He owns Carmichele coal field in Australia . He owns sea port to unload it . Then he owns palm oil company . He use coal to generate power and by product of Coal - Fly ash is used for making Cement . 😛He's a mini government himself.
All big corporates in world are the real govts. Martin lockeed of USA controls USA govt, like that India is also puppet of some big buisness corporates. So in any way or other you or me will always be puppet of powerful entity, choice is yours either you want to be puppet of Indian conglomerate or you want to be a puppet of Foreign conglomerate. There is notihing called soveriegnity for developing economies.
Adani has multiple advantages To use Their Australian Coal Mine coal for Clinker(main component in cement ) Production To Use its own Port for Coal Import To use Adani Power Fly ash (ingredient ) to use in Cement Production as all the three types of cement require Fly Ash in different proportion . To use own cement in Infrastructure To use own Ready Mix Concrete in Infrastructure
True.. even they have side products from coal mines which need to be used in India since Australia has strict environment laws and there’s cost of benefits are weighing much high
One of the real reasons for this acquisition was the logistics part of the cement business. Cement manufacturers were finding it very hard and costly to export their cement to other countries because of high freight charges. This is when adani ports comes into play giving more competitive advantage to his new cement business.
he fuking looted indian land and tax payer money, this guys a is a fuking clown, he is investing in coal and shit, while the world moving to solar and alternative, Adnani Coal s the most harmful and lest efficient coal in the world, Adnani is using useless coal that developed countries have outlawed because of health erason, and he is killing his own countrymen becauwe he as Modi in pcoket
If in future think school starts to offer "how to do a research on a topic" They will grow by atleast 10 - 50 times. Love you apt content and remarkable delivery.
Sadguru is doing great at Yoga and meditation level to increase efficiency of human being. This young boy is very smart, very intelligence explaining all complexity of business world so smoothly and covering so many subjects surprisingly. All the best and thanks, at age 76 I am learning from you. Those who learn all the time will never get old.
I am a high school PCM student with no background of bussiness and investment, still listening and trying to grasp what's being discussed, and guess what i am able to understand most of the topics. Thanks to such simple and indeed a deep analysis. Love you Think School, Ganesh Bhaiya and team❤️
I discovered this gem very late. Subscribed this channel last month and have been watching older videos retrospectively lately and it is so insightful. In this era, when the conventional school/university curriculum feels outdated, TH-cam & Jio is certainly bringing a digital revolution in education in India. A big thank you to the "Think School" team.
I am not a business student but watching your videos twice every week is enough for me for understanding alot about market!! Thankyou for your videos!!
As a civil engineer I proud of ganesh.the engineer who can beat any industry specially who is core branch engineers like mechanical, electrical and civil engineers.
We need to understand that Adani cements can be one of the largest costumers of Adani green and renewable energies. We can see major integrations of various adani companies in the coming years to reduce their net carbon foot print.
My take on cement Mafia: I have listened to many Nitin Gadkari Ji interviews mentioning about cement cartel. The government wanted to do more infrastructure projects but bcz of the cement cartel & its monopoly in the market infrastructure projects' cost keeps increasing & some projects are not viable which becomes a burden to the government. Here comes Mr. Adani I guess who is backed by the government to checkmate the cement Mafia & play a crucial role in developing crucial infrastructure projects. This is my view/ analysis I may be wrong just presenting my thoughts.
Adani is anything but a Holy cow. The only thing why he is entering is because he has the contacts to make it work irrespective of the risks associated with it.
I think more players like L&T, Ambani or Tata can enter this multi cornered business And Iam sure all these players come with vision to switch to eco-friendly concrete when time comes
@@SaiPraneethMullapudi market where few players exist will always run it like a cartel and they will be highly profitable because they have pricing power when more companies will enter due to competition pricing power will go the consumers will be the winners and profit will be less and housing costs will come down if housing cost is less means more houses will be built which means more cement production means more production which means economies of scale due to higher production and economies of scale will make Indian cement the cheapest
@@siddeshnaik2296 yes and if cement price reduces we can see drastic rise in Real Estate business, infrastructure development at huge pace with very less cost Yes competition is needed but at the same time cement companies must plan to decarbonise the calcination process by developing advanced technologies
Fun fact- As of now, the carbon emmisions of ACC & Ambuja is less than the Holicm's cement industries. The reason why they are exiting is because they are slowly loosing market share which is captured by Shree Cements,Ultratech cement and others. Credits-Finshots article.
Thank you so much Think School for such amazing case studies that you have been delivering consistently to educate us on business, geopolitical developments and many more important topics !! Thanks ❤️
Thanks for a in depth analysis. Worth listening. As for selling assets,in relation to Malaysia, the motivation was more due to freeing up cash rather than reducing carbon footprint. It will be great if an episode on holcim and lafarge merger few years back.
The Demand forecast for FY 23 is 382 million MT And the Established Production capacity is 542 million MT(don't know exact Number) And Adani has Entered The industry So Why Ultra tech cement has Approved Capex plan of 22.6 Million
Genuinely, the way you explain Concepts of business is remarkable, the way you taught backward integration blows my mind, i could never stop your video or leave it unfinished, creators like you are needed in universities and business schools.
