6 Multibagger Stocks Reviewed 🔎 Varun Beverages, Tata consumer, Laurus, KEI, etc.

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00:00 Intro: Flow of Analysis
02:36 1st: Beverages Galore
11:37 2nd: Salt on Acquisition Spree
17:43 3rd: Proxy to Power Capex of India
22:39 4th: Steel Wires deleveraged
27:22 5th: Merger for Synergies in CDMO
31:50 6th: Earnings wait but Capex done
37:40 Conclusion: Learnings
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Varun Beverages
Tata consumer
Usha Martin
Laurus Labs
Kei Industries
Suven Pharmaceuticals
#soic

Пікірлер: 201

@DarshitGupta 5 ай бұрын

Kindly review 1. Pricol 2. SRF 3. Gujarat Fluro chemical 4. Navin 5. Apcotex 6. Titan 7. Westlife food world This series is great. Thanks

@cuteranjithsince1995 5 ай бұрын

🤝🤝🤝🤝🤝👍

@vineetjuneja3883 5 ай бұрын

As Tata coffee is merged into TCPL, its 400 cr ebidta should also be considered for deriving the valuation of TCPL.

@munishdrchauhan 5 ай бұрын

Great knowledge sharing Ishmohit. Kudos to your team for dishing out such knowledge

@user-cc1vy6rr1w 5 ай бұрын

Excellent video…nicely explained…need more such videos👍

@Alvish9031 5 ай бұрын

Awesome video. Key learning is for me to see how perception changes even in 2, years or so which is relatively shorter time. Never marry a business. Valuations is the most important thing. 👏👏👏

@SOICfinance 5 ай бұрын

Thanks for sharing!

@syedsuleman300 5 ай бұрын

Sir please revisit the deepak nitrite, saregama, syngene, RHIM, shivalik bimetal and PB fintech businesses analysis..!!

@Financeforyou118 5 ай бұрын

Hey can you share the financial models of the companies you discuss I always get stuck in the drivers of revenue expenses etc of companies

@udiptophukan7657 5 ай бұрын

Thank you for making this video and especially for covering Usha Martin! ❤

@sanjuchaudhary7598 5 ай бұрын

Thank sir have 3 my portfolio VBL,Tata Consumer and KEI and they are in good profit.❤❤

@vaibhavpatel2636 5 ай бұрын

My 3 gem 💎 ginging by u to me Kei... 4x Vbl... 2.5 x Equitas and narayana hudyalaya..... Both 0.75 x Thanks soic😊

@ashishpachange317 5 ай бұрын

Do u know which renewable company going through merger process and having arbitration opportunity

@GaganArora090 5 ай бұрын

Hi ...i have not seen the video yet .. still I am confident ishmohit hai... video ek number hi hoga....

@ruslaanmumtaz5960 5 ай бұрын

This is a very good and helpful review 🎉

@gauravpatil3878 5 ай бұрын

so Laurus will correct or not any further?

@spraveenca 5 ай бұрын

Thanks for detailed explanation that too in English, Thank you so much SOIC 😊

@SOICfinance 5 ай бұрын

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. 🤞

@MrThakur-pz7gi 5 ай бұрын

Thanks for update

@Djrahul1000 5 ай бұрын

Thank you ❤

@namanjain5763 5 ай бұрын

Would like to analyse the divis lab story as how it comes out from darling for investors list

@Prashantsaini4 5 ай бұрын

Refer video at 5:25 vbl - what does CFO cagr mean, is it cash flow from operating profit! Is it not part of earnings/eps. Request explain!

@TheSatzy6699 5 ай бұрын

Loved this type of series ❤

@SOICfinance 5 ай бұрын

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

@goldy1402 5 ай бұрын

Hell yesss.Sir ur simply great n god bless you

@sumeetjariya4144 5 ай бұрын

Thank you

@AbhijeetWaikar 5 ай бұрын

Hell yessss..... Thank you sir ji

@arman0512200 5 ай бұрын

Thank you for the business analysis with simple language explanation. Please analyse steel tube sector. If possible analyse Goodluck India, JTL industry and Hitech pipe please 🙏🏼

@SOICfinance 5 ай бұрын

We're glad to know you find our work informative and insightful. Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

@Balsangeet 5 ай бұрын

Nice sir... Thanks sir...

@SC-qk2hc 5 ай бұрын

Financials of Laurus Labs and KEI are solid.

@anupdas7302 5 ай бұрын

Yes

@biswanathbose7988 5 ай бұрын

Please comment on IRFC stock and Shriram Piston stocks

@rajanchauhan8140 5 ай бұрын

That's how you build trust and integrity in your viewers ❤

@deepakarora9055 5 ай бұрын

Sir, please analyse the hospital and hotel sector next. Thanks for the wonderful video!

