How Did Adani Group Bounce-back from the Hindenburg Fiasco? Detailed Business Case Study
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VIDEO INTRODUCTION:
Hi everybody,
On 24th of January, 2023, the Hindenburg report came out with some serious allegations about the market cap of the Adani group companies!! And then we all know what happened!!
In just 10 days, the Adani group lost $110 billion in value, Gautam Adani’s fortune went down from $121 billion to $61.3 billion, and the stock market of india was in complete chaos!!!
But, you know what? In the next one year, something magical happened and Gautam Adani’s total wealth from $37.7 billion a year back reached $100 billion again. And while most people think that the Hindenburg report harmed the Adani group, when we looked deeper, we realised that this short selling was perhaps a great thing for the Adanis. Today, their cash balance is the highest ever at Rs 45,895 crore which 5.5 billion USD, on top of that, if you look at their 5 year EBITDA it was just growing at a CAGR 26.3%!! But now their portfolio level EBITDA has jumped by 47% you in the first half of FY24, which is their highest ever half year growth in history!!
The question is,
What exactly changed so drastically After the Hindenburg episode that Adani stocks have started rising again???
What was their business strategy to win the trust of their shareholders?
And, lastly, what are the business lessons that we need to learn from the incredible comeback of the Adani group?
✅Study materials
www.businesstoday.in/interact...
hindenburgresearch.com/adani/
• Hindenburg has Killed ...
www.adani.com/-/media/Project...
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#adanigroup #adani #hindenburg
#thinkschool #businesscasestudy #geopolitics
Gautam Adani hated adored but never ignored. Truly inspirational story of how a man can reach the top without any fancy degree or enormous generational wealth.
With blessing of Government, Now with Electoral Bond Scam, Everything will be cleared
Some of the richest men in the world don’t have fancy degrees! 1)Jeff Zuckerberg 2) Jeff Bezos 3) Steve Jobs 4) dhiru Albani of India and many many more
@@andrewrai5752 Zuckerberg Jobs were still brilliant academics who were good enough to get into fancy universities. Jeff Bezos is like a genius physics computer science and what not which he studied at princeton university he has got fancy degrees.
@@andrewrai5752 half knowledge is dangerous so refrain yourself from spreading that... Zuckerberg went to top University called Harvard if you don't know about that Google it ...
@@ayanmishra2186yup you can succeed if you have a Central Government in their favour
Being myself tamilian … I’m very much disappointed when sterlite copper was closed because of dmk party politics…and courts were even dumber than dmk that they upheld the closure… they could have atleast given guidelines about pollution control management rather than closure … tamilnadu being the second largest industrialized state cannot prevent the closure of the plant … hope adani balances this loss in gujarat
we have to also consider 12 innocent people including a 15 yr old girl died in police shooting ! if the then government navigated the situation smoothly ! plant woundn't be closed...
Why the Tamils today became so much ignorant !!
Tamils from ancient times massively worked on Hinduism, Bharat and culture, innovation. But today the Tamils are different. Tamils outside of India doing a great work but the Indian Tamils are lacking.
@@leonardor8710 yes…dead body govt at that time failed …kanimozhi is the reason behind tht protest dmk nd ngo instigated riots which police lead to shootings of the people…
3:58 Who knows share pledging but not skipped for ganesh's Easy explanation❤😊
So now we know the real reason for loan prepayment..
It was not just to make investors happy but also to get out of vicious loop..
Great case study
Wonder how they repaid the Loans so quickly. It would be nice to get a break up of there financials and where the money came from?
@@nakulmayoor4635 thing is likely i suspect they sell their stock to increase value of their company while they use that value for their debt which also increases their trust with investors because again investors are connected with transaction activities so once they win the trust of investors they just got off the viscious cycle guess the answer money as money solves problems
Ganesh you forgot about World biggest energy park in Khavda Gujarat which will produce 30 GW energy.
Why only Gujarat? Tesla plant in Gujarat, First bullet train for Gujarat?? Is Modi the PM only for Gujarat??
infra in gujarat much better than other parts and is also home to reliance,ambanis and also some tata plants other states calls it gujratmodel@@ckpal3575
and this project is for the Dholera city(shanghai of India)
@@ckpal3575ask ur respective state govts bro … let me tell u im from tamilnadu where sterlite copper factory was closed because of opposition petty politics… and there are many problems in many states where the so called environmental activist just pop out of nowhere and play yheir game …like this situation how u are expecting givt to build infrastructure like that
@@santhoshs9810 same here in kerala. these communists never let any corporates to function peacefully and neither does the people and yet they want the same facilities
@@ckpal3575 atal setu , isro, rrts, dwarka expressway all in gujarat😂
I always believed in Adani, cause he is from India. While no one, no billionaire is good, and they must have done something bad in their life. We praise Bill Gates/Elon Musk, and other foreigners too much. Why not be supportive of the billionaires in India.
