if we take base case analysis 20 cagr first 10 years 15 cagr next 10 yrs . eps = 900 no dilution or less pe 40 = 40 * 900 = 36000 pe 50 = 50 * 900 = 45000 12% cagr easily in base case with long term over view of 20 years . in bull case may be you can expect 15% cagr. in bear case expect 9/8 cagr easily in the long term . only considering eps growth & valuation considering price 3600
D Mart is more valued, 1. because of Store which DMart itself owns rather than setting a store via lease 2. Good profit margins 3. Strong footing in fastest growing large retail market
Bajaj Finance, Asian Paints, Dmart, Hdfc Bank, Nestle, LTIM, Titan, Infy or TCS, Divis and Tata motors (next Tesla) This is my Top 10 stocks for next 10 to 15 years
Personally muje d mart pasand because jao car unke parking m khadi kro items purchase kro bharo le chalo . Malls m parking ke enter exit ke apko 30 min jata hi hai
Thanks for fantastic analysis.. next 20 yr market cap calculation was cherry on the cake.. could you please do it for other companies that will be discussed further?
You have calculated the valuations on the basis of growth 20 per entand cagr 16% pe 20.wuen market capital grows it is diffoclt to maintain cagr if we take in to considerAtion inflation 8% the valuations will automaticaly will go up even sales growth % remain same.
Very good analysis Sir ❤️ From 10 years point of view... Considering 25% growth... EPS would be 175... Considering it would trade at 60 PE after 10 years... Stock Price would be around Rs. 10500... Which would be 12% CAGR.
After DMart IPO this is the first analysis video of the company I watched it without fast forwarding or on high speed mode 😊 👏 Bravo! Amazing! Excellent efforts 👌 keep it up.
Thank u Parimal watching u after 3-4 mths, was bored with Satsang n repetitive new joiners’ questions. Wonderful insights for those who focus on weekends. Great work, series, n initiative
Bhai online se issue. Agar aap D Mart jate ho to aur aap 2 item lene ke liye but agar discount dekh dekh kr log bhar bahr kr item le lete hai trolley m... Online m kya hai aap wahi discount hai but aap limited item purchase krte hai online off line me unlimited purchase kr lete hai..
Parimal sir how do you see competition from blinkit swiggy zpeto since mostly young people are lazy they stay on phone only. How much discount on PE should we expect
Sir sab kuch teek hai for dmar huge future opportunity, but recently i buy a bulk purchace of karyana and food items in my village in kerala through flipcart owned by walmart its only 12 hours to get all items with huge margin in this future digital world dmart is very poor showing in digital platform they dumb all items in a zonal hub this is my issue kindly reply sir
Very good explanation as usual. Your knowledge is osume. Explanation of a stock in a manner which began from start of company. The video is very good example how to study the company 🙏
Par online sab kuch milta nahi hai I recent tried to order something but as I was browsing the catalog I couldn't find the items which I was searching it basically provides grocery and few limited items in snacks and ready to eat food . And it will take some time to catch up with retail market tab tak retail business bahut badi hojayega
Customers do not have any brand loyalty. Big Bazaar was also huge at one time. I don't trust Dmart to grow as fast as real estate cost will increase and they won't be able to buy land
Agar valuation ke bare me, fundamental ke bare me janana hain na to basant maheshwari ke channel pe jake live section me 2 hour ka vedio hai pira dekho sab samgh aaega
I really appreciate the way you're handling your team, by giving them good exposure and screen time. Much appreciated.
Focus on investing
@@nishantneogy6700 😂😂😂
The last part of valuation is the best thing I have seen in recent times!! That's how we do value investing 😊
if we take base case analysis 20 cagr first 10 years 15 cagr next 10 yrs . eps = 900 no dilution or less
pe 40 = 40 * 900 = 36000
pe 50 = 50 * 900 = 45000
12% cagr easily in base case with long term over view of 20 years . in bull case may be you can expect 15% cagr. in bear case expect 9/8 cagr easily in the long term . only considering eps growth & valuation considering price 3600
Really appreciated for your team's hardwork
D Mart is more valued, 1. because of Store which DMart itself owns rather than setting a store via lease
2. Good profit margins
3. Strong footing in fastest growing large retail market
Bajaj Finance, Asian Paints, Dmart, Hdfc Bank, Nestle, LTIM, Titan, Infy or TCS, Divis and Tata motors (next Tesla) This is my Top 10 stocks for next 10 to 15 years
Nestle shord sub my pass hie
Tesla is a technology company and Tata motors is a automobile OEM. I suggest you to do perform fundamental analysis on both .
