ADANI's Genius BUSINESS STRATEGY to become CEMENT KING of India? : Adani Ambuja Business Case Study
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- Опубліковано 28 вер 2024
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VIDEO INTRODUCTION:
On 16th May 2022, The legendary business tycoon Gautam Adani won the race to acquire a major stake in Ambuja Cements and ACC for $10.5 bn. So as soon as this deal got finalized, the Adani's became the 2nd biggest cement manufacturer in India!! and while every single news channel told us basic details of this deal, the most important they missed is the business strategy of the Adanis!!
So in this Episode today, let's do a deep dive and try to understand,
Why did the Adani's acquire a stake in Ambuja and ACC?
What is their business strategy?
and as investors what do we need to understand about the changing dynamics of the cement industry of India and the world??
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#ADANI #CEMENTMAFIA #ADANICASESTUDY #adanipower #adaniwilmarsharenewstoday #adani_wilmar_share_latest_news #adanipowerstock #adanienterprisesshare
#thinkschool #businesscasestudy Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost. Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.
Research of Think school is always best with wonderful presentation 🔥💯
Ooo bhai aap bhi idhar
Thanks bhai ♥️♥️
Ohh prasad bhai
We want collaboration of both 🤩🤩🤩🤩
Apna video series ka promotion karane yaha aagaye
Adani has multiple advantages
To use Their Australian Coal Mine coal for Clinker(main component in cement ) Production
To Use its own Port for Coal Import
To use Adani Power Fly ash (ingredient ) to use in Cement Production as all the three types of cement require Fly Ash in different proportion .
To use own cement in Infrastructure
To use own Ready Mix Concrete in Infrastructure
And the greenhouse energy they are betting on in the future.
True.. even they have side products from coal mines which need to be used in India since Australia has strict environment laws and there’s cost of benefits are weighing much high
He owns Carmichele coal field in Australia . He owns sea port to unload it . Then he owns palm oil company . He use coal to generate power and by product of Coal - Fly ash is used for making Cement . 😛He's a mini government himself.
All big corporates in world are the real govts. Martin lockeed of USA controls USA govt, like that India is also puppet of some big buisness corporates. So in any way or other you or me will always be puppet of powerful entity, choice is yours either you want to be puppet of Indian conglomerate or you want to be a puppet of Foreign conglomerate. There is notihing called soveriegnity for developing economies.
True 😂
Bhai Adani ka dimaag alag hi level pe h.
He also has adani realty to use the cement he is making
Real KGF Rocky
In-depth✌️
Thank you :)
My take on cement Mafia: I have listened to many Nitin Gadkari Ji interviews mentioning about cement cartel. The government wanted to do more infrastructure projects but bcz of the cement cartel & its monopoly in the market infrastructure projects' cost keeps increasing & some projects are not viable which becomes a burden to the government. Here comes Mr. Adani I guess who is backed by the government to checkmate the cement Mafia & play a crucial role in developing crucial infrastructure projects. This is my view/ analysis I may be wrong just presenting my thoughts.
Adani is anything but a Holy cow. The only thing why he is entering is because he has the contacts to make it work irrespective of the risks associated with it.
I think more players like L&T, Ambani or Tata can enter this multi cornered business
And Iam sure all these players come with vision to switch to eco-friendly concrete when time comes
I think L&T already have cement division and we can't forget Aditya Birla Group
@@SaiPraneethMullapudi market where few players exist will always run it like a cartel and they will be highly profitable because they have pricing power when more companies will enter due to competition pricing power will go the consumers will be the winners and profit will be less and housing costs will come down if housing cost is less means more houses will be built which means more cement production means more production which means economies of scale due to higher production and economies of scale will make Indian cement the cheapest
@@siddeshnaik2296 yes and if cement price reduces we can see drastic rise in Real Estate business, infrastructure development at huge pace with very less cost
Yes competition is needed but at the same time cement companies must plan to decarbonise the calcination process by developing advanced technologies
Lol who's recalling strategic management from ca inter
I'm gonna start SM 😂
Me😂
Yo...☺️
@@sibasishpadhy0445
Yes easy & scoring chapter
Helped me clearing my CA inter 🥳🥳
🤣🤣
Thank you so much Think School for such amazing case studies that you have been delivering consistently to educate us on business, geopolitical developments and many more important topics !!