I respect and praise Gautam Adani, Mukesh Ambani, Ratan Tata and many other Indian Billionaires!
This is what poeple need to understand no matter how rich sundar pichai is he pays tax to usa and work for usa interests ,So that why support local business as they create jobs in our country , pay taxes to our country and work for the nations interest.
@@zaskdfksurjhdand he studied from IIT, which is subsidised by Indian govt
Tata is a level above everyone else.
Our indian billionaires and businessmen are far better than foreign ones, be it society, community or else
@@techunboxed5641 boss they are cronies.... Crony capitalist.
Whereas the other billionaires like Jeff , Steve jobs etc are technology billionaires. That's the difference.
Ours are cronies no one is in high tech or has developed any cutting edge world class technology.
Thanks for CAA, WE really need a Bharath as strong as Germany
Germany is not strong. It already has 10% Cancer
Yes when you have 15 Extra Humans When German has 1
I mean when Germany has 1 population and India has 15 and still that 1 guy is richer than a 15 indians
@@SuperiorCake386well Germany wasn't in the position India was for 6 centuries...
So wait another 4 decades
@@SuperiorCake386 germany wasn't ruled by gandhi family
@@SuperiorCake386Germany doesn't have people who say "Oh Germany is growing it must be false"
Indian retail investors still incurred huge losses and hinderburg squared off the position and made riches when stock fell
Adani took a hit along with him Indian investor took hit, Adani should sue hindenburg for the loss he initially incurred i.e $100B+ intrest of 6% although UK govt supports hindenburg, Indian govt should take a stance with Adani
What if the retail investor didn't sell their share when Hindenburg report came? In that scenario also, Hindenburg would have made the money
That's the Business model of Hindenburg, publish a report and short sell the stock.
It’s a thing of trust, as a investor I didn’t sell my shares at low prices and now the same shares are have skyrocketed again
So inccuring losses is subjective of one’s ability to foresee
Retail investors marte hie rehte hai market me, still holding Adani green and awl 😗
Thank you Hindenberg, buyed Adani Ports and Ambuja Cements at low now with more than 100% profit
Lmao same
Where? And how do you buy stocks and shares? Which app?
Just because of hinderberg I brought one shop.
@@virajsoni5258 what shop?
😮
Many influencer’s put fuel on controversy without knowing the facts. In this regard I need appreciate Think school as your videos are constructive not like other channels.
Don’t put blind faith in anyone without gathering proper knowledge. Half-knowledge can be dangerous for both society and democracy. These players will earn their profits, but they will eventually fade away.
Akshat Shrivastav is the biggest pro Congress with subtle tone .
@@vedantghuge6079 applies to u as well…
Brilliant..!! specially when people keep blaming them with no data or facts.
I don't think we will see those people here because the ones who are here exactly know how important people like adani and ambani are to the country and how good have they performed!
Adani have a strong business and I think their goals are very much in line with national policies.
All this is because of LIC, ppf and pf funds who forced to invent in adani group
@@bharathgowtham6766 Whatever LIC did they got exceptional returns from Adani group, even I got 100% returns from Adani Ports 🙌
@@bharathgowtham6766COPE AND SEETHE LIBERNADU
@@bharathgowtham6766same happened with Maruti during Indira Gandhi.
@@bharathgowtham6766forced? WTF man. Get ur facts straight. Adani doesnt even make top 20 in LIC total assets under management portfolio. They r just 0.9% of the total assets that LIC manages
please make a video on AP politics
Adhi avadhu amma 😂😂
Emundhi asalu cheyadaniki. Pothu la meeda cheyyala kathu la meeda cheyyala 😅.
Yes pls do bro
Maybe he'll do when the elections are nearby?
Bro knew exactly what I was thinking about it😂
I bought Adani stocks after hindenberg report when their stocks were falling.
And now i have earned handsome profit as stocks has gone up.
How much?
@@mylife4488 I bought 100 stocks when rate was 210-214.
It's 612 per stock now and going up.
Edit- i am talking about Adani power.
