My friends and I are huge fans of your channel and value your prudence. Although I am aware that you offer stock market classes however not everyone has the time or the necessary knowledge to comprehend the financial world. Please consider starting a customized portfolio advise as basant maheswari sir does because we and I am sure many of your subscribers would love to invest based on your knowledge.
we have to thank ishmohit for taking so much efforts and explaining everything for free. Learned AUV for the first time and also he had resist himself from not having to eat all those happy meals for 41 minutes straight .. thank u brata
Indepth analysis on QSR... Anyone can learn by your way of teaching things in such a simple language..... Great analysis sir... Keep on doing and going forward 🙂
When it comes to indepth Business case Studies - no other channel can come close to the level of excellence insights provided by SOIC.🎉 Only channel where one long case Study teaches you Sales, Marketing, Strategies, Financial analysis etc everything in just one package 🔥
I am also a student of business but your analysis impressed me very much❤❤❤❤❤ I amazed by your analysis you almost cover everything in your analysis it is also better than case of company done
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
I was basically a Trend trader with basic fundamental knowledge before watching this channel 2 mths ago, but you have really inspired me to learn the business the way it works for better returns. Also just by your education i studied and invested in a company with name ' Olectra Greentech' engaged in making electric buses and running all over our country by Conference call & Investor Presentation report with of course all fundamental analysis. I wish a GRAND SUCCESS to SOIC and feels very proud to be a part of this. 💖💐💖💐 Also saw your video on Tata Motors which is another jewel of an education 💖💖💖💖
Well, once again very high quality analysis. People says that buy the stocks whose products you can see. But in that such a deep analysis is awesome. Analysis of different type of burgers reminds me your video on VBL. Nice way to explain various strategies. Also, different model of restaurant is very good. Actually , I am having lot of interest in Jubiliant food works. It is very much corrected. Yesterday, I have seen your video completely but I want to compare west life with jubiliant as per my understanding. Jubiliant is having 2-2.5 times market cap than westlilfe. . Presently, ROCE of jubiliant is higher but ROE of westlife is higher. Westlife is turnaround story so lets not compare PE of both the stocks. As far as expansion is concerned in all parameter Jubiliant is 2-2.5 times bigger than westlife. Jubiliant is massively corrected whereas westlife is given positive return (nearly 60%). If I look at share holding pattern public have nearly 10% holding in both companies. DII's having share holding in 20s. But for FII, somewhere in sep-21, holding is 41% which reduces to 26% in case of jubiliant food works. This is the reason of its fall in price. This sell-off may due to failure some of their expasion plans with other franchise like donuts. This what I infere from your videos. Whereas in westlife FII holds nearly 10%. This want change much. Promoter holding in jubiliant is 41% where as 56% in westlife. So, if whatever westlife promises and if it works and because of all this if FII starts buying then westlife may be rocket like VBL. So, Jubiliant is even if not falling knife but value buying still westlife is better choice as it is turn around story, have better prospect and possibility of FII buying. So, whether my analysis is correct or not? waiting for your response.
Thank you Ishmohit and team for bringing out the content in an easily understandable format. Key learnings from this video are:- 1. Format risk concept of opening different segments under different brand names. 2. Concept of disaggregating markets and figuring out TAM for businesses. 3. SSSG Now waiting for their super tempting Gourmet range in North India😂
Excellent analysis Ismohit! It is a compounder but not sure if it is a multibagger given the risks and the premium it is on today. Superb SSSG which it should sustain but its CapEx intensive business. Their existing stores have matured but if they have to get to 1000 McD stores in West and South, it's huge capex. Maybe that's the reason that I am not seeing a whole lot of new McDs opening in BLR. I could be wrong.
Excellent an indepth knowledge shared as always. But this time I have a request. Can you make an updated analysis of DMART? I am thinking to start doing SIP into it every month for my future child. So time horizon is going to be super long like around 30yrs. I know tracking is important and I shall be doing it from time to time. But I wanna know is it a good choice for such long term investment. How does the valuation looks at present. Kindly cover these topics in the analysis video. Note: I am yet to get married!
