A Small Cap Stock in Super Investor Portfolios 😎

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Күн бұрын

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Business Analysis - AMI Organics Ltd.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
00:00 Intro: Complete Value Chain Analysis
09:05 Business History & Overview
12:41 Pharma Intermediate Segment
19:38 Speciality Chemicals, Electrolytes & Semiconductors
26:06 Growth Triggers
27:48 Risks & Antithesis
30:15 Valuations & Margin of Safety
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Пікірлер: 245

@arvindmahajan 4 ай бұрын

Thanks. Please review Satin Credit and Credit Access Graameen.

@sahildhawan1925 4 ай бұрын

Great Analysis on AMI, Can we get a video On Clean Science and how their HALS series is gonna help grow topline and bottom line, Appreciate your content.

@sunilkumaryadav-sc8to 4 ай бұрын

Superb explanation sir.... Crystal clear... Learned how to analyse a company on fundamental basis and how to forecast the earnings of the company... especially in Hindi

@SOICfinance 4 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@sunilmarathe3071 4 ай бұрын

How can you explain business in such simple language.... We love you for that...

@SOICfinance 4 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. 😊🌟

@ashutoshsingh3007 4 ай бұрын

Sir please make a detailed Session on Calucation of FORWARD PE on basis of Order book , Growth as many Small company trades on higher multiple so how to calculate forward PE for such Companies Please sir it will be Very Helpful. SOIC TRIBE MEMBERS

@sameernaik7353 4 ай бұрын

The most genuine and quality channel on investing. I’ve been studying from KZfaq since the last 2yrs and after following almost everyone online I’m able to say this… Thank you Ishmohit and team 🙏

@pankajbhandari9070 4 ай бұрын

Thank you Ishmohit bhai. Ami organic ka CROIC is -9.11 .do you think its a very -ve sigh for company or how you asses this ratio now.

@raviteja5109 4 ай бұрын

Great video thank you. But it is right now at 55 pe, looks expensive even if you consider fwd PE

@navneetbahety973 4 ай бұрын

pls do a complete anayslis of Tatva Chintan

@himanshubhati4150 28 күн бұрын

Thanks for the great analysis❤... currently formed cup with handle pattern waiting for the breakout..

@ShrenikGolchha 3 ай бұрын

Beautiful… just loved your way of analysis…Jai Hind at the end was cherry on the top 😊

@harshmishra4793 4 ай бұрын

Please do next business analysis on "Protean e-gov Technologies"

@amaan.ak_khan 4 ай бұрын

The pharma and chemical sector is a big challenge to study but then there is ishmohit sir who makes complicated things easy for soic tribes❤ Thank you sir again!❤

@SOICfinance 4 ай бұрын

We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈

@srinivasyamsani-bt3oz 4 ай бұрын

Thank you very much for this detailed analysis which is very interesting and informative..

@SOICfinance 4 ай бұрын

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@davindersharma4764 4 ай бұрын

Thanks for your hardwork

@Nationatheart2023 4 ай бұрын

Salicylic acid is a medicine, so why is it grouped under chemicals?

@Zawxsecdr 4 ай бұрын

Pleased make a video on REIT invIT

@Amiya8 4 ай бұрын

Thanks, Nova Agritech Analysis please.

@pradeepkamath3818 4 ай бұрын

Excellent again Soic .In simple words learned much about stages of pharma industry and yet again A new business company .kitne baar dil jeetoge yaar❤❤❤

@SOICfinance 4 ай бұрын

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

@sandeepjain4963 4 ай бұрын

Concord Biotech is also in formulation?

@manojpatil2288 4 ай бұрын

Aether Industries analysis And Tatva Chintan Pharma Chem Ltd analysis

@keepGoing612 4 ай бұрын

Thank you team SOIC for another knowledge packed video. One query- Value quest is no where showing in the shareholding of Ami Organics??