Thanks ❤️
13:37
Being a Civil Engineer, I can understand the concepts. Thanks a ton Think School
Hey dude, i am too
Genuinely, the way you explain Concepts of business is remarkable, the way you taught backward integration blows my mind, i could never stop your video or leave it unfinished, creators like you are needed in universities and business schools.
The explanation regarding "Backward Integration".. Simply superb 👌👌
Nice analysis. The study material hopefully takes it one step further, i.e. after backward integration, a business distributor can sell cheaper to its own retailers than to competing retailers, squeezing the life out of its retail competition.
Cement costs Rs. 7-8 per Kg. This makes cement industry very cost sensitive. Moreover, long distance transport of cement is uneconomical. Backward integration example seems vague for the case of cement.
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Reading the comments makes me realize why India didn't produce more billionaires when we have such a large population....the comments here clearly shows that most Indians have scarcity mindset and are extremely jealous of others' achievements.....and it's not our fault bcoz we were brought up in a socialist environment which has been quite strong since the independce and as a result we see the difference between South Korea and India which got independence around the same time as ours.....we must realize that world has enough for all of us ,we must inculcate abundance mindset for our self growth and for India's growth.
Inspired by you guys, I have finally gathered courage to launch an initiative called 'Discuss or Debate' that promotes and rewards soft skill development like efficient research, impactful storytelling, effective communication, inclusive group discussions and productive debating.
Will share progress and hopefully when it's big enough we can have you as keynote speakers for sharing best practices on these topics.
Because the government's focus on infrastructure , Use cement everywhere from house to road and in the last few year the government made RCC road...Adani takes advantage of running an industry that is never going to stop, demand will increase in the future, automatically the growth of the industry will increase.
Why Reliance is entering the IT and Retail market as it is a consistently profitable market. You should know how to manage as well otherwise you will be like Anil Ambani
but many people give credit of success of adani Ambani to modi😂
@@darshannasare believe it or not there is some truth to it, or else why nobody held enquiry on Adani for Mundra Port Drug Bust, and don't give me BS that he's only responsible for port not the shipment content.
what if someone threw a bag of drugs in front of your house? the Indian Police will torture you to death when the common sense says it is a public road anyone could've placed the bag but still you will be prime suspect and CBI never questioned Adani.
"If we don't own it, it's not our problem anymore" - Holcim
Good one... Europe atitude
@@sp38860 what is wrong in this they are businessman not samajsevak
bro start a business school already, your research skills are world class
Sooon bro ❤️
"Carbon must have its price".This sentence is coming in to my dreams.
I am learning a lot from your videos about how economy runs and impacts our lives. It's highly informative for person who has no or basic knowledge about economy.
Keep up the good work.
Big fan. Such subtle yet comprehensive explaination of hard to catch topics you come across everyday in the newspaper. Not even related to this field but an Ardent viewer of your content 👏👏❤️❤️
Another gem of a Analysis.....God bless ( ॐ नमः शिवाय)।❤️🙏🕉️⚫
You are my business guru Think School. We are updated about the latest business case studies all because of you
Please make recent news about adani scam of manipulating stocks
Gautam Adani is building his own CINEMATIC UNIVERSE 😂
Gautam Adani my idol 🙏🏽
Salute to you Ganesh sir
You've successfully taught us every concepts in simpler meaning😌😌🙏🏽🙏🏽👍
I watched all your videos from where you started your journey..
