Masterclass in Building Materials

[@rohittalreja62]

She is my sister. Proud of her❤

[@sadiq21sharif78]

Great bro

[@vyomeshgoel602]

You should be. Quite sharp and hardworking

[@jigneshshah4254]

Extraordinary conversation, it helped a lot to me about how one should read the industry. Desperately waiting for part 2. One request to M/s Sneha, start your own YT channel.

[@madhurchawla6716]

The only podcast I religiously follow on YT as of today. It helps in the visualisation of industries beyond my day to day life and reach maybe.. thanks a lot Ajay

[@Typesoffundamental]

सर मुझे आपके इस चैंनल के बारे मे 10 दिन पहले ही पता चला बहुत नॉलेज है आपके वीडियो मे एक एक करके आपके सारे वीडियो देख रहा हुँ 🙏🙏🙏

[@sagardhotre7222]

She had absolute clarity on the sectors. Great research & effort. Thank you 👍

[@ideaawesome]

Nice Video., lubrizol is the only company providing CPVC raw material components to almost all Pipe manufacturing companies but now there are two or three more company who havs devloped that component named Epigral Ltd(Previously Meghmani), DCW etc resulting unorganized player buying that components from these company than import, than govt increased import duty last month.

[@IndiaBusinessInsights]

Not correct. In India, you may perhaps be aware Ashirvad and Astral were the major licensees (Lubrizol gives its raw materials only to 2-3 players in a single market and co-brands its products). Astral has shifted to two Japanese sources since about 5 years. Lubrizol went to Finolex for a while, then went to Prince. The other big licensee of course is Ashirvad. Also, you mean compound and not component. In fact, there have been multiple new sources of PVC and CPVC resin, including from Korea and China. Many of these companies' supplies have diminished a bit after the imposition of anti-dumping duties.

[@ideaawesome]

@@IndiaBusinessInsights Thank you for correct me.

[@saurabhbhatnagar4243]

Choice of topics is classic, difficult topics are being discussed

[@ashishlh786]

Ajay many many thanks for this content. Your this video has brought such a indepth info and analysis of building material segment. Please keep continuing your such a good work. Even if it would require to pay for this content, it's certainly worth it. Your avid follower...

[@seshafarmspalmarosa1267]

Very insightful discussion... Thank you both of you...

[@saurabhbhatnagar4243]

The girl is really awesome, amazing work and clarity

[@Arihant997]

👍 ❤

[@vipuls5900]

Ajay- request to use better mics

[@vikasgupta-mm8bz]

Yes… content is great but quality of mic needs to be improved

[@MrVikasingh1210]

woh madam ji ne neck ke pass laga liya tha. body touch movement se rubbing ki sound add ho jati hai. mic kahan par lagaya hai woh bhi important hai.

[@dharmesh-gupta]

Bhai Rode ka mic lagaya hai, 25,000 ka aata hai, isse acchha koi mic nahi aata.

[@vikasgupta-mm8bz]

@@dharmesh-gupta I think video editing / export me audio downgrade ho gayi hai

[@shivkumarrp8515]

Very impressive information. Thanks

[@axt6760]

This lady knows the dealer's mindset. Nice 👍

[@AbhishekAgrawaal-]

Awsome!! Thank you

[@yogeshdesai2019]

Very useful and Informative content , Thank you

[@rishabhmahajan409]

Very nice video, want more insignt. Keep bring these types of informative video

[@musiccrazyd1]

As usual very high quality discussion.

[@amarforever3394]

Great discussion. Thank you Sir 🙏

[@RameshKumar-Rup]

Excellent knowledge providing Sir🎉

[@aquildrl]

Very impressive..Super

[@madilaw]

Very interesting. Please bring more such video

[@rohan00000]

Very very interesting and extremely relevent ... Each line and word is relatable and has significance in current context...

[@user-cw5ih2fu5y]

Excellent video. Thanks for detailed indepth coverage.

