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As @Paytm released its Q4FY23 results yday, I dived into last 8-qtrs of its lending biz 💡💡
Here’s a breakdown of numbers that you won’t find all in one place anywhere else 👇
Tags: @vijayshekhar | #Paytm
Here’s a breakdown of numbers that you won’t find all in one place anywhere else 👇
Tags: @vijayshekhar | #Paytm
Paytm earns 2 things on each loan given.
💰 Commission (C): A %age of the loan amount
💰 Performance bonus (PB): A %age of the EMIs collected, only when the loan is paid back
💰 Commission (C): A %age of the loan amount
💰 Performance bonus (PB): A %age of the EMIs collected, only when the loan is paid back
Puma's India sales in FY22 > Adidas + Nike + Reebok + Skechers + Asics combined 👏👏
But, that domination is about to change, courtesy of Metro Brands, which is gearing up to bring in some disruption in the premium athleisure segment with FILA.
Let’s start with the basics 👇
But, that domination is about to change, courtesy of Metro Brands, which is gearing up to bring in some disruption in the premium athleisure segment with FILA.
Let’s start with the basics 👇
Metro Brands is India’s most profitable (net margin wise) and fastest-growing listed footwear retailer in India.
It operates brands like:
Metro Shoes, Walkway, daVinchi, Cheemo, Fitflop, Mochi & Crocs.
It operates brands like:
Metro Shoes, Walkway, daVinchi, Cheemo, Fitflop, Mochi & Crocs.
But, hey! That was the list until Oct ’22 when it acquired Cravatex Brands, with which it bagged the sale & distribution rights of FILA across all physical and online channels in India, Pakistan, Sri Lanka, Bangladesh, Nepal & Bhutan.
@DineshAgarwal led 26-year-old @IndiaMART is truly killing it! 🚀🚀🚀
I sliced and diced the platform’s mind-blowing numbers over the last 3 days.
Here is all that I learned 👇
I sliced and diced the platform’s mind-blowing numbers over the last 3 days.
Here is all that I learned 👇
In last 4yrs,
👏 Revenue/month: Rs 80cr | Up ~85%
👏 Profit/month: Rs 27cr | Up ~185%
How?
Outstanding jump in paying subscribers:
✨ 80% up in the Top-8 cities (~1.1L users)
✨ 60% up in the cities with >5L people (~53k users)
👏 Revenue/month: Rs 80cr | Up ~85%
👏 Profit/month: Rs 27cr | Up ~185%
How?
Outstanding jump in paying subscribers:
✨ 80% up in the Top-8 cities (~1.1L users)
✨ 60% up in the cities with >5L people (~53k users)
It has also begun attracting paying subscribers in cities with <5L population.
✨ 50% up in last 2yrs alone (~33k users)
More importantly, growth in paying users hasn’t meant lower quality.
It has been able to onboard big fishes & grow their biz.
✨ 50% up in last 2yrs alone (~33k users)
More importantly, growth in paying users hasn’t meant lower quality.
It has been able to onboard big fishes & grow their biz.
Mukesh Ambani’s AJIO Luxe is such an unbelievable growth machine! 🚀🚀
But, most people don’t know that Luxe & @AJIOLife are two separate platforms.
Here is all there is to know 👇
But, most people don’t know that Luxe & @AJIOLife are two separate platforms.
Here is all there is to know 👇
AJIO was launched in FY17, and it grew at a decent pace until Covid happened.
It saw:
⚡ 4x growth in revenues
⚡ 3.5x growth in web visits
⚡ 6x growth in no. of brands
⚡ 4.6x growth in no. of products
It was promising.
It saw:
⚡ 4x growth in revenues
⚡ 3.5x growth in web visits
⚡ 6x growth in no. of brands
⚡ 4.6x growth in no. of products
It was promising.
