Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS

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Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS

Рет қаралды 32,393

Күн бұрын

The PAINTS-WAR is here. A new entrant Birla Opus wants to take share from Asian Paints, Berger, Nerolac and disturb the peaceful industry structure. A follow up video with an update on the launch of Birla Opus
Consolidation and cooperation in industry structure leads to improvement in pricing power and returns on capital. This leads to Good Companies becoming GREAT companies; both earnings and multiples go up and a lot of money is made...
But what happens when this reverses, when competition increases with the entry of a formidable player. What happens when GREAT becomes GOOD? this video analyses this effect in the Indian paints industry and how the industry will change over the next few years. This is part 2 of the video with another analysis coming in the next video...
Grasim is a formidable competitor which will disrupt the Indian Paints' peaceful existence over the next 5 years. The industry will be in turmoil before a new industry structure emerges.
Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.
To know more about me, watch - • Who am I? #AjayFY
To connect with me, follow me on my socials -
Instagram - / ajayfy.sharma
LinkedIn - / ajayfy-sharma
Twitter - / ajayfysharma
#paints #sensex #indiagrowth

Пікірлер: 126

@mytradexpertlove 3 ай бұрын

You are into fund management business that's fine . But if you would have selected the profession of teaching that would have also make you much more popular specially in the field of finance . Your convincing capability and clarity about the topic which you are discuss always is really remarkable. I eagerly wait for you videos. All videos have deep insights . Keep it up . I will request you to publish much frequent videos for us who loves to watch you .

@doncorleone3901 3 ай бұрын

People think most buyers of paints are regular home owners. But thats wrong. Most buyers of paints are builders - they don't care if quality of AP is higher than Birla, they just care about the cost

@SHALEENDAVE 3 ай бұрын

No most builders provide white putty. Colour is on customer

@doncorleone3901 3 ай бұрын

@SHALEENDAVE All paint makers make Putty too. Plus there is external paint

@tradehut2782 Ай бұрын

That's a good point.

@pradeepks6992 Ай бұрын

But Asian paints can fulfill large demands but small suppliers fails

@sunny9091 3 ай бұрын

Excellent analysis, Sir. Additionally, it's worth noting that Asian Paints is expanding into the home decor market, which is significantly larger and more fragmented than the paint industry, with no major organized players currently dominating it. If Asian Paints can capture a substantial share in this sector, it could potentially lead to significant growth in their EPS and P/E ratios. I would appreciate your thoughts on this development.

@rohanch07 3 ай бұрын

It will take 10-12 years to build that segment to be equivalent to their current paint business. Additionally brand building in new segment will take more money and resources from current business. The PE will go down.

@chandrikahc9488 2 ай бұрын

Really good analysis , enlightening people ❤ Beautifully explained in a very simple way, your thoughts process analysis and educating people really needs lot of appreciation, we like your videos

@vikramadityagautam6950 3 ай бұрын

Top notch yet again. However, sir would you like to pay any thought to Asian's demand prediction capabilities, can Birla's get to Asian's forecasting capabilities?

@abhishekmalhotra9415 3 ай бұрын

Superb @ajayg2g .... Ajay Sir! This is so much relatable to "Air conditioner Industry" as well... Outside competition will going to kill Voltas, Bluestar as well....

@jugendrasingh5806 3 ай бұрын

kamal ki jankari mili sir . aapse sadar anurodh hai or naye sectors par bhi videos milenge jiska hum sabko besabri se intzaar hai

@samwise8333 3 ай бұрын

Thank you sir for sharing ur insightful knowledge and doing such priceless analysis

@vikskukreja 3 ай бұрын

It’s such an amazing session, absolute Masterclass. Returns on investing time on your videos is huge. Thanks a lot for sharing class knowledge 🙏🏼

@mohammadanisains9432 3 ай бұрын

Sir Birla ji main woh ability aur effort hai jo asian paints ke management ki brabri kar lenge Hum ne Voda fon idia mein dekh liya turn around nahi kar pa rahe hain , dhaoutfull hai, shukriya

@dhirendrasingh7085 3 ай бұрын

I appreciate your views and ur videos. But can you also start speaking about companies or industries which according to you are in the good to gr8 phase.