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@harshrai5796 5 ай бұрын

Please sir make a detailed video on kothari petrochemicals

@venkatramanabhat3516 5 ай бұрын

Nice presentation/ analysis as usual. Next theme analysis please consider FMCG

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@vijaydungarani2149 5 ай бұрын

Please make video on Footware & jwellery business analysis

@infinity305 5 ай бұрын

Sir can you please do fundamental analysis of netweb?

@manojranjan582 5 ай бұрын

Pranam sir 🙏

@vaibhavkumar3131 5 ай бұрын

Pl analyse recycling business lije gravita tinna rubber baheti

@pawan155 5 ай бұрын

Please analyze refractories business also

@AnupKumar-vb7rp 5 ай бұрын

Please include Rajratan Global in your next analysis. Thanks

@chiranjibmajumdar3721 5 ай бұрын

Sir, please do an analysis on Pharmaceutical sector. Demand for medicines will never end! Thank you so much for teaching us! 🙏🙏🙏💖💖💖

@SOICfinance 5 ай бұрын

Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.

@sidharthsankarnayak735 5 ай бұрын

Sir can you analysis the premiumization trends..

@harpreetahluwalia9940 5 ай бұрын

Medanta , Schneider electronics

@preetamshetty6679 5 ай бұрын

Please cover Neuland, Privi, Fairchem etc. too in the future videos if possible 😊

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@bazzhere- 5 ай бұрын

We want more stock reviews 🙏

@khemprakashmeena4239 5 ай бұрын

Hi Ishmohit, Do we have any membership discount on the 3-year Plan at this point.?

@SOICfinance 5 ай бұрын

Kindly email us at info@soic.in. We’ll share the details with you.

@lokeshdagar6614 5 ай бұрын

What about mps, can you please talk about it

@playingvines 5 ай бұрын

Ishmohit, It would be wonderful if you could cover the credit card industry , as there is a rise in adoption of unsecured loans and could be one of the potential sectors of the Indian banking system to look forward to. Inflation is a measure of growth coming at the cost of debt.

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@gauravpatil3878 5 ай бұрын

AI ML Businesses, entire valu chain software to hardware, nobody is covered that

@tuhin2839 5 ай бұрын

Bhaiya Defence Pharma And Bankings ke acche stocks ke upar video banaiye 🙏🙏🙏

@kalpeshpatel8532 5 ай бұрын

DCF and REVERSE DCF and INTRINSIC VALUE with some example video tutorials

@devendrarawatsays 5 ай бұрын

Would be great if you can review.. Ganesh Ecosphere and fairchem organics as well?

@SOICfinance 5 ай бұрын

Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.

@abhaygupta101 5 ай бұрын

Please make a video on mining industries and its proxy beneficiaries.

@SOICfinance 5 ай бұрын

Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.

@ar9abn 5 ай бұрын

please do a pharma sector review

@manojpatil2288 5 ай бұрын

Aether Industries analysis

@himadridebnath9177 5 ай бұрын

Sir please cover Cholamandlam investment and finance. I have seen many smallcap mutual fund has acquired it. Also it has given good returns.

@ishmohit1 5 ай бұрын

Done : 1.5 years back

@manojpatil2288 5 ай бұрын

Venus Pipes analysis

@arvindkalsariya5752 5 ай бұрын

Good morning sir

@manojpatil2288 5 ай бұрын

Kotak Mahindra Bank analysis

@sayyedliyakatali8969 5 ай бұрын

SIR RECYCLING THEME PLEASE

@dayakarreddypalwai5574 5 ай бұрын

Hell Yess!!

@sohamraval2702 5 ай бұрын

Please analyze Insurance and ER&D sectors

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@revantharyan 5 ай бұрын

Although ai appreciate your anaylsis one of the best ive seen on youtube only the valuation part i dont agree where we you just see pe ratio or use a terminal pe ratio valuation usually is always to be done using a dcf since the value of any business is the present value all future free cashflows for vbl we have to use a dcf even if there is capex in the short term this will lead to futre fcf, in 2013 Britannia was at 100pe now stock is up almost 13x but had we used dcf we could have found it to be undervalued you can see how aswath damodran values companies he never uses pe ratio. Just a suggestion cause i feel your youtube channel can be like his.

@SOICfinance 5 ай бұрын

No doubt, but margin of safety is a concept that is really important. If we try to get perfection in valuation, it won't exist. VBL is doing well though- we covered it at 50times earnings and 50k crore mcap regardless

@miteshbhimani 5 ай бұрын

Defence sector and railways. Are this valuations for real?

@sujithkonda 5 ай бұрын

Green energy and gensol engineering

@tajji4u 5 ай бұрын

poonawala fincorps, why ROE and growth is low

@jaswani6837 5 ай бұрын

Vbl 2.5x ho cuka he tnq .

