A 1000x Bagger that has fallen 50%|AARTI Industries Business Analysis 🤯📉

[@PRATS501]

Sirjee aapke video mein jo sikhne milta hain na woh kahi aur nahi mil sakta! Thanks a lot!!

[@rajeev4243]

Brillaint analysis..appreciate the detailed and immense work which must have gone into this video. Thank you

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support. 🙏

[@preetiahuja4004]

Thank you so much SOIC team, you guys are doing a brilliant job with your analysis!

[@SOICfinance]

We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃

[@akshaybharde4282]

Thanks a ton SOIC for another masterclass. We learnt 1. How to understand a chemical business & what it takes for a chemical business to become successful in India 2. Types of business 3. Why it's so important to analyse the historical performance of the business & how to do it 3. How to marry fundamentals & technical 4. How to do management quality analysis of a business 5. How to think in terms of Capex, Gross block, net block & asset turns. 6. How to value a business 7. How to do thesis, antithesis, valuation analysis 8. How we can deal with cyclicality of a business. There are many more. 🙂

[@el_benny_]

Watched the video now and the price now is already at your predicted price. Thank you for the wonderful video ishmohit

[@sarabjits7679]

Amazing explanation: appreciate the hard work and intent to educate

[@jitendravaidya437]

God bless you.. ISHMOHIT you are a Darling of Retail Investors like Anil Singhvi. We love to see you on Zee Business as Fundamental Analysis... 🙏🙏❤

[@kapilsharma1293]

First thing is that really thanks for the sharing knowledge with others without greed. Greed can end one day but knowledge cant. So, with the help of this analysis. I learned that how to check history performance of a company and why it is important to get knowledge about promoters. I also learned that it is important that what is the vision of promoters for the company because it gives you a hint that how company is going to perform. Last but not least I get to know that why valuations are also important, specially when company is in downtrend.

[@nainnain8491]

I saw your video on Instagram reels.... Trust me, you explain every topic in such way that i ended up subscribing your youtube channel.. your videos are very helpful..

[@mailsonyjoseph1]

I learnt more about chemical industries in this one video than ever before ...appreciate such holistic analysis of the company. Looking forward for more such videos. Thanks

[@SOICfinance]

Our pleasure!

[@tourist3066]

Well researched Video. We need more videos like this. Wonderful. Thank you.

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@navneetmukherjee9592]

Bohot hi umda analysis...... video dekhne ke baad lagta hein hum khudse bhi ek chemical company chalu kar sakte hein. Sir how and from where you get so much information..... about sector and the company. YOU ARE PHENOMENAL. Hats off to you Sir

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@navneetmukherjee9592]

Sir in your subscription I can get your Special SOIC tools ..... I need that but can't afford that amount now ....if I subscribe for 1 year and then gradually upgrade - will it be possible? And can I get EMI option.....I am reall sorry for bargain....but I mailed you describing everything.

[@navneetmukherjee9592]

I forgot to mention that tools are available in 3 yrs subscription but not in 1 year...

[@susheel91]

I have started adding Aarti Industries from last 2 weeks. This video with lots of detailed information does add to my conviction and will keep adding at lower levels.

[@adityabajaj6649]

thanks for explaining the terminology with examples.. helped a lot

[@SOICfinance]

Thank you for watching our videos. We're glad to know this video was comprehensive and hopefully insightful. We hope to continue adding value to you. 🙏

[@pandurangadeep4213]

You have set a benchmark in stock analysis!

[@massencleanser3175]

Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@gopeshagrawal8392]

great clarity!! Awesome video again... As said contrarian mindset is required for these so, I would like to go with thesis point...

[@Vashumahadev]

Very informative video and detail analysis. I was waiting for this topic to be discussed on this channel from past 6 to 7 months.

[@SOICfinance]

We're happy being a useful resource for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@sohamlakhote9822]

Thank you so much for such a detailed analysis :-) Learnt a lot from this video!!

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@neetur-id7fi]

Gajab ka presentation sir... really you & team doing very good work. Every time watching you a very new energy. We should learn from you how to give 100% in your work. Thanks a lot.

[@mpjain]

Great work. Appreciate this video. Thank you

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey.🙏

[@nazaraz31]

Detailed company analysis Thanks for your effort and commitment

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@akshaybantia1535]

Love it , learnt a lot thanks 🙏

[@coderguy339]

I entered Aarti industries in Dec 2022 , since then it has fallen by 25% 😢😢 I m new in stock market still don't understand at what level to enter in a falling stock 😢😢.

