Hopeful of Tata Motors, Maruti in auto pack: Dimensions Consulting

What do think about autos?

Ajay Srivastava: The real hit is going to still coming in because the price increases of the raw material component suppliers are starting to hit now. They are being renegotiated. They are trying to be implemented now. So really we have not seen the worst of the component manufacturers and the 2 wheeler industry has got competition issues. The truck industry is so so, it is alright, you have got Tata Motors as one candidate which you can keep buying or not owning it.

Cars, you have one candidate Maruti. You do not have much choices. So really we do not have too much choices in auto. You can buy a Mahindra and keep it for all the diversified and that is about auto industry of India today. Just about 6 companies is auto industry.