@shubhamkhatri3149 5 ай бұрын

Swaraj engine ka analysis karo

@kshitijsukhlecha6033 5 ай бұрын

Please review Piramal Pharma, you reviewed pre-demerger. It fell 66% and now 2x from that. What to do

@SOICfinance 5 ай бұрын

Also reviewed Aarti pharma and Equitas Hold co in the same video..Both are 100%+ from there. Will do a video soon on all the three :)

@s1th33 5 ай бұрын

Hey yes

@shaikshaik9929 5 ай бұрын

Sir, Astec life mein kya fundamental problem hogaya... Pls help on this...

@ishmohit1 5 ай бұрын

Posted on twitter 2 years back- product prices went south. Thus, suffering

@roopchand1048 5 ай бұрын

Divis lab analysis

@soulmekanik1 5 ай бұрын

Guys one question for share price cagr how is eps % and PE cagr calculated??? Does higher eps cagr mean the share price is more objectively calculated ???

@SOICfinance 5 ай бұрын

EPS CAGR is the Compound Annual Growth Rate of a company's earnings per share over a specific period. It indicates the annual growth rate of earnings. PE CAGR would be the Compound Annual Growth Rate of the Price-to-Earnings ratio over a specific period. A higher EPS CAGR generally indicates that a company's earnings are growing at a faster rate over the specified period. A higher PE CAGR indicates that investors are willing to pay more for the company's earnings, possibly expecting sustained growth. A higher EPS CAGR is a positive indicator, suggesting that the company is growing its earnings. However, share prices are influenced by various factors, not just earnings growth.

@rushikeshbhojane6064 5 ай бұрын

Make 1 video on adani

@PavanKumar-zd7sm 5 ай бұрын

@soic Excellent video, please do a review of saregama,CCL.

@SOICfinance 5 ай бұрын

We're glad to know you're enjoying learning from our content. Kindly watch this video: kzfaq.info/get/bejne/Y5x2f6ub3eDNaKM.html

@PavanKumar-zd7sm 5 ай бұрын

@@SOICfinance I have already seen the above video, I was requesting to include these in the next recap series, like done in this video.

@ajoykm 5 ай бұрын

Please analyze Schneider electric infra

@SOICfinance 5 ай бұрын

We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

@VIWA1 5 ай бұрын

Sir please analyze Waaree renewable vs Waaree Energy once it spins out with their IPO

@SOICfinance 5 ай бұрын

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

@munishdrchauhan 5 ай бұрын

Something on chemicals pls

@user-cf1qt6um9f 5 ай бұрын

Sir larsun & turbo and Asian paints Nestle per video Bano please

@user-tc9pv5ed6v 5 ай бұрын

Gajab

@meerarajguru8116 5 ай бұрын

Smallcase request 🙏

@MD-he2tu 5 ай бұрын

Next 10 multibaggers video, paji.

@dr.manvendrapal3084 5 ай бұрын

Please make a video for valuation of Zomato.

@SOICfinance 5 ай бұрын

We appreciate your suggestions.😃 We hope to continue adding value to your investing journey. 🤞

@PIYUSHGUPTA-jg1yw 5 ай бұрын

One more problem with Laurus is that it's trade receivables isn't coming down

@SOICfinance 5 ай бұрын

Cash flows are healthy though

@PIYUSHGUPTA-jg1yw 5 ай бұрын

@SOICfinance Well, free cash has come down from 125 cr to 3 cr (fy-23). Even remuneration of top executives has dipped despite sales growth (Earnings were hit). I don't think it's a cash machine but can play good if something fundamental in the business model changes, like expanding capacities post receiving orders or integrations of both types. Conclusion: I find it uncertain as of now, but I know the value of this industry. It's gonna blow up like chemicals did in the last decade. Thanks for the video. God bless you and your family.

@x_man007 5 ай бұрын

More than 15% regular growth should be taken with pinch of 🧂🙏

@gokulrajav3080 5 ай бұрын

HELL YES!!

@shashanktiwari2972 5 ай бұрын

Please review privi chemical And tatva chintan

@SOICfinance 5 ай бұрын

Kindly refer to this video: kzfaq.info/get/bejne/ediRfJpnpqjWfas.html www.youtube.com/@SOICfinance/search?query=tatva%20chintan

@shajinair8648 5 ай бұрын

Hell Yesss!

@shivprakash4848 5 ай бұрын

Railway and defence

@romilsardhara7920 5 ай бұрын

Pls cover narayana Hrudayalaya and pricol

@SOICfinance 5 ай бұрын

@HEALTIYLIVING 5 ай бұрын

Larsan and turbo

@m.m.creation635 5 ай бұрын

Tatva chintan 🙏

@pankajbob1974 5 ай бұрын

Pl analyze JTL Inds.

@SOICfinance 5 ай бұрын

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