Dear All, Please note that the video is complete video from analysis perspective. We record these videos through live session with our PRACTITIONER members where my presentation is followed by Q&A. We have not included the Q&A section (we do not do). Thats why it seems so as while I could finish last line, one of members unmuted to ask questions. To know more about our PRACTITIONER membership (financial year end discount is on), please check here: learn.scientificinvesting.in/learn/SI-PRACTITIONER-MEMBERSHIP Also, we are doing a 8 hour deep dive on IT sector in detail, to attend the deep dive, register here: rzp.io/l/BNrRKEt4A
Good analysis. But it is very clear that demand has softened both in India and abroad. The huge capacity addition is going to be a pain in a slow growing industry for next 5 years. Earlier high demand and margin was due to inventory stocking due to covid led logistics disruption. The management themselves says they got it wrong and the said 3500 Cr will take 5 years to materialise and that too hopefully. Competitor "consolidation" will lead to more price competition but how are saying competition "exit"? Unlike paint industry this one is unfortunately cyclical, has margin volatility and has no control on RM, antidumping dynamics.
Thanks Purushotham. The exit of top 2 companies is in public domain and I have highlighted the same. The whole analysis of 20+ years was only to highlight the cyclicity of business. There is nothing which is not cyclic, extent differs n this one is highly cyclic as highlighted
When pigments industry will grow at 3-4% CAGR and Sudarshan is already 3rd largest player globally, don't you think there is less scope for increasing revenues (despite cyclicality) and sustaining a revenue growth? Further, the large global players who have "sold" their capacities, it clearly means that capacity is still there but with someone else. It has not been destroyed. So wanted to ask your opinion on these aspects with respect to mainly future run-rate? Margins can revert, yes but what about revenue growth considering the above concerns?
I already presented this stock during Feb at one of national investing forums. One of big investors of this stock has been buying from last 2 quarters. Please check relevant data for the same
Dear All, Please note that the video is complete video from analysis perspective. We record these videos through live session with our PRACTITIONER members where my presentation is followed by Q&A. We have not included the Q&A section (we do not do). Thats why it seems so as while I could finish last line, one of members unmuted to ask questions. To know more about our PRACTITIONER membership (financial year end discount is on), please check here: learn.scientificinvesting.in/learn/SI-PRACTITIONER-MEMBERSHIP
Also, we are doing a 8 hour deep dive on IT sector in detail, to attend the deep dive, register here: rzp.io/l/BNrRKEt4A
Great Effort to explain each point🙌. Thank you, keep work and the video comming 😄.
Great Analysis and simple to understand .. Thanks
really valuable, it would be great if you can attach the excel sheets & ppt along with the video.
Great video for education
Nice presentation & subscribed now
Great analysis.All angle covered.
very nice explanation
Superb analysis.
Very informative
Great detailed analysis
Good analysis. But it is very clear that demand has softened both in India and abroad. The huge capacity addition is going to be a pain in a slow growing industry for next 5 years. Earlier high demand and margin was due to inventory stocking due to covid led logistics disruption. The management themselves says they got it wrong and the said 3500 Cr will take 5 years to materialise and that too hopefully. Competitor "consolidation" will lead to more price competition but how are saying competition "exit"? Unlike paint industry this one is unfortunately cyclical, has margin volatility and has no control on RM, antidumping dynamics.
Thanks Purushotham. The exit of top 2 companies is in public domain and I have highlighted the same. The whole analysis of 20+ years was only to highlight the cyclicity of business. There is nothing which is not cyclic, extent differs n this one is highly cyclic as highlighted
Superb
Indepth Analysis....Superb 👍
Wow content
When pigments industry will grow at 3-4% CAGR and Sudarshan is already 3rd largest player globally, don't you think there is less scope for increasing revenues (despite cyclicality) and sustaining a revenue growth? Further, the large global players who have "sold" their capacities, it clearly means that capacity is still there but with someone else. It has not been destroyed. So wanted to ask your opinion on these aspects with respect to mainly future run-rate? Margins can revert, yes but what about revenue growth considering the above concerns?
You make excellent ppts , how you made them
With selling of new property, what can be its implications?
Great analysis, but seems incomplete video
👌👌
Sound is very slow. Not audible. That's why I skip it.
No one else faced this issue.
Why stock is in continuous uptrend jus before the release of vdo.....is it informed circle buying????
Like similar happens before any SOIC vdo uploads
I already presented this stock during Feb at one of national investing forums. One of big investors of this stock has been buying from last 2 quarters. Please check relevant data for the same
@@ScientificInvesting okay...thnx for clearing the doubt
Why not Dynemic Products ?
does not even qualifies my basic screening criteria
Where can wee see the full video?
please check pinned comment
Can we get the ppt
We do not allow PPT for download. However, PPTs are available for viewing and excels for downloading in our PRACTITIONER membership
@@ScientificInvesting ok
First comment