Balkrishna Industries|A Differentiated Tyre Business

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Business Analysis - Balkrishna Industries Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Time Stamps:
🚜 Introduction: (0:00)
🚅 Anti-Fragile Mental Model: (0:30)
🚜 What are Off-the Highway Tyres: (1:32)
🚅 Business History of BKT: (4:08)
🚜 Business Model of BKT: (8:22)
🚅 Key Competitive Advantage of BKT: (16:52)
🚜 Capex and Future plans: (19:17)
🚅 Sources of Risk: (24:08)
🚜 Financials of the company: (29:02)
🚅 Valuations: (31:25)
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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[@mukundadeka3213]

Your analysis was superb. But still we as a ordinary retailer have to learn many things before we can come to a conclusion. I thought this will turn multibagger and the growth graph will continue soon after pandemic. Competition from other similar venture shall remain a challenge always. Full capex utilisation will reward BKT handsomely.

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You just love to keep hearing till the end. So much informative...
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A great in depth analysis hats off to your work brother, I just wana share one more thing can you start another series which briefs or focus on stocks which can be a turn arround in now and current scenarios I found one named black rose industries as well as shreedigvijay cement .. and if I am wrong please do correct me on this.

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That's a great analysis. Thanks for the hard work behind this presentation.

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Most welcome :)

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Great Analysis!!!
as you mentioned in couple of videos back that you personally visited APL apollo plant! Waiting for that Analysis.
Among laurus & sequent, it will be great if you analyse SEQUENT especially after change in management recently!
thank you

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Thanks Govil :)
Sure, we are coming up with a video on APL Apollo which will include our Plant visits as well
Sure, video coming soon on Sequent

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Laurus Labs in next video...
Yaar itna in depth bata dete ho ki ekdum maza aa jata hai.... Aisa lagta hai ki main khud poori company samajh gaya hoon and the sector too (Just Kidding).... Superb Analysis Bro as always... One request aap jo saare basic Ratios hain market ke aur company analysis ke unko bhi cater karen... kucch aapne kiye hain.... aur unka ek playlist banaye... Request consider kijiyega

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definitely. Thanks :)

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It is an in depth analysis based on the fundamentals.

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Thanks Manoj :) For more business & industries analysis, kindly visit- www.soic.in/blogs

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Thank you for your detailed analysis of Balkrishna Industries. Would like to see the same on sequent scientific next. Thanks again

[@SOICfinance]

Thanks Nikhil :)
Sure, we will me making video on the same soon

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Simply Awesome!! bhai awaiting video in polycab

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Thanks Amit, stay tuned :)

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Bro I have subscribed your channel after first 10 min of video. Kudos to your hard work...

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Top notch fundamental analysis. Next up Sequent Scientific please

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Thanks Uttam :)
Coming soon

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Great work, bro. Keep it up. You are the best!

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Our sir Recommended me your channel!!

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[@shyamraj240]

Ithink even balkrishna management doesn't knows this much information about their company
Brilliant job brother 👏👍
Love from kerala

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Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

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Glad it was helpful!

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Super in depth analysis 🤩🤩

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Again Fantastic 🔥🔥

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Wonderful analysis. Great Work keep Going.

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Thanks Pramod :)

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Thank you so much sir

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Most welcome :)

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Excellent analysis. Next one i wish Sequent.

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Thanks Thiru :)
Sure, coming soon

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Glad you liked it!

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Great Work !! Lot to learn ...Thanks a lot

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Thanks Ajesh :)
Kindly check our blogs also- www.soic.in/blogs

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such a great channel deserve atleast million plus subscriber. Great analysis.
Much love from kerala😍

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Thanks for your kind words :)

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Kerala

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Thank you for such detailed insights. Would love to hear from you about Bandhan Bank and Affle India.

[@SOICfinance]

Sure, coming soon :)
Thanks for your kind words Sourav :)

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Really Great 🙏
Thank you Sir

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Keep it up God bless you 🙏

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Thanks for your kind words :)

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Good analysis!
Looking fwd to see both Laurus and Seq Scientific analysis soon :-)

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Thanks Murali :)
Laurus Labs- th-cam.com/video/yTlFqdlNG7U/w-d-xo.html

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Dear you do a very very....... GOOD ANALYSIS DECENT 👍 and giving a very good education plateform to new comer.

