ADANI's Genius BUSINESS STRATEGY to become CEMENT KING of India? : Adani Ambuja Business Case Study
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- เผยแพร่เมื่อ 6 มิ.ย. 2022
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VIDEO INTRODUCTION:
On 16th May 2022, The legendary business tycoon Gautam Adani won the race to acquire a major stake in Ambuja Cements and ACC for $10.5 bn. So as soon as this deal got finalized, the Adani's became the 2nd biggest cement manufacturer in India!! and while every single news channel told us basic details of this deal, the most important they missed is the business strategy of the Adanis!!
So in this Episode today, let's do a deep dive and try to understand,
Why did the Adani's acquire a stake in Ambuja and ACC?
What is their business strategy?
and as investors what do we need to understand about the changing dynamics of the cement industry of India and the world??
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Study materials
www.mckinsey.com/industries/c...
www.mckinsey.com/industries/c...
cleartax.in/g/terms/backward-...
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#ADANI #CEMENTMAFIA #ADANICASESTUDY #adanipower #adaniwilmarsharenewstoday #adani_wilmar_share_latest_news #adanipowerstock #adanienterprisesshare
#thinkschool #businesscasestudy Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost.
Research of Think school is always best with wonderful presentation 🔥💯
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Thanks bhai ♥️♥️
Ohh prasad bhai
We want collaboration of both 🤩🤩🤩🤩
Apna video series ka promotion karane yaha aagaye
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
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
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
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
Gautam Adds Another LEGO into his IMPECCABLE VERTICALLY INTEGRATED BUSINESS EMPIRE 🔥
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!
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 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
An amazing explain on the Hot topic by Think School!
In-depth✌️
Thank you :)
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.
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!!
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.
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
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.
The explanation regarding "Backward Integration".. Simply superb 👌👌
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
That most Simplified Video from Think school yet.
Wonderful. Try making more such Simplified Vids
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
Eagerly waiting 🥳
Thanks to think school. I am class 9 student and honestly speaking your videos are really really knowledgeable. Biggest thing your English content improves my own vocabulary. Thanks.
Great job on the video. This is by far the best channel to learn about the business model of different companies. Very articulate and point-to-point.
Absolutely amazing !! What content delivery !!
Being a Civil Engineer, I can understand the concepts. Thanks a ton Think School
Hey dude, i am too
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I'm gonna start SM 😂
Me😂
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Yes easy & scoring chapter
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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 👏👏❤️❤️
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.
Amazing research man 👍
What makes think school the best is their simple approach towards every topic they reasearch on. No complexity in understanding the topic.
Superb!!! Thanks a lot Think School
Research, analysis and presentation of Think School is commendable 👏👏
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.
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I am just a beginner
Learned something new today ... Thanks !!
Excellent video as always!
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.
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.
Just a great video I came through ❤️
Really loved it
Thanks bhaiya,value for time!!❤️
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.
th-cam.com/video/ykaxEqC_qVc/w-d-xo.html
"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
Thank you for this amazing video!
PS : you look better in T-shirt.
You are my business guru Think School. We are updated about the latest business case studies all because of you
Love From Odisha ❤️❤️
Excellent.. brilliant vlog. Simply loved it. Thank you . It’s a win win situation for Mr Adani and us Retail customers.
Informative about cement industry future!!!
this vedio and you , both were more than awesome
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
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Another Gold Standard video from Think School as always ! Great
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.
I am not sure about others, but I would love to see longer episodes on these critical subjects.
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As always your content is just awsom....!
amazing video👏🏻 Grateful to you for efforts in research
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.
"Carbon must have its price".This sentence is coming in to my dreams.
Really a super TH-cam channel, more then a mba subject easily understanding concept, ths bro. Daily watching more then 5 videos
Excellent!! Presentation..
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...
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...
There's a spark in your videos.
May your channel glow in the future.
Man your videos are intense! so much of high quality information in matter of minutes..
Appreciate your work !!!
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
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.
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
Love it, May God bless you with more success for your channel and business Good Luck
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One of the best videos you made. Kudos to the research and background work.!
Nice studio setup bro❣️ we have come a long way! So proud❤️
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 :)
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Ganesh is a passionate genius. 😎
@@ThinkSchool sir I'm from Madhya Pradesh
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
Always the best channel i have seen ❤
I have seen your videos and it's really helpful for increase my knowledge
TH-cam baba is very happy because of think school content. ☺️
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 have read about Backward Integration in Strategic Management but the way u explained was the way it should be explained.
Your camera and mic quality has improved quite a bit from last time I saw, Nice work man OwO
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😂
@@darshannasare9358 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.
Gautam Adani my idol 🙏🏽
Salute to you Ganesh sir
You've successfully taught us every concepts in simpler meaning😌😌🙏🏽🙏🏽👍
I have just no word,salute you for content 👍👍👍👍🔥🔥🔥🔥🔥
Nicely explained...thanks 👏👏
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
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.
The content was so good very informative
Excellent dude...you are too good and super easy explained
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
bro start a business school already, your research skills are world class
Sooon bro ❤️
Camera composition is better. I am watching you keep up the good work
very very Informative.Thank you
Gautam Adani is building his own CINEMATIC UNIVERSE 😂
_The way of convey information is awesome_ _Valuable Content🙏_
*Can't Thank you enough Ganesh Brother ♥️*
You're doing a great job! Keep it up
Excellent.Insightful
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You really did a good R&D and present it very well.....keep updating us.....thanks for them.....
Everything is Nicely explained 👍👍really Good brother 👍👍