Nitij Mangal
Autos & Auto Parts, Industrials, Utilities & Alternative Energy
Nitij Mangal joins the Jefferies India team covering auto and metal sectors. He has almost a decade of experience of covering these sectors at CLSA in India. He comes with a global experience, having studied and worked across three continents. Nitij holds engineering degrees from India Institute of Technology Delhi and Stanford University (USA), and an MBA from INSEAD (France). He spent the initial part of his career designing cutting edge semiconductor chips for graphics and gaming systems at NVIDIA in the US.
What I am Known For
- Nitij Mangal has covered the Indian auto sector for 14 years.
- High conviction recommendations with meaningful proportion of non-consensus calls.
- A focus on business cycles to catch inflexion points, and on corporate strategy to find long-term winners.
How I am Different
- Catching the cycle early in both directions
- Multiple reports on evolving EV landscape in India including the “Volts on Bolts” series
- Frameworks for deep-cyclical auto segments.
- Have maintained a very positive stance on 2Ws in the last 1 year – TVS, Bajaj, Hero and Eicher
- Upgraded Mahindra in May-2024
Corporate & Strategic Access
- Tata Motors plant visit
- Auto tour
- Royal Enfield Motoverse visit