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#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
My thread on comparision of both #HUL and #Nestle.. I'm simply doing a forward EPS model here to understand whether the CMP has over/under/fairly estimated the future growth and what is the delta? #Stockanalysis #EPSmodelvaluation
These 2 are stable FMCG giants jointly demanding a Lion's share in the market with very high RoCEs, Stable and incremental positive cashflows and well established brands which are going to continue for generations irrespective of recession or inflation
I can do a DCF to determine the intrinsic value but cases like these where the Quality is nondebatable, One can only look for an appropriate entry. Hence I'm doing a quick forward EPS model simply to understand the inbuilt growth in the price
Read 9 tweets

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