RBZ Jewelrs - 3x Growth Guidance | RBZ Jewelrs Business Analysis | RBZ Jewelrs Concall | RBZ Stock
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- เผยแพร่เมื่อ 4 ต.ค. 2024
- RBZ Jewellers is a Gujarat-based Jewelry player. The company is into jewelry manufacturing and has marquee clients like Titan, Senco, Malabar, Joylukkas, etc. The company has posted a stellar set of numbers in Q1FY25:
1. Revenue grew 60% YOY
2. PAT grew 3x YOY
3. Volume guidance is 1500 kg
4. Targeting 500-600 cr of topline this financial year
5. PAT guidance is 35 cr for this financial year
Rbz Jewellers Business Model
Rbz Jewellers Q1FY25 Result Analysis
Rbz Jewellers Stock Analysis
Rbz Jewellers Share Analysis
Rbz Jewellers Stock Price
Rbz Jewellers Share Price
Rbz Jewellers Management
Rbz Jewellers Management Analysis
Rbz Jewellers Concall
Rbz Jewellers Earnings Call
Rbz Jewellers Stock Latest Update
Rbz Jewellers Share Latest Update
Rbz Jewellers Stock Latest News
Rbz Jewellers Share Latest News
Rbz Jewellers K Stock Ka Kya Kare
Rbz Jewellers Ka Stock Kab Chalega
Rbz Jewellers Stock Price Future
Rbz Jewellers Share Price Future
Rbz Jewellers Stock Outlook
Rbz Jewellers Share Outlook
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Thanks yar itna mast business ko radar me lane ke liye.
@@dharmvirmaurya7377 🙏🙏
@@AJ.Aakashjha Hi bhaiya... Any idea what is happening in the stock... On google and tradingview it is showing 70% down in a single day. But on Zerodha and groww it is 2% up... Not sure what is happening.
Their is one more company called TBZ
which is their brothers company I have made 3 times returns in this company and was tracking RBZ also 👍 will invest surely now
@@harshhhjiii 👍keep tracking
It is almost 40%down , though profit is good but since it is micro cap stock ,it will be bit risky for small investors .Inventry is quite high .over all analysis is good...😊
@@vipin23us inventory was high on account of Akshaya Tritiya, they're suppliers phle se ready rkna he pdega. Look at Sky Gold, uska b inventory high ta but both businesses saw robust sales in Q1.
I've already covered that point, one needs to increase the allocation gradually. As the management continues to execute well, the allocation should keep increasing.
This is the best approach for such businesses.
You got a new subscriber🎉🎉🎉🎉🎉🎉
congrats👍👍
Jai shri krishna
Perfect stock in this type of mkt
@@mrshriharee 👍keep tracking
@@AJ.Aakashjha not able to buy as 2% circuit only
@@mrshriharee yhi toh problem h system ka, sara restriciton retail k upr he lgana h so that get restricted and hand over their money to idiots fund managers who can't even beat the index.
But we've to deal with it. Wait for the right moment and keep tracking businesses, bahut opportunities h explore krte raho.
I was tracking this stock and now your commentary gave a boost , great analysis bhaiya
@@manishranjanpersonalfinance thanks bro👍👍
Great work.. Keep going
@@nj_nick thanks bro🙏
Thank you!
@@UATHD 🙏🙏
Maine 207 per liya tha now holding it
@@amarchhetri6370 👍👍keep tracking
sir plz plz analyse SURYODAY SMALL FIN BANK
eagerly waiting
@@Dr_S_Nizamuddin will discuss this week
It's a better bet than sky gold as it is cheaper and business model is also good
Forward P/E is lower, but the growth pace is also slower compared to Sky Gold. Sky Gold has already completed its CAPEX and can continue growing with its existing capacity for the next few years. On the other hand, RBZ has yet to increase its capacity, which they are planning for next year. So, I don’t believe RBZ is better than Sky Gold, as I want to see consistency in execution. However, it undoubtedly has a strong re-rating opportunity. Execution is key, if management continues to meet their guidance, the stock will keep reaching new highs.
Bro look at chavda infra...huge multibagger in making...im holding from 192....kya krna chaiye??
jb multibagger he bol diya aapne toh mujse kyu puch rhe ho😅 anyway I'm not tracking this space, so I can't comment.
Should you provide disclaimer about your holding and not buy sell rec.