Salute to your efforts to educate our youngsters 😊😊
Seeing think school sucess, i see there is nothing such as 1st mover advantage, fast mover always wins if got extraordinary skill. 🏆 ❤
What a lovely research always presented by think school team❤️
Love u all yaar😘😘
And thanks for giving us so much of valuable content free of cost
Please make a video on Physics Wallah's Business Model, As now it became 101th unicorn startup in India ❤️✨
Beautiful analysis and presentation. I loved the fact that you covered all aspects of the market dynamics without passing any judgment. In the end, you triggered the listener's curiosity by bringing in the Aspect of UltraTech Cement. I think in the next few years the Cement industry will see three aspects. One aspect will be the Consolidation in terms of Mergers and acquisitions (led mainly by Aditya Birla Group and Adani Group). The second aspect will be the creation of "Low Carbon Cement" manufacturing STARTUPS which will use High-End Tech to improve Operational Efficiencies. The third aspect will be the "Forward Integration" of these "STARTUPS" to Real Estate Development by using Technology to build better eco-friendly infrastructure at faster rates and lower costs...
Very crucial about future of adani and aditya birla,a two giant at same field 🧙♂️
Can we call the "Backwards integration process " as "Vartical expansion"?
No, as u are going from retailer to distributor to manufacturer.
Vertical expansion is manufacturer to retailer.
The movement direction is opposite in those two
Forward intergration - Directly selling to customers. (Eliminating third party in between)
Backward integration - producing inputs used in manufacturing/producing the core product.
Adani is on race to conquer. You are the Adani of content ... Waiting for the day to see your rise like Adani ....❤️ Keep going... 😊
This Business has blown up my MIND
Play the outro music at 1.25x it sounds better and case studies are always top notch.
Please do a case study on debt of Adani group and how safe is it to invest in their stocks and how they will sustain in future with such high amount of debt and what's their strategy to mitigate this risk.
That most Simplified Video from Think school yet.
Wonderful. Try making more such Simplified Vids
Your Content is just 50% & Remaining 50% is your attitude ! Love you Brother :)
Just a great video I came through ❤️
Really loved it
What you missed to add that would have made it more interesting is if Adani had to setup the manufacturing process from scratch , what would be the total cost of investment and number of years required to setup the similar capacity plant
You mean Greenfield Project versus Brownfield project..
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Adani and other businessman too inspired me to own a business in infrastructure
The best example of backward integration is Reliance industries. Infact Adani has only followed Dhirubhai strategy throughout their growth trajectory. Hopefully you could make a dedicated video on RIL growth from trading to petrochemicals.
Brother, u are such a genius studying the Indian economy closely, every acquisition contains some backdrops in the future of the Indian economy as well as people.
I really really admire the way he explains everything in simple words yet covering the broad picture of the topic explaining even the technical terms like 'backward integration' to someone who doesn't know the terms... Thanks much for the effort budy!!
Can someone tell me what kind of editing tools are used for making these video's???
The opening of the video with television clips and audio is just amazing
Today I came across your channel and really bhaiya your explanation and presentation was 🔥🔥 .....loved your content ❤️🙏🏻🙏🏻
Indians are great at business and are very humble l respect them🤑
Please make a case study on Bisleri please its a request..... I'm in the process of creating a product where I want to use the concept of bisleri which is.... ― FREE pani ko packaged karlo or 20 20 rupay kamalo
@@thatmilkywayguy5456 don't take my words literally
@@Rahul_Das_Official ok,do your best
Genius! Truely! Think School! Thinking from bottom!
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Appreciate your work !!!
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@@bozemanhenrik4431 thanks for the recommendation
Thanks for introducing me to Mrs Charlotte.
This young man is brilliant, his knowledge of geo politics and business is 2nd to none. As an economic teacher, I have learnt a lot from you, thanks gir your knowledge and clear explanations.
Your Video Is Amazing and have Detailed Information.
Can You Make Detailed Video On " Does Modi Government really Sell the the Indian Companies like LIC, Bharat Petroleum, Indian Railways e.t.c"
Because many of Indian have not detailed information about this topic.
Please make video on that.
quality of content here is exponential and easy
There was a day when you had 10,000 subscribers and I was one of them, that day I told my brother that this channel will grow and will be one of the finest channel who narrates and explains case studies and today you have more than 1.4million subscribers I am here Brother. I have seen your growth, your efforts, and your knowledgeable content I want this journey to continue till the end and wanna learn some new stuff each day.
Best of Luck my Brother ❤️💯
You are doing a great job....