These companies first made Carbon and now they're going green ... seriously. But India should take measure against Carbon emission as it is a necessity of future. As always best presentation 🤞 Hopefully adani industries will also care for nature. Business POV : One of the good decision 🤗
@@kartikhegde533 Exactly. If India pushes for green energy and green construction faster than it can sustain, our entire economy and infrastructure development with get a massive setback, which would be detrimental to our own development and benefit.
The thing is in our school we are taught french revolution Indian revolution while teaching marketing we are taught american marketing what worked for them Indian issues and problems are never discussed. Channels like you help us and inform us in this very important aspect
Holcim took a very smart decision. Exiting cement business not just helped them reduce their carbon footprint but it also helped them build huge capital that they can invest in R&D for new eco products.
As per Mr. Gautam Adani *We will be our biggest buyer* Adani is currently the 2nd biggest cement manufacturer in Bharat. I next 5 years, Adani will become the largest cement manufacturer with 150 mteric tonnes capacity.
The supply chain as a concept is definitely very complex and you explain it well using examples. I have always wondered why the modern FMCG companies have higher price on their website than on other ecommerce space. Like Beardo has almost 20% higher prices on their website than Amazon and Nykaa. Would be grateful to hear back.
People naver know how to avoid making losses while trading, you need to get full understanding and knowledge it is not something you just gamble, Mr.Alece.consistent and constructive. I am getting the best from it.
Same here I started with $10,000 now earning $25, 300 bi-weekly profits with his trading program. His strategies is second to none and highly profitable.
Woo that woman his good work has been everywhere. Been seeing a lot of good comments about her on several places. I feel more confident investing with her, been on the train for over two weeks now best Broker for life.
Because the government's focus on infrastructure , Use cement everywhere from house to road and in the last few year the government made RCC road...Adani takes advantage of running an industry that is never going to stop, demand will increase in the future, automatically the growth of the industry will increase. Why Reliance is entering the IT and Retail market as it is a consistently profitable market. You should know how to manage as well otherwise you will be like Anil Ambani
@@darshannasare believe it or not there is some truth to it, or else why nobody held enquiry on Adani for Mundra Port Drug Bust, and don't give me BS that he's only responsible for port not the shipment content. what if someone threw a bag of drugs in front of your house? the Indian Police will torture you to death when the common sense says it is a public road anyone could've placed the bag but still you will be prime suspect and CBI never questioned Adani.
Starting early is the best way of getting ahead to build wealth, investing remains a priority. The stock market has plenty of opportunities to earn a decent amount of money with the right skills and proper understanding of how the markets works.
Working with Romero pieto is the best thing that can happen to a beginner trader who is aspiring to be fruitful out of the market he is trustworthy and straightforward we surely need more men like him in trading world.
Reading the comments makes me realize why India didn't produce more billionaires when we have such a large population....the comments here clearly shows that most Indians have scarcity mindset and are extremely jealous of others' achievements.....and it's not our fault bcoz we were brought up in a socialist environment which has been quite strong since the independce and as a result we see the difference between South Korea and India which got independence around the same time as ours.....we must realize that world has enough for all of us ,we must inculcate abundance mindset for our self growth and for India's growth.
Inspired by you guys, I have finally gathered courage to launch an initiative called 'Discuss or Debate' that promotes and rewards soft skill development like efficient research, impactful storytelling, effective communication, inclusive group discussions and productive debating. Will share progress and hopefully when it's big enough we can have you as keynote speakers for sharing best practices on these topics.
I am learning a lot from your videos about how economy runs and impacts our lives. It's highly informative for person who has no or basic knowledge about economy. Keep up the good work.
Gr8 insight on ecogreen cement, surely it needed to be explored much more to disrupt India's cement industry.. Adani will wisely transform their green renewables in cement industry I hv gut feeling soon they will disrupt the cement industry by introducing similar to hoclim product.. that will be game changer.. interesting day ahead...
Nice analysis. The study material hopefully takes it one step further, i.e. after backward integration, a business distributor can sell cheaper to its own retailers than to competing retailers, squeezing the life out of its retail competition.
Cement costs Rs. 7-8 per Kg. This makes cement industry very cost sensitive. Moreover, long distance transport of cement is uneconomical. Backward integration example seems vague for the case of cement.
Forward intergration - Directly selling to customers. (Eliminating third party in between) Backward integration - producing inputs used in manufacturing/producing the core product.
Note: Backward integration only works in inefficient markets. In an ideal market, backward integration would not lead to increase in margins due to competition at all links in supply chain. In cited example, acquisition of distributor would only enable spreading out of profits rather than increasing overall value.
Apart from adani Monopoly holding business... 1. Bajaj auto with holding company for auto ricksha in 5 south america, 7 African , Pak, SL, Bangladesh, Mayanmar, 2. TATA 3. Birla in Aluminium in philippines and SEA 4. Vedanta mining in India cairn, copper, fibre optic, 5. L&T hydrocarbon....