@dhirendrasingh7085 3 ай бұрын

Btw Asian paints rt now is a pretty decent buy for a 20% return. Even if it takes a year, doesn’t really hurt. That’s what everyone is chasing in mutual funds anyways.

@z2zugzwang 3 ай бұрын

@@dhirendrasingh7085But are there reasons for a 20% return?

@neeraj3179 3 ай бұрын

Fabulous video, Thanks a lot. Would love to know your thoughts on a scenario where costs increase for a sustained period. Specifically, how would Grasim Industries, which has a much higher debt level compared to Asian Paints, manage in such a situation?

@arnabmondal5926 3 ай бұрын

Many many thank you sir. Please more video give on other industries.

@abhijitdebnath9811 3 ай бұрын

Good one. I'm thinking about why Birla entered the paint industry and making this industry a red ocean. Can't they find any other low-competitive industry?

@z2zugzwang 3 ай бұрын

Asian paints entered the putty market that was dominated by Birla and aggressively expanded. These are adjacencies and hence companies play the game of who blinks first. Game theory at play. Mazaa aayega.

@debojit9639 3 ай бұрын

Wow..thanks for the scuttlebutt information

@ankurmittal19 3 ай бұрын

Sir birla ko kya mileage fhir

@sayandebghosh2681 3 ай бұрын

What is scuttlebutt ?

@replytarun 3 ай бұрын

Very good analysis, would like to have conversation with you. Prof Tarun Dhingra

@G2GAjaySharma 3 ай бұрын

Prof Dhingra, please email at ajayfy.connects@gmail.com

@InvestorInsaan 3 ай бұрын

Very nicely explained Krishna ❤❤❤❤ We are Arjuns of investment

@user-wg1sw2cm4r 3 ай бұрын

Brilliant analysis as always. One assumption you made is no drop in crude prices. If Crude prices fall, profits could improve.

@kaushikchauhan3397 3 ай бұрын

Loved it, as always. Keep up the G2G work Ajay ji. :)

@raghudesh706 3 ай бұрын

Awesome episode 💗💗💗 My question is, if both biggies are looking & preparing for Export Market too (Blue Ocean Strategy)

@1979arijitpaul 3 ай бұрын

Such a nice analysis... But you are not mentioned about quality, in continuation of this Tug of war should quality be compromised?

@jayantvora806 3 ай бұрын

Would like to meet you when you are in kolkatta. Pls inform if possible.

@sureshkhandelwal3497 3 ай бұрын

Great Sir. I belong from Jaipur and live in Vaishali Nagar. ❤

@mtpatel90skid 3 ай бұрын

Great initiative (mangotown) sir. You are among the few successful people who really want to change the world for better.

@SamarthRajesh-iu9kn Ай бұрын

Very beautiful and in depth analysis, pls make analysis video for HDFC bank and IDFC first bank too

@umeshshah9643 3 ай бұрын

Very good information. Can you make similar kind videos for telecom industry?

@user-sq1qf3ko5n 3 ай бұрын

Best video sirji👌

@productheroe2006 3 ай бұрын

Thank You Sir for the detailed analysis. Lot of new things learnt today.