[@shashikantkore1491]

Good information, thanks

[@UttamKumbhar-cs6wf]

एक retail investor ke लिये Valuable video bahut kuch sikhne ko mila thanks Ajay sir and mam

[@irfanmul]

Excellent 🎉 more frequent videos, please, sir. Thanks

[@mohammadqamarraza3128]

Good evening, Sir Very very interesting discussion.

[@sohilchawada]

i am working as plumber ap per my view Prince/finolex is no near to quality of ASTRAL & SUPREME , ASTRAL is strong in local & project works for major cities , Hindware's Truflo brand will eat market share of prince in few years as local shop's so agressive to sale truflo over prince.

[@vasanthakumark.t1560]

Sneha 's knowledge is unbeatable

[@Satyamp.12]

Very informative, thanks for conducting such nice sessions.

[@BhanuPratap-iv4sg]

Mind-blowing ❤

[@karmakarma4992]

Very informative content. Kudos to Ajay for getting such guests.

[@deepakbhosle1882]

Very informative video👍.

[@ravikyadav74]

Wonderful insights. Would appreciate series, on other industry segments too. Thank a ton!

[@aniketmahor835]

Bhai this is High quality intellectual conversation between 2 very very intelligent Humans😮🫡

[@adityasah8231]

Ajay sir thanks for ...this interview with sneha mam awesome,🙏🙏👌

[@gurvindersingh9154]

Relly nice.lot of knowledge

[@manishmehta7148]

One of the best informative video ever saw..thanks a lot to Ajay sir and Sneha .. requesting to make more videos of such kind for sector specific...

[@manishharne2985]

Nice insights about sector.

[@pratikjagtap6732]

Very grateful to have this valuable video

[@tapanhati9158]

Very good knowledgeable discussion which is also usefull to me, thank-you 🎉

[@keerthiraj3498]

More such sessions on different sectors Sir Tqsm for such detailed informative video ❤

[@jinen0511]

The Govt of Maha's Strategic Focus on Bamboo Cultivation to the tune of 21 lakhs hectors would improvise the Timber market and Construction material alternatives. please do model it in your estimates

[@ARV8800]

this sis such an insightful interview.

[@varunjain5789]

Well explained !

[@lalitbhardwaj643]

Insightful 🎉

[@ruchirpatel5265]

Great video !! G2G stuff!

[@akshaykushwaha3036]

Great video sir❤

[@haresh756]

Excellent conversation, this is the way knowledge can be shared 🎉, this is the vision G2G.hats off!!!

[@1976anands]

Great information. Would love to see more master classes in such Industries. Thanks 🙏 I 🙏

[@rachitjain2847]

Fantastic video! Please do more such videos on different industries including Media

[@ashwinidamani]

Good podcast... differentiated content

[@vighnesh1115]

Thank you for bringing this series to retail ❤

[@saurabhbansal9190]

Super Analysis.

[@b.srekhi8458]

Informative

[@debusukla]

Very very informative

[@boorugurambabu]

Thank you for Good content and learning..

[@AjitEapen]

Very impressed by Sneha Talreja depth of knowledge and G Ajay for guiding the conversation so seamlessly

[@nitinbirje]

Excellent insights and one can clearly see that Sneha knows the industry inside out. It will be helpful if you can link the reports published by these analysts, if they are available in public domain. As always a great video Ajay sir... Keep more such videos coming.

[@gs8942]

Bahut Badiyaji...quite relevant and insightful viewpoint on the sector. Looking forward to part 2 of the discussion.

[@prakashvaghela1970]

It's is very very good , high Deep knowledge Sneha jee, Ajay jee please 2nd part of interview kijiye ply

[@jessellokjjacob82]

Lady..... appreciate your professionalism 🎉

[@Abhi26670]

Sir❤aap logo ko business bahut hi saral tarike se with interesting way learn Kara rahe ho.. 🙏

[@ayonasen6108]

Ajayji thanks for the knowledge you are providing may God bless you 🙏

[@hussainhussain-kz9hz]

❤ Shukra ❤ huzur ❤ mind blowing inputs about business...

