🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs
Thanks. The kind of research that went into it is insane. I binge watch your videos Ishmohit and the amount of knowledge you have is absolutely incredible. You're a true guru. Here's a smal token of gratitude from my end( guru dakshina).
SOIC is a top class education channel is stating the obvious. Heartening is that the channel has now become more flamboyant with colorful attire of the host. Thank you & keep growing so that we too grow
I know this is going to be good without even seeing it. I have a question sir, What is the process of your analysis? Where do you start and What all do you read? Because you're analysis is beyond perfect.
Great video as always. It was worth every bit. Have a query/point to add on Laurus vs Divis comparison - My understanding of Laurus on 'lowest cost producer', 'doing more with less' and thus ultimately achieving economics of scale is more or less similar to Divis. From my understanding of Laurus business, Laurus tries to enters Generic APIs/Formulations with the aim of gaining leadership position (as Dr. Chava have said couple of times in concall). We saw this playing out in ARV APIs. Remains to be seen in Diabetes and Cardiovascular products. Laurus is also planning for nitrosamine free Sartans' Cardiovascular APIs/formulations. So it'll be interesting to see it playing out for Laurus too. Having said this, I agree with the competitive model of competing with innovators with generics and its impact on CDMO relationship. Personally, this is good open question for me in terms of assessing/judging the impact. Trying to see if I can find similar examples with other global companies in this industry and how it has played out with them. Faith in Dr. Chava's vision and execution gives good comfort though.
Food for thought: I have been personally invested since the last 18 months. Lets see if you can answer this: The incremental basket of APIs that are being launched, do they have cost leadership there or is it an umbrella launch? My belief is the latter. Think about it slowly :)
@@ishmohit1 Agreed :) If I look at Gliptins that are being launched for type-2 diabetes definitely looks like a basket offering approach (completely differs from what Divis follows) and highly likely that main focus might not be gaining cost leadership. The focus would be to diversify first and at least be scalable & trusted low cost (if not lowest) producer due to complete integration. Low/lowest cost part is something which remains to be seen
@@TarangPatel1610 that is where the Difference lies and Valuation reflects that :) Divis only enters when already cost competitive. I am aware of this and this is my anti thesis at the end of the day :)
Excellent Analysis.. This brings back horrible memories. I had bought 600 shares of Divis in 2018 and weeks later the stock tanked over 20% in short time frame that spooked me off and got off the stock at loss.. I will never forgive myself for having done that.. However, back then, I didn't have such a good content to know about the company and the business analysis.. Congratulations and hats off for such a wonderful work. One small request: Please do post few videos in English as well. :)
Thank you Sir. U an a new SOIS Tribe member. It is a wonderful video with full of knowledge, information in easy understandable language. Without your simple explanation this complex business would have gone over my head. SOIC 🙏👍❤️
@prosenjit...have u taken SOIC course... could u plz provide feedback...does SOIC also guide on when to enter in a particular business...asking u as I am a new entrant and want to learn
This business analysis is extra ordinary. Sorry @Ishmohit for watching this so late but really mindblowing!!! 🙏🙏 I think Laurus stock has huge value right now. The EPS has come down to 10 from 17. Looking at the Capex & the latest Concall, the EPS might tripple from here in the next 2 years. With PE hitting 40ish, it could become a 4 bagger from here. Debt seems a bit too high but management is very capable.
Excellent analysis of Divis. I am feeling very guilty for not invested in this company till date. As iam Civil Engineer iam one of the team member for construction of Unit II, during 2000 to 2006 Chippada neaar Vizag. This plant they acquired from Birla Periclase. This plant built by Birla for processing of Minerals & was shut down due to due to cheap China products imports . But most of the plant structures like Boilers, Water treatment plant, Admin & office building and Staff quarters nicely converted for Divis requirement. Even Jetty structure with pipe line to sea for waste disposal well utilized by Divis. After they acquired so much adjacent land and expanded plant.
I am high conviction investor in Divi,s . This is a very qualitative and detailed analysis and insight on the company covering every minute aspect. Brilliant research and presentation SOIC 👍👍.
I am frankly perplexed at your everytime flawless and factual presentation Ishmohit Singh... you can't be human because to be human is to falter fail err etc. May Vahe Guruji continue to shower you with choicest blessings 🙏
you are educating and adding a great value and knowledge of great companies in such a easy language that any one can understand salute to you and your team.
I just added some more today! Be greedy when others are fearful! Always better to buy a great company at a fair price than a fair company at a great price!
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. 🤜
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. 🤜
Outstanding Video as usual. Happy that I enrolled SOIC intensive Course. Your TH-cam channel is on top of my watchlist/subscription. Waiting for Insurance video.
