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Ep: 257 #askmoneypurse
Takeaway
Triveni Engineering trades below sum-of-parts value - the engineering business alone justifies the current market cap; careers compound like investments, so focus there first.
Summary
- Triveni Engineering at Rs 7,300 cr m-cap is undervalued: Triveni Power Transmission subsidiary alone (80% market share in 70,000+ RPM gearboxes in India) is worth Rs 5,500-6,000 cr
- Sum-of-parts: market values rest of Triveni (sugar, ethanol, water APC, premium liquor brands with awards) at only Rs 1,300-1,800 cr - undervalued especially with planned demerger giving 30% stake retention
- Recent Rolls Royce MoU to manufacture 4MW marine gas turbines for naval ships expands engineering exposure beyond sugar's cyclical PE
- Viewer testimonial: salary went from Rs 30k (2019) to Rs 2.2L/month post-tax after following channel's 'focus on career, not trading' advice
- Couple at age 29 (VLSI engineers, Rs 3.7L take-home, Rs 5 cr corpus by 2040 target): Rs 40k NPS, Rs 2 cr term insurance for one spouse, no term for wife - emphasizes term for both
Triveni Engineeringcareer growthSOTP
Original description
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