Asian Paints Vs Birla : The FIGHT is here : CLASH OF COLOURS

[@rishabhnair8399]

As soon as you said supply side 11:27, i was wondering if this was the same thing mentioned in the capital returns book, and then immediately you referred to the same book, which solidified my thoughts!!! One of the few major pointers that seemed so obvious, yet nobody looks at it. Thanks, loved it. You have my absolute respect for reading this very underrated book.

[@doncorleone3901]

People think most buyers of paints are regular home owners. But thats wrong. Most buyers of paints are builders - they don't care if quality of AP is higher than Birla, they just care about the cost

[@SHALEENDAVE]

No most builders provide white putty. Colour is on customer

[@doncorleone3901]

@SHALEENDAVE All paint makers make Putty too. Plus there is external paint

[@tradehut2782]

That's a good point.

[@pradeepks6992]

But Asian paints can fulfill large demands but small suppliers fails

[@mytradexpertlove]

You are into fund management business that's fine . But if you would have selected the profession of teaching that would have also make you much more popular specially in the field of finance . Your convincing capability and clarity about the topic which you are discuss always is really remarkable. I eagerly wait for you videos. All videos have deep insights . Keep it up . I will request you to publish much frequent videos for us who loves to watch you .

[@jugendrasingh5806]

kamal ki jankari mili sir . aapse sadar anurodh hai or naye sectors par bhi videos milenge jiska hum sabko besabri se intzaar hai

[@vikramadityagautam6950]

Top notch yet again. However, sir would you like to pay any thought to Asian's demand prediction capabilities, can Birla's get to Asian's forecasting capabilities?

[@sunny9091]

Excellent analysis, Sir. Additionally, it's worth noting that Asian Paints is expanding into the home decor market, which is significantly larger and more fragmented than the paint industry, with no major organized players currently dominating it. If Asian Paints can capture a substantial share in this sector, it could potentially lead to significant growth in their EPS and P/E ratios. I would appreciate your thoughts on this development.

[@rohanch07]

It will take 10-12 years to build that segment to be equivalent to their current paint business. Additionally brand building in new segment will take more money and resources from current business. The PE will go down.

[@abhishekmalhotra9415]

Superb @ajayg2g .... Ajay Sir! This is so much relatable to "Air conditioner Industry" as well... Outside competition will going to kill Voltas, Bluestar as well....

[@kunalrao1123]

Sir I cant thank you enough for this video. Its a poetry, like mozart singing the perfect notes. Thanks!

[@chandrikahc9488]

Really good analysis , enlightening people ❤ Beautifully explained in a very simple way, your thoughts process analysis and educating people really needs lot of appreciation, we like your videos

[@arnabmondal5926]

Many many thank you sir. Please more video give on other industries.

[@mohammadanisains9432]

Sir Birla ji main woh ability aur effort hai jo asian paints ke management ki brabri kar lenge Hum ne Voda fon idia mein dekh liya turn around nahi kar pa rahe hain , dhaoutfull hai, shukriya

[@samwise8333]

Thank you sir for sharing ur insightful knowledge and doing such priceless analysis

[@RishanThimmarishrish]

Fantastic video. Only request if possible can be both english and hindi combined rather than only hindi. If possible.

[@प्यारानंदुअपना]

Sir, You are great analyst Thank you for your free education.

[@replytarun]

Very good analysis, would like to have conversation with you. Prof Tarun Dhingra

[@G2GAjaySharma]

Prof Dhingra, please email at [e-mail]

[@abhijitdebnath9811]

Good one. I'm thinking about why Birla entered the paint industry and making this industry a red ocean. Can't they find any other low-competitive industry?

[@z2zugzwang]

Asian paints entered the putty market that was dominated by Birla and aggressively expanded. These are adjacencies and hence companies play the game of who blinks first. Game theory at play. Mazaa aayega.

[@SamarthRajesh-iu9kn]

Very beautiful and in depth analysis, pls make analysis video for HDFC bank and IDFC first bank too

[@ATMARAMCHERUVU]

Brilliant analysis as always. One assumption you made is no drop in crude prices. If Crude prices fall, profits could improve.