[@healyou4243]

Wait for 6 months recovery has started...in markets of you really want to earn ready for a 30-60% correction

[@vijetarvindpatil7579]

Same here

[@hrushikeshpatil9800]

Drawdowns in smallcaps can really hurt the faint hearted. However, consensus is building that chemicals are on the verge of turning around.. if you wait another 6 months like @healyou4243 mentioned, you may see a different picture.

[@roshanchoudhary9909]

Aarti industries is good,YOU must have got Aarti Pharma as Bonus shares..both are good shares for long term

[@crazyfootball2271]

One more such business in extreme pessimism right now is PI Ind. it's trading at CMP 3500. At average 5 yr PE ratio , it's average price should be 5000+. It is delivering 15-20% growth when others in the sectors are struggling. Add it as much as you can right now.😊

[@ahamedkuttyelayedath7114]

Ur comprehensive analysis is excellent.,Never seen these type of analysis covering all aspects of the business..Infact u set a new benchmark for all analysts. Thanks a lot.

[@massencleanser3175]

Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

[@Omprakash-ol9rx]

Great analysis. Thank you so much. Everything was analyses about the company. Thesis and antithesis both were clearly explained. I like Thesis of the Aarti Industry. Thank you so much Sir

[@massencleanser3175]

Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@navneetmukherjee9592]

@@massencleanser3175 You are absolutely correct sirji......SOIC working for us

[@jagjitsingh-uk3or]

Your videos are Goldmine of knowledge for investors.

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@tushargaur8528]

You are a gem for stock market ❤❤

[@massencleanser3175]

Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@srinivasyamsani-bt3oz]

Good evening sir.. Here I have learned a lot.. Particularly Cyclicality,different kinds of businesses and somewhat deep understanding of AARTI INDUSTRIES and it's products and business nature of the products and also the capex in downtrend.. Thanks ji.. Seem here thesis points look more attractive than antithesis.. Thanks again sirji

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

[@Upanishads108]

Ishmohit I have been tracking Aarti for a year since the down cycle started but I am very confused with 3 anti-thesis against the bounce back, - They have done a lot of capex in the past and still, a lot of that utilization is poor. Mgmt has not given any clarity on improvement thus far. - Chemical companies trying to go into pharma are more difficult than pharma companies trying to get into chemicals. - Reduced promoter holding kindly guide on clarity please@@SOICfinance

[@srinivasareddy2344]

Thanks for analysis. Please note S in SHE stands for Safety

[@SOICfinance]

Slip of tongue folks

[@Djrahul1000]

Great analysis, was waiting for this video, thesis have more chances to play after maybe 2/3 quarter.. thank you

[@girishkrishnan8000]

Amazing explanation, Sir. thank you very much sir

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝 🙏

[@nishu20501]

#SOIC Amazing Ishmohit onve again you delivered more than we expected from 1 hour video. Not a single second is wasted. Every part has a lerning in it. You explained ghe chemical industries value chain and how to analyze the value added chemistires of a company and the financial modeling of gross block and to calculate the future cash flow. I am going to watch it again and going to apply these frameworks on other buisness analysis that i am invested. Thanks Ishmohit for these types of lectures. Very appreciative work. 🎉🎉🎉🎉

[@SOICfinance]

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

[@pradeepsriyan2556]

Superb...another one from your stable... Longterm looks good from here..

[@SOICfinance]

We're happy being a useful resource for learner's like you. We hope to continue adding value to your investing journey. 🤞😃

[@ganesannumboor6752]

Very detailed Analysis. Thanks for your efforts to explain Thesis and Anti Thesis of Aarthi Ind. Liked Thesis

[@Vin_1985]

Aarti not Aarthi

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@RAHULVERMA-gv7mb]

Great Video .Integrated Analysis on all parameter for the company .Love to see and learn better through your excellent teaching.

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@ashroff17]

Nice explanation of the Company and very insightful. Aarti has Moat and the promoters are experienced veterans. Nevertheless risk is high due to dependence on crude.I am holding Aarti since last 5 years.😂

[@kamaladevi9582]

Valuable and deep insight @soic Mohit👏🏻👏🏻

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@varundivadkar1563]

Nice video, been tracking the company closely too for some consolidation to take place and get out of stage 4. Was also intrigued by Peter Attia's book on your shelf - great book, love following his research on longevity.

