Balkrishna Industries|A Differentiated Tyre Business

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Business Analysis - Balkrishna Industries Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Time Stamps:
🚜 Introduction: (0:00)
🚅 Anti-Fragile Mental Model: (0:30)
🚜 What are Off-the Highway Tyres: (1:32)
🚅 Business History of BKT: (4:08)
🚜 Business Model of BKT: (8:22)
🚅 Key Competitive Advantage of BKT: (16:52)
🚜 Capex and Future plans: (19:17)
🚅 Sources of Risk: (24:08)
🚜 Financials of the company: (29:02)
🚅 Valuations: (31:25)
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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Best way of Presenting Stock Analysis so far I have seen on UA-cam :)

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Ayan Sir BKT hai apne protfolio me .

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Sir both companies. When ever I start watching your video of company analysis , I got totally involved in it. Sir you far far superior. The way you analysis the companies is awesome. Thx again. Great jobb

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[@mukundadeka3213]

Your analysis was superb. But still we as a ordinary retailer have to learn many things before we can come to a conclusion. I thought this will turn multibagger and the growth graph will continue soon after pandemic. Competition from other similar venture shall remain a challenge always. Full capex utilisation will reward BKT handsomely.

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Thank you & glad you liked it :) Hope to keep adding value in your investing journey.

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Sir, long gap ke baad aapka company analysis aaya hai. Thanks for indepth analysis

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Awesome.... I think even company MD also do not know this much

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Thanks Kalyan :)

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😂

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Brilliant effort. Can you consider doing 2 videos (Eng , Hindi) for same stock. Subtitles take away attention on such videos...I am sharing your channel with my friends...

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Sure, will try it soon :)

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Thanks :)

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Great Analysis!!!
as you mentioned in couple of videos back that you personally visited APL apollo plant! Waiting for that Analysis.
Among laurus & sequent, it will be great if you analyse SEQUENT especially after change in management recently!
thank you

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Thanks Govil :)
Sure, we are coming up with a video on APL Apollo which will include our Plant visits as well
Sure, video coming soon on Sequent

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Very Insightful !

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Excellent job such a indepth analysis love it.

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You are absolutely brilliant. Came here after listening you on Clubhouse in Sahir bhaiya's club. Great insights 👌🏻👌🏻

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What an amazing business analysis.
You just love to keep hearing till the end. So much informative...
Keep doing the great work. I'm simply obliged bro 🥳🥳

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Laurus Labs in next video...
Yaar itna in depth bata dete ho ki ekdum maza aa jata hai.... Aisa lagta hai ki main khud poori company samajh gaya hoon and the sector too (Just Kidding).... Superb Analysis Bro as always... One request aap jo saare basic Ratios hain market ke aur company analysis ke unko bhi cater karen... kucch aapne kiye hain.... aur unka ek playlist banaye... Request consider kijiyega

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definitely. Thanks :)

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Very few people do some much of research and put so informative presentation. Excellent one❤️❤️. next one Sequent scientific pls.

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Thanks for your kind words :)
Sure, comings soon

[@maharajayash]

Very Insightful ! Thank You Sir!

[@SOICfinance]

Thanks Yash :)

[@shyamraj240]

Ithink even balkrishna management doesn't knows this much information about their company
Brilliant job brother 👏👍
Love from kerala

[@SOICfinance]

Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

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Most welcome :)

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One of best god bless you ❤

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Thanks for your well wishes :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs

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A great in depth analysis hats off to your work brother, I just wana share one more thing can you start another series which briefs or focus on stocks which can be a turn arround in now and current scenarios I found one named black rose industries as well as shreedigvijay cement .. and if I am wrong please do correct me on this.

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Very good root analysis ,of fundamentals ! Thnx!!👍

[@SOICfinance]

Thanks!

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Thank you for your detailed analysis of Balkrishna Industries. Would like to see the same on sequent scientific next. Thanks again

[@SOICfinance]

Thanks Nikhil :)
Sure, we will me making video on the same soon

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Very in-depth analysis, impressive and knowledge enhancing video👌👌
Our sir Recommended me your channel!!

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Hope to add value in your investing journey Ankur. Thanks to share academy for sharing our channel with the members and supporting us :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

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Great work, bro. Keep it up. You are the best!

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Beautifully done

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Thanks Rathish :)

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Bro I have subscribed your channel after first 10 min of video. Kudos to your hard work...

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We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

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Beautifully explained bro

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🙏💯

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Top notch fundamental analysis. Next up Sequent Scientific please

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Thanks Uttam :)
Coming soon

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Wonderful analysis. Great Work keep Going.

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Thanks Pramod :)

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Simply Awesome!! bhai awaiting video in polycab

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Thanks Amit, stay tuned :)

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Bro hats off to your efforts and knowledge. Really appreciated ❤️

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Your way of analysis is just inspirational; Awesome video

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I really loved the presentation. You are great.

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You are really great sir for providing such priceless information about all companies .thanku so very much and keep up the hard work.

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Again Fantastic 🔥🔥

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Sir,very good description.I am also a dealer of BKT.

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@Siddharth Ji Is BKT will perform in the future? How is the market of BKT.? Please Tell Sir the ground report.

[@ktl786]

@@ayushsa Very positive 👍

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Thanks Sidhartha :)
Great, any new things you want to highlight/share

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Best analysis of business ..great analysis ...looking forward for such analysis ..

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Keep it up God bless you 🙏

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Good analysis!
Looking fwd to see both Laurus and Seq Scientific analysis soon :-)

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Thanks Murali :)
Laurus Labs- ua-cam.com/video/yTlFqdlNG7U/v-deo.html

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You explained nicely. Thankyou so much

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such a great channel deserve atleast million plus subscriber. Great analysis.
Much love from kerala😍

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Thanks for your kind words :)

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Kerala

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It is an in depth analysis based on the fundamentals.

