Privi Speciality Chemicals| One Fast Growing Chemical Company? Business analysis

Рет қаралды 106,300

Күн бұрын

Top 🏫 SOIC Membership (Intensive Course + Continuous & Live Classes + Sectoral Analysis)
soic.in/soicmembership/
SOIC Stock Scan Tool: www.stockscans.in/home
SOIC Research: www.soicresearch.in/home?subs...
🎞 Link to the presentation: soic.in/visualization
Is Bajaj Finance the Amazon of Lending?- rzp.io/l/zteFnHHl
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 10% off at the time of sign up. :)
tijorifinance.com/account/sub...
📰 Link to the SOIC Newsletter: soic.in/blogs
🎵 Song: My My Snake Eyes (Feat. Malena Stark) - The Darkness Of The Light
Business Analysis - Privi Speciality Chemicals Ltd
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
🔗 Website: soic.in/
📱 Android Mobile Application:
play.google.com/store/apps/de...
🐦 Twitter: / soicfinance
📸 Instagram: intrinsicco...
📧 Email: info@soic.in
🎞 Presentation Link: www.soic.in/visualization
🎥 KZfaq: / @soicfinance
LinkedIn: / intrinsic-compounding
Facebook: / intrinsic-compounding-...
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
Greetings from SOIC!
Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.
Let's understand the business model, industry structure, competitive advantage and growth prospects of a company that is not known to many in the chemical space.
﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎﹎
Time Stamps
Mental Model Occam’s Razor: (0:00)
Industry Analysis, Applications & Value Chain: (2:44)
Types of Competitive Advantages: (7:00)
Sales & Segmental Break Up: (13:11)
SOIC Accelerator Pitch: (15:45)
Growth Triggers: (19:22)
Privi vs Oriental Aromatics: (21:38)
Valuations & Anti-thesis Pointers: (23:15)
#soic

Пікірлер: 648

@SOICfinance 2 жыл бұрын

Word of caution: we are just here to impart education on these businesses. We do not own the stock. This is not a buy or sell by any means of imagination.

@Kanonymous-gj9pr 2 жыл бұрын

Ishmohit. It was am amazing video!! I have a small request. Can you please do a video on Subex company.

@VijetaJena 2 жыл бұрын

i have enrolled for membership and there seems to be payment issue, have raised an issue on the website but havent got any reply from you .please help !

@SOICfinance 2 жыл бұрын

@@VijetaJena Sorry for the inconvenience caused. We have sent you the details over the mail. Request you to kindly check

@VijetaJena 2 жыл бұрын

@@SOICfinance thanks a ton. it is resolved

@sammirnaik 2 жыл бұрын

Thank you for your advice.

@RajaRajan-yc6uh 2 жыл бұрын

Whoever entered this stock, inspired after these educational videos has to see the price action now. The stock is hammered by the bad news, may be from pollution control violations. An eye opener for anyone trying to invest their hard earned money without understanding the multitude of risks involved in any business. An educational video should be taken as purely educational. I appreciate the SOIC team on stressing this point again and again, but many don't read the fineprint!!

@vanukurinaga 2 жыл бұрын

Bad news sometimes are good to accumulate if management is ethical.. Upper circuit yesterday.. Having said little caution should always be there

@investneur8232 Жыл бұрын

@@vanukurinaga If managemnet was ethical and good administartors,it would hav taken care of pollution and placed soem standards !!! Check for care logo for chemcoiacl companies

@jkj1459 Жыл бұрын

Same with equitas small finance and NGL CHEMICAL , Please don’t invest blindly SOIC IS ONLY EDUCATING THE TUPES OF BUSINESS AND POTENTIAL . So invest only very small money As if we Don’t mind to throw some money for a fortune and forget .

@jkj1459 Жыл бұрын

Types **

@jkj1459 Жыл бұрын

One thing we must appreciate , we don’t get such information nowhere else EXCEPT SOIC , So responsibility is ours As they say we have to do due diligence . Before investing

@vikrambabar2840 2 жыл бұрын

Thank you Sir for in depth analysis of the company. End to end operations, segments, future expansions, financials are nicely explained in simple words.

@SOICfinance 2 жыл бұрын

Thanks Vikram :)

@sonn147 2 жыл бұрын

Thank you once again for such a detail video on a company. U keep getting better with every analysis of a company. Keep up the wonderful nd great work u r doing nd thank you once again for all the effort u take nd the time u spend keep making these videos. Looking forward to many many more videos fm u . Thank you once again.

