Food Services Industry in India

In this video, Raj Mehta gives an overview of the Food Services Industry (FSI) of India and more specifically the QSR space. He also discusses the key metrics to keep a track of in the QSR industry and compares various players present in the industry. He compares them to the business models of global brand owners and gives some perspective on the valuations of these various companies.
Download the presentation file (in the description): ppfasfof.com/f...
Disclaimer: Most of this industry is unorganized and it is difficult to get authentic industry data. Sources for all the data have been mentioned below the charts.

[@rockey784]

Kash aapke videos main 2010-12 me dekh raha hota to abhi tk bahut bada corpus bana liya hota.
Anyway better late than never... Thanks for educating us that's too for free.
Thanks PPFS.

[@harshithgowda202]

many companies are listed now they took time to grow

[@varunjain5789]

Great presentation ! Why is Jubilant Foodworks long term royalty rate lower at 3-4% as compared to others at a 6-8% range ? Can they converge ? If yes, in which direction ?

[@lovekesh88]

Awesome. I'll be increasing my PF allocation to QSR from 2% to 20%, as per analysis shown in this video.

[@mrsaurabhkumar3771]

Don't do this with asset allocation

[@lovekesh88]

@@mrsaurabhkumar3771 thankfully i wised up and stayed away from these sideways stocks

[@ankanpoddar8815]

People in tier 2 and tier 3 cities are just getting started with branded fast food. It's not going to get replaced by healthy food soon enough in my view.

[@Darsshnn]

Thank you so much keeping making such informative videos. ❤️❤️

[@anshulthakkar9318]

very good presentation!

[@sarthakaju]

Brilliant presentation. You didn't cover Speciality Restaurants

[@pawankaul1982]

@39:16 the EV/Sales data for Burger King is not correct it does not include the revenues from the Indonesian acquisition although the market cap includes the shares diluted in order to acquire the business.

[@SouvyaBusiness]

PILES ( HEMMEROIDS) & FISSURE ARE RISING DUE TO THIS BRANDS IN INDIA .

[@dibandumaji311]

Can you make video on textile industry

[@ggara1377]

Jubilant foods is good buy considering the valuation and growth ahead

[@pinkisingh3441]

Informative 👍

[@deepaktopno126]

Sir please make video on Air condition industry

[@ketanpanchal8070]

You have a link on presentation. But It cannot be downloaded. Have a relook

[@ankitrajpal1894]

Hi- who will lead the maximum market cap in next 3-5 years expect from jubilant foods in this QSR segment. Any views on this

[@arbindgupta4603]

Nice presentation thanks.

[@dayakarreddypalwai5574]

Thanks !!!

[@samratpatel8060]

I think Pizza huts ads figure is wrong here

[@IMSRGURJAR]

Love you ❤️

[@SarahMufin-i7z]

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