A Small Cap Stock in Super Investor Portfolios 😎

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Business Analysis - AMI Organics Ltd.
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00:00 Intro: Complete Value Chain Analysis
09:05 Business History & Overview
12:41 Pharma Intermediate Segment
19:38 Speciality Chemicals, Electrolytes & Semiconductors
26:06 Growth Triggers
27:48 Risks & Antithesis
30:15 Valuations & Margin of Safety
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
#soic

[@arvindmahajan]

Thanks. Please review Satin Credit and Credit Access Graameen.

[@sahildhawan1925]

Great Analysis on AMI, Can we get a video On Clean Science and how their HALS series is gonna help grow topline and bottom line, Appreciate your content.

[@sunilmarathe3071]

How can you explain business in such simple language....
We love you for that...

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@sunilkumaryadav-sc8to]

Superb explanation sir.... Crystal clear... Learned how to analyse a company on fundamental basis and how to forecast the earnings of the company... especially in Hindi

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@pankajbhandari9070]

Thank you Ishmohit bhai. Ami organic ka CROIC is -9.11 .do you think its a very -ve sigh for company or how you asses this ratio now.

[@harshmishra4793]

Please do next business analysis on "Protean e-gov Technologies"

[@raviteja5109]

Great video thank you. But it is right now at 55 pe, looks expensive even if you consider fwd PE

[@navneetbahety973]

pls do a complete anayslis of Tatva Chintan

[@ashutoshsingh3007]

Sir please make a detailed Session on Calucation of FORWARD PE on basis of Order book , Growth as many Small company trades on higher multiple so how to calculate forward PE for such Companies Please sir it will be Very Helpful. SOIC TRIBE MEMBERS

[@ShrenikGolchha]

Beautiful… just loved your way of analysis…Jai Hind at the end was cherry on the top 😊

[@sameernaik7353]

The most genuine and quality channel on investing.
I’ve been studying from TH-cam since the last 2yrs and after following almost everyone online I’m able to say this…
Thank you Ishmohit and team 🙏

[@sandeepjain4963]

Concord Biotech is also in formulation?

[@keepGoing612]

Thank you team SOIC for another knowledge packed video.
One query- Value quest is no where showing in the shareholding of Ami Organics??

[@SOICfinance]

Check block deals in screener or tijori

[@amaan.ak_khan]

The pharma and chemical sector is a big challenge to study but then there is ishmohit sir who makes complicated things easy for soic tribes❤
Thank you sir again!❤

[@SOICfinance]

We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈

[@Zawxsecdr]

Pleased make a video on REIT invIT

[@Nationatheart2023]

Salicylic acid is a medicine, so why is it grouped under chemicals?

[@balakrishnaprasadg2946]

Sir can we move towards REIT and invITs at present market conditions

[@srinivasyamsani-bt3oz]

Thank you very much for this detailed analysis which is very interesting and informative..

[@SOICfinance]

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@Lrajiv74]

Sir again requesting pls start your small case..
Investing with your intellect i am sure would be true wealth creation🎉

[@realitytalkies7499]

go to their resarch page its there already

[@TheEdenoftheEast]

Hi, great video as always SOIC. Can you tell us something about IOLCP? Been falling for a while now. Thanks.

[@tradehut2782]

Its not good brother

[@davindersharma4764]

Thanks for your hardwork

[@pradeepkamath3818]

Excellent again Soic .In simple words learned much about stages of pharma industry and yet again A new business company .kitne baar dil jeetoge yaar❤❤❤

[@SOICfinance]

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

[@Amiya8]

Thanks, Nova Agritech Analysis please.

[@ali_editz7]

Great informative and valuable video👍🏻 thank you

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@devendrarawatsays]

How do you categories NATCO pharma? Patent challenger.. their management keep saying that margins are higher in branded complex generics..but they are not really abke to make that, right?

