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4 Jan, 4 tweets, 2 min read
#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
2030 projection :

EPS : 130 rs/share
CMP : 5000 rs

Verdict : Leader in specialty chemical sector. Must have. Image

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Generic Boi Profile picture
6 Jan
🧵#InfoEdge : My attempt at quantifying its rise in numbers. Image
2005 Sales : 51 Cr
2020 Sales : 2500 Cr

Sales growth CAGR : 23% Image
2005 Profit : 4 Cr
2020 Profit : 215 Cr

Profit growth CAGR : 26% Image
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4 Jan
#Lalpathlabs valuation 🧵

History : Image
Sales history :

2011 : 240 Cr
2020 : 1300 Cr

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Profit history :

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Trend : 25.39% CAGR growth in profits. ImageImageImage
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#JubilantFoods valuation (pre-IPO data included): 🧵

History : Image
Sales data :

2006 : 100 Cr
2020 : 4000 Cr

Trend : 27.88% CAGR ImageImageImage
Profit data :

2006 : 5 Cr
2020 : 300 Cr

Trend : 31.38% CAGR ImageImageImage
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Generic Boi Profile picture
4 Jan
#Nestle valuation 🧵

History : Image
Sales trend :

2002 : 2000Cr
2020 : 14000Cr

Sales growth rate : 11.42% CAGR

Note the sales dip during Maggi fiasco : ImageImage
Profit trend :

2002 : 200Cr
2020 : 1900Cr

Profit growth rate : 13.32% CAGR ImageImage
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Generic Boi Profile picture
4 Jan
Retail stores, bird's eye view 🧵

Reliance Retail is 5X bigger than DMart, but it is not listed separately. ImageImage
#DMart has the highest margin (5.5%)

Spencer and Taaza stores have the lowest margins. (Strongly avoid) ImageImage
Current trend : Reliance Retail and DMart are leading the pack. The rest are struggling to survive. Image
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Generic Boi Profile picture
4 Jan
Other Electric (low ticket retail electrical appliances), bird's eye view : 🧵
Market cap leaders :

1) #Havells
2) #HoneywellAutomation
3) #VGuard ImageImage
Top 3 by sales :

1) Havells
2) Apar Industries
3) KEI Image
Top 3 by profits : ImageImage
Read 5 tweets

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