[@dhirendrasingh7085]

I appreciate your views and ur videos. But can you also start speaking about companies or industries which according to you are in the good to gr8 phase.

[@dhirendrasingh7085]

Btw Asian paints rt now is a pretty decent buy for a 20% return. Even if it takes a year, doesn’t really hurt. That’s what everyone is chasing in mutual funds anyways.

[@z2zugzwang]

​@@dhirendrasingh7085But are there reasons for a 20% return?

[@anishkumarsahoo7588]

I really wanna know in the paint industry which company has the best quality of paint??

[@varunjain5789]

So much fun to watch these..

[@jayantvora806]

Would like to meet you when you are in kolkatta. Pls inform if possible.

[@rishabhpatel1767]

ajay bhai you are amazing

[@kaushikchauhan3397]

Loved it, as always. Keep up the G2G work Ajay ji. :)

[@InvestorInsaan]

Very nicely explained Krishna ❤❤❤❤ We are Arjuns of investment

[@raghudesh706]

Awesome episode 💗💗💗 My question is, if both biggies are looking & preparing for Export Market too (Blue Ocean Strategy)

[@ShrenikBhura]

What about the potential from international market focus of Asian paints? Is that insignificant?

[@ghanshyammalani-k4o]

Best video sirji👌

[@mtp90skid]

Great initiative (mangotown) sir. You are among the few successful people who really want to change the world for better.

[@neeraj3179]

Fabulous video, Thanks a lot. Would love to know your thoughts on a scenario where costs increase for a sustained period. Specifically, how would Grasim Industries, which has a much higher debt level compared to Asian Paints, manage in such a situation?

[@damdaman-jk8bl]

Such a wonderdul analysis sir. Learnt a lot from this vedio. Thank you

[@umeshshah9643]

Very good information. Can you make similar kind videos for telecom industry?

[@deepakpatel4186]

Ajaybhai Superb...Please in similar study of Bajaj Finance VS Jio Financial ...Humble Request

[@drhiraniclinic]

one more time... one of the best video..Grt going ajay sir

[@hemantunadkat8684]

You have great analysis and correct in all what you have said; except that photos of QR codes can be taken by employees and sent over WhatsApp and those photos can be scanned to redeem the contractor benefits. This could probably be a loophole. I want to add a few more variables; raw material costs over the next 3 years, M&A, geopolitics, underestimating the volume growth of the sector. 1. Raw Material: I expect the cost of the main raw material to go down over the next 3 years because of shift to EVs and renewables; that may compensate for the margin that is impacted due to higher ad spends and discounts. 2. M&A: Can we see something similar to the Telecom sector over the next 10 years in the paint sector where the smaller companies will either die or be merged into 2-3 big players? 3. Geopolitics: This can impact in unimaginable ways which may be difficult to assess at this time. 4. Volume growth estimation: What if the volume growth of the sector beats expectations by a huge margin on upside because of Government policies regarding home for all? Could this be the reason why Birla entered the sector in the first place?

[@G2GAjaySharma]

Hemant, very interesting questions. 1) RM cost. I can't predict that, but whatever happens to RM cost, IT IMPACTS ALL PLAYERS. What will matter is whether they want to pass it on or not? Till a new Marketshare STRUCTURE is established, you will see price wars and margin compression. This is about MARKETSHARES 2) M&A : this happens only when the industry goes through a very tough phase of POOR CASH FLOWS for a long period of time. That is a DIRE state of affairs. The industry is very profitable and high ROCE today. If we are talking about consolidation forced by PAIN, then there is a lot of trouble coming our way. That is not my base case today. 3) Geopolitics : No idea 4) Volume Growth : It has been 10-12% last many years. Possible that it goes up, that will be a positive surprise :-)

[@sureshkhandelwal3497]

Great Sir. I belong from Jaipur and live in Vaishali Nagar. ❤

[@tapanhati9158]

Very good information, God bless you uh🌷🌹💐

[@udaygaikwad5282]

How much period Birla will take to get decent ROCE ?