[@SOICfinance]

Formulations in FTF opportunities

[@manojpatil2288]

Aether Industries
analysis
And
Tatva Chintan Pharma Chem Ltd analysis

[@s.ribadiya]

your explanation is very good.thank you

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@MinorityDoc]

Great kid. ਚੜਦੀਕਲਾ

[@muditthakur7989]

plz release list of each and every book on your bookshelf

[@ridamsinghal7336]

The way I like to do valuations is very different and it shows true picture. i try to find sustainable roe and multiply it with current book value and then divide it by current price to find the real PE( After reading all the factual information). This way all financial jargon and news or artificially elevated PE can be removed from valuations

[@blueradiator]

it does seem wrong to me

[@ridamsinghal7336]

Any particular reason?

[@anandsingh4071]

your view on markshans pharma??

[@ranbirsingh1409]

Ssa g Always feel comfortable c ur Super fast Gyan carry on Tc

[@shanbhag1730]

Great analysis Sir Kindly consider analysis of Tracxn and Big Block

[@pramodsakhalkar9406]

Suprabhat🙏🏻
Thanks for the detail analysis and the Professional Teaching.

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@user-wu3yw2fj3b]

Isn't Intermediates margins are better than Electrolyte? Shouldn't it more focussed on Intermediate business?

[@vivekknji]

I don't track the pharma sector, but Salute to your details, information and scope of analysis. Mind opening session for business analysis

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@niladribanerjee2821]

Ye elecyrolytes kya kisi company ke liye click krega? Newgen me last 3 years se ye electrolytes ka kahani chal rha hai, lekin stock down hi down hai.

[@sagardave353]

Explain the Caplin.... Its with huge MoS

[@ripshivraj]

added it around 1100 levels will doubled down around 850/900 if it goes down.

[@manivannannatraj5136]

Which stock you are referring to

[@tradingweallteachall0105]

Pahile girega then up😂😂😂

[@ripshivraj]

@@tradingweallteachall0105 abhi tak toh nhi gira dekhte hai

[@iamsharf]

Loved your simple explanation

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@abhishekjain3706]

Super explanation! Thanks a lot Ishmohit👍

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@sunchulasaikrishna4756]

Nice explanation. Thank you.

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@javed.shaikh787]

Please make video on Genus power

[@hkohli447]

Hi sir, please make a video on complete analysis of Jio Finance.

[@kartiknune1331]

Hi sir. When will be the next video of revisit series come?

[@ballu805]

Thanks roe kam kyun ho raha hai iska....?

[@rsv1503]

I invested in AMI Organics, after I knew it is in Saurabh Mukharjea's portfolio then I exited , same with Clean Science.

[@farhazhirani3926]

😂

[@TheBanterCity]

I do the same

[@nileshrathod1846]

Even i exited from Clean science

[@escapxaier8706]

Why you exited

[@Anand13011]

Thank you for all the effort you put in

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@jayeshkhara1425]

Good information with medium speed of speaking.

[@AjayKumar-gp9gj]

Analysis of accelya solutions.

[@sheben8532]

Great video as usual. Will check
Out this company. Many thanks

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@sapnilpatel1645]

Please analyse the company called "Affle".

[@amanjaswani]

Analysis of Genus power

[@siddhipandare3882]

Yes

[@subhamagarwal2073]

Discuss Apar Industries please

[@rajivjain7666]

Tried for SOIC membership but system not allowing to make payments.No system for redressal of query😢

[@SOICfinance]

Hi Ravi!
Just send us a mail at [e-mail]
Pls use this website learn.soic.in/learn/SOIC-Course

[@z2zugzwang]

A wonderful analysis Ishmohit and Team SOIC. I agree that there is very little margin of safety here. Even if we consider a blue sky scenario of 1200 Cr sales in FY26 and assign a P2S of 5x. The MCap will be 6000 Cr. Its already at 4000 Cr. Thats a 33% growth in MCap. Seems like the market has already discounted a lot of the future earnings. I'll circle back to this if i see a 3 year growth visibility @ 3x P2S. Thanks once again.

[@realitytalkies7499]

maybe you missed the growth part which can be wow if the story plays out

[@revantharyan]

Please add english subtitles btws awesome video!!

[@ashishkumardash9746]

your every analysis is just superb

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@shankarkumarpaul5034]

Please also readdress neogen chemical. Thank you.