[@massencleanser3175]

Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@hrushikeshpatil9800]

Amazing analysis! There's always uncertainty in investing. Knowing your risk appetite helps in building positions in cyclicals.

[@anandraisardar2406]

SHE means safety,health and environment.workplace occupational safety and health of workmen in classified hazardous process is governed by the Factory Act 1948.

[@SOICfinance]

Slight mistake in a 50min video.

[@amitsharda8198]

Anti thesis of the aarti industries looks more dominant factor Right now ....if these are overcome my company then we can see strong quaternary results .

[@namandalsania]

@39:15 Can you please explain how can the entire chemical industry can go through a sustained downturn of 5-10 years?

[@sunitamore3797]

Great analysis

[@chidanandpoddar4558]

Excellent Analysis.

[@abhishekjain3706]

Thanks Ishmohit for such a wonderful analysis. I hold the company but never went into such a great detail. Thanks a ton!

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@sabed7]

About AARTI Industries....that I decided to buy tomorrow...😢😢😢

[@kporwal1761]

Excellent analysis, Thesis point are more than antithesis. Hats off for your hard work🙏🏻

[@SOICfinance]

Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀

[@ajjain8936]

the learning of business is very interesting ,relevant and detailed. Thankyou

[@sehajsingh75]

Sikh means to 'seekhna' ...ie learning... bhaji is the perfect example

[@vijetarvindpatil7579]

Thank you!!!

[@rakeshthareja9667]

Thanks a lot for educating

[@rishabhtiwari1153]

Also one thing to note is numbers discussed is past numbers when aarti pharma was also the part and it has good weight age in those numbers... how we can measure aarti industries alone?

[@shubhamajmera4709]

More than 85% is always from chemicals

[@mohammadahmadkhan4000]

Best Analysis, Greatest teacher of stocks Analysis Thanks 🎉

[@jainvikas52]

While doing the valuation, Potential to generate 3000 cr EBITDA is mentioned while calculating cash flow generation. Is 3000 cr not the revenue generation. Please clarify

[@inayatsherasiya8241]

How to purchase financial literacy course sir?

[@SOICfinance]

For any information about our courses and membership, please email us at [e-mail] Please note that we strictly don't give any buy/sell/hold investment advice, suggestions or recommendations. We are an educational organisation focused on adding value to retail investors. 🙏

[@surendradugar5565]

aapka detailed video se kafi knowledge mila In fact shandar information lekin stock kab buy kare I have been talking about buying this for a long time pls advise thaks for lajwab video

[@SOICfinance]

Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an education organization and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

[@sheetal919]

Ty so much sir once again great analysis

[@Upanishads108]

Revenue is vanity, profit is sanity, but cash is king

[@vishalgupta-jl7ru]

Great video. You make such a complex sector look easy to understand

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@prashantdesai8290]

Just Outstanding!!!.. keep it up.

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@adesaia]

ANTI THESIS IS MORE INTERESTING. THE BIGGEST CONCERN IS WHAT HAPPENS IF CHINA SEES A SLOWDOWN AS EVERYONE IS SEEING. THEY HAVE TOO MUCH CAPACITY AND ALL THAT WILL COME TO INTERNATIONAL MARKETS AND FEW CAN BLOCK THIS

[@sookhchensinghgill]

Sat shri akaal veer ji proud of you.❤

[@soumikchanda9409]

As usual superb analysis, sir. I have one question that when calculating the market cap in the valuation part, you have taken half of the 28000 crore i.e. 14000 to 16000 crore as market cap and divide it by no. of outstanding shares when calculating margin of safety. Now my question is why do you divide the market cap by 2 when calculating margin of safety, can there be any specific reason ??

[@JajooAtinKumar]

Same question pls reply for better understanding 🙏

[@healyou4243]

chart pe tou higher lows bunn re plus gold cross and 30 ema ko volume ke sath cross kia

[@schoolofinvesting100]

Again my question how to calculate GROSS BLOCK >NET BLOCK>EBITDA conversion

[@sunny9091]

Can you tell from where I can get the financial data for 20- 30 years?

[@shubhamajmera4709]

Annual report on BSE website

[@sumanmandal6463]

Thanks Sir, for your valuable information 🙏

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@Darsshnn]

Hello, is soic crash course part of soic 1 year membership?