@SOICfinance 4 ай бұрын

Check block deals in screener or tijori

@ranbirsingh1409 4 ай бұрын

Ssa g Always feel comfortable c ur Super fast Gyan carry on Tc

@rsv1503 4 ай бұрын

I invested in AMI Organics, after I knew it is in Saurabh Mukharjea's portfolio then I exited , same with Clean Science.

@farhazhirani3926 4 ай бұрын

😂

@TheBanterCity 4 ай бұрын

I do the same

@nileshrathod1846 4 ай бұрын

Even i exited from Clean science

@escapxaier8706 3 ай бұрын

Why you exited

@shanbhag1730 4 ай бұрын

Great analysis Sir Kindly consider analysis of Tracxn and Big Block

@ridamsinghal7336 4 ай бұрын

The way I like to do valuations is very different and it shows true picture. i try to find sustainable roe and multiply it with current book value and then divide it by current price to find the real PE( After reading all the factual information). This way all financial jargon and news or artificially elevated PE can be removed from valuations

@blueradiator 4 ай бұрын

it does seem wrong to me

@ridamsinghal7336 4 ай бұрын

Any particular reason?

@Lrajiv74 4 ай бұрын

Sir again requesting pls start your small case.. Investing with your intellect i am sure would be true wealth creation🎉

@realitytalkies7499 4 ай бұрын

go to their resarch page its there already

@ali_editz7 4 ай бұрын

Great informative and valuable video👍🏻 thank you

@SOICfinance 4 ай бұрын

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

@s.ribadiya 4 ай бұрын

your explanation is very good.thank you

@SOICfinance 4 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. 🤝

@z2zugzwang 4 ай бұрын

A wonderful analysis Ishmohit and Team SOIC. I agree that there is very little margin of safety here. Even if we consider a blue sky scenario of 1200 Cr sales in FY26 and assign a P2S of 5x. The MCap will be 6000 Cr. Its already at 4000 Cr. Thats a 33% growth in MCap. Seems like the market has already discounted a lot of the future earnings. I'll circle back to this if i see a 3 year growth visibility @ 3x P2S. Thanks once again.

@realitytalkies7499 4 ай бұрын

maybe you missed the growth part which can be wow if the story plays out

@balakrishnaprasadg2946 4 ай бұрын

Sir can we move towards REIT and invITs at present market conditions

@anandsingh4071 4 ай бұрын

your view on markshans pharma??

@ripshivraj 4 ай бұрын

added it around 1100 levels will doubled down around 850/900 if it goes down.

@manivannannatraj5136 4 ай бұрын

Which stock you are referring to

@tradingweallteachall0105 3 ай бұрын

Pahile girega then up😂😂😂

@ripshivraj 3 ай бұрын

@@tradingweallteachall0105 abhi tak toh nhi gira dekhte hai

@pramodsakhalkar9406 3 ай бұрын

Suprabhat🙏🏻 Thanks for the detail analysis and the Professional Teaching.

@SOICfinance 3 ай бұрын

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

@siddhipandare3882 4 ай бұрын

Yes

@sagardave353 4 ай бұрын

Explain the Caplin.... Its with huge MoS

@user-wu3yw2fj3b 4 ай бұрын

Isn't Intermediates margins are better than Electrolyte? Shouldn't it more focussed on Intermediate business?

@hkohli447 4 ай бұрын

Hi sir, please make a video on complete analysis of Jio Finance.

@vivekknji 4 ай бұрын

I don't track the pharma sector, but Salute to your details, information and scope of analysis. Mind opening session for business analysis

@SOICfinance 4 ай бұрын

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@muditthakur7989 4 ай бұрын

plz release list of each and every book on your bookshelf

@TheEdenoftheEast 4 ай бұрын

Hi, great video as always SOIC. Can you tell us something about IOLCP? Been falling for a while now. Thanks.

@tradehut2782 2 ай бұрын

Its not good brother

@Anand13011 4 ай бұрын

Thank you for all the effort you put in

@SOICfinance 4 ай бұрын

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

@AjayKumar-gp9gj 4 ай бұрын

Analysis of accelya solutions.