I share business analyses in simple language. I have never recommended any stock, and I have repeatedly stated that if anyone makes a buying or selling decision based on my analysis, it would be their biggest mistake and their own risk.
Bhai profits cash mein convert nahi ho rahe hai aisa lagta hai...
Inventory kaafi badhi hai inki... Volumes are also increasing though, so I guess it makes sense, keeping inventory in anticipation of demand
@@bon_jovi933 good observation bro. Model he asa h. Mar quarter me sbka inventory high dikega because they had to be prepared for Akshaya Tritiya and the wedding season. Senco ne b concall me yhi bola, Sky Gold ka b inventory high ta, but the most frustrating thing is that people don't connect these dots. Bs sun liya kahi se ki cash flow negative ni hona chahiye toh bina dimag use kiye bs whi dekna h. That's why understanding the model is absolutely critical. Vrna sbse jyada psa screener moneycontrol bnane wle k pas hota. Investing is all about common sense.
Sir mene to Rbz jwellers को एक month पहले Buy कर लिया है 500 Cr. की MKT Cap पे
@@viralrangunwala1597 aap super investor ho, keep tracking
@@AJ.Aakashjha Thank You Sir..
लेकिन आप तो हमारे गुरु हों 🙏🙏🙏❤️❤️❤️
Sir एक बार Shish Industries पे वीडियो बना दीजिए। कपनी अच्छी पैकिंग प्रॉडक्ट बना रही है हमारे सूरत में बहुत मैन्युफैक्चर ग्रोथ हो रहा हैं। केमीकल की भी बहुत कम्पनी है सूरत मैं और खासकर Shish Industries के नजदीक के विस्तार में, अगर कंपनी केमीकल पैकेजिंग करबा ड्रम वगैरा बनाने लगी तो सेल्स 2x 3x हो जाएगी।।
@@viralrangunwala1597 I'm not tracking this space yr. Wse growth vgera acha h and balance sheet b thik lg rhi h expansion b kiya h last year. Track kr skte ho ise
Maine 190 per liya tha now holding it
It has strong growth prospects, but continue tracking it
INDIAMART analysis in detail please
@@harshhhjiii yes, I'll cover it
Sir analysis of 'Global Education' @@AJ.Aakashjha
What can be target in 1 year brother
I hold 750 quantity
no one knows and pls don't focus on it. Track the business and understand its scope. Even without the new facility, they are targeting very aggressive growth this year. If the execution continues (which we’ll track in their Q2 performance), the upside is significant because the PE is only 20-22.
When share India securities?
@@MrRoy2310 most probably next week
Pls make a video on Goldiam International
@@arunkumarpanigrahi3600 yes, it's on my watchlist. I will cover it
Great video 😊😊😊,
But is it better than sky gold or senco ? What's ur view brother?
@@sovanchakraborti2670 I'm more bullish on Sky Gold bcoz uska expansion already ho gya h. Now they just need to continue meeting the demand.
Senco ka re-rating continue rahega because the gap is still huge between it and other players.
RBZ is also a good bet, 15-18 ka forward PE h. So, if they continue executing as they've guided, the upside is very very high.
@@AJ.Aakashjha thanks for response 😊😊😊but RBZ has low ROE, is that a negetive point?
@@sovanchakraborti2670 areyy ROE excellent h iska. Last year IPO aya fr Bonus issue kiya toh equity bdh gya, that's why ROE has come down. Last 3-year avg ROE & ROCE is 20%.
@@AJ.Aakashjha ok brother, got it 😊😊😊👍👍👍
@@AJ.Aakashjhabonus kab dia rbz ne
Please cover cams
@@sumitsinghania1316 yes, most probably this week
please analyse NIACL
not tracking the insurance space
Is there any PPT or report provided by the company where the b2b clients are mentioned and what is the diversification amongst them ?
check annual report
top 10 contributes around 40%
Bhai..I have placed order today but it is not executed..? Stock was not in upper circuit
circuit limit 2% h, inko yhi best way lgta h retail ka psa save krne ka, idiots!
What is the minimum order to place for this share?
@@masakuttan IDK yr, check on your broking app. Abi wse 2% ki limit h ispe
Sky gold abhi add kr skte aur? 1 saal k liye? Qki ye Rbz milne se raha...Radhika jweltech v hai ek apka kya kehna?
add krna ni krna ye apko decide krna h bro. I can only explain the scope.