Good video bhaiya 1)Some of my learnings were the way you differentiated mcd & kfc with the store size . 2) Comparison with jubilant food works on the basis of format risk. Good comparison with peers 👍🏻 Not included SSSG because earlier in one of your webinars u discussed that in qsr how important SSSG . And the reason why jubilant food works have failed to do good in recent past as they got exhausted by new store addition without good SSSG. Lastly the mcafe high margin products expansion within the same store with little bit of capex sounded like a brownfield capex which are eventually the better capexs 😁 Love your work 👏❤️
Meal strategy was also prominent in north India especially in burger king but people are getting smarter slowly because in the end they always ended up spending more for a meal
Key learning 1. Product mix change - introducing high margins menu mc cafe which have high gross margins resulting in better ADS as well AOV resulting in better ebitda margin results better roe , roce 2. Gaining market share clearly seen by higher SSSG meanwhile competitor SSSG is very low though inflation was a issue for everyone. 3. May be in future SSSG might fall in near term bcoz they are adding more stores which are large in size + which will take time for brake even but once those large stores start generating sales SSSG will start improving and bcoz of this ur profit looks low for now bcoz ur depreciation takes a hit intially as u set up store thats the reason depreciation is around 6% of sales and interest is 4% of sales meanwhile u need to pay rent ,power bill , employee salary until store gets brake even . 3 . No new format risk bcoz getting product market fit takes time in new format 4. Introduction of mc cafe in same store requires less capex is a big plus u have customers coming in store ur just cross selling them which helps improve sales per square foot . 5 . If digital sales increase decently as a % of overall sales this will be a big plus bcoz u can operate store with less employees . 6 . Coming to risk - stores might overlap if more stores are opened nearby resulting low ADS ,low sssg , low revenue per square foot as customer football falls , if digital sales increase going forward and if more digital sales is done by zomato and swiggy and if zomato and swiggy decide higher commission its negative . My conclusion: instead of going with big stores they could have gone with medium size store keeping menu alike + try to increase digital sales which will help bringing down operational cost ( less employees+ less delivery charges bcoz of more stores near customers which will help reducing delivery cost + ev adoption will help bring down delivery cost)
Thank you for your teachings 🙏. Quality, Consistency and Simplicity is 🔥. @soic - could you explain more on the pre-post Ind-as policy ? which cases/sectors should we consider this into valuation ?
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
Every time I see your new video, it blows mind by looking at the detailed analysis ❤️❤️❤️. Such amount of information gathering and then to study in detail, hats off to you brother 👌👌👌. As always learnt a lot about the QSR industry from this video ❤️❤️. Thank you very much again
P/E given to fast growing QSR in India is b/n 60-70 (Concluded after looking at median P/E of Jubiliant, Devyani, Sapphire foods). Is my understanding correct?
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Hey will it be possible for you to make an updated analysis video on DMART? Also can you make an analysis video on Supreme Industries? If you have made video on supreme industry in the past then kindly share me the link as i couldnt find it. Thanks😊
Indian’s food choices are quite diverse and always need variety. In general QSR foods like nuggets, burger are quite boring 🤢 This is where no.of stores comparison with other countries doesn’t make sense 🙏
Hello ishmohit, amazing analysis.. In 2019, there was a sudden closure of many of the McDonalds stores in India. Can you explain something about that?😅
@@SOICfinance Could be... But now their strategy is to snatch as much Mcd going customers as they can. Their per store capex is also 30-40% less than McD. Their entry level meal price is very low as compared to McD. You can get a regular veg mel at 120 Rs. Also if you can share your views on unlisted QSRs like Wow China and Wow Momos. Interesting business
Low float stock. Stage 4. Sometimes market tends to be irrational on higher and lower side both. In saregama its lower side... One higher than expected results can lead to trend reversal as it happened in Indiamart. Base formation is must currently
When i use to visit bangkok I saw spicy chicken rice under KFC and i love it but it can work in a geography like Thailand cause of rice eating population..since I am a rice eater i loved it cause it was fried rice with a Thai twist in taste.geographical risk
![Lp. Сердце Вселенной #1 НАЧАЛО ПУТЕШЕСТВИЯ [Новый сезон] • Майнкрафт](http://i.ytimg.com/vi/380Q7gLWGvk/mqdefault.jpg)
Finished 3 burgers post the video XD and remaining were finished by the team!!
Hope you loved it :)
Loved it 😂!!
@@zeref0007 qq67q😊
My friends and I are huge fans of your channel and value your prudence. Although I am aware that you offer stock market classes however not everyone has the time or the necessary knowledge to comprehend the financial world. Please consider starting a customized portfolio advise as basant maheswari sir does because we and I am sure many of your subscribers would love to invest based on your knowledge.