[@vasanthakumark.t1560]

Dear Ajay Very good video 👍

[@abhilashrnair1824]

Sit owsm superb

[@kaushikchauhan3397]

Thank you Ajay bhai for another insightful video. We need individual videos dedicated to each segment touched upon in this video. You are doing amazing work, thank you so much!

[@CAAnkitJain]

Thank you so much for the video ajay sir❤

[@WinayShri-uq3rf]

Thanks a lot-mission of giving insights to seekers.

[@priteshmundra6632]

Great insight how how analyst research very knowledgeable vedio . Avery retail investor should think how much effort an analyst do before buying a company instead on realing on tips . Waiting for next vedio 😊

[@Arihant997]

Good to hear ..❤

[@Pramoddhyani]

Nice...

[@chupchaprajeev2781]

सर इस तरह के ओर वीडियो लेकर आइए, ताकि हम जैसे लोग मार्किट को समझ सके👍👍👍

[@meenarawat5547]

Thank you 😊

[@IndiaBusinessInsights]

Interesting conversation. A couple of points, Astral margins have been often superior to Supreme. though I would agree with her, in the recent years, Supreme has done very well. Ashirvad util FY21 was of course the highest margin player, even though not much information is available on Ashirvad in the public domain. Surprisingly, Prince has lower Freight and forwarding expenses than even Supreme.

[@bhallavk]

Sir, hats off to you for bringing such an intelligent discussion but Mam mentioned that next big thing can Happen is COMPOSITE CYLINDERS WHICH may change traditional cylinders in long run but if hat about the COMPANIES like IGL WHERE they are putting pipeline Directly to ur house resulting in decrease usage of traditional cylinders. Plz guide

[@jayyadav9146]

Sir in the financial sector your podcast is improving towards the best. Keep it up sir 👍

[@KrisnaTibrewall]

nice input ajay

[@manishpkala2]

Thanks Ajay

[@rajeshmahadevan9683]

On pipes the most important factor which makes branded ones better is because of collateral damage if something goes wrong with the pipe is far more than the small premium you pay for the pipe. Example concealed pipes in bathrooms and toilets.

[@acmkamos]

She is very very good ;) i think she should step out for a bit and do some other sector for 3 yrs and then come back to this sector. She will become even better

[@RanveerSingh-e6m3d]

Thanks sir

[@tradingprofession]

Very informative videos Regards NAMIT SAINI

[@hasan9735]

I really like your work !! Mind blowing

[@Professor_nm]

Outstanding insights and analysis. Keep up the good work!

[@sreejithgss]

😊

[@karanjain091]

Please make another video and touch upon the remaining building material sectors. This was really helpful, thank you.

[@11111shruti]

Gold!

[@rajitsehgal1263]

I am watching Dil Dhadhkne Do on prime Video. Narrator in beginning sounds exactly like your voice.😊

[@yt_bharat]

She is amazing

[@SanatanBharat-o2r]

Sadly Maharashtra government not pramoting timber plantation to farmers. Earlier mango, Neem trees were supplied to flush doors manufacturing industry from Maharashtra, the share is reduced now.

[@Typesoffundamental]

Sir stock fundamentals pr video banaao 🙏🙏🙏

[@dharmesh-gupta]

So are CPVC pipes less safer to use than UPVC? Are some harmful chemicals used in CPVC because you said it is banned in some countries.

[@himanshuagrawal747]

Sir please cover Pre engineering Buildings companies and their future prospects

[@kamalagarwal8328]

❤ wah

[@Pyarse1]

💯 ❤

[@harishchandrarawat]

Sneha ji old research report kahan milege padney ke lieye ? Ajay ji wo bhi share kar do please.

[@gaurav_12457]

We need second part soon

[@bhavnakashyap4229]

Hi ,can u do more of this on Doors,, doorsets,, modular wardrobes,, as in the end ur time went out, ( may be with more panel ) we are in the above manufacturing for the last 40 years , & are contemplating of increasing our plant by 5 to 10 X ,, we stopped making plywood some 3 years back Capacity : Right now direct & indirect we have covered shed area of 1.00 lac sqft ,, Is it worth taking this risk of increasing the capacity Thanks

[@Sourabh19989]

❤❤❤😊