[@keepGoing612]

Paaji i have one query please please address it,it will be beneficial for all of us out here. The historical average P/E of NIFTY 50 is between 20-22 ,but from 1April 2021,NSE changed index calculation, earlier only standalone earnings of a company was included but now consolidated earning of a company is included and due to this P/E of NIFTY 50 fall from 40(on March 30) to 33 (on April 1). So my query is that now what is the average P/E of NIFTY 50,how to identify it?? Please Paaji it's a humble request,please address this query. Thank you.

[@moneycreator007]

One of the best channel

[@MrThakur-pz7gi]

Analysis was perfect ..now it's time to invest but for long time price band would be 450 to 475

[@jamirnayakwadi1188]

Great great Analysis ...thank you sir

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝 Thank you for watching our analysis videos & your support. 🙏

[@umeshgharat]

Was waiting since morning for this video...

[@apurvbose]

Thank you sir.

[@meenakshisundaramb2844]

Dear SOIC, coupon code for tijori finance is only 10% not 15% or the coupon code is not updated. Can you please confirm?

[@namanrastogi15]

Hi mohit, again fantastic work.. 1 question: lowest Price to cash flow k acc jo MCAP tha.. use Half he kyo kiya... like 30, 40% bhi kam kar sakte the.. please.. i didn't understand understand..?

[@narendratomar6704]

Very useful and nice analysis 👍👌❤

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@prdudi5939]

Hats of your teaching strength

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@suraj6096]

Sir really SOIC is registered with sebi then 🎉🎉🎉

[@siddharthapal6901]

Very excellent analysis. Thank you.

[@vicky70563]

Great analysis. Thank for making such educational vedios

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

[@dheerajd9814]

video on chartink please

[@Exam_pulse]

Sir any upcoming discount on soic memberships?

[@SOICfinance]

We appreciate your interest in learning with us. For any information about our courses and membership, please email us at [e-mail] 🙏

[@vinay16011990]

Hi Ishmohit where did u get data from 2003 of aarti industries?

[@arial0708]

Keep Going!!👏

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@aniketsawant2240]

Shouldn't underestimate the importance of dyes and pigments

[@soniyabalhara3602]

its awesome analysis sir

[@be.kind.to.everyone]

what a wonderful analysis. watched the full video. i liked the thesis points. i have faith in the management of Aarti Industries. Post the demerger this seems attractive as the demand is picking up and price of benzene recovering. Hope China doesn't go to recession and starts dumping. Nice analysis Ishmohit and SOIC team. The colour of the background was matching with the colour scheme of Aarti Industries. Nice❤😅

[@divyjain123456]

China is already dumping

[@SahilKhan-x4d8r]

Sir how can I get membership of three years in 25000 rupees plz tell

[@MASH6666]

But the company's debt is on higher side

[@maheshvedak3071]

Yessssss my guess is right 😎😎😎

[@aaarkp]

Awesome analysis! So comprehensive and complete. If I were a younger man I would have joined your SOIC course. (I'm nearing 70).

[@SOICfinance]

Wow, thanks!

[@massencleanser3175]

@@SOICfinance Hello sir. Really big fan of yours. The video where you told reading annual report with Deepak nitrile as example was awesome to say the least. I have a request regarding the next video. Please make it on notes to financial statements. Or you could say that the part 2 of the Deepak nitrile video. I have learnt many things about investing thanks to you. And this is the last link. A detailed video on footnotes would be much appreciated. Thank you.

[@keepGoing612]

Paaji you said in your previous video that it's better to buy Aarti Pharma than Aarti industries,so what is your view now ?? please elaborate that point and help us retail investors. At last thank you paaji for such amazing content,will forever owe you🙏🙏

[@SOICfinance]

Thank you for watching our videos. Please note that as an educational organization, we do not provide any buy/sell/hold investment advice, recommendations, or suggestions. 🙏Kindly study the businesses you are interested in thoroughly before making any decisions. We wish you the best. 🙏

[@mariyakathawala9318]

paji tusi pure 💎💎💎💎

[@krisanukar2400]

WHAT ABOUT YOUR MOST FAVOURITE STOCK CCL PRODUCTS ?

[@arvindyadav6767]

I'm from vapi and I know aarti industries for last 8 years

[@NIDHISIHAG-w8g]

Ishmohit...I have been trying to reach you about the latest course you are offering...I just wanted to know how feasible, sustainable (intellectually) is it for someone who is interested in stock markets but not very good at understanding financials or keeping up with them...

[@Prabhakarghavate]

Good analysis sair i am hold Aarthi industries

[@ajayjhansi1]

Best explained by soic

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