[@SOICfinance]

Too expensive at the moment

[@gurtejsingh-bg3qh]

Please make a video for kolte patil

[@user-wh1pb2tl4g]

Sir Heromotors aur UPL ka v bataye

[@manojranjan582]

Pranam sir 🙏

[@guptapraveen1977]

Thanks for through analysis of the business, however i feel there is one small mistake in the calculation in the PBT. it should be 163cr instead of 157cr as Other income will get added.

[@ishmohit1]

Yes..just saw

[@utskant]

Thanks for the analysis.
Ami organics looks like a falling knife right now. Technicals suggest that once could wait it out for consolidation.
Fundamentally the stock looks overvalued even on forward basis.

[@ripshivraj]

bhai tu q3 call sun kr aa fir yahi bolna

[@anandtatwe1632]

Falling knife???? Which world you are living!

[@romilharia]

Shouldn't estimated PBT FY26 be 163 not 157.....EBITA - (Dep + Int) + Other Income?

[@SOICfinance]

Yes, that's an error

[@shirishshetty1750]

Since coffee can investor has entered the stock ,i dont think it will rise soon.. 😢

[@yugdarshan]

😂

[@govindarun1947]

Wait for his exit and watch it fly🚀

[@majidhussain7174]

It doesn't matter what you think 😊

[@manojpatil2288]

Prince pipes analysis

[@nirbhaisinghdhaliwal788]

Thanks

[@rajeshsamant4884]

Thanks 🙏

[@puneetmalhotra5261]

Please do a session on INVITs

[@yokin91]

Perfect analysis 👍🏼

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@vinayakpai8123]

How is supriya lifescience?

[@namanbader]

Not sure about the company but I know Supriya. She is nice. 😊

[@Areeva2407]

PLS COVER HIMADRI SPECILAITY CHEMICALS ALSO

[@surajitpaul5945]

Good discussion

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@sriramlokesh7181]

neogen developing electrolysis not electrolytes

[@jamirnayakwadi1188]

Thank you sir

[@icea2764]

Great learning sir❤

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@akshaychavan939]

Hello!. Please make video on Top Real estate players in India.

[@chandrodaysingh6893]

Wonderful delivery of case analysis, looks like to be a promising business post capex and tailwind in chemical sector. thank you SOIC

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.

[@lovbaroniya598]

Sir please review Laxami Organics !

[@hlpatwa]

Next Business Analysis of Paper Products

[@rameshchandramandir3094]

Excellent analysis

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@dipindersingh2655]

Hello sir great knowledge helpful m

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@tejasmistry7710]

Next analysis on FMCG Sector please

[@anidas6339]

Super Simple and Non Boring Analysis 😊

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@anidas6339]

@@SOICfinance Value chain analysis by SOIC (across different sectors) gives confidence to small retail investor like us. This help us to take informed decision and stick to the market during difficult time. ❤️ from Bengal.

[@rishabjain129]

Sir please make a video on analysis on space sector

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@sumitchand6114]

thanks

[@gauravshenoy7693]

Hell Yes.
Thank You

[@hiteshdarji4791]

Thank you so much Sir for your support💪

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@virendramaheshwari7166]

May please analyze Natco Pharma.

[@amarsing1289]

Please do analysis on PFC and NHPC

[@SOICfinance]

Thank you for your suggestion. 😃 We'll keep this in mind for our future content. 🤝 We hope to continue adding value to your investing journey.

[@aakanshaagrawal7222]

Most underrated channel

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@ayushvarma9657]

Great video Paaji 🙌

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@oma1274]

Dear Ismohit please review stocks tarsons products, tatva Chintan , clean science , Navin fluorine , Vinati organics, prince pipes that you once covered on your channel . As they are corrected a lot investors can add them .your unbiased review can help them in their study

[@nitinadak7647]

Thanks sir

[@RR-gw5jb]

Do you have any course in English.. for people who don't know hindi

[@SOICfinance]

Yes, we do have courses in English.
For any information regarding our courses and membership, please email us at [e-mail] We’ll get back to you at the earliest in 24-72 hours.

[@ShreeRam0042]

Plz a video on Jsw infrastructure 🎉

[@SOICfinance]

Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

[@tropicanapineapple]

Hi Ishmohit..Good morning. Have a great Sunday.

[@SOICfinance]

Good morning

[@amarnathpandey964]

रियल स्टेट का analysis करिए