Big fan. Such subtle yet comprehensive explaination of hard to catch topics you come across everyday in the newspaper. Not even related to this field but an Ardent viewer of your content 👏👏❤️❤️
If you look at things closely all successful countries are oligarchies even Germany and USA. Democracies evolve into oligarchies and that is a sad reality of the world we live in. It's not actually different countries competing with each other in the geopolitical arena but corporations running governments in action. India is also evolving into an oligarchy now ripe with millions of workers to work for the corporations or bourgeoisie as "they" call it.
Good One. While I understand that the story is quite interesting and logical and I don’t think that the captive consumption of all Adani group companies put together also would touch even 5% even after a couple of years.
This young man is brilliant, his knowledge of geo politics and business is 2nd to none. As an economic teacher, I have learnt a lot from you, thanks gir your knowledge and clear explanations.
Beautiful analysis and presentation. I loved the fact that you covered all aspects of the market dynamics without passing any judgment. In the end, you triggered the listener's curiosity by bringing in the Aspect of UltraTech Cement. I think in the next few years the Cement industry will see three aspects. One aspect will be the Consolidation in terms of Mergers and acquisitions (led mainly by Aditya Birla Group and Adani Group). The second aspect will be the creation of "Low Carbon Cement" manufacturing STARTUPS which will use High-End Tech to improve Operational Efficiencies. The third aspect will be the "Forward Integration" of these "STARTUPS" to Real Estate Development by using Technology to build better eco-friendly infrastructure at faster rates and lower costs...
This is such an amazing video. Loved the details and explanation!! I have a request, if that is okay... I know making videos on every topic/headline isn't possible .. and yet the videos u make are on the most relevant topics.. I wanted to know the website/sources you use for analysing and studying these topics. I would really be grateful if you can mention any, since I'm quite keen to learn more , about other relevant topics too.
There is one minor error in the implication of your example regarding Switzerland - Switzerland is not part if the EU. Still, this has been an awesome video as always! I really enjoy watching your analisis. Best regards from Germany!
The union government has recently confirmed that the Cement corporation of India in Adilabad District Telangana.. which is a PSU of central government..would be sold as scrap with enormous amount of limestone reserves the basic raw material for cement manufacturing and more than adequate land bank .. I think things are planned and paved for some one ..when all PSU are sold I think then the government will be happy
Exactly an undetermined lootbof public property mines and bank money looted by adani ambani and they fund govt through anonymous electoral bonds. We are living in a andher nagri chopat raja and world
*Blame also goes to babu's and bureaucrats who hold complete sway in these PSU's and make them loss making entities and thus a burden on the public exchequer*
What was the last achievement of Cement corporation of India ? PSUs r nothing but load to gov. Read paper by consultant McKinsey which was hired by gov.
@@b12abhaypatel7 *I've been to durgapur,bhilai,rourkela steel plants on purpose of works and I'm pretty sure how things work there and they all come under PSU's of India and some of my friends have done apprenticeship in engine division of koraput under hindustan aeronautics limited and I can definitely say no matter who's is in power the concerned ministery in whichever decade the upper management and babu's have complete sway how things are run there* *Sometimes there are formality inspection from hyderabad and bangalore in these PSU's and no matter how much worse are the conditions there,the reports which are submitted to ministers in delhi are just copy paste rubber stamp formalities and that's it, no dedication for the work by the babu's, no change in welfare of the wards,workers,no modernization so that maybe they become more competitive someday and the final output might increase and maybe some increase in the payroll of the workers but the decision makers in delhi don't know about that because the babu's have submitted their report in due time 🤔 which was important for them and the workers are main sufferer's and the loop goes on* *Just search dalmia cement(rajgangpur)near rourkela steel plant in odisha, I've been there also and the industrial out and payroll is quite good and lucrative compared to the other PSU in the same region (it's one of the largest cement plant in eastern India and it's privately owned) but we'll managed*
I want you to make video on: What's more important? Money vs Power Which is superior between these two. I have been reading on this and searched video but didn't found anything satisfactory. As a person one should chase money or power. And how both goes hand in hand.
@@zulquaratfire8973 Kiyu ki vo india ki sabse busiest port hai, ishliye galat kaam karne wale log uska faida utha kar apna illegal samane udhar mangate hai taaki vo aaram se nikal le jaaye, kiyu ki bahat jiyada bhid hota hai to kon hi dhiyan se checking karega, unke saman kaa
The best example of backward integration is Reliance industries. Infact Adani has only followed Dhirubhai strategy throughout their growth trajectory. Hopefully you could make a dedicated video on RIL growth from trading to petrochemicals.
What you missed to add that would have made it more interesting is if Adani had to setup the manufacturing process from scratch , what would be the total cost of investment and number of years required to setup the similar capacity plant
I heard that adani uses adani ports for importing cheap clinker cement from uae and make cheaper cement and get good margins. With help of ports again, can distribute the cement over india through sea at a cheaper price again. Is this not true?