@@indianchannel1391 First you do your analysis before suggesting. Tata motors is like Tesla in EV space
@@Sports_talkTesla is not just an automobile company like Tata motors.. Tata motors can never become 1% of what Tesla is currently 😂
@@sauras2 ok then you dont invest 😀😀😀
Dmart is a good stock for any long term portfolio,but it's weight in portfolio should be around 2 to 3% only,just personal view ,no recommendation.
Walmart , Amazon is more attractively valued. Dmart is always more crowded than competition even on weekdays. ...pricing is unmatched
Best companies so far identified by you. Presentation on Asian paints, Bajaj finance and Dmart - superb. Keep it up.
Personally muje d mart pasand because jao car unke parking m khadi kro items purchase kro bharo le chalo . Malls m parking ke enter exit ke apko 30 min jata hi hai
V good video..
34 lakh market cap
Means Abhi 2.25 hai
Share price around 60000 hoga 😊
Thanks for fantastic analysis.. next 20 yr market cap calculation was cherry on the cake.. could you please do it for other companies that will be discussed further?
You have calculated the valuations on the basis of growth 20 per entand cagr 16% pe 20.wuen market capital grows it is diffoclt to maintain cagr if we take in to considerAtion inflation 8% the valuations will automaticaly will go up even sales growth % remain same.
Hard work and analysis on Dmart is really worth praising. Appreciate your data collection and presentation. Farach chhan.
Very good analysis Sir ❤️
From 10 years point of view... Considering 25% growth... EPS would be 175... Considering it would trade at 60 PE after 10 years... Stock Price would be around Rs. 10500... Which would be 12% CAGR.
Thank you parimal Sir and Anush
Appreciate how you provide exposure to your team youngsters
Just one word for you and your team 'FANTASTIC'
After DMart IPO this is the first analysis video of the company I watched it without fast forwarding or on high speed mode 😊 👏 Bravo! Amazing! Excellent efforts 👌 keep it up.
One word Excellent
Please make analysis video on ABFRL
Will the company do well when rk damani is not running it? Long term projections are tricky. So many factors to consider.
Rightly pointed out
Succession should be looked at too
Appreciate the detailed video. Empowering the team is super good. Gratitude:-)
Sir This quarter d mart added 18 stores.. Na.
You should have included trent,Electronic Mart, and Aditya birla fashion and retail
sir FMCG contract manufacturing stock analys kijiye....??
Thank u Parimal watching u after 3-4 mths, was bored with Satsang n repetitive new joiners’ questions. Wonderful insights for those who focus on weekends. Great work, series, n initiative
Bhai online se issue. Agar aap D Mart jate ho to aur aap 2 item lene ke liye but agar discount dekh dekh kr log bhar bahr kr item le lete hai trolley m... Online m kya hai aap wahi discount hai but aap limited item purchase krte hai online off line me unlimited purchase kr lete hai..
These is called quality content ❤
Dmart focus on rural retail? Else how they control realty price rises
Love watching your videos, please keep it up, it's extremely educating. Investing India needs financial gurus like you. Thank you 🙏
Sir
Very good video on
Dmart👌smart updates
Thanks🙏
Good Analysis !!! Request you to analyse Trent in comparison to Dmart.
Crisp and clear explanation sir appreciate ur efforts
contain driven analysis, thank you sir and team.
Haha, ye sahi hai, har do din me Nazar me badal jata h
Even after this much correction in dmart still it's PE at 100. The growth of 20% is not satisfactory
Parimal sir how do you see competition from blinkit swiggy zpeto since mostly young people are lazy they stay on phone only. How much discount on PE should we expect
In FY42 Piramal Sir would be watching this and say they mis-calculated the Marketcap . My estimate would be 1.5 Crore crore.
Thanks for this video Sir. I think PE ratio after 20 years could 70 to 80. I think 20% cagr possible.