Need a video on piramal pharma valution upcoming plan
we have to thank ishmohit for taking so much efforts and explaining everything for free. Learned AUV for the first time and also he had resist himself from not having to eat all those happy meals for 41 minutes straight .. thank u brata
Great! More junk food served more cardiac illness hence I will buy more Narayana Hrudayalaya for these burger babies to have their valves cleaned.
Indepth analysis on QSR... Anyone can learn by your way of teaching things in such a simple language..... Great analysis sir... Keep on doing and going forward 🙂
When it comes to indepth Business case Studies - no other channel can come close to the level of excellence insights provided by SOIC.🎉
Only channel where one long case Study teaches you Sales, Marketing, Strategies, Financial analysis etc everything in just one package 🔥
I am also a student of business but your analysis impressed me very much❤❤❤❤❤ I amazed by your analysis you almost cover everything in your analysis it is also better than case of company done
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
I was basically a Trend trader with basic fundamental knowledge before watching this channel 2 mths ago, but you have really inspired me to learn the business the way it works for better returns. Also just by your education i studied and invested in a company with name ' Olectra Greentech' engaged in making electric buses and running all over our country by Conference call & Investor Presentation report with of course all fundamental analysis. I wish a GRAND SUCCESS to SOIC and feels very proud to be a part of this. 💖💐💖💐 Also saw your video on Tata Motors which is another jewel of an education 💖💖💖💖
Just invested in Westlife foodworks last week and now you made a video on it.
Proud of myself 😂..
A PE ratio of 100, seems too much
@Anksaha let's not hit below the belt
@Anksaha-hot Oops... 😂
@@investingchannel4810 dude.. the real PE isn't around 100.. the rapid expansion has resulted in PE of 100 which will get normalised 🙂..
Well, once again very high quality analysis. People says that buy the stocks whose products you can see. But in that such a deep analysis is awesome. Analysis of different type of burgers reminds me your video on VBL. Nice way to explain various strategies. Also, different model of restaurant is very good. Actually , I am having lot of interest in Jubiliant food works. It is very much corrected. Yesterday, I have seen your video completely but I want to compare west life with jubiliant as per my understanding. Jubiliant is having 2-2.5 times market cap than westlilfe. . Presently, ROCE of jubiliant is higher but ROE of westlife is higher. Westlife is turnaround story so lets not compare PE of both the stocks. As far as expansion is concerned in all parameter Jubiliant is 2-2.5 times bigger than westlife. Jubiliant is massively corrected whereas westlife is given positive return (nearly 60%). If I look at share holding pattern public have nearly 10% holding in both companies. DII's having share holding in 20s. But for FII, somewhere in sep-21, holding is 41% which reduces to 26% in case of jubiliant food works. This is the reason of its fall in price. This sell-off may due to failure some of their expasion plans with other franchise like donuts. This what I infere from your videos. Whereas in westlife FII holds nearly 10%. This want change much. Promoter holding in jubiliant is 41% where as 56% in westlife. So, if whatever westlife promises and if it works and because of all this if FII starts buying then westlife may be rocket like VBL. So, Jubiliant is even if not falling knife but value buying still westlife is better choice as it is turn around story, have better prospect and possibility of FII buying. So, whether my analysis is correct or not? waiting for your response.
Thank you Ishmohit and team for bringing out the content in an easily understandable format.
Key learnings from this video are:-
1. Format risk concept of opening different segments under different brand names.
2. Concept of disaggregating markets and figuring out TAM for businesses.
3. SSSG
Now waiting for their super tempting Gourmet range in North India😂
QSR new age business. I like this sector. Devyani, Westlife food, Restaurant brand, barbeque nation, speciality restaurant Next multibagger stock.
Loved it!. Hell Yes, More Power To You.
Yes! Thank you!
Excellent analysis Ismohit! It is a compounder but not sure if it is a multibagger given the risks and the premium it is on today. Superb SSSG which it should sustain but its CapEx intensive business. Their existing stores have matured but if they have to get to 1000 McD stores in West and South, it's huge capex. Maybe that's the reason that I am not seeing a whole lot of new McDs opening in BLR. I could be wrong.
Will be interesting to see as ROCE is going from 15% to 40%+ as per their guide. Lets keep tracking it :)
Cheers!
What an analysis!! Thank you so much for the video. Amazing work soic.
Excellent analysis brother. Deep and very well explanation on SSSG. Please make video on Devyani international business some day.
