WHY I PURCHASED SUDARSHAN CHEMICAL | PIGMENT INDUSTRY ANALYSIS

Рет қаралды 13,128

Күн бұрын

This video covers detailed analysis of Sudarshan Chemical and Pigment Industry
TABLE OF CONTENT:
0:00 - Company Introduction
06:10 - Company History
19:40 - Financial Analysis
27:00 - More about Business
29:40: Valuation of Sudarshan Chemical
47:30: What can go wrong
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Пікірлер: 34

@ScientificInvesting Жыл бұрын

Dear All, Please note that the video is complete video from analysis perspective. We record these videos through live session with our PRACTITIONER members where my presentation is followed by Q&A. We have not included the Q&A section (we do not do). Thats why it seems so as while I could finish last line, one of members unmuted to ask questions. To know more about our PRACTITIONER membership (financial year end discount is on), please check here: learn.scientificinvesting.in/learn/SI-PRACTITIONER-MEMBERSHIP Also, we are doing a 8 hour deep dive on IT sector in detail, to attend the deep dive, register here: rzp.io/l/BNrRKEt4A

@ayushchandak8439 Жыл бұрын

Great Effort to explain each point🙌. Thank you, keep work and the video comming 😄.

@suhasmore9567 Жыл бұрын

Great analysis.All angle covered.

@veerushiva58 Жыл бұрын

Great Analysis and simple to understand .. Thanks

@RAKESHKUMAR-cm7op Жыл бұрын

Great detailed analysis

@akrstudio8330 Жыл бұрын

Superb analysis.

@bhuvanahujaca Жыл бұрын

Indepth Analysis....Superb 👍

@legalmatters702 Жыл бұрын

Great video for education

@btw143 Жыл бұрын

Very informative

@kittymalhotra6445 Жыл бұрын

Superb

@pankajmalik6388 Жыл бұрын

Nice presentation & subscribed now

@aniljanghale4381 Жыл бұрын

Wow content

@ankitagarwal9502 Жыл бұрын

very nice explanation

@vijaygehlot1699 Жыл бұрын

👌👌

@shaikabdulmugni5416 9 ай бұрын

really valuable, it would be great if you can attach the excel sheets & ppt along with the video.

@user-to5xd2bc3v Жыл бұрын

Good analysis. But it is very clear that demand has softened both in India and abroad. The huge capacity addition is going to be a pain in a slow growing industry for next 5 years. Earlier high demand and margin was due to inventory stocking due to covid led logistics disruption. The management themselves says they got it wrong and the said 3500 Cr will take 5 years to materialise and that too hopefully. Competitor "consolidation" will lead to more price competition but how are saying competition "exit"? Unlike paint industry this one is unfortunately cyclical, has margin volatility and has no control on RM, antidumping dynamics.

@ScientificInvesting Жыл бұрын

Thanks Purushotham. The exit of top 2 companies is in public domain and I have highlighted the same. The whole analysis of 20+ years was only to highlight the cyclicity of business. There is nothing which is not cyclic, extent differs n this one is highly cyclic as highlighted

@harry6161 Жыл бұрын

With selling of new property, what can be its implications?

@iamasimplefinancialequityenthu Жыл бұрын

You make excellent ppts , how you made them

@mayankmakkar4126 Жыл бұрын

When pigments industry will grow at 3-4% CAGR and Sudarshan is already 3rd largest player globally, don't you think there is less scope for increasing revenues (despite cyclicality) and sustaining a revenue growth? Further, the large global players who have "sold" their capacities, it clearly means that capacity is still there but with someone else. It has not been destroyed. So wanted to ask your opinion on these aspects with respect to mainly future run-rate? Margins can revert, yes but what about revenue growth considering the above concerns?

@darshangala6486 Жыл бұрын

Where can wee see the full video?

@ScientificInvesting Жыл бұрын

please check pinned comment

@akhilgoel2223 Жыл бұрын

Great analysis, but seems incomplete video

@pratikjain1310 Жыл бұрын

Why stock is in continuous uptrend jus before the release of vdo.....is it informed circle buying???? Like similar happens before any SOIC vdo uploads

@ScientificInvesting Жыл бұрын

I already presented this stock during Feb at one of national investing forums. One of big investors of this stock has been buying from last 2 quarters. Please check relevant data for the same

@pratikjain1310 Жыл бұрын

@@ScientificInvesting okay...thnx for clearing the doubt