Adani is quite a strong name, with a presence in diverse industries where it has good market share. No foreign report can harm it,
I am a student of CA. I had a very passive and lazy approach towards my studies. Now this video helped to change my perspective. In the real world, these theoretical concepts play such vital roles. I am going to invest more time in learning about businesses and conglomerates, so I can connect the points I learn from the book with the real world.
Same here!
Think school the harvest business school of india❤. Love from berhampur odisha 😀🔥
*Harvard
Harvest 😂😂😂
This lesson is amazing 🤌🏻 so many important aspects cleared up. He summed up the Adani Hindenberg Saga in 20 minutes 💪🏻
First of all thank you so much for the brilliant content, Never really put out a comment on you tube videos, but the way it was all described, could not resist it.
Thanks again and all the best👍
Thanks for the Great Message for aspiring Indian Entrepreneurs
I was expecting this case study from you. Now, it's here once again Thanks
One video on Crunchyroll business strategy and models
great episode yet again! I can't even imagine how much research must have gone into making these videos. Amazing work.... Thanku so much think school
Such a mind blowing nd very informative video bro❤ pls keep making like this videos nd sharing this information ❤.
Information which u wl never get in any reports done by media houses and political parties. Thanks for the compilation Ganesh. Great analysis 🎉
What a brilliant explanation. Kudos 👏
Thank you Ganesh for creating valuable content. Your content is more helpful than the theoretical books of school/college.
Amazing case study. Loved the end part
Amazing insights 👌🏼👌🏼👌🏼 I think slowly am becoming a Commerce student with your imp & easy to understand case studies! 😊
Good relation with govt.
So that most of airport contract you get...
Hats off to your research and hats off to the way you explain these topics! You are arguably one of the best channels out here!
Great explanation! Really insightful
I m obsessed by your video
Very well done sir 💯
Don't be obsessed by anyone who is biased, it causes your brain to think of the person as the only source of Information
@@BharatiyaBaljeet true that. I watch this channel to see a different perspective. Most of the channels use the same tactics of hiding information, showing information relevant to their agenda of video. This channel is no different.
waiting from sikkim
Me too😊
Excellent explanation.❤
A point that I want to add -
We have to stop demonising our capitalists.
exactly
70 years of socialism, what can you expect.
Great effort! Keep going!
Thank you so much buddy ❤
Keep going!
Ye Dil Maange More ❤
great study, great entrepreneur Adani, he restored back the investor confidence with his smart business ideas and also restored the overall confidence of FIIs to pump in money back to India
Excellent work ❤
thankyou ganesh for sharing all the business lessons this will sure help in future and right now to build ourselves and the businesses too !
Thank you so much. I feel these videos will help me greatly in the Future
This story of Adani Group will always be a motivation as well as lesson for our great future entrepuners
00:08 Adani Group's remarkable recovery after the Hindenburg episode
02:19 Adani Group's stock prices soared due to record-breaking performances in various sectors.
04:17 Adani Group used share pledging for expansion
06:14 Adani Group's current ratios have improved, showing a turnaround in their financial status.
08:12 Understanding Margin Call and its implications
10:19 Adani Group prepaid $2.15 billion worth of share-backed financing, creating a virtuous cycle.
12:20 Adani Group improved financial health post Hindenburg report
14:33 Adani Group considering selling stake in Wilmar joint venture for higher profits
16:43 Adani Group's copper smelter plant in Mundra to reduce India's copper imports
18:38 Adani Group's strategies for business growth and recovery
20:19 Cultivating meaningful business relationships beyond transactions is crucial for gaining extraordinary advantages.
Not just videos, I am also enjoying your background soundtrack scores ❤
Commendable work done!!
can you make a video on tamil nadu politics?
yess and about DMK and its connection with the drug burst,BJP,TVK and MNM allies with DMK cover all of them asw!!!!!!
All this is because of LIC, ppf and pf funds who forced to invent in adani group
@@bharathgowtham6766 what are you trying to say to me?
@@bharathgowtham6766 Stop spamming. At least read the original comment.
@@bharathgowtham6766 Keep copy pasting more and crying
please make a video on CAA ❤
Another awesome analysis. Valuable lessons in every sentence crisply delivered.
Glad I bumped into this channel
Please make a video on SBI Electoral Bonds..
Where is black paper detail analysis been waiting long, 3-4 videos phaile se u are working?
he works on videos in parallel, so he most probably has been working on these vids before black paper video
@@parthkatkhede9757 yeah might
This is quite an eye opener & insightful video for Investor. Thanks for providing such great videos. ❤
Whoa...bro explained easily!!