Sartans are actually ARBs(Angiotensin receptor blockers) used to treat Hypertension . The future potential is high because here half of the patients remain undiagnosed and out of the people who are diagnosed with hypertension , most remain under treated . So only tip of the iceberg in Hypertensive patients are treated with enough medicine.
Hi. Even though I really appreciate your work, I would like to point out that the title of the video indicated that approximately equal time would be dedicated to each of the two companies. However, majority of the time was devoted to Divis Labs. This is just intended to be a feedback with a hope for positive change.
@@ishmohit1 Thats true. Its just that in more than 90% of the videos on TH-cam, the titles and thumbnails are so misleading that they rarely depict the content of the video. And I believe that quite a few of them do this on purpose just to entice people to open the videos. This really puts me off. Since I know that you guys wouldn't do any such thing atleast intentionally, I thought it might be useful to point it out.
Do you think that without the help of your video it would have been easier ever to understand the complex business, even after gone through the con calls?Thank you SOIC, Thank you Ishmohit for doing such a wonderful and hard work…Wish you the best of luck and success….💐
Beautiful video Ishmohit. The way you explain a company, it makes the education immensely useful & fun. You're in a league of your own in terms of content creators. 👏
1. Naptroxin used for arthritis( process catalyst through not enzyme)50 % market share, 18% sales 2. Generic api 30 products(51% contribution) 3. dextomytroxin(cough) , gabhapentan epilaxy & nerve pain 3. Custom synthesis (41% 4. Neutracutiant (8% vitamin d ,e, a,) don't have that much margins 5. Key starting material (ksm) -> intermediates-> api backward integrated 6. Out of top 20 (12 are their clients) 7. Ebidta margin (30-33 for api), intermediates (50-55%), 8. 6 pillars ( generic api concentrating on 20% market share to 60%, from 23-24 yr on wards there will be many patents expiry, Capex plan, opening of Sartans, ) 7. 48% sales comes from 5 products , us fda, client concentration ,lumpy api manufacturing, working capital elongated)
Loved it, pure 360° info, For me Laurus will grow faster than Divis, very happy investor in both... Also time for you to share your tshirts with the viewer / student base, I know I'd proudly wear them... Open shop!
U r brillient genius..Divis really a grt company...and may be Laurus can be fo Future Divis type...I hv both in portfolio...look forward for more beautyful analysis...
I have questions on laurus lab 1. Why Promoter sold their holding 2. Is it a one man show, bcz never heard any group behind it. 3. To have faith for long term trust in the script. Pls tell something on it
1.Don't think it's an issue. Have talked about it plenty of times 😅 Vaidyanathan took pledge to buy more shares. This is a similar case. One of the promoters got declassified and he has sold in the past. Business more and less noise 2. Son is already working in Laurus synthesis, warburg pincus was invested here. First generation entreprenur, we should rather respect.
I'm new to this channel..Very useful and detailed information... Definitely it makes sense to view this kind information before making investment decision. Thanks a lot brother 👍
Hi Abhijith!😁 Thanks for watching our video. We appreciate your feedback and support. 🙏 We’re glad our content was comprehensive and engaging for you. 💯 Thanks for your kind words of encouragement! 🔥🙏 Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. We hope you continue to learn along with us! 😁
🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/
🎞 Link to the presentation: soic.in/visualization
📰 Link to the SOIC Newsletter: soic.in/blogs
Qqqqqqq
Qqqq
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Affle ind pr video banaiy plz
@SOIC plz make video on Alkem lab and vaibhav global.
Thanks. The kind of research that went into it is insane. I binge watch your videos Ishmohit and the amount of knowledge you have is absolutely incredible. You're a true guru. Here's a smal token of gratitude from my end( guru dakshina).
SOIC is a top class education channel is stating the obvious. Heartening is that the channel has now become more flamboyant with colorful attire of the host. Thank you & keep growing so that we too grow
I know this is going to be good without even seeing it. I have a question sir, What is the process of your analysis? Where do you start and What all do you read? Because you're analysis is beyond perfect.
yes...!!
+1
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
Totally agree
He reads annual report usually starting wali and credit reports of crisil
Great video as always. It was worth every bit. Have a query/point to add on Laurus vs Divis comparison -
My understanding of Laurus on 'lowest cost producer', 'doing more with less' and thus ultimately achieving economics of scale is more or less similar to Divis. From my understanding of Laurus business, Laurus tries to enters Generic APIs/Formulations with the aim of gaining leadership position (as Dr. Chava have said couple of times in concall). We saw this playing out in ARV APIs. Remains to be seen in Diabetes and Cardiovascular products. Laurus is also planning for nitrosamine free Sartans' Cardiovascular APIs/formulations. So it'll be interesting to see it playing out for Laurus too.