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Thanks Manoj :) For more business & industries analysis, kindly visit- www.soic.in/blogs

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Excellent analysis. Next one i wish Sequent.

[@SOICfinance]

Thanks Thiru :)
Sure, coming soon

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Thank you so much sir

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Most welcome :)

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Great analysis. Gained reasonable good knowledge of business in short span of time because of hours of efforts put by you.

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Glad you liked it!

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I wonder why so few views for SOIC analysis! As if people don't want to make money :) Very well researched, scientific analysis. Thank you. Just one point - if you can cover a little bit on quality of promoters or quality of their financial reporting, that will be a big help - since we have so many fraud Companies. Recently one IPO came!

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Sure, we have done in our recent videos as per your suggestion. :)

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Best analysis in UA-cam

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Thanks Bishwadeep :)

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Excellent Content, Very Appreciate Way of Explanation.....Great Video.

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Great job, So much of hard work and dedication!!! Rquest you to please do analysis on Supreme Industries if possible, thank you.

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Thanks Vinit :)
Sure, stay tuned

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Super in depth analysis 🤩🤩

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Excellent sir....a small suggestion...make it fully in English for the south indian friends....tnq

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Really sorry, we will be adding subtitles soon. Thank you soo much for the support :)

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Very good analysis

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Really Great 🙏
Thank you Sir

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Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in.blogs

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Dear you do a very very....... GOOD ANALYSIS DECENT 👍 and giving a very good education plateform to new comer.

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Thanks Lalit :)

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Very nicely presentation

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Thanks for detailed information very much helpful and presentation was very easy to understand 🙏

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Glad it was helpful!

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Love the way you give a detailed analysis about company 😎🥵😍

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Best analysis... underrated channel... please continue doing the videos

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Good sir

[@omprakashjangid1580]

Good analysis as always

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Thanks for your kind words :)

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Brother ur 💎 gem lots of love God bless u❤️🙏😍😍😍

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Thank you for such detailed insights. Would love to hear from you about Bandhan Bank and Affle India.

[@SOICfinance]

Sure, coming soon :)
Thanks for your kind words Sourav :)

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Great analysis, hatsoff 👌

[@SOICfinance]

Thanks Arun :)

[@ArunKumar-kz8gf]

@@SOICfinance can you suggest some decent price to buy this stock for long term

[@tarundsingh]

Hi Ishmohit,
As usual a video with a lot of deep insight. Have few things to suggest:
1. Kindly share the sources of your analysis in the description to bring more authenticity and making the research process more scientific.
Also helps other students like me to learn and read from correct sources.
2. Secondly a bit more info and data on the global landscape and key peers would be great to see how the block fits in the puzzle and get a broader view.
Thats all! Keep up the good work brother :)
PS: sequent scientific ftw

[@SOICfinance]

Hi, thank you for the feedback. The entire analysis is taken from Concalls, annual reports of competitors and BKT, and the Investor presentation along with some magazine articles. We try to read everything that is available on the company to form our views. Thanks :) Just in case if you wish to receive the sources, please drop us a mail at [e-mail]
Best regards,
Ishmohit Arora

[@asitkumar2617]

Nice analysis sir.👌👌

[@SOICfinance]

Thanks for your kind words :)

[@ajeshkurup7384]

Great Work !! Lot to learn ...Thanks a lot

[@SOICfinance]

Thanks Ajesh :)
Kindly check our blogs also- www.soic.in/blogs

[@abrartyres]

Great analysis 👍

[@SANTOSHKUMAR-wx1ow]

Very Good information for an investor sir....it will definately help us to judge the fundamental of the company...

[@SOICfinance]

Thanks Santosh :)

[@SANTOSHKUMAR-wx1ow]

@@SOICfinance sir, can we get the recording of latest free webinar ?

[@jayantsarkar1780]

Best analysis on BKT

[@SOICfinance]

Thanks Jayant :)

[@kekinshah4483]

As in all videos, super analysis, explained in a very simple way. Looking forward to Sequent Scientific n other analysis.....

[@SOICfinance]

Coming soon!

[@ravinderchib6627]

Good job Paaji..

[@SOICfinance]

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[@hemantbhalke9583]

Very very nice and detailed analysis.... super like.... next Laurus Labs please

[@SOICfinance]

Thanks Hemant :)
Laurus labs- ua-cam.com/video/yTlFqdlNG7U/v-deo.html

[@srss7157]

Thank you sir

[@hardikjethalia4812]

Terrific analysis, can you please create a video showcasing steps/resources followed by you while analysing a company from scratch.

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Sure, stay tuned.
Also check our our website for more details- www.soic.in

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Super bro...too much information 😇😇

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Thank you so much 😀

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Excellent PaJi 👍

[@SOICfinance]

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Sir, aap bahut aacha explain krte ho, ❤

[@SOICfinance]

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Great work bhai!

[@SOICfinance]

Glad you like it Subham! Hope to add more value in your investing journey :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

[@MinorityDoc]

Next level 👍🏻

[@compoundingwealth4693]

Very informative

[@SOICfinance]

Glad it was helpful!

[@sachintewari4917]

Really amazing. Your passion resonates when we watch your videos. Just curious what’s your team size?
Also I haven’t seen companies which are Peter Lync’s favourites-
1. Dull and boring business growing at 20-25%
2. Growth companies not yet in limelight or not tracked by analysts
OR have I missed them.

[@SOICfinance]

1)Check animal pharma,Pi,sequent etc. Problem is---Bull Market. Everything is up. JB chem also covered on the website
2)BKT,Pi,Suven,Laurus weren't too much in limelight when videos were made :) Check the dates