@damdaman-jk8bl 3 ай бұрын

Such a wonderdul analysis sir. Learnt a lot from this vedio. Thank you

@hemantunadkat8684 3 ай бұрын

You have great analysis and correct in all what you have said; except that photos of QR codes can be taken by employees and sent over WhatsApp and those photos can be scanned to redeem the contractor benefits. This could probably be a loophole. I want to add a few more variables; raw material costs over the next 3 years, M&A, geopolitics, underestimating the volume growth of the sector. 1. Raw Material: I expect the cost of the main raw material to go down over the next 3 years because of shift to EVs and renewables; that may compensate for the margin that is impacted due to higher ad spends and discounts. 2. M&A: Can we see something similar to the Telecom sector over the next 10 years in the paint sector where the smaller companies will either die or be merged into 2-3 big players? 3. Geopolitics: This can impact in unimaginable ways which may be difficult to assess at this time. 4. Volume growth estimation: What if the volume growth of the sector beats expectations by a huge margin on upside because of Government policies regarding home for all? Could this be the reason why Birla entered the sector in the first place?

@G2GAjaySharma 3 ай бұрын

Hemant, very interesting questions. 1) RM cost. I can't predict that, but whatever happens to RM cost, IT IMPACTS ALL PLAYERS. What will matter is whether they want to pass it on or not? Till a new Marketshare STRUCTURE is established, you will see price wars and margin compression. This is about MARKETSHARES 2) M&A : this happens only when the industry goes through a very tough phase of POOR CASH FLOWS for a long period of time. That is a DIRE state of affairs. The industry is very profitable and high ROCE today. If we are talking about consolidation forced by PAIN, then there is a lot of trouble coming our way. That is not my base case today. 3) Geopolitics : No idea 4) Volume Growth : It has been 10-12% last many years. Possible that it goes up, that will be a positive surprise :-)

@deepakpatel4186 3 ай бұрын

Ajaybhai Superb...Please in similar study of Bajaj Finance VS Jio Financial ...Humble Request

@ravilakhotia575 Ай бұрын

Sir, what are your thoughts on paint companies hiking their prices?

@drhiraniclinic 3 ай бұрын

one more time... one of the best video..Grt going ajay sir

@omprakashpandey3904 3 ай бұрын

Again Great insight sir I learned lots of things from your business analysis thank you very much sir❤❤🙏🙏🙏🙏

@ShrenikBhura 3 ай бұрын

What about the potential from international market focus of Asian paints? Is that insignificant?

@Lifeisgudhh 3 ай бұрын

Bhai you're awesome quite drunk but efforts you put in the video are recommending!!! Lot's of love from Maharashtra! ❤❤❤ I've been introduced to you by Vivek!

@shrikant4540 3 ай бұрын

Beta wo Bhai nahi sir hai pahle unka academic aur work experience dekho phir comment likho.

@happyguy650 3 ай бұрын

तुत्छ मानव, ये 'sir' शब्द का प्रयोग बंद करो। ये अंग्रेज़ो का टाइटल है। *श्रीमान* बोलो और फिर कमेंट लिखो।

@mngupta2711 3 ай бұрын

Again very insightful and great analysis ❤

@vikramadityagautam6950 3 ай бұрын

Sir, camera angle is not helping. If you could give some thought on it

@tradehut2782 Ай бұрын

If quality of the paint is of prime importance then Dulux would dominate home painting, right? Afaik its almost impossible to compete with Asian Paints at a distribution level.

@atharvadhokte6272 3 ай бұрын

Hello Sir, I am Atharva from IIM Kashipur. I searched for HHI index that you mentioned but didnt found any website which provided it directly. Do we have to individually calculate it as per the formula or is there anything I am missing. Thanks in advance for the reply

@G2GAjaySharma 3 ай бұрын

You have to calculate on your own. Sum of square of marketshares

@atharvadhokte6272 3 ай бұрын

@@G2GAjaySharma Sure sir, Thank you

@anishkumarsahoo7588 2 ай бұрын

I really wanna know in the paint industry which company has the best quality of paint??

@neerajgupta79 3 ай бұрын

Really good analysis. Thanks!!

@tapanhati9158 3 ай бұрын

Very good information, God bless you uh🌷🌹💐

@udaygaikwad5282 3 ай бұрын

How much period Birla will take to get decent ROCE ?