Excellent an indepth knowledge shared as always. But this time I have a request. Can you make an updated analysis of DMART? I am thinking to start doing SIP into it every month for my future child. So time horizon is going to be super long like around 30yrs. I know tracking is important and I shall be doing it from time to time. But I wanna know is it a good choice for such long term investment. How does the valuation looks at present. Kindly cover these topics in the analysis video.
Note: I am yet to get married!
Thank you for making such an elaborate analysis & that too explained so nicely
Good video bhaiya
1)Some of my learnings were the way you differentiated mcd & kfc with the store size .
2) Comparison with jubilant food works on the basis of format risk.
Good comparison with peers 👍🏻
Not included SSSG because earlier in one of your webinars u discussed that in qsr how important SSSG . And the reason why jubilant food works have failed to do good in recent past as they got exhausted by new store addition without good SSSG.
Lastly the mcafe high margin products expansion within the same store with little bit of capex sounded like a brownfield capex which are eventually the better capexs 😁
Love your work 👏❤️
Thank you Naman :)
Keep learning and thank you for watching
Loved it❤
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Meal strategy was also prominent in north India especially in burger king but people are getting smarter slowly because in the end they always ended up spending more for a meal
Thank u sir for sharing ur Knowledge!!
So is this the video, I was refreshing and checking for on Sunday !! Thank you
Loved your analysis...Great...!!!
LOVED IT :)
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Key learning
1. Product mix change - introducing high margins menu mc cafe which have high gross margins resulting in better ADS as well AOV resulting in better ebitda margin results better roe , roce
2. Gaining market share clearly seen by higher SSSG meanwhile competitor SSSG is very low though inflation was a issue for everyone.
3. May be in future SSSG might fall in near term bcoz they are adding more stores which are large in size + which will take time for brake even but once those large stores start generating sales SSSG will start improving and bcoz of this ur profit looks low for now bcoz ur depreciation takes a hit intially as u set up store thats the reason depreciation is around 6% of sales and interest is 4% of sales meanwhile u need to pay rent ,power bill , employee salary until store gets brake even .
3 . No new format risk bcoz getting product market fit takes time in new format
4. Introduction of mc cafe in same store requires less capex is a big plus u have customers coming in store ur just cross selling them which helps improve sales per square foot .
5 . If digital sales increase decently as a % of overall sales this will be a big plus bcoz u can operate store with less employees .
6 . Coming to risk - stores might overlap if more stores are opened nearby resulting low ADS ,low sssg , low revenue per square foot as customer football falls , if digital sales increase going forward and if more digital sales is done by zomato and swiggy and if zomato and swiggy decide higher commission its negative .
My conclusion: instead of going with big stores they could have gone with medium size store keeping menu alike + try to increase digital sales which will help bringing down operational cost ( less employees+ less delivery charges bcoz of more stores near customers which will help reducing delivery cost + ev adoption will help bring down delivery cost)
Ismohit ji ka mu mai paani aa geya food ka baat karte karte.
You made me hungry as well 😂
Great analysis as always 😊
Loved it thanks for making a video on QSR sector. It was very helpful and you have covered risk factors very well
Nice content! You are one of the guys who gave 2000 rs notes to zomato and ordered all these? 😂
Very interesting business model..Loved it, thank you SOIC for this one
Thank you for your teachings 🙏. Quality, Consistency and Simplicity is 🔥.
@soic - could you explain more on the pre-post Ind-as policy ? which cases/sectors should we consider this into valuation ?
Hi,
Covered in description below in a twitter thread
Loved it
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
loved it
Next multibagger after Varun beverages
Look at the profit growth
😂
Lol joke
PE dekho multibagger bolne se pehle..It can be a good growth stock not multibagger.
Devyani stands better currently at all fronts.
loved it.
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Every time I see your new video, it blows mind by looking at the detailed analysis ❤️❤️❤️. Such amount of information gathering and then to study in detail, hats off to you brother 👌👌👌. As always learnt a lot about the QSR industry from this video ❤️❤️. Thank you very much again
Thank you so much...
P/E given to fast growing QSR in India is b/n 60-70 (Concluded after looking at median P/E of Jubiliant, Devyani, Sapphire foods). Is my understanding correct?
Yup..
Ek point add kar sakte hai first timer growth and repeat customer growth.