Having said this, I agree with the competitive model of competing with innovators with generics and its impact on CDMO relationship. Personally, this is good open question for me in terms of assessing/judging the impact. Trying to see if I can find similar examples with other global companies in this industry and how it has played out with them. Faith in Dr. Chava's vision and execution gives good comfort though.
Food for thought:
I have been personally invested since the last 18 months. Lets see if you can answer this:
The incremental basket of APIs that are being launched, do they have cost leadership there or is it an umbrella launch? My belief is the latter. Think about it slowly :)
@@ishmohit1 Agreed :) If I look at Gliptins that are being launched for type-2 diabetes definitely looks like a basket offering approach (completely differs from what Divis follows) and highly likely that main focus might not be gaining cost leadership. The focus would be to diversify first and at least be scalable & trusted low cost (if not lowest) producer due to complete integration. Low/lowest cost part is something which remains to be seen
@@TarangPatel1610 that is where the Difference lies and Valuation reflects that :)
Divis only enters when already cost competitive. I am aware of this and this is my anti thesis at the end of the day :)
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
Excellent Analysis.. This brings back horrible memories. I had bought 600 shares of Divis in 2018 and weeks later the stock tanked over 20% in short time frame that spooked me off and got off the stock at loss.. I will never forgive myself for having done that.. However, back then, I didn't have such a good content to know about the company and the business analysis.. Congratulations and hats off for such a wonderful work. One small request: Please do post few videos in English as well. :)
This video is a surprise I didn’t know you would upload it so early 💥💥
Thanks SOIC👌🏻
Why this channel has not reached 1M till? :) Excellent work mate !!!
Video length can be a reason :P We will not dilute the video length to just to gain subscribers
There is no other channel in entire youtube like this. Blessed to be part of this family. Would be joining the membership soon.
Thanks Saurabh for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
Thank you Sir. U an a new SOIS Tribe member. It is a wonderful video with full of knowledge, information in easy understandable language. Without your simple explanation this complex business would have gone over my head. SOIC 🙏👍❤️
@prosenjit...have u taken SOIC course... could u plz provide feedback...does SOIC also guide on when to enter in a particular business...asking u as I am a new entrant and want to learn
As always, brillant. I wish one day I'll be able to analyse something so deeply and
methodically.
I'm the first-time visitor for the channel. Thanks for the great insightful video. You cant find a Detailed Analysis like this in the entire TH-cam.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
This business analysis is extra ordinary. Sorry @Ishmohit for watching this so late but really mindblowing!!! 🙏🙏 I think Laurus stock has huge value right now. The EPS has come down to 10 from 17. Looking at the Capex & the latest Concall, the EPS might tripple from here in the next 2 years. With PE hitting 40ish, it could become a 4 bagger from here. Debt seems a bit too high but management is very capable.
Excellent analysis of Divis. I am feeling very guilty for not invested in this company till date. As iam Civil Engineer iam one of the team member for construction of Unit II, during 2000 to 2006 Chippada neaar Vizag. This plant they acquired from Birla Periclase. This plant built by Birla for processing of Minerals & was shut down due to due to cheap China products imports . But most of the plant structures like Boilers, Water treatment plant, Admin & office building and Staff quarters nicely converted for Divis requirement. Even Jetty structure with pipe line to sea for waste disposal well utilized by Divis. After they acquired so much adjacent land and expanded plant.
@@arvindjain787 kyu?
I am high conviction investor in Divi,s . This is a very qualitative and detailed analysis and insight on the company covering every minute aspect. Brilliant research and presentation SOIC 👍👍.
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
I am frankly perplexed at your everytime flawless and factual presentation Ishmohit Singh... you can't be human because to be human is to falter fail err etc. May Vahe Guruji continue to shower you with choicest blessings 🙏
You guys are amazing ... the quality of research is unparalled. Thank you very much!!
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
Is there something wrong cropped up in Divis. Pl guide.
Excellent video... Could you please refresh the status for Divis as on today??
Where did u find so much of information? So amazing that u gave us greater insight
I learn so much from your videos... Cant thank you more. Please keep up such good work.
Thank you Shankar for your kind words :)
Can you please comment on Larus Promoter percentage of share holdings?
you are educating and adding a great value and knowledge of great companies in such a easy language that any one can understand salute to you and your team.
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
I just added some more today! Be greedy when others are fearful! Always better to buy a great company at a fair price than a fair company at a great price!
