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GLIMPSE OF INDIAN FASHION RETAIL INDUSTRY!

Apparel market in India is of 3,94,800 crores out of which branded apparel market takes away 48% share, constantly increasing. Estimated CAGR (2017-25) for branded apparel market is 13%.
Major listed companies in this sector are Trent (Westside), ABFRL (Pantaloons), FLFL (Central & Brand Factory), Shoppers Stop, V-Mart. Lets understand the Financial parameters of the industry:
Two major costs apart from raw materials are Rent and Employee cost.
Operational parameters to be taken care of -
In retail industry, same store sales growth is one of the most important parameter to be checked.
None of the above mentioned companies generate consistent Free cash flow and high ROCE except V-mart, but still command high multiples. WHY? Please share your opinions.
@unseenvalue @dmuthuk @deepakshenoy @alphaideas @KalpenParekh @MysticWealth11 @Vivek_Investor @katalystwealth @varinder_bansal @contrarianEPS @ayushmitt @NeerajMarathe @alphainvesco @oraunak @jitenkparmar
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Benaam Niveshak
@AnonymousInves7
GENERAL INSURANCE- UNDER-PENETRATED, BUT HIGHLY COMPETITIVE
We are constantly being bombarded by risks, both traditional and new age. At one end, last year we saw floods across 13 states. India suffered economic losses of roughly Rs 40,000 crores and only 8% of those were insured
On the other hand, incidences of cyber attacks, data breaches, ransomware and malware are becoming more and more prevalent. India alone has witnessed more than 1800 devices being impacted per minute, last year.
It's a remarkable number!
In the current scenario, where there is outbreak of new diseases at any point of time, for example COVID-19, due to which people have started to understand the importance of health insurance.
Read 15 tweets
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Benaam Niveshak
@AnonymousInves7
CAN EVERY COMPANY SCALE UP?

Here is some interesting data of how the companies in market have evolved in terms of profitability over last 10 years. History has proved that it is difficult for smaller companies to become big. The thread below proves the same.

Source:Ace Equity.
1. The chart indicates that only 62% of listed companies are profitable and this % has significantly reduced since 2010. This indicates that not all the companies are able to sustain and perform in the changing business environment.
2. The chart shows that the % of companies making profit greater than 50 crores have increased by just 6%. This signifies that only few companies can climb up the next step in ladder.
Read 7 tweets
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Benaam Niveshak
@AnonymousInves7
FACING THE SAME MELT DOWN AS 2008 - LETS VALIDATE!

Through out our thread we have compared SENSEX,
BSE 500 and major sectors on basis of P/E and P/B.

Source: BSE
Key take away's -
1. In terms of P/E, market has reached 2008 levels and in terms of P/B, it is more cheaper then 1998 levels.

2. All major sectors shown below have become cheaper then their all time lows for given period with improved fundamentals in majority cases.
Read 14 tweets

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