@abhishekjain3706 3 ай бұрын

Super explanation! Thanks a lot Ishmohit👍

@SOICfinance 3 ай бұрын

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

@javed.shaikh787 4 ай бұрын

Please make video on Genus power

@iamsharf 4 ай бұрын

Loved your simple explanation

@SOICfinance 4 ай бұрын

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

@gurtejsingh-bg3qh 4 ай бұрын

Please make a video for kolte patil

@utskant 4 ай бұрын

Thanks for the analysis. Ami organics looks like a falling knife right now. Technicals suggest that once could wait it out for consolidation. Fundamentally the stock looks overvalued even on forward basis.

@ripshivraj 4 ай бұрын

bhai tu q3 call sun kr aa fir yahi bolna

@anandtatwe1632 4 ай бұрын

Falling knife???? Which world you are living!

@nirbhaisinghdhaliwal788 4 ай бұрын

Thanks

@manojranjan582 4 ай бұрын

Pranam sir 🙏

@MinorityDoc 3 ай бұрын

Great kid. ਚੜਦੀਕਲਾ

@sunchulasaikrishna4756 4 ай бұрын

Nice explanation. Thank you.

@SOICfinance 4 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@sumitsagaonkar 2 күн бұрын

Thank you. You are adding value

@user-xx3yd1jv4o 19 күн бұрын

Please explain about logistics company

@sheben8532 4 ай бұрын

Great video as usual. Will check Out this company. Many thanks

@SOICfinance 4 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

@rajeshsamant4884 4 ай бұрын

Thanks 🙏

@amanjaswani 4 ай бұрын

Analysis of Genus power

@niladribanerjee2821 4 ай бұрын

Ye elecyrolytes kya kisi company ke liye click krega? Newgen me last 3 years se ye electrolytes ka kahani chal rha hai, lekin stock down hi down hai.

@jamirnayakwadi1188 4 ай бұрын

Thank you sir

@sapnilpatel1645 4 ай бұрын

Please analyse the company called "Affle".

@shirishshetty1750 4 ай бұрын

Since coffee can investor has entered the stock ,i dont think it will rise soon.. 😢

@yugdarshan 4 ай бұрын

😂

@govindarun1947 4 ай бұрын

Wait for his exit and watch it fly🚀

@majidhussain7174 3 ай бұрын

It doesn't matter what you think 😊

@subhamagarwal2073 3 ай бұрын

Discuss Apar Industries please

@manojpatil2288 4 ай бұрын

Prince pipes analysis

@oma1274 3 ай бұрын

Dear Ismohit please review stocks tarsons products, tatva Chintan , clean science , Navin fluorine , Vinati organics, prince pipes that you once covered on your channel . As they are corrected a lot investors can add them .your unbiased review can help them in their study

@puneetmalhotra5261 4 ай бұрын

Please do a session on INVITs

@revantharyan 4 ай бұрын

Please add english subtitles btws awesome video!!

@kartiknune1331 4 ай бұрын

Hi sir. When will be the next video of revisit series come?

@chandrodaysingh6893 4 ай бұрын

Wonderful delivery of case analysis, looks like to be a promising business post capex and tailwind in chemical sector. thank you SOIC

@SOICfinance 4 ай бұрын

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.

@devendrarawatsays 4 ай бұрын

How do you categories NATCO pharma? Patent challenger.. their management keep saying that margins are higher in branded complex generics..but they are not really abke to make that, right?

@SOICfinance 4 ай бұрын

Formulations in FTF opportunities

@ashishkumardash9746 4 ай бұрын

your every analysis is just superb

@SOICfinance 4 ай бұрын

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. 🤝

@user-wh1pb2tl4g 4 ай бұрын

Sir Heromotors aur UPL ka v bataye

@icea2764 4 ай бұрын

Great learning sir❤

@SOICfinance 4 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@shankarkumarpaul5034 4 ай бұрын

Please also readdress neogen chemical. Thank you.