@SOICfinance 2 жыл бұрын

Thank you for your kind words :) Hope to keep adding value

@rajatbanerjee6323 2 жыл бұрын

You make things so simple that everyone can understand. This is what is known as mastery. Mind-blowing analysis. Wish you all the best.

@chandrasekhararaju3705 2 жыл бұрын

In depth presentation of key strengths and opportunities of business. Keep presenting unknown business dynamics at play known to a very few.

@sanjeevkumarv 2 жыл бұрын

Thank you Team SOIC for the valuable and continues efforts ...

@SOICfinance 2 жыл бұрын

Thanks Sanjeev :)

@vishalmehra6509 2 жыл бұрын

Thanks for this analysis. I am grateful to you. This is one company which I have invested after learning the way SOIC analysis the stock fundamentally. Today I feel extremely happy that you have chosen to make a video on this gem.

@arbindgupta4603 2 жыл бұрын

Analysis getting better and more sharper. Thanks SOIC

@maheshkalkar2101 2 жыл бұрын

Time won't be far when SOIC will be known as IVY League investor education content creator. The best aspect about SOIC sessions - answers are given to - WHY? Go around & see how many teachers or investor gurus can give answers to your query on why so? Great Ishmohit. Your subscriber base should see growth of 25-30% CAGR, just like the Companies that you invest in or track

@SOICfinance 2 жыл бұрын

Thank you so much Mahesh for your kind word & well wishes :)

@seigahikui 2 жыл бұрын

Thank you very much for this deep dive analysis of the companies/industries and providing very high value content, that too for free of cost. There is so much of noise these days at various platforms but if someone wants to actually learn something, stay in the market for long term this this platform is must watch...

@SOICfinance 2 жыл бұрын

Thank you Pawan for your kind words :)

@seigahikui 2 жыл бұрын

@@SOICfinance Many thanks to you _/\_

@swapnilgaikwad6338 2 жыл бұрын

Was ready in chair to watch before 15 min to release... Thanks for knowledge sharing

@SOICfinance 2 жыл бұрын

Thank you so much Swapnil :)

@vinayakkale6347 2 жыл бұрын

It was a different approach altogether where people like CARR were talking about Oriental no one referred to Privi. Thanks, Ishmohit for spotlighting this stock. Will watch and track more about cos like these. Thank you

@niteshdawani5650 2 жыл бұрын

By far you are the best who analysis the stock and industry so discretely.. will for sure join your services as i am yet to find some one who provides such an horse power of information with such ease and comfort.. God bless you brother..wish you all the success and Good luck in coming years Mate

@rmnthbhagat 2 жыл бұрын

Thrilling info...Blessed to have subscribed SOIC. Thanks a ton. You have democratized such info for Aam junta. Salute !! keep bringing such thrillers.

@sudhirdeshpande6586 2 жыл бұрын

Ishmohit .... every time you delight the investors ... it reflects hard work of you & your team. Appreciates your enthusism to go deep into business, all processes & value chain of business. Mostly non finance info/ knowledge. Great going. Keep it up ... Ishmohit. You will be an ICON ... in investing ... knowledge sharing ... for sure.

@vivekmisra123 2 жыл бұрын

Excellent Arora jee ...I think you have covered all possible points 🙏🙏🙏Keep it up 👍

@SOICfinance 2 жыл бұрын

Thank you Vivek :) Hope to keep adding value

@tapanpatra8027 2 жыл бұрын

Very good👍👍👍

@ashishkumardash9746 2 жыл бұрын

YOUR EVERY ANALYSIS IS FULL OF KNOWLEDGE. IT IS VERY VERY GOOD.

@ravijaiswal1221 2 жыл бұрын

Thanks Soic..Really grateful to have you…Gratitude..🌷💐

@SOICfinance 2 жыл бұрын

Most Welcome Ravi :)

@deepaky129 2 жыл бұрын

Great analysis 👍 after watching SOIC video there is no need to analyze further because each & every facets of the businesses are covered in a coherent manner. Thank you very much for providing such informative video 🙂

@SOICfinance 2 жыл бұрын

Thank you Deepak for your kind words :)

@rajayadav3166 2 жыл бұрын

Hi Ishamohit!! You are setting a high standard trend of sharing knowledge to everyone. You are inspiring others.Keep this superb job.