Hi ishmohit Great Video. With the change of recent geo political situation what could be the impact on divis labs?
Thank you for your efforts
Thanks :) Hope to keep adding value
Amazing video, simply amazing!
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. 🤜
Sharp and exhaustive. Beyond impressive. More power to you young man 🤩. Jai Hind.
Very informative videos ❤️❤️❤️
very nice and very interesting
this man has a very nice way to make this very interesting
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Ishmohit-SOIC your channel is helping in creating new informed breed of investors
How you find solara as investment point of view?
We have covered the same on our channel. th-cam.com/video/Ib0-V0BbjHY/w-d-xo.html
This video is by far the best analysis of Divi's; in depth analysis..
very professional..
Really value added channel for Retail investors. Lot of Thanks 👍👍👍
Thanks Gurpreet for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
Well done . Ur video are full of knowledge, the hard work and dedication behind making these videos reflects from it.
Keep it up
Sir Have u made any video on Dr Reddys lab and Sun Pharma
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
We will soon cover the same. Stay tuned :)
Hello, any update on Divis. Is it good time to enter? The drop in price is only correction after covid hike or anything else?
Sir you r doing a great job.
Thank you so much for such a quality content.
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. 🤜
Great channel 👍,
Very Good Explanation
Thank you ismohit for educating us.
Always Love ❤️ your work.
Very well value added vedeos for retail investors, thanks alot
Thank you... 🙏 Great research will help....
Aapka Teaching style bahut aacha lagta hei mujhe Sir, Stock ta experience toh hota hi hey, uske sath Biochemistry ka bhi knowledge sikhne ko milta hei
Outstanding Video as usual. Happy that I enrolled SOIC intensive Course. Your TH-cam channel is on top of my watchlist/subscription. Waiting for Insurance video.
App ki sare videos best hai 👍👍👍👌👌👌💯
Wonderful analysis ofDivi's labs and comparision with laurus......
Very nice Analysis 👌👌👌👌😘😘😘
Sartans are actually ARBs(Angiotensin receptor blockers) used to treat Hypertension . The future potential is high because here half of the patients remain undiagnosed and out of the people who are diagnosed with hypertension , most remain under treated . So only tip of the iceberg in Hypertensive patients are treated with enough medicine.
One of your most splendid analysis so far.Thanks once again.
Back here to strengthen my conviction after Recent crash in Divi's Lab 😊
Hope your conviction is still intact 😂
If u need some video for conviction u can't hold
Great Knowledge Video as Always.. Thank you 😊😊
Hi. Even though I really appreciate your work, I would like to point out that the title of the video indicated that approximately equal time would be dedicated to each of the two companies. However, majority of the time was devoted to Divis Labs. This is just intended to be a feedback with a hope for positive change.
Divis we haven't covered on the channel, Laurus already 4-5 videos done :) P2P Analysis was there 😁
Hello Rahul, thanks for your feedback. We have corrected the issue :) Thanks
Truely agree
@@ishmohit1 Thats true. Its just that in more than 90% of the videos on TH-cam, the titles and thumbnails are so misleading that they rarely depict the content of the video. And I believe that quite a few of them do this on purpose just to entice people to open the videos. This really puts me off. Since I know that you guys wouldn't do any such thing atleast intentionally, I thought it might be useful to point it out.
Do you think that without the help of your video it would have been easier ever to understand the complex business, even after gone through the con calls?Thank you SOIC, Thank you Ishmohit for doing such a wonderful and hard work…Wish you the best of luck and success….💐
Sir, aarti ind is demerging its pharma..how its..shall be buy this..please provide your insight.
The only channel I guess who has no haters. Truly awesome work. Keep up with such high-quality analysis.
Thank you so much 😀
Last Minutes Music addition is a great idea. Keep on innovating Sir.
Beautiful video Ishmohit. The way you explain a company, it makes the education immensely useful & fun. You're in a league of your own in terms of content creators. 👏
Thank you 😊
What a great depth of information! Agla video apne charan dikhate hue karna guruji🙏🙏🙏
excellent presentation. very detailed & useful
Thanks Nishkala :) Hope to keep adding value
Very concise and sharp analysis !
Happiness is : getting a SOIC video to watch without knowing it in advance 😁
Thanks SOIC 👍🏼
Would love to know your framework for analysis with list of tools.thank you
Sure, we will soon make a video on the same. Stay tuned :)
SOIC is a Treasure for investors/learners!!!
Nicely explained
Great video as usual thank you so much.