Adani has multiple advantages When Prime minister is in. your back packet, every strategy is good strategy...... To use Their Australian Coal Mine coal for Clinker(main component in cement ) Production - Thanks to MOdi who brokered this To Use its own Port for Coal Import - Thanks to MOdi who brokered this To use Adani Power Fly ash (ingredient ) to use in Cement Production as all the three types of cement require Fly Ash in different proportion . - Thanks to MOdi who brokered this To use own cement in Infrastructure To use own Ready Mix Concrete in Infrastructure
Someday due to backward integration, Mr. Kothari might end up becoming a Cow. Lol. Excellent learning material as always. It would be interesting to see how Birla steps up to this challenge now. He has already taken a few steps.
He owns Carmichele coal field in Australia . He owns sea port to unload it . Then he owns palm oil company . He use coal to generate power and by product of Coal - Fly ash is used for making Cement . 😛He's a mini government himself.
All big corporates in world are the real govts. Martin lockeed of USA controls USA govt, like that India is also puppet of some big buisness corporates. So in any way or other you or me will always be puppet of powerful entity, choice is yours either you want to be puppet of Indian conglomerate or you want to be a puppet of Foreign conglomerate. There is notihing called soveriegnity for developing economies.
True 😂
Bhai Adani ka dimaag alag hi level pe h.
He also has adani realty to use the cement he is making
Real KGF Rocky
Adani has multiple advantages
To use Their Australian Coal Mine coal for Clinker(main component in cement ) Production
To Use its own Port for Coal Import
To use Adani Power Fly ash (ingredient ) to use in Cement Production as all the three types of cement require Fly Ash in different proportion .
To use own cement in Infrastructure
To use own Ready Mix Concrete in Infrastructure
And the greenhouse energy they are betting on in the future.
True.. even they have side products from coal mines which need to be used in India since Australia has strict environment laws and there’s cost of benefits are weighing much high
Research of Think school is always best with wonderful presentation 🔥💯
Ooo bhai aap bhi idhar
Thanks bhai ♥️♥️
Ohh prasad bhai
We want collaboration of both 🤩🤩🤩🤩
Apna video series ka promotion karane yaha aagaye
One of the real reasons for this acquisition was the logistics part of the cement business. Cement manufacturers were finding it very hard and costly to export their cement to other countries because of high freight charges. This is when adani ports comes into play giving more competitive advantage to his new cement business.
recently govt announced cement export tax this move is not beneficial to Adani but I believe this is due to inflation and will be reversed later on
@@siddeshnaik2296 y
V true. We are into bulk logistics, getting cement ships are v difficult.
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
he fuking looted indian land and tax payer money, this guys a is a fuking clown, he is investing in coal and shit, while the world moving to solar and alternative, Adnani Coal s the most harmful and lest efficient coal in the world, Adnani is using useless coal that developed countries have outlawed because of health erason, and he is killing his own countrymen becauwe he as Modi in pcoket
If in future think school starts to offer "how to do a research on a topic" They will grow by atleast 10 - 50 times. Love you apt content and remarkable delivery.
Even I also agree with this though... Think school please think of something... I would bet on you guys...
Valid Point
Yes we want video on this topic.
If everyone will learn to do research on their own
Then nobody will come here to watch his video
@@cosmicpictures2629 they will still come
As a CA student your channel have become addiction to me .
Amazing simplified explaination. Keep it up 🙌☮️👍
i am a CA student too hehe
#Nepal!
Gautam Adds Another LEGO into his IMPECCABLE VERTICALLY INTEGRATED BUSINESS EMPIRE 🔥
Sadguru is doing great at Yoga and meditation level to increase efficiency of human being. This young boy is very smart, very intelligence explaining all complexity of business world so smoothly and covering so many subjects surprisingly. All the best and thanks, at age 76 I am learning from you. Those who learn all the time will never get old.
agree Uncle
But my own father If I tell something new which I learnt he says he knows everything and he is the eldest in the house and I should shut my mouth
Get out with the Jaggi propaganda. He's making weak minds even weaker.
He is too young to understand the real reason 👍
@@_GMP_ so you learn patiences from him which is big part. Always see positive side of everything and it opens mind and bring new ideas.
I am a high school PCM student with no background of bussiness and investment, still listening and trying to grasp what's being discussed, and guess what i am able to understand most of the topics. Thanks to such simple and indeed a deep analysis. Love you Think School, Ganesh Bhaiya and team❤️
PCM Students are all rounders , curious and learners
Im a PCB student , but i have keen intrest in business and sst
Yeah, i also
Pdhle bhai 🤣🤣🤣🤣🤣🤣🤣 mjak nhi hai PCM 🤣🤣🤣🤣🐟
Me too bro
I discovered this gem very late. Subscribed this channel last month and have been watching older videos retrospectively lately and it is so insightful.
In this era, when the conventional school/university curriculum feels outdated, TH-cam & Jio is certainly bringing a digital revolution in education in India. A big thank you to the "Think School" team.
I am not a business student but watching your videos twice every week is enough for me for understanding alot about market!! Thankyou for your videos!!
As a civil engineer I proud of ganesh.the engineer who can beat any industry specially who is core branch engineers like mechanical, electrical and civil engineers.