Keep it up 👍🏻
A suggestion:-
U guys should have reducing timer bar for Sponsors... Benefits:-
1. Viewers will know definite time of ad ,hence no annoyance
2. Sponsors will actually be viewed by viewers
For reference, see Dhruv Rathee's ad sponsor format.
And overall ur content is top tier ,good luck for that 😊👍
Very explanation and research. I love to see this channel videos on priority because the quality of research and reasons provided very valid and ture. Keep up the good job.
Please make a case study in e-pharma companies and startups
this vedio and you , both were more than awesome
Dude the content you bring to the platform is amazing, just one advice though, the new setup seems quite similar to news channels. We associate news channels with false info. Your channel might get that image associated to it.
Hii!!! First of all, love your videos man, very insightful as always. Just felt like the background music coercing the main audio. Same with the last video as well. Pls look into it if you could. Thanks. Bless you
Basically Adani ke pass ab harek sector me ek compnay he.... i mean core sectors..... ports, logistics, power generation and transmission, medicine, health, cement, infrastructure, defence and many more....
And all these companies can complement each other and avoid any chokes and crisis.... most inportant being the supply chain management, which Adani has a stronghold in ports and logistics....
Jai hind jai bharat 🇮🇳❤🙏
Broo pls make 3 videos a weak it's so much addictive ♥️♥️♥️
Really superb# for me back integration is a new concept
Patanjali.. Likewise his products only available at their stores
Video recommendation: how to analyse and do research on a topic.
your explanation in detail is lit
Excellent!! Presentation..
The content was so good very informative
I guess you must hear Mr.Kumar Birla why he didn't buy Holcim... he said Holcim has only 10% market share in India and Birla has 15% market share.. so 10bn was a higher price charged by Holcim. So if you understand it correctly buying Holcim by Adani is not economically very profitable deal but Adani will make money from govt projects bcoz of political connections.. so Adani has tax payers money in his pocket so its not actually level playing field for Business houses.
Are you listening to what you are saying? Did you watch the video and understand the concept of 'backward integration?'
it's a very useful video for my Master's studies. keep up your good work
With all this knowledge Think School is going to be a multi-billionaire soon😊
Excellent video as always!
Think School is growing like Adani on creating content and delivering it. A mini institution themselves. Cheers.
Thank you for this well researched video :)
Always a fan of the effort you put in to explain every part of the video so nicely 🙌
Wow. Loved the in-depth analysis. Amazing insights. Thank you 🙏
amazing video👏🏻 Grateful to you for efforts in research
This was very insightful, Ganesh!
Very nicely explained and easy to understand with lots of knowledge.
Keep it up bro 👏👏👏
Great Research! Much appreciated.
Nice studio setup bro❣️ we have come a long way! So proud❤️
Thank you very much for your informative classes.
Learning some financial stuffs in my entire 57 years of life
Ur reaserch audio & visual animation is good !
But please improve on ur physical presentation
Dress code
Background is not in synch with ur narrative
Why u r showing mic, half background, light, cut the crap, small small changes can make ur videos pro.
As always again very nice content with awesome presentation, but why deleted ultratech video?
Today I can say with full confidence that your channel is better than Vivek bindra's channel who sells his courses at a very costly price ,
I think someone wants to learn business strategies free in India then your channel is enough to learn something new ...
Your presentation is next level. Great job
Think school is always the best
Your presentation is very effective
Please make a video on adani wilmar supply chain too..
Very good explanation. Thank you
Great presentation, Ganesh
So is their next target in acquiring a Steel company?
Yup now he is targeting medical industry too by buying applo hospitals
Nice Analysis However in one way this concept also creates monopoly in the specific industry where public initially gets profit and at later stage company gets more profit by completely eliminating the competitions.
Thats businees man. Business aren't done for socialistic approaches if you are not tata
Amazing content. Thankyou for such an insightful video.
jaypee infratech did the same by building yamuna expressway but rapid expansion took down the organisation
But showing thumbnail as mafia is not proper. Even you and me will do the same if we have opportunity. Either way, good watch for a concept
Well explained. You were clear
Can you please make a video on wellness industry in future