@SOICfinance 2 жыл бұрын

Thanks Raja for your kind words :)

@kalpeshpathare1108 2 жыл бұрын

Ishmohit never Disappoints 😍

@SOICfinance 2 жыл бұрын

Thanks Kalpesh :)

@namanpatel6446 2 жыл бұрын

Occam's model Highest return ever made - Globus Spirits Saw the growing revenues and profits and the cheap valuation attracted me Invested in the company at 350 Made a return of 350% roughly (within 6 months)

@sambirm6273 2 жыл бұрын

As usual another piece of solid analysis and information. Thanks for educating the viewers week by week.

@SOICfinance 2 жыл бұрын

Thanks Sambir for your kind words :) Hope to keep adding value

@drvishalhomoeopath 2 жыл бұрын

Hats off....itna knowledge is company ka....is ke owner ko bhi nahi hoga.....keep it up....happy investing....

@SOICfinance 2 жыл бұрын

Thank you for watching our videos and your kind feedback😃🙏 We are glad our content was informative for you. We hope to add value to your knowledge and investing journey. 🙏

@divyshah9452 2 жыл бұрын

Best analysis & great knowledge sharing and content creator sir…. I wish if drill down Insurance or AMC industry, i think it’s have so much wide range for future

@SOICfinance 2 жыл бұрын

Thanks Divy for your kind words :) We have done a Deep Dive session on both Insurance + AMC Industry

@DRASDEDSF 2 жыл бұрын

@@SOICfinance can u add subtitles 😃

@Mandeep15Saini 2 жыл бұрын

Wow. Just wow. Can't believe this video is for free. Great job, ish.

@I_M_Sudeep 2 жыл бұрын

Thanks soic for making the Sunday into a superday

@jitendravaidya437 2 жыл бұрын

धन्यवाद ईशमोहित 🙏🙏 You & your team are doing a great job, It shows you are a enthusiastic as well great reader.... Excellent Information... Great Analysis.... Keep it up 👍👍👌👌

@rishikr1448 2 жыл бұрын

Thankyou Sir, for sharing such highly valuable study about the company, appreciate your efforts 🙏🙏

@SOICfinance 2 жыл бұрын

Thanks Rishi :) Hope to keep adding value

@uttamdutta9868 2 жыл бұрын

Q&A format gave a refreshing impetus to the video

@mmpcse 2 жыл бұрын

Sadhana Nitro from 8 rupees to 1250 before split. This made me millionaire. You are doing fabulous job. God bless you.

@SOICfinance 2 жыл бұрын

Thank you so much for your kind words :) Hope to keep adding value

@adityasharma-dq6qt 2 жыл бұрын

When did you buy and purchase price,holding period

@SachinSharma-yp1ug 2 жыл бұрын

Great

@prathameshgothankar 2 жыл бұрын

It's not even 20x from low to high, how did you make that much return. Can you please tell when did you buy

@ashokanb1870 2 жыл бұрын

Please do analysis on Galaxy surfactants

@bhavveshh 2 жыл бұрын

Very good analysis..would like to hear on SH Kelkar and Oriental Aromatics too. Also, Meghmani Finechem is expanding in a big way. Worth studying it

@ankitparikh459 2 жыл бұрын

Pls share comparison with sh kelkar also

@satyendersinghyadav 2 жыл бұрын

Great. Very good analysis. Company discussed is Privy Speciality Chemical.

@AmitSingh-ct6lv 2 жыл бұрын

Thanks Sir providing in-depth sight.

@pradeep020275 2 жыл бұрын

Excellent deep analysis presentation sir... Because of You i heard this company for the first time.. God bless You..

@SOICfinance 2 жыл бұрын

Thanks Pradeep :) Hope to keep adding value in your investing journey

@kalpeshkatariya6520 2 жыл бұрын

Very interesting video.......simple way to understand the business. Luckily i am invested in privi from very lower level......thanks sir for video.....god bless u sir

@gutthegajanan1921 2 жыл бұрын

Gd morning sir aapke vdo ka hi intejaar rehta hai Sunday ko

@nikhilphatak7069 2 жыл бұрын

bhaai., hats off. Cant get more details from anyone. Knowledge is power thanks for sharing it🌸

@SOICfinance 2 жыл бұрын

Thanks Nikhil for your kind words :)

@umeshshah9643 2 жыл бұрын

Perfect analysis. I am investigating since long but how to select company knew only after seeing your videos

@SOICfinance 2 жыл бұрын

Thanks Umesh :)

@nipungangwani 2 жыл бұрын

Great analysis and very well explained. Can you please make a video on Solar Industries or Paushak

@koshyjoseph2605 2 жыл бұрын

Superb analysis of Privis and adding value to investor community.