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
I am just a beginner
We need to understand that Adani cements can be one of the largest costumers of Adani green and renewable energies. We can see major integrations of various adani companies in the coming years to reduce their net carbon foot print.
Good point
My take on cement Mafia: I have listened to many Nitin Gadkari Ji interviews mentioning about cement cartel. The government wanted to do more infrastructure projects but bcz of the cement cartel & its monopoly in the market infrastructure projects' cost keeps increasing & some projects are not viable which becomes a burden to the government. Here comes Mr. Adani I guess who is backed by the government to checkmate the cement Mafia & play a crucial role in developing crucial infrastructure projects. This is my view/ analysis I may be wrong just presenting my thoughts.
Adani is anything but a Holy cow. The only thing why he is entering is because he has the contacts to make it work irrespective of the risks associated with it.
I think more players like L&T, Ambani or Tata can enter this multi cornered business
And Iam sure all these players come with vision to switch to eco-friendly concrete when time comes
I think L&T already have cement division and we can't forget Aditya Birla Group
@@SaiPraneethMullapudi market where few players exist will always run it like a cartel and they will be highly profitable because they have pricing power when more companies will enter due to competition pricing power will go the consumers will be the winners and profit will be less and housing costs will come down if housing cost is less means more houses will be built which means more cement production means more production which means economies of scale due to higher production and economies of scale will make Indian cement the cheapest
@@siddeshnaik2296 yes and if cement price reduces we can see drastic rise in Real Estate business, infrastructure development at huge pace with very less cost
Yes competition is needed but at the same time cement companies must plan to decarbonise the calcination process by developing advanced technologies
Fun fact- As of now, the carbon emmisions of ACC & Ambuja is less than the Holicm's cement industries.
The reason why they are exiting is because they are slowly loosing market share which is captured by Shree Cements,Ultratech cement and others.
Credits-Finshots article.
Exactly!! They are not doing it to turn green they are just exiting when they still can with some decent cash.
Thank you so much Think School for such amazing case studies that you have been delivering consistently to educate us on business, geopolitical developments and many more important topics !!
Thanks ❤️
13:37
An amazing explain on the Hot topic by Think School!
Another gem of a Analysis.....God bless ( ॐ नमः शिवाय)।❤️🙏🕉️⚫
Being a Civil Engineer, I can understand the concepts. Thanks a ton Think School
Hey dude, i am too
Thanks for a in depth analysis. Worth listening. As for selling assets,in relation to Malaysia, the motivation was more due to freeing up cash rather than reducing carbon footprint. It will be great if an episode on holcim and lafarge merger few years back.
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The Demand forecast for FY 23 is 382 million MT And the Established Production capacity is 542 million MT(don't know exact Number) And Adani has Entered The industry So Why Ultra tech cement has Approved Capex plan of 22.6 Million
The explanation regarding "Backward Integration".. Simply superb 👌👌
Genuinely, the way you explain Concepts of business is remarkable, the way you taught backward integration blows my mind, i could never stop your video or leave it unfinished, creators like you are needed in universities and business schools.
These companies first made Carbon and now they're going green ... seriously. But India should take measure against Carbon emission as it is a necessity of future.
As always best presentation 🤞
Hopefully adani industries will also care for nature.
Business POV : One of the good decision 🤗
As of now, Indian can't afford to go green on large terms. Hopefully in the next 25 years, we can.
@@kartikhegde533 Exactly. If India pushes for green energy and green construction faster than it can sustain, our entire economy and infrastructure development with get a massive setback, which would be detrimental to our own development and benefit.
The thing is in our school we are taught french revolution Indian revolution while teaching marketing we are taught american marketing what worked for them Indian issues and problems are never discussed. Channels like you help us and inform us in this very important aspect
Holcim took a very smart decision. Exiting cement business not just helped them reduce their carbon footprint but it also helped them build huge capital that they can invest in R&D for new eco products.
I don't think any sane businessmen would care for things like carbon footprints
"Carbon must have its price".This sentence is coming in to my dreams.
As per Mr. Gautam Adani
*We will be our biggest buyer*
Adani is currently the 2nd biggest cement manufacturer in Bharat. I next 5 years, Adani will become the largest cement manufacturer with 150 mteric tonnes capacity.
You mean they can best ultratech
@@otashinobi yes, they always expand aggressively in every business. Their thought process is at another level.
I am not sure about others, but I would love to see longer episodes on these critical subjects.
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
The supply chain as a concept is definitely very complex and you explain it well using examples. I have always wondered why the modern FMCG companies have higher price on their website than on other ecommerce space. Like Beardo has almost 20% higher prices on their website than Amazon and Nykaa.
Would be grateful to hear back.
People naver know how to avoid making losses while trading, you need to get full understanding and knowledge it is not something you just gamble, Mr.Alece.consistent and constructive. I am getting the best from it.
I'm no longer waiting for the GRANT LOAN because I earn $50,000 every 7 days recently
Same here I started with $10,000 now earning $25, 300 bi-weekly profits with his trading program. His strategies is second to none and highly profitable.
