the government has written for our cities and states, only 2 even bothered to map who to protect first. Only 3 had real funding behind them. The rest are PDFs that sit in drawers. The map shows India is the hottest country on Earth right now. Some of that is bad luck. A lot of it is what we cut down, what we covered in concrete, and what we never bothered to count.

@tusharrchhabra Buying an ICE car at this point is stupidity especially if you have home charging (which you do easily.. stilt).. just get rooftop solar - your running cost can be <1/km that ways

@rg_gupta92 Should I consider EV for my next car?

Expect EVs to take off post May - petrol / CNG owners in for a rude shock.. OMCs and GoI at large can’t absorb the losses at current levels.. For people talking about OMC making profits when crude was low:- LPG was being subsidized (yet to be paid) by GoI

@tusharrchhabra Flex fuel cars are some time away

@rg_gupta92 Also, given the talks of E85, we are doomed.