Is MA ( Mukesh Ambani) Sad (Crying) of Vedanta - Cairn Deal ?

I want to support your both views.

no,it is competative world,so many industrialists can compete.

Dear Vipin,

Happy to look your view.

Having been attached with Vedanta in my own practices, some time back as well as Hindalco and minutely with Reliance. Learnt and understood the capabilities and power among the groups and policies in targetted markets.

Vedanta as a company is just a 15 years old and with 1st generation leadership, whereas Reliance is a 30 years old with second generation leadership.

Without OIL refinary and natural Gas, I feel Reiance is a big Zero which has been gifted to the MA from Dh Ambani. In all other sectors Reliance of MA has been failed tremendously. Then where is the capability.

In todays world Money without capability cannot drives the growth. Though expansions as known worlds biggest single refinery but poor world wide presence as there is no acquisition. Keeping money in reserses does`nt make any sense if not utilised. Hence i feel they are sinply encashing the 1st generation set up and unable to prove them in new product line. The product line is not well estabilished in petrochemicals business of Reliance as its far behind the products line of DOW , Rohman`s, Union Carbide, Exxon etc. etc. We are still getting imports of quality products from them. I feel Refining is not a monopoly business.

Now, Vedanta they are in expansion mode of perfect leaderships who knows the balance between the topline and bottom line. Vedanta is highest in per capita employee income and can maintain the growth as segment expanding in primary industry. Where as reliance is looking for secondary  segment.

Vedanta has installed a 25 lacs ton single Alumina refineray in just 5 yrs where as Hindalco in more then decades and decades buit up on 7.5 lac ton including acquired INDAL in all over the country. The factory is amazing and covered the area of 16 km length with 3-5 km width. Presently only 1 smelter is operation and direct white collor official recruitment is on 54 peoples. They are limited to their overheads and HR. But in Reliance and Hindalco I have seen HR is not good to get the best captive utilisation rates.

Now similarly they entered in OIL exploration and Natural gas and Other enrgy resources. They will make them selves globally big by acquisitions and make fit the bottom line by they policy of Good HR and exploit the resources in most proffesional manner.

You can have a look of Sesa Goa difference before and after acquisition. They have also plans to enter steel. A bit time horizon is require.

I Think the stock must be in investment.