Income Statement for Beginners - 1| Equity Research Full Course | Session 8

[@yashbhalani10]

Assignment 1 1. Dixon Technologies: High Growth - Strong government support via PLI schemes. - Diversification into high-demand electronics like smartphones and LEDs. - Strategic partnerships with global brands. - Robust order pipeline and expanding capacity. 2. PC Jeweller: Decline - High debt and liquidity issues. - Intense market competition reducing profitability. - Stock volatility undermining investor confidence. 3. Nestlé India: Stable Growth - Diversified product portfolio catering to consistent consumer demand. - Focus on product innovation and operational efficiency. - Growth in e-commerce and adaptation to local preferences. Assignment 2 Why Campus Has Lower Gross Margins? 1. Higher Costs: Likely higher material or production costs compared to competitors. 2. Aggressive Pricing: Focus on lower prices or discounts to gain market share. 3. Product Mix: More reliance on low-margin products. 4. Operational Inefficiencies: Higher logistics or labor costs. 5. Economies of Scale: Competitors may have cost advantages due to larger production volumes.

[@thevaluationschool]

Wonderful Yash, expecting such detailed understanding ✨🙌

[@yashbhalani10]

@thevaluationschool Thank you so much sir

[@SumanaSahoo-sk9eb]

😅

[@Ankitheree]

Sir ab kitni bar dil jitoge mera ❤

[@abhivalunj513]

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[@huzaifadhorajiwala734]

well explained.....the kind of teacher we need to make indians competent..

[@450saisuraj7]

Assignment 1 1.Dixon technologies growth is backed by -Diverse production portfolio like smartphones , lightings , consumer electronics(Refrigerator , Internet modems, TWS etc.) - Supported strongly by govt through PLI scheme - strategic Acquisitions & partnerships with various ODM & JV's 2. PC jewelers downfall -Poor corporate governance -High debt raised for working capital -Decline in sales from 10kcr in 2018 to 3000cr in FY21 ( struggling to clear inventory )

[@jainammehta6015]

GLORY TO THE TEAM OF TVS

[@NirmalRawat-on]

thank you soooooooo much sir ❤ bhut bhut maza agya 30 mnt k lecture me esa lgta hai ki ek ek second bhut important hai ek ek second full of content hai.

[@deepanshuchawla8071]

"Your ability to simplify complex concepts in equity research is truly impressive. The practical examples and clear explanations make the learning process so engaging and effective. Thank you Parth sir for sharing your expertise and delivering such high-quality content!"

[@anujtiwarishorts2363]

The reason for campus having slightly lower gross margin are 1. product mix and pricing strategy : It is because Campus have mostly sports and adhesive kind of footwear and it only play in shoes market while its competitor have various product segment like chappals, shoes and loafers which enables them to increase their margin throughout different product segments. 2. brand Recall: It is a qualitative feature that most people in India know bata as a renowned brand in for both buying sandals, and loafers and relaxo as its comfortable chappals while campus is still new compared to bata and relaxo has it's major focus on chappals which makes them narrow their focus on single production of single product

[@MuhammadAyub-k7u]

Excellent method to explain financial matters to the common people

[@doomy420]

Congratulations sir for 400k subscribers, watching you since 173k. 🎉❤🎉❤🎉. And Merry Christmas to you and the team TVS.

[@thevaluationschool]

Happy holidays!

[@princepatel7739]

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[@santani.495]

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[@RohanKumarrd20]

Well Explained Sir

[@smitacrt5399]

Thank you sir

[@akashkumarshaw1804]

Thank you sir

[@RJ1997-carocks]

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[@parthakalita216]

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[@AhmedRaza-savage]

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[@Pihuparmar1312]

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[@bhumikaroundal1289]

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[@keerthiraj3498]

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[@anchaljaiswal355]

Assignment 2 - 1.Rising raw material costs, particularly for rubber and synthetic materials, have impacted operating margins. While competitors like Relaxo have improved operational efficiencies, Campus has struggled to offset these costs effectively 2. Campus primarily focuses on Tier 2 and Tier 3 cities in India. In contrast, Bata and Relaxo have a more extensive reach across urban, rural, and international markets, giving them a diversified revenue base. 3.While e-commerce is a growing channel, Campus has not been able to capitalize on it as effectively as some competitors, leading to missed opportunities in online sales.

[@abhishektiwari6977]

Thank you sir maza aaya

[@abhishekjain3386]

Please make a basic to advanced video of valuation of shares and capital structuring🙏

[@apbediya9279]

Keep continue sir❤

[@naveenchouhan8354]

1. **PC Jeweller:** Decline in sales due to reduced demand for traditional jewelry, regulatory challenges, and competition from organized and online players. 2. **Dixon Technologies:** Increased sales driven by India's growing electronics manufacturing, demand for consumer electronics, and favorable government policies like "Make in India." 3. **Nestlé:** Constant sales due to steady demand for FMCG products, strong brand loyalty, and a focus on essentials like packaged foods and beverages.