Thanks for the awesome video , was looking for valuation metrics now I will be able to do valuation :))
Kudos Ishmohit for your education to all of us. Namaste from Bengaluru 🙏
Excellent analysis love it thanks
Loved it. Great analysis
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Paaji pehle khaa lo....!!
Fir video banao...!!
Thanks Ishmohit. A bit more light on Depreciation and Interest would have been great.
Hi,
Please check the description which has IND AS 116 thread..
Ha ha 😂😂.. mere bhi ek batchmate ne waffle ka store khola tha Gurgaon mein
Sabke batchmates ne khola tha xD
Delhi:- Waffle Waffle everywhere
I love the Video
Soo simple, good and detailed. Thanks
Hope it is not sponsored
None of our videos are sponsored, videos also cover the risk. Pls watch till the end
Nice Conceptualization In-depth
Loved the Video ❤❤
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Hey will it be possible for you to make an updated analysis video on DMART? Also can you make an analysis video on Supreme Industries? If you have made video on supreme industry in the past then kindly share me the link as i couldnt find it.
Thanks😊
How a passive investor should invest in Micro cap, Infra, Media, Capital Goods, etc. as there’s no such ETF or index fund for those?
Truthfully i love your blogs i have read most of them kfin wala i was reading but trent and srf is fantastic
That format risk Explanation was a mentos moment of the video for me.. it is such a big pointer
🤝😃
Happy learning!
a video on ITC please
Amazing analysis
Thanks 👍❤
Full detailed analysis as always.. ishmohit ji..
nice analizalics but how many outlet u opened huh
Well Done appreciate the detailed explanation n research
bhai agar a unit ka bath kara tho amm athmi ka blessing ho tha
Indian’s food choices are quite diverse and always need variety. In general QSR foods like nuggets, burger are quite boring 🤢
This is where no.of stores comparison with other countries doesn’t make sense 🙏
Westlife vs restaurant brands
Once Chikfilla enters India...it'll be a big hit....their burgers are 😘
Your videos are very high quality 💯
One thing to be added its a low float stock. Some positives can lead to ferrociois upmoves and vice versa....
Make a video on Devyani International please
We appreciate your suggestion. We'll keep this in mind for our future content. 👍😃
Hello ishmohit, amazing analysis.. In 2019, there was a sudden closure of many of the McDonalds stores in India. Can you explain something about that?😅
North and east franchise dispute
Truly loved it💌
Sir please please in depth analysis of Hindware Home innovation!
Excellent presentation
Hey Ishmohit.. please do consider to do a video on Digital gold platforms.
great analysis bhaiji
Burger King is their biggest competitor. They just go and open stores besides McD.
And keep their price point lower than McD
Burger King unit economics isn't correct..
@@SOICfinance Could be...
But now their strategy is to snatch as much Mcd going customers as they can. Their per store capex is also 30-40% less than McD.
Their entry level meal price is very low as compared to McD. You can get a regular veg mel at 120 Rs.
Also if you can share your views on unlisted QSRs like Wow China and Wow Momos.
Interesting business
Why does the Burger King PE want to sell then? ;)
10:38
Loved it!
PE too high, food regulations will changes some of the menu.. penetration limited to west and south.. let's see
Love your effort . #learningmachine
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Thanks Ishmohit Jee
Soic could you plz tell what's happening with saregama as the stock is going down but it's still growing 20-25 % annually.
Low float stock. Stage 4. Sometimes market tends to be irrational on higher and lower side both. In saregama its lower side... One higher than expected results can lead to trend reversal as it happened in Indiamart. Base formation is must currently
Loved it.
Thank u bhai iss vedio ke liye
Loved it !!
When i use to visit bangkok I saw spicy chicken rice under KFC and i love it but it can work in a geography like Thailand cause of rice eating population..since I am a rice eater i loved it cause it was fried rice with a Thai twist in taste.geographical risk
Loved it sir
I saw a stock of AAVAS FINANCIERS LTD. Can you tell why it is falling a lot? Is time to buy it
Loved !!
Loved it ❤❤❤❤
All your gym hardwork will be gone once you consume these samples :P
Bought many years ago around 250... edited last year
people per Mcdonald....
Valuation wise jubilant foodworks is better .
loved it!!
Why not jubilant Foodworks
Good and informative video
Please do analysis of value retailer like v-mart also....
Royalty, will there won’t be any clause of maximum value ?
i am not mac
Very nice 👌
Which Indian company discussed in video???
Great video
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