Sky Gold ka forward PE is still just 35-38, which is significantly lower than peers. FY25 me sales double hone ka expectation h, PAT b almost double hoga. New facility ka utilization already improved ho rha h. Toh isme scope bahut h abi. Solid re-rating ka chance h. Jb tak management apne guidance ko execute krta rahega stock ka new high lgta rahega.
RBZ me b solid re-rating ka chance h. Ha ye 2% wla ghatiya regulation lga h abi isme, pr try krte rehna chahiye. Bahut interesting bet h ye b.
I'm not tracking Radhika Jeweltech so can't comment on it.
@@AJ.Aakashjha thank-you so much:)
@@AJ.Aakashjha Aaj finally Mila RBZ...but ek chiz batayenge isme selling Q hai like profit booking ya?
@@ankitshukla1560 jb 150 se 175 gya tab toh ye doubt ni aya ki one way q bhag rha h. Stocks me asi volatility toh rahegi he, one way koi b stock ni chlta, aur agr chle toh woh thik ni h shareholders k liye. Ase corrections healthy hote h quality businesses k liye.
Business ko track krte raho agr uska performance guidance k hisab se rha toh stock price ko reward milega market se. Ye toda bahut correction chlte rehta h, bahut normal h.
Iska operating cash flow negative kyon hai
@@sabirahammad6848 Chota player h, advance me inventory build krni pdti h to serve the major players during the high-demand season of Akshaya Tritiya.
iska matlab ki operating cash flow negative hone ke babjud ghabrane ki koi jarurat nahin hai, next result mein positive hone ka sambhavna hai❤@AJ.Aakashjha
@@sabirahammad6848 reason smjna pdega, business model he asa h. Sky Gold 5x bda h size me and wo b ab bol rha h ki next year se cash flow positive rahega uska. Market isko smjta h isliye stock ko reward kr rha h, kl ko agr growth ghata tab stock ko double punishment b milega market se. Toh business track krte raho, asa performance jb tak rahega market reward krta rahega.
Discuss redtape if possible
@@MrRoy2310 I've stopped tracking the footwear space.
Target ky hi share ky
no one knows. asa performance rha toh kitna b ja skta h, PE srf 20-22 ka h. So track krte raho business ko.
Sky gold ki 70 ki pe h sir 35 ki nahi h
@@pardeeplather8918 Difference smjo, 70 current PE h but the market rewards stocks based on the expectation of future earnings.
Watch this👇 video and understand the forward PE calculation.
th-cam.com/video/ifD1eVMjnNI/w-d-xo.htmlsi=JTJDTsnoCPGCZbPC
5% se 2% pr kiyo aya, ye stock kiyo nhi increase ho rha hai.
areyy wo volume ka koi regulation hota h SEBI ka, agr normal se jyada volatility and volume ata h stock me to movement limit 2% kr deta h SEBI. Focus Lighting, Osia Hypermart, and Mihika me b asa he kiya ha bi. We've to deal with it. You could place a bid at 9:15. and agr circuit ni hua to 9.30 pe execute hone ka chance h.
Pc jewellers lene liyak hai ?
@@Seth__Rahman not tracking
@@AJ.Aakashjha rbz pr kuch or update de bhai. Koi letest video ye share increase hi nhi ho rha hai.
@@Seth__Rahman 🤦♂🤦♂bhai stock me invest kiya h ya lottery ticket me jo daily movement chahiye. Srf business ko smjo, uske performance ko track krte raho, wo thik rha toh koi b stock upr he jaega sooner or later. Daily stock price dekna investor ka ni trader ka kaam h. Phle define kro khud ko ki aap kr kya rhe ho, investing h toh patience rko aur srf business ki performance se mtlab rko, reward market khud de dega.
RBZ ka Q2 result abi next month ayega probably, fr cover krege isko and dekege ki ksi performance rahi.
Disuss IT stock , semiconductor stock
@@rahulgupta-xo1ho not tracking the IT space currently. I'm tracking a few interesting models in the EMS space that have strong growth potential going forward. I'll try to cover one such opportunity today.
Mangent scammer fraudsters hain ...aaa kon bolega
#Past_History
@@reyanz-c9b tum...kuch kam tumhare liye b toh chodna h na