@SOICfinance 4 ай бұрын

Too expensive at the moment

@surajitpaul5945 4 ай бұрын

Good discussion

@SOICfinance 4 ай бұрын

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. 🤝

@ballu805 4 ай бұрын

Thanks roe kam kyun ho raha hai iska....?

@jayeshkhara1425 4 ай бұрын

Good information with medium speed of speaking.

@lovbaroniya598 2 ай бұрын

Sir please review Laxami Organics !

@vaijayantimhalsekar735 11 күн бұрын

thanks

@yokin91 4 ай бұрын

Perfect analysis 👍🏼

@SOICfinance 4 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@sriramlokesh7181 2 ай бұрын

neogen developing electrolysis not electrolytes

@hiteshdarji4791 4 ай бұрын

Thank you so much Sir for your support💪

@SOICfinance 4 ай бұрын

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

@guptapraveen1977 4 ай бұрын

Thanks for through analysis of the business, however i feel there is one small mistake in the calculation in the PBT. it should be 163cr instead of 157cr as Other income will get added.

@ishmohit1 4 ай бұрын

Yes..just saw

@nitinadak7647 4 ай бұрын

Thanks sir

@akshaychavan939 4 ай бұрын

Hello!. Please make video on Top Real estate players in India.

@rishabjain129 4 ай бұрын

Sir please make a video on analysis on space sector

@SOICfinance 4 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. 🤝

@rameshchandramandir3094 4 ай бұрын

Excellent analysis

@SOICfinance 4 ай бұрын

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

@DavinderSingh-wj9fk 28 күн бұрын

Sat sri akaal Arora ji, i have just heard about your videos and research analysis on stock market, then I watched your some videos randomly, and believe me that i am very much impressed from you…❤ Actually i have lost so much money in stock market and … no words to say… But when i watched ur video, hun lag reya hai ke again main market vich invest karke gains kar sakda haa, just bcoz of ur study which motivates me… Heartly thanks bro Furthermore, suggest some good stocks for long term investments., as i have already lost my 35 lakh in stock market, and u r my hope that i may recover the same with your genius advice 🙏, Sat sri akal

@SOICfinance 27 күн бұрын

Thank you so much for watching and appreciating our video! We're thrilled to hear that you enjoyed it and we're grateful for your support. Your kind words mean a lot to us and motivate us to continue creating high-quality content for you.🙏🏻 Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

@gavyverma 4 ай бұрын

Tatva chintan review please

@virendramaheshwari7166 3 ай бұрын

May please analyze Natco Pharma.

@ayushvarma9657 4 ай бұрын

Great video Paaji 🙌

@SOICfinance 3 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@tejasmistry7710 3 ай бұрын

Next analysis on FMCG Sector please

@Areeva2407 3 ай бұрын

PLS COVER HIMADRI SPECILAITY CHEMICALS ALSO

@dipindersingh2655 4 ай бұрын

Hello sir great knowledge helpful m

@SOICfinance 4 ай бұрын

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

@amarsing1289 4 ай бұрын

Please do analysis on PFC and NHPC

@SOICfinance 4 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.

@gauravshenoy7693 4 ай бұрын

Hell Yes. Thank You

@MrRam111 4 ай бұрын

Good content

@SOICfinance 4 ай бұрын

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

@vinayakpai8123 4 ай бұрын

How is supriya lifescience?

@namanbader 4 ай бұрын

Not sure about the company but I know Supriya. She is nice. 😊

@vivekgupta-nx5qx 4 ай бұрын

Awesome analysis. Keep doing the good work. Discussion around Apixaban was expected Sir. Valuations on forward Earnings is still looking strecthed.

@narinderpalsingh5349 4 ай бұрын

You are doing a great job for investors,,,,Kindly make a video on Sumitomo chemical ❤❤❤❤❤

@SOICfinance 4 ай бұрын

We appreciate your feedback. Thank you for your suggestion. 😃🤝 We hope to continue adding value to your investing journey.

@prakashvaghela1970 4 ай бұрын

This good one analysis

@SOICfinance 4 ай бұрын

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