Bhai aap apne videos ke audio spotify mai dalo.
If you bring prosperity to your nation, then the godfather has ur back. If the godfather has ur back, then u will not fail.
Excellent information. Thanks a lot
Bro where is the video on bankInsolvency and Bankruptcy Code. I am eagerly waiting for it. Please upload as soon as possible. Your video is very informative and easy to understand.. thnks for that
Electoral Bonds par bi banayiye sir video.
He look so much inclined towards BJP
Don't see him making a video any soon
@@Jay.1166what's the co-relation, why is illiterate people in this channel
@@Jay.1166 we are inclined towards independent India , industrialized India ..what will you do with electoral bond case?? Even USA has electoral bonds...Political Parties which will make business friendly policies will get donations to run their campaigns...why are you afraid of electoral bonds...?? Socialist bafoons are creating ruckus....over electoral bond...But I don't see any moral failure in Electoral Bond....SUPREME COURT just made the law invalid because of its anonymous nature...else electoral bond has no issue at all...remember one thing if business starts getting closed and shift to foreign countries, If due to this ruckus present govt gets toppled and pro socialist govt comes to power...then forget about industrialisation...India won't be able to attract new investments....as a result there will be rise in unemployment...at the end of the day you guys need employment to run family...don't try to destroy business friendly environment...India's humoungous population cannot accommodate so many unemployed people....so don't fall in trap of socialist emotional blackmails...don't pay much attention to democracy, dictatorship debate...Ultimately Stable govt attracts investments...this is reality ....Even if it is based on dictatorship....see china's economy..despite being a real dictator...Businesses do not care if the country is following democratic model or dictatorship model...Even If modi is a soft electoral dictator...we need such dictator...for the sake of India's economic future ambitions....❤
How is it related to business??
Ask Dhruv Rathee, he will explain according to your political agenda
Aap ki video ke baad 13% ka fall aagya stock mai😂
Thanks a lot for such a great explanation
You definitely made ur follower baba happy with ur beautiful crisp to the point case studies. Thank you so much and hope to see u in person someday at baner theka chok
nice timing bro ,adani stocks fell 10% in one day , adani lost 9 billion$
Kuch aur bol le😂
Why didn't you list down all scams he's involved in.
because he receive good amount of money from modi and adani
One of very important subject well explained thank you team.
You are amazing..you explain any complex financial items like Current ratio..etc in an easy way so that even laymen can understand.
I can understand how much effort you and your team must be putting... Appreciate all your efforts
Adani is one smart son of gun! great video man
Made a lot of money from Adani, I had trust in them .
Down-payment of house came from them.
Ganeshprasad sir, you explained very well 🔥
Very well researched video lot of information who like to know about the Businesses.
But The timeline of video 2:40 approx tyere is some mis match in the audio and video. You should put the graphic to cover that up Because itna Information hota hai videos mai toh ek ek bar pr dhyan hota hai.
Love your videos...
What a guy❤.. you know you didn't get the award but you have us. Who just loves to listen to your wonderful explanations. I am an athlete nothing to do with case studies yet I watch your channel.. now this is your power❤️
Nice to see some nationalist bongs .
Before Hindenburg report, Indian people, including stock investors were not fully aware of Adani, forget about his massive strategic businesses. There share prices were out of small investors budget. Only FPI's and big Indian institutions, investors holding it. Allegations were serious for media and foreigners, but not enough for regulators and the government. Suddenly opportunity came for good investors when prices fall down within their range. Also court also didn't give any value to invalid outsiders reports. Now most of the Indians realised geopolitics behind it. Number of stock market investors also rising. Big businesses always have plan AtoZ. Just my opinion.
The report wasn't invalid
Thanks for sharing such insightful case study. Very interesting
Bro.... You r the excellent❤❤
Could make a video on Uttar Pradesh government work
Up has 19% growth rate, that says a lot
@@parthkatkhede7772 is it highest growth rate in india by state growth ?
UP is not the best at the moment but its at the best state it could ever be. Decreasing crimes, growing gdp and infrastructure. Jay bulldozer baba
It's already there in his channel..u can find it
Maharashtra highest growth rate and not 19 but 13 percent don't spread rumors@@parthkatkhede7772
As usual brilliant video!
Amazing case study. Thanks!
Very well explained
All these things are good bit Adani group never explained the Hidenburg report claims and why the biggest auditor of adani group resigns?