Most importantly, it threw out some strategic pointers:
💡 AJIO recorded >70% of orders from Tier-3 & beyond
💡 It carried the image of a bargain-hunter’s paradise
💡 It hadn’t been able to crack Tier-1 & Metros as well
💡 AJIO recorded >70% of orders from Tier-3 & beyond
💡 It carried the image of a bargain-hunter’s paradise
💡 It hadn’t been able to crack Tier-1 & Metros as well
An avg @dominos_india outlet does the same sales today, as 4yrs ago. It has no option but to keep adding new stores ⚡⚡
I deep-dive into the numbers of #JubilantFoodworks. This is what I learned 👇
I deep-dive into the numbers of #JubilantFoodworks. This is what I learned 👇
The company operates multiple chains like Dunkin' Donuts, Hong’s Kitchen, Popeyes, Ekdum Biryani etc, almost all its business comes from Domino’s outlets in India.
That’s a mature biz & I studied its numbers for last 4 years.
That’s a mature biz & I studied its numbers for last 4 years.
No. of outlets:
🍕 1.8k | 56% up 👏
🍕 It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
🍕 1.8k | 56% up 👏
🍕 It has an avg of 4.5 outlets per city, and this number has been within 4.3-4.7 range since forever
Acquired by Mukesh Ambani in a hostile takeover, #Milkbasket is growing on steroids 🚀🚀🚀
Who knew #Reliance could turn it around & expand so well, so quick!
Let’s start from the beginning 👇
Who knew #Reliance could turn it around & expand so well, so quick!
Let’s start from the beginning 👇
Founded in 2015, Milkbasket raised ~$40 million in its lifetime 💰
It shot to attention after Vani Kola of Kalaari Capital invested in it.
Kola was known to have the Midas touch. Thus, marquee investors like Blume Ventures, Mayfield Fund, Unilever Ventures & many more followed.
It shot to attention after Vani Kola of Kalaari Capital invested in it.
Kola was known to have the Midas touch. Thus, marquee investors like Blume Ventures, Mayfield Fund, Unilever Ventures & many more followed.
Milkbasket would let people order till midnight & then deliver by 7am.
By mid-2019, it was doing >1L orders/day.
But, it had burnt a lot of funds to get there, and was facing difficulty in convincing investors anymore 😓
By mid-2019, it was doing >1L orders/day.
But, it had burnt a lot of funds to get there, and was facing difficulty in convincing investors anymore 😓
Joel Greenblatt's MAGIC FORMULA Screen for Indian Stocks with Additional filtering for Quality.
#Thread
5th Upd -08Nov2020
Added HOW TO USE Magic Formula & some more updates, so do read till end.
#MagicFormula #Stocks #Indianstocks #JoelGreenblatt
1
#Thread
5th Upd -08Nov2020
Added HOW TO USE Magic Formula & some more updates, so do read till end.
#MagicFormula #Stocks #Indianstocks #JoelGreenblatt
1
📌Magic formula =Good Stocks At Attractive Prices
Higher Earnings Yield = Undervalued Stock
Higher ROIC/ROCE= Better Quality
Rank stocks on ROIC/ROCE (1 for Highest ROIC/ROCE)
Rank on Earning Yields (1 for Highest EY)
SUM the Ranks
RE-RANK on Combined score(1 for Lowest)
2
Higher Earnings Yield = Undervalued Stock
Higher ROIC/ROCE= Better Quality
Rank stocks on ROIC/ROCE (1 for Highest ROIC/ROCE)
Rank on Earning Yields (1 for Highest EY)
SUM the Ranks
RE-RANK on Combined score(1 for Lowest)
2
Additonal Filtering -
Good ROCE/ROIC over a period of time. Min 22%.
Attractive Earnings Yield > 10YrGSec(5.88%).
Good Operating Cash Flow over a period of time.
Good Asset turnover ratio/Management Efficiency.
Stable Promoter holding.
3
Good ROCE/ROIC over a period of time. Min 22%.
Attractive Earnings Yield > 10YrGSec(5.88%).
Good Operating Cash Flow over a period of time.
Good Asset turnover ratio/Management Efficiency.
Stable Promoter holding.
3