@Dhron_Unnithan 3 ай бұрын

Superb Analysis 👌🏾🤩🔥

@srir6844 Ай бұрын

Birla can't discount for long as shareholders will want to see great Roce. Further, the capex impact on the balance sheet of Birla is large. Asian is also doing capex for new plants, but many of their factories are already set up so better balance sheet. Asian is bound to remain positive cash flow as there is strong internal cash generation. Does Birla know how to innovate in this sector? What type of people culture does it have versus Asian for sustainable momentum in execution and continuous improvements. Lovely analysis, but somewhat pessimistic towards Asian Paints , but grabs the attention as pessimism can have a seductive appeal. 😊

@ratiramsharma8713 3 ай бұрын

Very nice Knowledge for common man understanding

@seshafarmspalmarosa1267 3 ай бұрын

Thank you Ajay sir, I gone through your website of mangotown, my humble request is to add ayurveda balaroga chikitsa department... It is much underated treatment but it makes big difference in child... My prayers for your initiatives... God bless you.....

@G2GAjaySharma 3 ай бұрын

Thank you for your wishes. can you please email me at ajayfy.connects@gmail.com

@rishabhpatel1767 3 ай бұрын

ajay bhai you are amazing

@kirannayak2160 Ай бұрын

Nestle pe v banaiye

@sweetkarbhari7260 3 ай бұрын

Great learning..Thanks a lot sir

@kishorepanjabi5202 3 ай бұрын

Thanks for enlighten us ❤

@Hans-dw5yo 3 ай бұрын

One thing you are missing, after knowing all this...Both companies are looking for business thro benifitting the sellers n intermediateries like contractors etc.....now someone should focus on customer the final buyer....i will look for my benifit n give my paint to the painter n not what he wants to apply....Customer, the final payer first

@ankurmittal19 3 ай бұрын

Pvt sectors banks analysis

@jitenderbhatia1857 3 ай бұрын

Mind-blowing Analysis.

@pavantadas30 3 ай бұрын

Sir , how do you source data like share of voice , dealer network etc

@Paint1Lovers 3 ай бұрын

Beautifully explained sir .... Thank u

@stockmarket4371 Ай бұрын

Sir muje invest karna he kis me karu

@jitenderbhatia1857 3 ай бұрын

Excellant Analysis

@debabratadey7696 3 ай бұрын

Very interesting analysis sir......

@user-fh1uz2kr8x 3 ай бұрын

How can we start paint manufacturing

@sarathkumar251 3 ай бұрын

Superb analysis.

@venkag 3 ай бұрын

As your channel name suggests, you are becoming Good --> Gr8

@mayankraghuwanshi5312 3 ай бұрын

Thanks for sharing amazing insights

@saurabhbhardwaj1511 3 ай бұрын

Lovely analysis sir

@subhajithansda2523 3 ай бұрын

Thank you Sir...

@basavarajmayi9667 3 ай бұрын

Super sir, thank you 🙏 ur my IIM.❤️

@subhojeetchanda2776 Ай бұрын

Birla opus is the newly excellent paint producer than asian paints now in the market.

@investment413 3 ай бұрын

sir plz bajajfinace Ki analysis krodo next year k liye

@abhijitbasak6271 3 ай бұрын

Sir pidilite industries pe video banaya sir

@axaymalaviya1384 2 ай бұрын

Ajay bhai please share PPT

@abdul-eq5ki 8 күн бұрын

birla pInts kerala markeing no ading compant 1 nodrying 2repainting noading beakround coplant

@tushargaur8528 3 ай бұрын

Thanks sir ji 😊❤

@puneetgu 3 ай бұрын

Sir i am a parent of special kid please open centre in east delhi or noida

@sumeetjain8445 3 ай бұрын

Hello Ajay sir .............great analysis.......... but not useful for investing ....bez AP 3 year return is 0 and next 3 years will be 0. sub ko pata hai ...grasim ko kya hoga......nobody knows

@nileshkumar12388 3 ай бұрын

Sir, Tata pigments paint already in market

@aftabchoudhary6103 Ай бұрын

Berger, Nerolac be like : Khaya Piya khuch nhi Glass toda 12 Aana.😂😂😂

@AkashKumar-ip7br 3 ай бұрын

Pranam guruji ❤ like you very much

@kandanuruvsrgopi5199 2 ай бұрын

wow

@satyen2122 3 ай бұрын

In 3 yrs it will like HUL.growth low but pe high.

