THE BASICS: SUGAR SECTOR IN-DEPTH WITH NARENDRA MURKUMBI
ฝัง
- เผยแพร่เมื่อ 24 พ.ย. 2024
- Watch this video if you want to understand:
• How A Sugar Industry Works
• What Is Molasses, Ethanol, B-Heavy, C-Heavy, Cane Juice And All
• What Is The Thumb Rule In Terms Of Extraction Of By-Products
• What Is FRP, SAP, MSP, Cane Arrears In The Sugar Industry?
• Sugar Industry Demand And Supply
• How Does A Sugar Co Make Money?
• Role Of Brazil In The Sugar Industry?
• Ethanol - What Is It And Why Is It So Important?
• What Has Changed In The Ethanol Space For India In Last 3-5 Years?
• What Is Most Imp To Track In A Sugar Co While Assessing The
Performance?
• Do We Really See This As A Structural Opportunity For India Or Are They
Talks Again?
Disclaimer: Content for educational purpose ONLY. Do consult your advisor before acting on any view.
One more superb session by Murukumbi sir over so many years that i have seen. This guy is gem in Indian corporate scene but real bad luck hit him hard after Brazil acquisition n had to let go off Renuka..very genuine n philanthropic way of working he had at Renuka sugars and has made millionaires out of ordinary poor farmers in Karnataka..tremendous respect..dil se
It was gem of a session on Sugar industry. Thanks Virendra for getting Mr Murkumbi as a expert speaker who really explained Industry dynamics Dil Se
Hi first of all congrats Varinder for getting awesome guests who know sector in and out. One request kindly dont interrupt the guests or slow their train of thought.
Best Regards 🙏
Its great that Omkara is sharing all these knowledge to everyone particularly retail community. It will be even more helpful if subtitles are added for non-hindi followers.
Actually I am lucky that I found this video through twitter. Because my grandfather is the Chairman of a sugar factory which is given on lease to Shree Renuka Sugars Ltd. Thanks Varinderji for this kind of videos.
Are you talking about panchaganga factory ichalkaranji given on lease to renuka
@@anilmay1 can i invest in renuka sugar???
Mr murkumbi is clear as cyrstal in the fundamentals and policies and quick math of it.. Hats off to his and his rich experience. Thanks varinder for bringing him and imparting a great knowledge into us via him.
Ganesha Bless you
I am from Uttar Pradesh and Thanks Varinder Bhai for sharing such an informative Video on these Sugar Companies.
Really informative. One must watch of they want to know about sugar industry from the veteran itself
Excellent session…. The simplicity of explanation can only come from a real guru and a very mature man….. many many namaskarams….
Mr Murkumbhi has explained in the easiest way the intricacies of sugar industry. Great questions by Sh Virendra.
कमाल का ज्ञान ,बहुत अच्छा काम करा जा रहा हैं ,वरिंदर जी के द्वारा ,शुद्ध ज्ञान फॉर रिटेल इन्वेस्टर
very nice & basic information on sugar, i have asked my daughter who is in 10th to watch & understand this. Thanks to Mr Murkumbi for sharing in so simple language.
Best interview till now . Bahut easy language mein samjhaya . Bilkul dilse
Waah sir, this is my first time to attend these kind of discussion, Thank you both of you sir
Pure Gold! Excellent insights on sugar industry.
Damn the interviewer tried his best to get the best sugar stock pick. And I guess he indirectly asked the right questions and it is now upon the viewers to connect the final dots. Fun informational video.
Portfolios me mithaas ghol diye
Shree Murukumbi Ji..
Thank you Sir...
🙏🙏🙏
Thanks a lot Varindarbhai, for this nicely put video and inviting such a highly knowledgeable authority in the field.
Wow this is amazing
I was trying to learn sugar industry from past few days but i haven't found complete information in one video but you sir have done great job thank you so much sir both of you......
Super info. If you are investor in Sugar and ethanol story , don't miss this
Fabulous session. Thank you for sharing
Thanks Varinder bhai for sharing this discussion on Sugar
Salute to this gems of sugar industry for sharing his experience and enlightening us. Also regards to varinder bansal sir for giving us this opportunity of understanding the sugar industry in the best possible manner.
Lots of learning, Thanks for explaining the hole industry & its profitability aspects in such a simple language.
Excellent coverage on sugar industry. Long ago I burnt my fingers in sugar Stock of course Shri Renuka sugars. I vowed not to touch sugar stock again. But with the changing fortunes and scenario, I am forced to rethink after this video. Thoroughly comprehensive.👍👍
Varinder sir is making very impressive and easy-to-understand videos. I could watch these videos all day as they are full of so much knowledge.
This video is highest learning form me in TH-cam orr google in terms of knowledge..thanks to virender ji and guest.