I'm enjoying working under a platform that brings good return in my life. I ve been making my weekly returns without stress all in crypto currency
@@asiyakabir6337 I have heard a lot about investments with Mrs Alice foster and how good she is, please how safe are the profits
Woo that woman his good work has been everywhere. Been seeing a lot of good comments about her on several places. I feel more confident investing with her, been on the train for over two weeks now best Broker for life.
Lol who's recalling strategic management from ca inter
I'm gonna start SM 😂
Me😂
Yo...☺️
@@sibasishpadhy0445
Yes easy & scoring chapter
Helped me clearing my CA inter 🥳🥳
🤣🤣
Because... per capita cement consumption in India will increase 250 kg to 1200 kg in upcoming years,
Smart business man
"If we don't own it, it's not our problem anymore" - Holcim
Good one... Europe atitude
@@sp38860 what is wrong in this they are businessman not samajsevak
In-depth✌️
Thank you :)
Because the government's focus on infrastructure , Use cement everywhere from house to road and in the last few year the government made RCC road...Adani takes advantage of running an industry that is never going to stop, demand will increase in the future, automatically the growth of the industry will increase.
Why Reliance is entering the IT and Retail market as it is a consistently profitable market. You should know how to manage as well otherwise you will be like Anil Ambani
but many people give credit of success of adani Ambani to modi😂
@@darshannasare believe it or not there is some truth to it, or else why nobody held enquiry on Adani for Mundra Port Drug Bust, and don't give me BS that he's only responsible for port not the shipment content.
what if someone threw a bag of drugs in front of your house? the Indian Police will torture you to death when the common sense says it is a public road anyone could've placed the bag but still you will be prime suspect and CBI never questioned Adani.
I always love your explanations Ganesh, but I'm a medical student passionate about the pharma industry, can we expect an insightful video on the same.
Research, analysis and presentation of Think School is commendable 👏👏
Starting early is the best way of getting ahead to build wealth, investing remains a priority. The stock market has plenty of opportunities to earn a decent amount of money with the right skills and proper understanding of how the markets works.
His trade execution quality and profiting is well structured with great financial features.
Working with Romero pieto is the best thing that can happen to a beginner trader who is aspiring to be fruitful out of the market he is trustworthy and straightforward we surely need more men like him in trading world.
Good good content.
Yes I'm a living testimony of Romero pieto his platform has also done a great thing for me.
I've seen so many review about this man called Romero pieto who is he ?
Reading the comments makes me realize why India didn't produce more billionaires when we have such a large population....the comments here clearly shows that most Indians have scarcity mindset and are extremely jealous of others' achievements.....and it's not our fault bcoz we were brought up in a socialist environment which has been quite strong since the independce and as a result we see the difference between South Korea and India which got independence around the same time as ours.....we must realize that world has enough for all of us ,we must inculcate abundance mindset for our self growth and for India's growth.
Inspired by you guys, I have finally gathered courage to launch an initiative called 'Discuss or Debate' that promotes and rewards soft skill development like efficient research, impactful storytelling, effective communication, inclusive group discussions and productive debating.
Will share progress and hopefully when it's big enough we can have you as keynote speakers for sharing best practices on these topics.
I am learning a lot from your videos about how economy runs and impacts our lives. It's highly informative for person who has no or basic knowledge about economy.
Keep up the good work.
What makes think school the best is their simple approach towards every topic they reasearch on. No complexity in understanding the topic.
Gr8 insight on ecogreen cement, surely it needed to be explored much more to disrupt India's cement industry.. Adani will wisely transform their green renewables in cement industry I hv gut feeling soon they will disrupt the cement industry by introducing similar to hoclim product.. that will be game changer.. interesting day ahead...
Just a great video I came through ❤️
Really loved it
Nice analysis. The study material hopefully takes it one step further, i.e. after backward integration, a business distributor can sell cheaper to its own retailers than to competing retailers, squeezing the life out of its retail competition.
Cement costs Rs. 7-8 per Kg. This makes cement industry very cost sensitive. Moreover, long distance transport of cement is uneconomical. Backward integration example seems vague for the case of cement.
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Forward intergration - Directly selling to customers. (Eliminating third party in between)
Backward integration - producing inputs used in manufacturing/producing the core product.
Congratulations on your 150th video
Did you imagine you'll reach this point so soon 🤯
No but all thanks to guys your school is doing well :)
@@ThinkSchool keep growing love from Karnataka ❤️❤️
Ganesh is a passionate genius. 😎
@@ThinkSchool sir I'm from Madhya Pradesh
Really a super TH-cam channel, more then a mba subject easily understanding concept, ths bro. Daily watching more then 5 videos
bro start a business school already, your research skills are world class
Sooon bro ❤️
Being a science graduation student i am still a big fan of business strategies studies. Just channels like think school make it easy for us..