@debasissamantray8233 2 жыл бұрын

excellent….thank you for making me understand the entire value chain of F&F industry…will study Privi More….One question : Where does SH Kelkar fit in. with 3 listed players…PRIVI OAL AND SH KELKAR. ?

@shivshankardixit9505 2 жыл бұрын

Very good analysis , you are one who shows unique stars in Galaxy to common investor, thank you and God bless you

@aniksaha9742 2 жыл бұрын

Excellent valuable videos, triangulating knowledge of multiple books and experience in a single video. Hope to see analysis of Atul ltd.💯

@rammahesh3349 2 жыл бұрын

Thanks for new mental model Mohit sir 👍👍Waiting for a analysis of ultramarine pigments

@chetan1831 2 жыл бұрын

Sardar ji jabardast Video sir. Krupaya aice he badiya company pe video banate rakhiye..Thanks a lot

@raghavendrak9806 2 жыл бұрын

A very big salute to your study process.🏆🏆🏆

@SOICfinance 2 жыл бұрын

Thanks Raghvendra :) Hope to keep adding value

@onkarsingh5636 2 жыл бұрын

Great talk! Very useful! Look forward to your talks !

@umakantyadav8648 2 жыл бұрын

Thanks so much 🙏 for new mental model and new learnings Ismohit sir and soic team hatsoff if possible please make analysis on ultramarine pigments . Every vedios i compelled as my learnig notes .Again thanks all team.

@maulikpatel4190 2 жыл бұрын

I have listen first time this company name...I am very happy with your deep analysis with simple language...I would like to joint your membership any monthly installment option in creditcard for joint membership.... Good Sir ...keep it up

@milindkarwande9121 2 жыл бұрын

very nice analysis with in depth information, thanks

@SOICfinance 2 жыл бұрын

Thank you Milind :) Hope to keep adding value

@user-zd9rx2xf1v 2 жыл бұрын

Your analysis are bang on. SOIC engineering.

@rajuksn2255 2 жыл бұрын

One more awesome analysis.Thank you.

@suhasmore9567 2 жыл бұрын

Thank you for deep analysis. Ur video always helpful to me.

@SOICfinance 2 жыл бұрын

Thanks Suhas :)

@tejrajput420 2 жыл бұрын

salute to your hard work Always waiting for your video thank u so much sir for sharing u r knowledge 🙏

@shekharmundhe6570 2 жыл бұрын

आपका anylsis बहोत ही in-depth रहता है.प्लीज़ Marksan Pharma ka viedeo banao aisa hi in depth

@kendrikbhatt615 2 жыл бұрын

Thanks Ishmohit Sir for the excellent knowledge ❤️

@sammirnaik 2 жыл бұрын

Great! Very informative video on PRIVI SPECIALITY CHEMICALS LIMITED. Your presentation makes me to think investing in PRIVI SPECIALITY CHEMICALS LIMITED.

@SOICfinance 2 жыл бұрын

Thank you for watching our video. Please make sure you do your research as well. 😃🙏

@kalaiarasan1250 2 жыл бұрын

Pls add subtitles to your works Sir. Great work needs to reach more people

@ashokbhole4010 2 жыл бұрын

Nicely explained. Very good. Best wishes and regards from Share Academy.

@somenathdey8432 2 жыл бұрын

In depth analysis as always, like it. Next stock discussion may be Agro tech foods.

@vijayvijay-ys6dl 2 жыл бұрын

Brilliant and humble... God bless you

@RajShah202 2 жыл бұрын

Fantastic video Thanks for your great service 👍

@SOICfinance 2 жыл бұрын

Thanks Raj for your kind words :)

@professoranuragdwivedi93 2 жыл бұрын

Very insightful and superb analysis ishmohit

@tusharm7451 2 жыл бұрын

Amazing analysis at next level No one cam match

@balajiprasannarajendran9665 2 жыл бұрын

Hi SOIC Team, The content was amazing. Would it be possible to add english subtitles for all the videos? It may reach more audience

@akalusantoshkumar9028 2 жыл бұрын

Loved your analysis bro, I would love to hear your analysis on BSE share or polyplex corporation

@SOICfinance 2 жыл бұрын

Hello, we have covered the same in our Platform Business Webinar :)

@kaushalpandya2010 2 жыл бұрын

Hi Ish this is gr8 video. U had started educational videos series but after few video long pause , also u stated will guide for US equity invest still waiting

@dineshpatil1070 2 жыл бұрын

Gr8 in depth analysis...thanks

@anilshirashyad 2 жыл бұрын

Thank you for such a indepth analysis

@SOICfinance 2 жыл бұрын

Most Welcome Anil :)

@_itstrending 2 жыл бұрын

Great job once again. thanks ishmohit sir.