[@Karptml]

Sir, Tata pigments paint already in market

[@ravilakhotia575]

Sir, what are your thoughts on paint companies hiking their prices?

[@tradehut2782]

If quality of the paint is of prime importance then Dulux would dominate home painting, right? Afaik its almost impossible to compete with Asian Paints at a distribution level.

[@Hans-dw5yo]

One thing you are missing, after knowing all this...Both companies are looking for business thro benifitting the sellers n intermediateries like contractors etc.....now someone should focus on customer the final buyer....i will look for my benifit n give my paint to the painter n not what he wants to apply....Customer, the final payer first

[@ankurmittal19]

Pvt sectors banks analysis

[@ratiramsharma8713]

Very nice Knowledge for common man understanding

[@1979arijitpaul]

Such a nice analysis... But you are not mentioned about quality, in continuation of this Tug of war should quality be compromised?

[@productheroe2006]

Thank You Sir for the detailed analysis. Lot of new things learnt today.

[@pavantadas30]

Sir , how do you source data like share of voice , dealer network etc

[@AbhishekGarg-b2b]

How can we start paint manufacturing

[@debojit9639]

Wow..thanks for the scuttlebutt information

[@ankurmittal19]

Sir birla ko kya mileage fhir

[@sayandebghosh2681]

What is scuttlebutt ?

[@atharvadhokte6272]

Hello Sir, I am Atharva from IIM Kashipur. I searched for HHI index that you mentioned but didnt found any website which provided it directly. Do we have to individually calculate it as per the formula or is there anything I am missing. Thanks in advance for the reply

[@G2GAjaySharma]

You have to calculate on your own. Sum of square of marketshares

[@atharvadhokte6272]

@@G2GAjaySharma Sure sir, Thank you

[@sweetkarbhari7260]

Great learning..Thanks a lot sir

[@seshafarmspalmarosa1267]

Thank you Ajay sir, I gone through your website of mangotown, my humble request is to add ayurveda balaroga chikitsa department... It is much underated treatment but it makes big difference in child... My prayers for your initiatives... God bless you.....

[@G2GAjaySharma]

Thank you for your wishes. can you please email me at [e-mail]

[@srir6844]

Birla can't discount for long as shareholders will want to see great Roce. Further, the capex impact on the balance sheet of Birla is large. Asian is also doing capex for new plants, but many of their factories are already set up so better balance sheet. Asian is bound to remain positive cash flow as there is strong internal cash generation. Does Birla know how to innovate in this sector? What type of people culture does it have versus Asian for sustainable momentum in execution and continuous improvements. Lovely analysis, but somewhat pessimistic towards Asian Paints , but grabs the attention as pessimism can have a seductive appeal. 😊

[@neerajgupta79]

Really good analysis. Thanks!!

[@abdul-eq5ki]

birla pInts kerala markeing no ading compant 1 nodrying 2repainting noading beakround coplant

[@stockmarket4371]

Sir muje invest karna he kis me karu

[@Dhron_Unnithan]

Superb Analysis 👌🏾🤩🔥

[@mngupta2711]

Again very insightful and great analysis ❤

[@debabratadey7696]

Very interesting analysis sir......

[@Lifeisgudhh]

Bhai you're awesome quite drunk but efforts you put in the video are recommending!!! Lot's of love from Maharashtra! ❤❤❤ I've been introduced to you by Vivek!

[@shrikant4540]

Beta wo Bhai nahi sir hai pahle unka academic aur work experience dekho phir comment likho.

[@happyguy650]

तुत्छ मानव, ये 'sir' शब्द का प्रयोग बंद करो। ये अंग्रेज़ो का टाइटल है। *श्रीमान* बोलो और फिर कमेंट लिखो।

[@singhyogendra4953]

Will you also open a centre for autism in Delhi ❤

[@omprakashpandey3904]

Again Great insight sir I learned lots of things from your business analysis thank you very much sir❤❤🙏🙏🙏🙏

[@vikramadityagautam6950]

Sir, camera angle is not helping. If you could give some thought on it

[@kishorepanjabi5202]

Thanks for enlighten us ❤

[@jitenderbhatia1857]

Mind-blowing Analysis.