Gautam Adani my idol 🙏🏽
Salute to you Ganesh sir
You've successfully taught us every concepts in simpler meaning😌😌🙏🏽🙏🏽👍
Very crucial about future of adani and aditya birla,a two giant at same field 🧙♂️
We need more Adani , Ambani , TaTa , Mahindra
The Great Enterpnure and Industrialists of India 👍🙏🇮🇳
We need to raise minimum monthly salary to 50k and bring down max income to 50lakhs
Not adani much, as he's running on hype
Tata, Reliance, Mahindra, birla are geniuses
@@vedantmungre1702 let wait and watch. It will be much better
@@thevivliocubicularist4480 world doesn't work that way my friend.
You are my business guru Think School. We are updated about the latest business case studies all because of you
Note: Backward integration only works in inefficient markets. In an ideal market, backward integration would not lead to increase in margins due to competition at all links in supply chain. In cited example, acquisition of distributor would only enable spreading out of profits rather than increasing overall value.
Apart from adani Monopoly holding business...
1. Bajaj auto with holding company for auto ricksha in 5 south america, 7 African , Pak, SL, Bangladesh, Mayanmar,
2. TATA
3. Birla in Aluminium in philippines and SEA
4. Vedanta mining in India cairn, copper, fibre optic,
5. L&T hydrocarbon....
Excellent.. brilliant vlog. Simply loved it. Thank you . It’s a win win situation for Mr Adani and us Retail customers.
Camera composition is better. I am watching you keep up the good work
Big fan. Such subtle yet comprehensive explaination of hard to catch topics you come across everyday in the newspaper. Not even related to this field but an Ardent viewer of your content 👏👏❤️❤️
Awesome explanation sir.
Love from karnataka.
Eagerly waiting 🥳
I have read about Backward Integration in Strategic Management but the way u explained was the way it should be explained.
Love the presentation brother. Backward, Forward or Sideways integration, the moat of Adani is the oligarchy that we are moving towards.
If you look at things closely all successful countries are oligarchies even Germany and USA. Democracies evolve into oligarchies and that is a sad reality of the world we live in. It's not actually different countries competing with each other in the geopolitical arena but corporations running governments in action. India is also evolving into an oligarchy now ripe with millions of workers to work for the corporations or bourgeoisie as "they" call it.
This channel is treasure for future businessmans ❤
Good One. While I understand that the story is quite interesting and logical and I don’t think that the captive consumption of all Adani group companies put together also would touch even 5% even after a couple of years.
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Adani and other businessman too inspired me to own a business in infrastructure
What a lovely research always presented by think school team❤️
Love u all yaar😘😘
And thanks for giving us so much of valuable content free of cost
This young man is brilliant, his knowledge of geo politics and business is 2nd to none. As an economic teacher, I have learnt a lot from you, thanks gir your knowledge and clear explanations.
Beautiful analysis and presentation. I loved the fact that you covered all aspects of the market dynamics without passing any judgment. In the end, you triggered the listener's curiosity by bringing in the Aspect of UltraTech Cement. I think in the next few years the Cement industry will see three aspects. One aspect will be the Consolidation in terms of Mergers and acquisitions (led mainly by Aditya Birla Group and Adani Group). The second aspect will be the creation of "Low Carbon Cement" manufacturing STARTUPS which will use High-End Tech to improve Operational Efficiencies. The third aspect will be the "Forward Integration" of these "STARTUPS" to Real Estate Development by using Technology to build better eco-friendly infrastructure at faster rates and lower costs...
We all need a friend like Adanis friend ❤️
इतिहास लिखने के लिए कलम नहीं मजबूत हौसले और इरादों की जरूरत होती है🙏
बिल्कुल सही कहा आपने👌🔥
Shi kha aapne 🙏
To likh de fir
Please make a video on Physics Wallah's Business Model, As now it became 101th unicorn startup in India ❤️✨
This is such an amazing video. Loved the details and explanation!!
I have a request, if that is okay...
I know making videos on every topic/headline isn't possible .. and yet the videos u make are on the most relevant topics..
I wanted to know the website/sources you use for analysing and studying these topics.
I would really be grateful if you can mention any, since I'm quite keen to learn more , about other relevant topics too.
yes, even I want to know
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
This Business has blown up my MIND
_The way of convey information is awesome_ _Valuable Content🙏_
*Can't Thank you enough Ganesh Brother ♥️*
Resreach of think school is always best
There is one minor error in the implication of your example regarding Switzerland - Switzerland is not part if the EU.
Still, this has been an awesome video as always! I really enjoy watching your analisis.
Best regards from Germany!
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Switzerland is not a part of EU, but is an observer nation. And many of the laws that apply to EU, apply to Switzerland too
I watched all your videos from where you started your journey..
Salute to your efforts to educate our youngsters 😊😊
The union government has recently confirmed that the Cement corporation of India in Adilabad District Telangana.. which is a PSU of central government..would be sold as scrap with enormous amount of limestone reserves the basic raw material for cement manufacturing and more than adequate land bank .. I think things are planned and paved for some one ..when all PSU are sold I think then the government will be happy
Exactly an undetermined lootbof public property mines and bank money looted by adani ambani and they fund govt through anonymous electoral bonds. We are living in a andher nagri chopat raja and world
*Blame also goes to babu's and bureaucrats who hold complete sway in these PSU's and make them loss making entities and thus a burden on the public exchequer*
@@tobo421 babus don't run PSUs they are run by co-operate houses with little to no government intervention
What was the last achievement of Cement corporation of India ? PSUs r nothing but load to gov. Read paper by consultant McKinsey which was hired by gov.