Lot of thank both gurus dil se ...amazing knowledge sir .. must watch retail investors
Thanks Varinder & NARENDRA. Very informative.
Excellent interview. Mr murkumbi has very well explained the future of sugar industry and the profitable operational models it needs to adopt.
Very informative, I have never invested in sugar industry though in market foe a very long time,though Praj Industry is my all time favorite still holding a small quantity at Rs120.00. Well done Varinder ji like always.
Shaandar zabardast 👍
Simply Superb and truly insightful....
Thanks for such a beautiful interview with detailed analysis of sugar industry of india and its future perspectives.
Very informative as usual from Varinderji and his esteemed guest speaker, Mr Murkumbi.
Thank you Mr Varinder and guest speaker. Can we expect similar rally in sugar.
Simply superb
Dil se Dil ki baat
Next speaker from organic chemicals or platform space
Great Work again. Amazing Session!
Please one from IT SECTOR 🙏
Thank you so much both of you for the valuable knowledge.
Varindar ji as usual again very good interview mr narendrji nai koi stock nahi bataya but aap expert hai stock kai aap hi 2 ya 3 hidden gem sugar kai apne viewews kau liye bataya
Please start doing these sessions again
Very Informative & knowledgeable. Must watch to understand the sugar business. Thanks VB & NARENDRA MURKUMBI
Pls do such sectoral analysis more n more
What an insight to the sector...Thank you very much
Such useful content,,greatful to Mr Varinder for sharing his knowledge as well such discussions with speakers always improves ones learning curve & become better as an investor 🙏
Very informative and educating session for a retail investor like me. Thanks a lot
Very informative..Thanks Varinder ji
lots of information learned for sugar sectors.. thanks Virendar Sir
excellent session sirs. Thanks to both of You!
thanks a lot sirji aaise hi alag alag sectors ke analysis late jao 🙏we all will grow together 🙏thanks once again i learned a lot
Very nicely and comprehensively explained . Keep it up Varinder.
excellent session, thanks for bringing this session.
extremely informative
Informative sir , Thankyou
Excellent.. Thankyou VBgi for all your effort of educating small investors like me. 🙏🙏
Best part was the asking of names of companies in UP
Name plz
Very good, Varinder Bhai
Great explanation. 🙏
Excellent interpretation sir.
Very informative about understanding sugar sector.
Great insights. Very well and simply explained
Excellent..
Best Video✌️💐
Research & informative discussion at its best.. Varinder ji 🙌
Great session... Well research and informative... Varinder sir
Good information 👍🏻
Lot of insights. Very good learning. Thank you sir!
Thank you for the informative and helpful information sir 🙏
Sir, I have one question -
While there will be shortage of sugar globally due to drought and with new ethanol policy in India, will the surplus stock of India will reduce which will again add to more deficit of global supply and thus will lead to more price hike globally?
Extremely good!
युट्युब पे मार्केट के हजारो विडिओ देखे पर इतना quality के विडिओ अब मिला क्या ओंकार सर आपक प्रमोशन नही करते हो क्या 😊
Thank you for sharing these thoughts and knowledge with us , best investment channel if you are looking to know the basic fundamental theory of any sector . can we get IT or EV sector expert ?
मजा आ गया वरिंदर भाई ।
बहुत बढ़िया ।
Your videos are really helping to get good insights of various sectors. Can you make a video on Consumer Durable Industry? It would be a great help :) Thank you
Thanks Varinder ji lots and lots of valuable info
Fully Knowledgable
Great job Varinder bhai 👍
Pure comparison between all sugar ethanol company after covid 2021
Good information 👍👍keep educating general public. ✌
Very informative, Thanks to both of you !!
Awesome👍👏👍
Very good session, thanks for hosting
Sugar sector need lots of support from government policy to survive or make profits, major challenge is price of sugar cane which is increased without linking it with sugar price. Cane price in india is highest in the world . This delink/ insulate indian sugar market from world market , its different in Brazil and other sugar producing countries ....
Nice video....
Amazing interview... Thank you Sirs for such in depth information.
One question sir: Sugar factory will get more profit by producing ethanol but is the input price is fixed for purchasing the sugarcane from farmer???? Or they will increase this......
Excellent sir
plzz improve the sound quality
superb sir
Great one
Very good talk sir..
Last me थोड़ा आप samrise कर देते to और भी बेहतर होता...
happy to be part of omkara family....5th to view the video
It is necessary that suger should be white in color ?does its taste change if it in natural color? can avoide mixing of chemicals to make it white ?
One more question, what it takes to stand a working g factory majorly or only for ethanol,?
Excellent, Varinder bhai!
Thanks a ton paji🙏
Can ethanol be exported...also u didn't focus if suger prices are increasing then sugercane prices will also be increasing..so operating ratios remains intact....so bottom line is operational efficiency and increase in volumes
very helpful
waiting for the banking sector sir Ji