I love how even with a consistent upload schedule you have totally forgotten about the black paper of the Indian economy. I wonder if this is because you were nominated for national creators award which is basically code word for People without a backbone . I saw hope when you made a fair review of 10 year of the nda government but seems that was a false hope
He didn't mention about the demonetisation blunder which I thought he would cover in the black paper episode which he didn't.
@@pinkpanther6228bro demonetisation was not a blunder.
It has decreased the num of t*rror activities in india.
Also it is one of the reason for Paks worst situation right now.
I think he is getting funded form BJP IT cell. Mr. Ganesh seems to be biased nowadays. He is creating lot of pro bjp content just before elections.
@@prashantsathe7873 if bjp doesn't rule India, it will lose the political stability it needs which the congress will never be able to give. Also they are the only hope for Indians. Not Rahul gandhi and his lot now consisting of east bangladesh founder mamata deedhi
@@pinkpanther6228 true we don't have better option than bjp. But we can replace modi & shah corrupt Nexus with Mr. Nitin gadkari ji.
Great video @ThinkSchool. Please make a case study on Electoral Bonds as well, assessing their impact on the economics and politics of India. This is very important from a business point of view as well, as when we carefully assess and invest our money on political parties, we could get better returns in our business.
..
Wow 👌👏true strategic management class
Mr Adani has sm one who will protect him
Any other person wld hv been facing ED,CBI Itax raids
Pls understand
A short selling company making report to tell you how bad a company is like wolf telling you not to eat deer as they feel pain 😂
Your information is truly valuable for us, please make a video on parker's(pen brand) success
Very well explained 👍
Please make a video on CAA and electoral bond
this is not political study channel, secondly electoral bonds are simple to understand, companies make donations secretly to party.
No video on Black paper??😢
Black paper ❌
Propaganda paper ✅
@@VALAR_Morgulis. why can't brother. because according to him, he is unbiased in politics. Then he should have done a video on the black paper and present his take on it. One of major things that i can defintely is that no government is perfect and as citizens we need to be aware of the shortcomings of this governent. Please don't take this in a way that i am a congress supporter or something. I am not but we as entitled to hear two sides of the story and be able to make a suitable decision. If ganesh sir prefers praising the current government and not looking down at the other end , then this is not a business channel, this would be a political channel in my opinion.
Yeah.. Cause I'm a racist... 👍🙂
Very detailed and we'll researched
Very informative 👏
Who is here after Adani stock crash
So true😂😂
It is because he has a godfather Modi who is bumping indias wealth to a single person
What an amazing case study! love your content always.
well explained.
do you think without Modi support Adani would grow so much?
1:49 What were the "Business Lessons" we need to learn from Adani.
Business Lessons ❌
Political Lessons✅
There was never ever once mention of BJP in the video 😂😂
This shows how much deliberately you are trying to sound intellectual 😂😂
Grow up !!!
That is what i am saying ki there are no Buisness Lessons to Learn from Adani what is there to learn is Political Lessons. i.e.How to make hindenberg silent by using political power how to force LIC to buy more shares in Adani Group by using political power.
See if you want to learn buisness lesson then you should learn it from a Capitalist and not Crony Capitalist.
Bcoz if you are learning them from a Crony Capitalist then they are more of Political Lessons.
@@ShreyashPatil1811😂 Let's talk bout this after 2 months.
@@ShreyashPatil1811The amount of your jealousy is insane... That's why people say it's very lonely at the top
@@Anurag_gupta011 So do you Support Crony Capitalism. Compassionate Capitalism of Ratan Tata and Narayan Murthy is what i like.
But i am not in favour of Hindenberg when it comes Country i will be Patriotic i will support Adani but when it comes to Inside Country Competition then i will not support Adani that much compared to Other Buisnessman like Narayan Murthy and Ratan Tata or other Startup Founders which are not killing the Competition.
Bcoz they don't Crush Competition.
Instead of Talking about Jealousy can't you feel Empathy towards GMR which lost contracts to Adani
Great video ❤ thank you
Excellent video on the Adani comeback .Appreciate his grit
Modi ki guarantee
Adani ki kismat chamkage 😂😂
Adani group survived only bz of two gundas Amit and Modi ji. Otherwise he would have been finished
Congratulations you got a Certificate from WhatsApp University 💀
Superb Information sir,
please start the same channel in Hindi.
Very informative video brother an so much educational researched content. Because of these people like Adani, Amabni, Tata an other businessman so many things are improving in our country day by day & we are taking our country to the next level. You made me emotional a little bit at the last of this video. Full support from Haryana.