@@b12abhaypatel7 *I've been to durgapur,bhilai,rourkela steel plants on purpose of works and I'm pretty sure how things work there and they all come under PSU's of India and some of my friends have done apprenticeship in engine division of koraput under hindustan aeronautics limited and I can definitely say no matter who's is in power the concerned ministery in whichever decade the upper management and babu's have complete sway how things are run there*
*Sometimes there are formality inspection from hyderabad and bangalore in these PSU's and no matter how much worse are the conditions there,the reports which are submitted to ministers in delhi are just copy paste rubber stamp formalities and that's it, no dedication for the work by the babu's, no change in welfare of the wards,workers,no modernization so that maybe they become more competitive someday and the final output might increase and maybe some increase in the payroll of the workers but the decision makers in delhi don't know about that because the babu's have submitted their report in due time 🤔 which was important for them and the workers are main sufferer's and the loop goes on*
*Just search dalmia cement(rajgangpur)near rourkela steel plant in odisha, I've been there also and the industrial out and payroll is quite good and lucrative compared to the other PSU in the same region (it's one of the largest cement plant in eastern India and it's privately owned) but we'll managed*
Research - content writing - content delivery. You guys are on another level
I want you to make video on:
What's more important? Money vs Power
Which is superior between these two.
I have been reading on this and searched video but didn't found anything satisfactory.
As a person one should chase money or power. And how both goes hand in hand.
Always power power trumps money everytime and money helps you in increasing that power. Jiski lathi uski bhais
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
Backward Integration Concept is Interesting.
Point hai.
We want Ganesh Prasad and Prasad collaboration .💥♥️😍🤩
Adani is on race to conquer. You are the Adani of content ... Waiting for the day to see your rise like Adani ....❤️ Keep going... 😊
*For Building the nation*. Cement rate is fixed by Adani sir of peer companies.
That's why drugs enter India via adani port
@@zulquaratfire8973 Kiyu ki vo india ki sabse busiest port hai, ishliye galat kaam karne wale log uska faida utha kar apna illegal samane udhar mangate hai taaki vo aaram se nikal le jaaye, kiyu ki bahat jiyada bhid hota hai to kon hi dhiyan se checking karega, unke saman kaa
@@zulquaratfire8973 from muslim nation, 🤔
This is really the best youtube channel I have ever came across
The best example of backward integration is Reliance industries. Infact Adani has only followed Dhirubhai strategy throughout their growth trajectory. Hopefully you could make a dedicated video on RIL growth from trading to petrochemicals.
I have just no word,salute you for content 👍👍👍👍🔥🔥🔥🔥🔥
What you missed to add that would have made it more interesting is if Adani had to setup the manufacturing process from scratch , what would be the total cost of investment and number of years required to setup the similar capacity plant
You mean Greenfield Project versus Brownfield project..
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
Sir you can use a white pot with greenery on your table.. it will bost your screen view.
Gautam Adani is building his own CINEMATIC UNIVERSE 😂
Another Gold Standard video from Think School as always ! Great
Would be very glad if Think School create more videos oriented along the line of UPSC current affairs
It's like Tesla owning their own battery manufacturing, good explanation man
Cement mafia ??? What the hell is that ?? So does that make Ratan tata an Aviation and IT mafia ?? And Mukesh Ambani an oil and retail mafia ??
Think school is anti adani... He made alot of videos against adani
I heard that adani uses adani ports for importing cheap clinker cement from uae and make cheaper cement and get good margins. With help of ports again, can distribute the cement over india through sea at a cheaper price again.
Is this not true?
Your Content is just 50% & Remaining 50% is your attitude ! Love you Brother :)
Adani has multiple advantages
When Prime minister is in. your back packet, every strategy is good strategy......
To use Their Australian Coal Mine coal for Clinker(main component in cement ) Production - Thanks to MOdi who brokered this
To Use its own Port for Coal Import - Thanks to MOdi who brokered this
To use Adani Power Fly ash (ingredient ) to use in Cement Production as all the three types of cement require Fly Ash in different proportion . - Thanks to MOdi who brokered this
To use own cement in Infrastructure
To use own Ready Mix Concrete in Infrastructure
Someday due to backward integration, Mr. Kothari might end up becoming a Cow. Lol.
Excellent learning material as always.
It would be interesting to see how Birla steps up to this challenge now.
He has already taken a few steps.
Again Mr kothari may become grass producer and cow feed producer.
obviously, in the greed of more milk Mr. kothari is replacing cows with adulterated milk which can make him more money in exchange to human health.
Mr Kothari will be like, "Dude, let's become a cow"
Jain vs jain
😅😅
Seeing think school sucess, i see there is nothing such as 1st mover advantage, fast mover always wins if got extraordinary skill. 🏆 ❤