@trader_akshat 2 жыл бұрын

Once again very informative video, great work ! One request is to add different valuation parameters in the end and potential returns basis that by end of 3/5 years. For example : Currently privi does around 1200 Cr sales at is available at P/S of 5. Now basis management guidance and capacity expansion plans they can do around 3000 Cr by FY2025, so assuming a decent P/S of 4 this company can be worth 12000 Cr implying potential returns of 24% CAGR. Similary if there is an assumption that margins are expected to be significantly different than maybe a probable valuation basis EV/EBITDA or P/E would be helpful to know potential spread of returns. Thank you.

@SOICfinance 2 жыл бұрын

indeed!

@gurpalsingh916 2 жыл бұрын

Most underrated analyst ishmohitji may God give you big platform soon

@sanjayjkhara 2 жыл бұрын

Very good analysis thanks to soic team

@arjundas8799 2 жыл бұрын

Many many thanks for this analysis video

@upenpatel44 2 жыл бұрын

It was an amazing brunch sir 👍🏻

@anirbangorai9977 2 жыл бұрын

Mind-blowing analysis 👍✌️✌️ Very impressed 🙏

@SOICfinance 2 жыл бұрын

Thanks Anirban :)

@dineshmj6595 2 жыл бұрын

Super analysis sir. Keep it up. Can you please cover Gulshan Polyols when you get some time. Thanks.

@vinuthan13 2 жыл бұрын

Thanks Very Much. Yet another great analysis.

@amitmittal1431 2 жыл бұрын

Hi Ish. Thanks for the great content. Can you please let me know if the webinar of 'SOIC watchlist & Business we are studying" is available for standalone purchase ?

@shankarpanda1 2 жыл бұрын

Quite excellent presentation. Very much useful. Thanks

@SOICfinance 2 жыл бұрын

Thanks Shankar :) Hope to keep adding value

@mathewseapen7000 2 жыл бұрын

Yes Simple ones like IEX, Bajaj finance, polycab, astral, green panel have given good returns and still believe that plenty of steam is left. Thanks for one more good vdo.

@harishjoshi2498 2 жыл бұрын

Sir Excellent I am also Tracking Privi and Fairchem Organics please consider Fairchem in your SOIC

@adithyagmenon378 2 жыл бұрын

Amazing work as always…

@ankurmpjml 2 жыл бұрын

Wonderful work. Thanks a lot

@lilak1924 2 жыл бұрын

Thanks for sharing your knowledge

@anjanipandey2873 2 жыл бұрын

Very nice analysis .....now I am also thinking to buy one more chemical company share.... Keep up your good work!

@SOICfinance 2 жыл бұрын

Thanks :) No recommendations only meant for educational purpose. DO check out Anti-thesis pointers as well

@narendrakumarsingh6860 2 жыл бұрын

Very informative and good analysis. Thanks.

@SOICfinance 2 жыл бұрын

Most Welcome :) Hope to keep adding value

@prabodhawate4006 2 жыл бұрын

THANKS TO SOIS AND TEAM GOOD ANALYSIS

@SOICfinance 2 жыл бұрын

Most Welcome Prabodh :)

@pradipjana3250 2 жыл бұрын

Excellent analysis. Thank You.

@AadityaSharma04 2 жыл бұрын

You have covered a lot of chemical companies. If possible a blog or a video on current valuations and earnings triggers of all those companies would be very helpful. For example - Someone watching a video of Alkly amines on the channel should not be jumping on buying it at current valuations. I believe an update video on all the chemical companies shared on the channel would be very helpful for all the viewers

@SOICfinance 2 жыл бұрын

Hello Aaditya, noted your suggestion. We also cover Quarterly results in SOIC Deep dives :)

@ravichandar5426 2 жыл бұрын

@@SOICfinance HI, I agree with this comment. While you are educating the investor community with your business studies and doing a great job. However, please have a short follow up video series after a year or so to re-visit the companies analysed. I'm specially waiting for you to re visit the US companies you had analysed earlier. This will really help us and educate the investor community. Thanks

@AadityaSharma04 2 жыл бұрын

@@SOICfinance Yes.

@shivrajsamanta 2 жыл бұрын