[@VASHUKHATIK-d9y]

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[@BhagwatKhandare-c8h]

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[@YuvrajTheurkar]

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[@merajalam2349]

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[@bantiverma9092]

Nice sir ji❤

[@gamingsaga07]

Congratulations sir on your 400K subscribers 🙌🙌🎉🎉

[@madihanoor1999]

Please continue the sessions on KZbin.. 🙏

[@DibyoPaulTrades]

JLR is Jaguar Land Rover, if anyone is wondering.

[@SAYANDHARA-e8k]

Assignment 1 Dixon technologies ( high growth) - china +1 strategy, able to catch the robust growth in the EMS industry, short product life cycle due to rapid technological advancement, joint venture with other manufacturers, high volume and sales, supporting government policy, 2. Nestle(neutral growth ) - slowdown in the FMCG industry, commodity inflation, Nestle is like a big elephant that has already generated good returns but is not able to run like other wealth-creating stocks, also it's ROE is 135 % but the operating margin is Only 23% Pc Jewellers (declining growth) - jewellery mostly depends on customer trust but there was an issue in this company as the founder was involved in insider trading ( Sebi suspected). Sales started declining after this, The company is also borrowing money in a declining situation.

[@vaibhavkapoor2595]

Hello sir, I am currently pursuing a bachelors of commerce degree from one of the prominent colleges of India. Currently I am in my second year of graduation. I want to build a career in finance and while exploring the opportunities to gain some skills, I have recently explored your channel playlists,and I am overwhelmed yet confused at the same time. I want to learn finance but now I am confused and wondering from where to start. If you can make a video on the topic that contain the series of skills one should acquire in ascending order, that would be very helpful. I hope you will get my point and and would help many of us to upskill in the coming year. Hoping for your response.

[@Haroonkhan-qs3uv]

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[@janhavimishra3807]

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[@foodish1303]

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[@PrinceSingh-qk5vk]

1st comment

[@SushantChougale-z6r]

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[@biplabsing5522]

17:22 Sir aap to Nestle India ka Standalone figures ko dekh rahe ho

[@maivaibhav]

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[@JGViewPoint]

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[@VarunSharma-cv6cq]

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[@MalakappaYadhagiri]

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[@sunnybhadani5879]

How to analyse asset management companies?

[@shivamagrawal5597]

*Nestle India* death growth reason - Competition,Urban Pressure,Middle Class Impact,Food Inflation, *Dixon* exponential growth reason - Backward Integration,Diversification Strategy,Strategic Partnerships,Market Expansion,Government Policies *PC jewellers* decline growth reason Market sentiment,Stock split impact,Negative ROE,High debt burden *Campus activewear* gross margin is less than the industry because of muted demand ,aggressive price strategies to maintain market share, high marketing and expansion costs

[@devashish8575]

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[@mahamadhraffi4263]

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[@jerrypatel4472]

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[@sumittanwar1057]

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[@kundanbhakare4696]

WHAT DOES THAT MEAN FINANCIAL MODELLING AND RESEARCH IS NOT INTERCONNECTED? IS FINANCIAL MODELLING USEFUL FOR RESEARCHER? PLS REPLY

[@amitkumarpal1824]

Hi parth, can I see Equity Research Cohort only recordings, and can I pay now?

[@PrathamSinghRathore-nd4pq]

Sir, can I join the cohort now ?

[@HarryAdCreativeAI]

❤

[@Practicing-t3m]

Irada toh company ka postmortem karne ka hy😂😂 Mgr mai raha company hi samajh nhi pa Raha hoo😢😢 Specially terminology😮😮

[@sumitsahu1783]

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[@mangeshdiwakarfca-1813]

Campus Activewear Low GP Margin Causes as compared to its competitors (E.g.-Bata) 1. Product Difference Range: Campus Activewear: - Limited product range focused exclusively on Sports and Athleisure (S&A) footwear. - Predominantly targets the men's footwear category (87.6% of revenue) Bata India: - Extensive product range covering formal, casual, sports, and athleisure footwear. - Caters to men, women, and children across all major footwear categories. 2. Pricing Power: - Bata’s diversified product range which leads to premium offerings that command higher prices and margins. - Campus, being more focused on value-for-money sportswear, operates in a price-sensitive market, limiting its ability to charge premium prices. 3. Brand Perception: - Bata has a strong legacy brand value and is perceived as a reliable, premium brand. - Campus is relatively new and focuses on affordability and functionality, which impacts its pricing strategy and GP margins.

[@narpat327]

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[@Vk12087]

Sir I want to enroll to your courses But presently I'm working as a relationship manager at ICICI securities can I get a Core finance related job after learning from your courses

[@thevaluationschool]

Yes we can

[@Vk12087]

@thevaluationschool My doubt is it's mostly sales related job will companies hire me with this experience sir

[@smrutirekha5132]

Sir ..this time Scrneer is showing TTM sales 6115 cr and your is 27500cr ..how it is possible to very within 30min.

[@smrutirekha5132]

For Dixon

[@kapil.tanwani]

Click on view consolidated results. 6115 is standalone revenue.

[@smrutirekha5132]

Thanks

[@Simah-cd5jw]

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[@gamingsaga07]

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[@Jaiswal569]

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[@JGViewPoint]

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