@bsrikanth1261 3 ай бұрын

SIR, I AM FROM HYDERABAD. MY BOTH CHILDREN ARE AUTISTIC. I WANT TO OPEN CENTRE. HOW TO CONTACT YOU SIR

@G2GAjaySharma 3 ай бұрын

Please email at ajayfy.connects@gmail.com

@sandeepkumar-mk5ht 3 ай бұрын

Basant ji to kahte hai asian paint gira hai kyuki india me development nahi ho raha hai ,

@sagimayank 3 ай бұрын

Birlas know about Indians a lot. Fool proof formula.

@jitenderbhatia1857 3 ай бұрын

Invite more merger or closure of few small companies

@deveshmaheshwari6598 3 ай бұрын

very nice vdo

@goldenpaints2024 3 ай бұрын

Thanks for 66 subs

@irfanbarmare6975 3 ай бұрын

What about the data ? What it takes years for asian paints cannot be easily done by birla.

@ashadda 3 ай бұрын

Good sir ❤

@rajanpatadiya5428 2 ай бұрын

Beauty of Capitalism which will never be seen in socialism

@islamajadul 2 ай бұрын

Berger Painter ko bahut pehle se de raha.... Isiliye mere area main kuch painter ye v kehete Berger ke alwa paint nahi karunga.

@akshatlalka6696 3 ай бұрын

VI got disruption from jio Now birla doing the same to paints.

@himanshubohra5038 2 ай бұрын

Telecom industry

@pueriners714 3 ай бұрын

Don't include Asian Paints in paints, it will move to become another company wchich does home decor, it is on its path from zero to good to great in that regard

@market_learner27 3 ай бұрын

ismain duba baanane wale paisa kumayengee yaa nahi?? or they will do backward integration

@z2zugzwang 3 ай бұрын

Sahi soche

@Gbhk5684 3 ай бұрын

Sir asian paint choro abhi kouncha stock me paisa lagaye

@mrsaurabhkumar3771 3 ай бұрын

Nifty index me dal do 😂😂

@BALLU1977 3 ай бұрын

👋👋👌

@manishbajpai5060 3 ай бұрын

❤❤

@soulisinsearchofpeace3423 3 ай бұрын

❤❤❤❤❤

@3ree238 3 ай бұрын

Sir birla ji ko semiconductor and ai industry me paisa lagana cahiye trillion dollars industry he aur ye billion dollars he.iss industry me ghus ke vo apne paise jala rahe he, vaise bhi unke paise he unki marji😅issi wajha se india piche rahata he aur piche rahe ga,log future industry me invest kerte he aur ye dying industry me invest ker rahe he

@mrsaurabhkumar3771 3 ай бұрын

Paint dying business nahi hai , paints ka use tumare pensil se lekar bade bade bridge tak hote hai , semiconductor ye sab acha hai but don't ignore paints industry, Birla group Carbon black, Ultratech cement and Branded Apearal tak ka Empire khada kar rakha hai

@3ree238 3 ай бұрын

@mrsaurabhkumar3771 stock market is all about growth in revenue then only stocks will perform and I dont think virtual world me paints use hota he,How much pains are affecting you when you use Internet or Instagram or youtube, Future me invest kara jata he past me nahi

@islamajadul 3 ай бұрын

Ap ko batane kuch hi din bad bech Diya tha AP ko