धन्यवाद
Sir sab kuch teek hai for dmar huge future opportunity, but recently i buy a bulk purchace of karyana and food items in my village in kerala through flipcart owned by walmart its only 12 hours to get all items with huge margin in this future digital world dmart is very poor showing in digital platform they dumb all items in a zonal hub this is my issue kindly reply sir
DMart is rhe Cosco of India. Or Walmart. Keep adding
Sir ji 20 years is too long a period give projections only for 10 years at a time to make it more realistic.
Very good explanation as usual. Your knowledge is osume. Explanation of a stock in a manner which began from start of company. The video is very good example how to study the company 🙏
Sir pl make video on Neogen Chemical
Can you pls make a video on page ind?
Very nice explained by you sir. Appreciates!!
This is the best series
please make video on lic
Excellent analysis.
BSE k bare me kuch batao
Is it fair to compare to walmart and costo? they are american companies
nice analysis... also make a video on Tejas networks and centum electronics
Appreciate the honest analysis 🙏
Please cover pidilite
Extremely useful and elaborate analysis on the the subject ,I have been waiting for.Thanks n regards 🙏🙏
Thank You
Thank you very much for detailed analysis
Spectacular analysis❤
Excellent
Weekday m 10 minutes tk line lagna padta hai even having 24 counter
Good Morning Primal sir
Keep adding one day yahi analyst ayege and positive bate krege ..😅
Sir,
If possible discuss divis lab
Thanks
Tysm for all information
Rajratan global wire ki baremai v video banaya ji
Amazing analysis Sir👍
Keep it for lt
I stopped going to d mart as same discount is given by other online delivery, ab dmart ki que me koun ja raha hai..?
Dmart
I feel organized players such as zepto, blinkit etc will be impacted because they aren't able to show profit
Is this a huge rrtail sector disruption
Thanks for super se upper anylisis sir please make bajaj finance
Bajaj Finance was the first video of our new series. You can check it out here: th-cam.com/video/3cimiGheeoE/w-d-xo.html
Pls add subtitles bro
Me kabi ne investment krogi d mart me bcz. Online shopping mantra Amazon flipkart mishoo.......
Par online sab kuch milta nahi hai I recent tried to order something but as I was browsing the catalog I couldn't find the items which I was searching it basically provides grocery and few limited items in snacks and ready to eat food . And it will take some time to catch up with retail market tab tak retail business bahut badi hojayega
Thankyou Sir
Mantra flipkart Amazon online shopping. Bhoot barda threat hai
long term this are not profitable businesses
Waah... 25% profit, 20% profit kya maska way hai valuation dene ka.. 😂
Salute bhaiyaji.. 👏👏😂
Mast chomu bana rahe ho viewers ko
Trent ka valuation to Dmart se b jyada jai
Customers do not have any brand loyalty. Big Bazaar was also huge at one time. I don't trust Dmart to grow as fast as real estate cost will increase and they won't be able to buy land
Absolutely
Oky bhai koi nhi company ki achhai burai dono dekh ke paisa lagao
25 % aur 20 % ka growth? Bohot unrealistic liya hai.
I think if dmart is not entering in digital retail market your assumption will be wrong
Lagta hai app sir buy kar Raha ho
❤
❤️❤️❤️
👍
Sir dmart 5900 highest geya tha😂😂
Wipro share price kb jyga 4000
In ur dream carona trader
lol 4000 ka pata nahi 40 ja sakta hai
Not possible
Sell and buy l&t tech , Mphasis
42 tak damani ji jinda rahnege?
Valuation guru attendence here 😂😂
All are too far fetched hypothesis
Dmart is very expensive and no point in buy. It's an avoid for me.
Agar valuation ke bare me, fundamental ke bare me janana hain na to basant maheshwari ke channel pe jake live section me 2 hour ka vedio hai pira dekho sab samgh aaega
may be you never been to dmart thats why
😂😂😂don't loose your hard earned money man.....one advice check pe, peg, cash conversion and delta sales before you get in to any shares.
Poor explanation, try to make more easy.
AMAZING CONTENT !!
Rajratan global wire ki baremai v video banaya ji
❤❤❤