Discover and read the best of Twitter Threads about #pidilite

Most recents (14)

Alert: 1. long 🧵 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
Mission 1 Lakh share price

#Honeywell Automation
#3MIndia
#Abbott India
#Tasty Bite
Mission 20K share price stock list

#Bajaj Finserv
#Bajaj Finance
#Sanofi
#India Mart
#Naukri (Info Edge)
#LTI
#Affle India
#LTTS
Mission 10K share price stock list

#CAMS
#HDFC AMC
#Amber Enterprises
#Asian Paints
#Pidilite
#Fine Organic
#Dmart
#Gland Pharma
#GMM Pfaudler
Read 6 tweets
What better way to start a Thursday morning than with key takeaways from #Laurus Q4 results.
1. Aiming to do 1B$ in revenue in FY23 maintain 30% EBITDA margins.
In b/w lines: In b/w lines: Will diversify API & formulation division and grow the anti-diabetic, oncology API and formulations division.
Laurus also increased capex guidance from 1100 cr in last Q to 1500cr-1700cr over FY22 and FY23. Not all of capex done in FY23 would contribute to 1B$ sales target.
Read 16 tweets
STRONG MONOPOLIES :

#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
Read 11 tweets
#Pidilite valuation 🧵

History : Image
Sales trend :

2000 : 470 Cr
2020 : 7500 Cr

Trend : 14.85% CAGR growth Image
Profit growth trend :

2000 : 47 Cr
2020 : 110 Cr

Trend : 17.08% CAGR growth ImageImage
Read 4 tweets
How an industrial adhesive product like Fevicol became a household name in India?

A thread :

#Pidilite #Fevicol #Fevistik #Brands #GameOfBrands #Branding #Marketing #CaseStudy #Advertising #Ogilvy
Fevicol is one of the most iconic brands owned by Pidilite since 1959. The company was initially called Parekh Dichem. At that time, the textile business was booming, and, the company was also producing pigment dispersions. Hence, 'Pidi' in Pidilite came from Parekh Dichem. Image
Late Shri Balvant Parekh founded the Company along with his brother. Shri BK Parekh distributed speciality chemicals manufactured by a German company. This gave him a few years of exposure in terms of products and industry.
Read 21 tweets
Some really interesting data points from #pidilite Investor presentation.

People mostly know their brands - Fevicol, Fevikwik. But many more > See the picture below : Image
Their core brand which is behind the success is Fevicol. The Company is adding variants and premiumization to this Core product. See the different variants of the same product to address all forms of adhesive requirements. Latest entrant is a Spray. Image
Expanding into other Emerging Markets which have "India Like" approach. Image
Read 6 tweets
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat
Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea
Read 9 tweets
#Stockcentricthreads - #Pidilite Analysis and valuations. This is my thread on business analysis, #stockvaluation of a flagship Indian business.

Disclaimer - I'm a fan of this brand - From advertising to its management philosophy and vision - Quality is nondebatable!
Let's look at the business first to see the segments contribution to revenue and brands established

Consumer bazaar's Adhesives & Sealants contribute to 56% of revenue - MSeal & Fevicol. The 2 legendary brands
A recurring, repeating product which is a favorite among the consumers & carpenters of India - No 2 ways on growth ahead! So let's see how much of future growth has the market embedded in the stock CMP. I use forward EPS model for this
Read 6 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
1/ So interestingly, a third of respondents don’t like real estate as a space. Though from a business model perspective I agree with the conclusion that bldg materials (BM) is the best way to play this because —>
2/ BM has renovation demand and ‘trading-up’ demand which takes away some of the cyclicality, has the ability to build distribution which if done right adds to the “moat” and lends itself to the optionality of being asset light
3/ In contrast, Devs and financiers are by and large capital hungry. When you are capital hungry you open yourself to two risks. That of regularly raising capital and the price at which you get it. If caught in a bad cycle you could wipe out years of return
Read 8 tweets
#RetailInvestor Behaviour - A quick thread and post -Do read this older post - Why do Traders Go Bust and Investors Get Lost !! nooreshtech.co.in/2018/04/why-do…
Deja Vu #JetAirways and #KingfisherAirles - From 4.29% of equity to 11.42% of Equity now with Retail Shareholders in #JetAirways!! A total of 1,37,524. ( less than 2 lakh share capital.)
The sad part is we had 2.3 lakh retail shareholders in Kingfisher but a company like Kotak Mahindra Bank has 2.23 lakh retail shareholders !!
Read 4 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!