Thanks Jay for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Great video, yet again! Time well invested... thank you : )
Ur key point is key analysis of stocks ,that different from other u tuber
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
1. Naptroxin used for arthritis( process catalyst through not enzyme)50 % market share, 18% sales
2. Generic api 30 products(51% contribution)
3. dextomytroxin(cough) , gabhapentan epilaxy & nerve pain
3. Custom synthesis (41%
4. Neutracutiant (8% vitamin d ,e, a,) don't have that much margins
5. Key starting material (ksm) -> intermediates-> api backward integrated
6. Out of top 20 (12 are their clients)
7. Ebidta margin (30-33 for api), intermediates (50-55%),
8. 6 pillars ( generic api concentrating on 20% market share to 60%, from 23-24 yr on wards there will be many patents expiry, Capex plan, opening of Sartans, )
7. 48% sales comes from 5 products , us fda, client concentration ,lumpy api manufacturing, working capital elongated)
Thank you for Divis deep dive.
Thanks Jwalant for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Great video on Divi's. Is there any possibility to have detail videos on Fine Organics, Gland Pharma and Infoedge? Thanks @SOIC 🙏
Once again Thanks so much for wonderful presentation. You and your channel is awesome as always... Keep rocking...
Thanks for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Absolutely top class presentation @Ishmohit.. Carry on the good works
Thank you for your kind words & Glade you liked it :) Hope to keep adding value in your investing journey :)
Very well explained 👏👌👍
Sir which one is best among them??
KPIT vs BIRLASOFT for long term??????
Birlasoft has diverse client base whereas kpit is focused on automotive software related solutions only.
Loved it, pure 360° info, For me Laurus will grow faster than Divis, very happy investor in both... Also time for you to share your tshirts with the viewer / student base, I know I'd proudly wear them... Open shop!
Sure, will tie up with a charity or a foundation for it! :)
@@ishmohit1 even more of an incentive for everyone to buy!!! ❤️❤️❤️ It...
Excellent job well covered 👍
Excellent and deep analysis as always 🙏
Hats off 🙏
Thank you for sharing knowledge, love ur studies
Most welcome :) Hope to keep adding value in your investing journey
I am having both companies shares in my portfolio thank you for giving good information.
Thanks for the detailed analysis brother...
Thanks Siraj for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Yet another great video with lots of learnings .. thanks 🙏
After long time good content. Thanks
Very very good information
Thanks
Nice one, but why promoters holding in Laurus is so low?
Thanks Soic
Hi Anil!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was informative for you.
Fantastic, Superb analysis with comparision
Thank you for your foresight and analysis
Soic is a good educational channel
App ki back stage area and video editing 👌👌👌
Amazing Video ! I want those T Shirts ? where can i order them ? Do you have your own Merchandise? Please do let me know
Hi! Thanks for watching our video! 😃 We're glad you liked learning with SOIC! 💯
You can email us, please check the description.
U r brillient genius..Divis really a grt company...and may be Laurus can be fo
Future Divis type...I hv both in portfolio...look forward for more beautyful analysis...
Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)
Excellent information and superb presentation, really appreciated efforts of the entire team. Holding both stocks, gave me good insights 👏👏👍👌👌
Thanks Prem for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
Thank god i am invested in divis around 3000 levels 😁
Sir, what about Devyani?
Purchase krna chahiye on cmp
Brilliant, raising the bar with each video.
Thank you for the video.
Could you please share your view on Aarti Drugs & Aurobindo for long term.
Thanks Mahendra for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey
sure, stay tuned :)
True way analysis for investment .👍👍👍
What are your views now given the PE less than 30
Sir sumotomo chemical k bare mai kuch batao
Sure, stay tuned :)
I have questions on laurus lab
1. Why Promoter sold their holding
2. Is it a one man show, bcz never heard any group behind it.
3. To have faith for long term trust in the script. Pls tell something on it
1.Don't think it's an issue. Have talked about it plenty of times 😅 Vaidyanathan took pledge to buy more shares. This is a similar case. One of the promoters got declassified and he has sold in the past.
Business more and less noise
2. Son is already working in Laurus synthesis, warburg pincus was invested here. First generation entreprenur, we should rather respect.
I'm new to this channel..Very useful and detailed information... Definitely it makes sense to view this kind information before making investment decision. Thanks a lot brother 👍
Hi Abhijith!😁 Thanks for watching our video.
We appreciate your feedback and support. 🙏
We’re glad our content was comprehensive and engaging for you. 💯
Thanks for your kind words of encouragement! 🔥🙏
Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page.
We hope you continue to learn along with us! 😁
divis analysis th-cam.com/video/1nZlhpRspcg/w-d-xo.html
As always great learning from you 👍
Feb23 first week वाट लग गयी डिवी की... Is it time to average divis?