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Thanks Lalit :)

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Thanks a lot sir 🙏

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Sir, aap bahut aacha explain krte ho, ❤

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As in all videos, super analysis, explained in a very simple way. Looking forward to Sequent Scientific n other analysis.....

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Coming soon!

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Thank you sir

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Best analysis in TH-cam

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Thanks Bishwadeep :)

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Excellent sir....a small suggestion...make it fully in English for the south indian friends....tnq

[@SOICfinance]

Really sorry, we will be adding subtitles soon. Thank you soo much for the support :)

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Terrific analysis, can you please create a video showcasing steps/resources followed by you while analysing a company from scratch.

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Sure, stay tuned.
Also check our our website for more details- www.soic.in

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Great job, So much of hard work and dedication!!! Rquest you to please do analysis on Supreme Industries if possible, thank you.

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Thanks Vinit :)
Sure, stay tuned

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Very nicely presentation

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Good analysis as always

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Best analysis... underrated channel... please continue doing the videos

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Good sir

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Great analysis 👍

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Great analysis, hatsoff 👌

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Thanks Arun :)

[@ArunKumar-kz8gf]

@@SOICfinance can you suggest some decent price to buy this stock for long term

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Very good analysis

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Great work bhai!

[@SOICfinance]

Glad you like it Subham! Hope to add more value in your investing journey :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

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Very very nice and detailed analysis.... super like.... next Laurus Labs please

[@SOICfinance]

Thanks Hemant :)
Laurus labs- th-cam.com/video/yTlFqdlNG7U/w-d-xo.html

[@narasimhaapsingekar7955]

Fantastic!! U have highlighted ,about ,history of ,company management ,their ,technology ,and working ,in this "covid environment" !
Further ,u r ,analysis on ,fundamentals ,their ,valuation ,of financial ratios ,including the ,future ,of ,"off the road " s ! Thnx,so much ! Pl. ,Highlight ,on Navin ,Flourine !!
Thnx!!

[@SOICfinance]

Already done, Please check this
th-cam.com/video/3it7G-9SgYg/w-d-xo.html
Thanks :)

[@jayantsarkar1780]

Best analysis on BKT

[@SOICfinance]

Thanks Jayant :)

[@sachintewari4917]

Really amazing. Your passion resonates when we watch your videos. Just curious what’s your team size?
Also I haven’t seen companies which are Peter Lync’s favourites-
1. Dull and boring business growing at 20-25%
2. Growth companies not yet in limelight or not tracked by analysts
OR have I missed them.

[@SOICfinance]

1)Check animal pharma,Pi,sequent etc. Problem is---Bull Market. Everything is up. JB chem also covered on the website
2)BKT,Pi,Suven,Laurus weren't too much in limelight when videos were made :) Check the dates

[@SANTOSHKUMAR-wx1ow]

Very Good information for an investor sir....it will definately help us to judge the fundamental of the company...

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Thanks Santosh :)

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@@SOICfinance sir, can we get the recording of latest free webinar ?

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Nice analysis sir.👌👌

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Thanks for your kind words :)

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Super bro...too much information 😇😇

[@SOICfinance]

Thank you so much 😀

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fabulous... next Neogen chem pls

[@SOICfinance]

Sure, coming soon :)

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Very informative

[@SOICfinance]

Glad it was helpful!

[@stocksforinvesting]

Good work brother

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Thanks for your kind words :) Hope to keep adding value in your investing journey. To read our latest blog on Alcohol industry, Deepak nitrate, kindly visit- www.soic.in/blogs

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Good job Paaji..

[@SOICfinance]

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[@ktl786]

Sir,very good description.I am also a dealer of BKT.

[@ayushsa]

@Siddharth Ji Is BKT will perform in the future? How is the market of BKT.? Please Tell Sir the ground report.

[@ktl786]

@@ayushsa Very positive 👍

[@SOICfinance]

Thanks Sidhartha :)
Great, any new things you want to highlight/share