[@vikskukreja]

It’s such an amazing session, absolute Masterclass. Returns on investing time on your videos is huge. Thanks a lot for sharing class knowledge 🙏🏼

[@Paint1Lovers]

Beautifully explained sir .... Thank u

[@mayankraghuwanshi5312]

Thanks for sharing amazing insights

[@kirannayak2160]

Nestle pe v banaiye

[@sumeetjain8445]

Hello Ajay sir .............great analysis.......... but not useful for investing ....bez AP 3 year return is 0 and next 3 years will be 0. sub ko pata hai ...grasim ko kya hoga......nobody knows

[@balkarsingh-e7l]

nice info sir

[@abhijitbasak6271]

Sir pidilite industries pe video banaya sir

[@puneetgu]

Sir i am a parent of special kid please open centre in east delhi or noida

[@investment413]

sir plz bajajfinace Ki analysis krodo next year k liye

[@jitenderbhatia1857]

Excellant Analysis

[@mystictilopa2812]

Excellent 🎉

[@basavarajmayi9667]

Super sir, thank you 🙏 ur my IIM.❤️

[@saurabhbhardwaj1511]

Lovely analysis sir

[@subhajithansda2523]

Thank you Sir...

[@maaanusuiyabuildmart8730]

Birla opus bik kha rha hai abhi company apne network k use kr k maal market m dump kr diya hai, or dealer company dhk k le liye hai maal but customer nahi le rhe opus ko.

[@ajaymirchi2056]

Can u share

[@axaymalaviya1384]

Ajay bhai please share PPT

[@venkag]

As your channel name suggests, you are becoming Good --> Gr8

[@irfanbarmare6975]

What about the data ? What it takes years for asian paints cannot be easily done by birla.

[@jitenderbhatia1857]

Invite more merger or closure of few small companies

[@bsrikanth1261]

SIR, I AM FROM HYDERABAD. MY BOTH CHILDREN ARE AUTISTIC. I WANT TO OPEN CENTRE. HOW TO CONTACT YOU SIR

[@G2GAjaySharma]

Please email at [e-mail]

[@satyen2122]

In 3 yrs it will like HUL.growth low but pe high.

[@tushargaur8528]

Thanks sir ji 😊❤

[@sandeepkumar-mk5ht]

Basant ji to kahte hai asian paint gira hai kyuki india me development nahi ho raha hai ,

[@surendersaini61]

Unko india alliance ki govt me development dikhegi, usse pehle nahi

[@Typesoffundamental]

कांग्रेसी है वो उनको रोड बनाने से प्रॉब्लम है, वंदे भारत से प्रोब है,

[@mystictilopa2812]

Maheshwariji is a Bias person

[@deveshmaheshwari6598]

very nice vdo

[@islamajadul]

Berger Painter ko bahut pehle se de raha.... Isiliye mere area main kuch painter ye v kehete Berger ke alwa paint nahi karunga.

[@AkashKumar-ip7br]

Pranam guruji ❤ like you very much

[@subhojeetchanda2776]

Birla opus is the newly excellent paint producer than asian paints now in the market.

[@goldenpaints2024]

Thanks for 66 subs

[@aftabchoudhary6103]

Berger, Nerolac be like : Khaya Piya khuch nhi Glass toda 12 Aana.😂😂😂

[@Gbhk5684]

Sir asian paint choro abhi kouncha stock me paisa lagaye

[@mrsaurabhkumar3771]

Nifty index me dal do 😂😂

[@akshatlalka6696]

VI got disruption from jio Now birla doing the same to paints.

[@rajanpatadiya5428]

Beauty of Capitalism which will never be seen in socialism

[@ashadda]

Good sir ❤

[@pueriners714]

Don't include Asian Paints in paints, it will move to become another company wchich does home decor, it is on its path from zero to good to great in that regard