Parimal - Kindly consider the following observations on financial projections - 1. FY20, FY 21, FY 22 and TTM PAT % is 8%, 15%, 12% and 9% 2. PAT% declined due to input cost inflation and now with oil prices coming down the margins are expected to improve from here. This is already seen in GM% of Q3 Vs Q2 and in Q4 it should further improve. 3. In your model you have considered only volume growth which could suggest that any inflation if its there would be passed on to the consumers by taking price increase thereby protecting the margins. 4. Given this one could believe that a conservative long term volume growth of 10% should itself result is better margins Vs whats there at present... certainly better than 9% 5. In the other two scenarios where you are assuming an incremental volume growth of 2% but improving PAT% by only 1% and that is too less, an incremental 2% volume growth should result in a significant operating leverage and not merely 1% PAT improvement.
Sir why you choose this stock to watch for FY 24 over finolex industry....the comparison shows all the parameters are quite good and also it is a small cap company where growth opportunities are huge. Can you compare these two in one of your video. PRANAM TO YOU AND YOUR TEAM MEMBERS.
Helping us to develop Basic Foundation for logical analysis Thank you Parimal sir. तुमच्या टोळीतील(team) मंदार,आस्था आणि श्रेणिक ह्यांचे पृथ:करणं श्रवणीय आहे.keep it up ,young brigades.
question sir , waht are the metric or thought process to choose supreme over Astral pipes ( overlooking the recent raw material price hike and recent quarter results)
In moderate case, which is the probably the best one, it is expected to give only 12%. So why one takes extra risk just to earn index level returns. But great analysis, I was curious to enter pipe sector, but not anymore.
That 12% , 14% etc calculation is very vague...the growth potential of a company like supreme can't be predicted like this...comparing a fundamentally strong business with Nifty is being too novice
supreme is best known for insider trading where the family has been accused of manipulation. the company may sell whatever they want. never had this in my portfolio and never will.
सहज समजणारे विश्लेषण,
I don't have Supreme industries In my portfolio but seen the video just because of love on you guys😊😊
Thankyou for your love and support! :)
Excellent analysis. Shrenik has improved a lot.
Thankyou :)
Thank you parimal Sir and shrenik
Good to see some1 covering Supreme industries...as most of the analyst are obsessed with Astral
Parimal - Kindly consider the following observations on financial projections -
1. FY20, FY 21, FY 22 and TTM PAT % is 8%, 15%, 12% and 9%
2. PAT% declined due to input cost inflation and now with oil prices coming down the margins are expected to improve from here. This is already seen in GM% of Q3 Vs Q2 and in Q4 it should further improve.
3. In your model you have considered only volume growth which could suggest that any inflation if its there would be passed on to the consumers by taking price increase thereby protecting the margins.
4. Given this one could believe that a conservative long term volume growth of 10% should itself result is better margins Vs whats there at present... certainly better than 9%
5. In the other two scenarios where you are assuming an incremental volume growth of 2% but improving PAT% by only 1% and that is too less, an incremental 2% volume growth should result in a significant operating leverage and not merely 1% PAT improvement.
I think Astral is better than supreme
Sir industry and peers ke saath bhi financial ko compare kare
Sir, please include jubilant Foodworks in this series... Talk about the overall businees model and long term overlook of QSR in growing economy
Very informative and interesting presentation.
Thankyou :)
Sir why you choose this stock to watch for FY 24 over finolex industry....the comparison shows all the parameters are quite good and also it is a small cap company where growth opportunities are huge. Can you compare these two in one of your video.
PRANAM TO YOU AND YOUR TEAM MEMBERS.
Helping us to develop Basic Foundation for logical analysis Thank you Parimal sir.
तुमच्या टोळीतील(team) मंदार,आस्था आणि श्रेणिक ह्यांचे पृथ:करणं श्रवणीय आहे.keep it up ,young brigades.
Thankyou :)
Great information sir!
Can u please include happiest minds in this series.
Thanks team you are awesome
Excellent analysis
Astral pipes me video dijiye
Very informative & grt points escalated
धन्यवाद
Very informative video and post more video like this but please post video on special chemicals stocks and high growth small cap stocks
Very good analysis sir
Thank you 🙏
Finolex industries looking fairly valued.
Sir g make a fundamental analysis of HDFC Life .
question sir , waht are the metric or thought process to choose supreme over Astral pipes ( overlooking the recent raw material price hike and recent quarter results)
Astral may give better growth due to its smaller size, but high valuations is a problem
Supreme Industries - A must have stock in every Indian's portfolio.
Very good analysis...one of my favourite companies......
Your presentation is good please use mic of good quality it's good but some times you speak raw
Very good
Good analysis sir
Parimal ji kripaya bdl par detail video banaye
Please prove how you are providing calculation for valuation? Please make seperate video on that
One number
Great
Good morning sir
Best analysis 🎉❤
Thankyou :)
In moderate case, which is the probably the best one, it is expected to give only 12%. So why one takes extra risk just to earn index level returns.
But great analysis, I was curious to enter pipe sector, but not anymore.
That 12% , 14% etc calculation is very vague...the growth potential of a company like supreme can't be predicted like this...comparing a fundamentally strong business with Nifty is being too novice
👌🏼
supreme is best known for insider trading where the family has been accused of manipulation. the company may sell whatever they want. never had this in my portfolio and never will.
Just you
Ready movie 😅
How many of u think such series are paid promotion????
Absolutely not
No
Naah bro, just you
I think just u😊
Do you really think these companies require paid promotion? 😂
I guess you are new to the stock market.
I don't like as it has name MODI
😂
Very Nice