Navin Fluorine: Transforming into a Butterfly 🦋 | Stock Analysis

[@Theprecioustalk]

I usually do not comment on videos , but your videos do force me to appreciate the efforts you put in!

[@SOICfinance]

Thanks :)

[@hiteshsharma4789]

Amazing unbiased deep analysis that is God sent for retail investors. Finally some analysis that goes beyond ratios and balance sheet. Please Please keep up the good work and dont get lured to the other side ...time and time again we have seen indian market players getting lured to the other side leading retail investors like pied pipers....resist all temptations : )

[@SOICfinance]

Thanks Hitesh :) Sure, we will not. For more details, kindly visit- www.soic.in

[@gurunadh2k1]

I Couldn’t resist to watch your videos as soon as they came up...beautiful analysis as usual starts with mental model and that keeps us engaging throughout the video..Pure education. I vote for Garware for next analysis.

[@SOICfinance]

kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@ranbirsingh3420]

Nice analysis.i think navi fluorine target for long term 3500-5000

[@rameshsharma390]

Undoubtedly the best channel giving wide and deep insight in to not only individual companies but the industries which they belong to. Wish I had come across SOIC earlier and used their wisdom in identifying companies with potential to grow instead of investing based on half-cooked information. I am sure the subscriber numbers would grow soon as more and more long-term investors discover SOIC. Please keep up the good work. Wishing you every success in your endeavour to guide investors and also earn fabulous returns for yourself also in the process. Best wishes.

[@SOICfinance]

Thanks Ramesh for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs

[@KVRaju2011]

You are king in making in depth analysis of both the processes and business models of chemical and pharmaceutical companies. No one comes nearer to you. Please keep it up.There is need for analysing the company’s management and resources put in sister companies/ subsidiary companies, I mean related company transactions etc. A little of forensic accounting audit also may be necessary before jumping into long term investments.

[@SOICfinance]

We do go through each and every line item in the Annual reports. Mafatlal is a very clean group in terms of corporate governance, Cfo/Pat questions fail to appreciate how a business works. If there was no cash flow, how would the business keep paying dividends and become debt free and fund the entire upcoming capex from internal accruals? same questions come in other export oriented businesses. Will make a video soon on how cash flow works :)

[@Akakash111]

Sir i Dont think any youtuber Has tht much knowledge tht you have 😉 You are god to retailers 🙏

[@SOICfinance]

Hi Akash!😁 Thanks for watching our video. We appreciate your kind words. 💯 We hope you continue to learn along with us! 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our KZbin community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕

[@anandrai8623]

The best ever Business analysis. Thanks to SOIC Team. Hats Off

[@SandeepKumar-ik7ur]

Greatly explained...it made me watch all your previous videos, and I can't judge which one of these videos is the best one. You explained things in such a lucid way that even a beginner can understand, how good or how bad a company is.

[@SOICfinance]

Thanks Sandeep :) You can read blogs through this link- www.soic.in/blogs

[@Prakhar_CAN]

Revisiting this again. What an informative journey it has been with you. Thank you!

[@utpalgandhi6913]

Excellent analysis, next proposal is for HDFC life

[@SOICfinance]

Thanks Utpal :) Sure, stay tuned. Kindly visit- www.soic.in/blogs

[@pandip8830]

Excellent report , Two years back , I have purchased this share without much knowledge on business strategy of this company .. Now , I feel for the same ,, I will try buy at next available opportunity for long term holding basis

[@SOICfinance]

Thanks for your kind words :) To read our blogs, kindly visit- www.soic.in/blogs

[@maheshkalkar2101]

Am cursing myself, why did I watch this video now & not earlier :(. That aside, gem of an analysis. So much of research has gone into this session. In fact all your videos are master class. Thank you so very much. All the very best in your endeavours. May be one day you could do a joint session with Sajal Kapoor

[@SOICfinance]

Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

[@amuthan1975]

Thank you. You are cutting short our hours of and hours reading into annual reports and going through various various sources to understand the business into 30 min which is not a small help. Thanks again

[@SOICfinance]

Glad it was helpful!

[@vijaydixit4158]

Sir, as usual indepth analysis. And the way you explain the company business is absolutely mind blowing. Now I am always awaiting our videos. I saw lot of videos but no one is near to you. Sir where I can able to view valuations of navin fluorine

[@SatishKumar-xp5qk]

Sir Please continue making such videos I am sure you are going to grow very big Nobody makes such indepth videos..... Thank you.....

[@SOICfinance]

Thanks Satish for your well wishes :) To read our blogs, kindly visit- www.soic.in/blogs

[@unseenfacts7309]

Excellent,veer ji I haven’t seen anyone the way you explain it’s more than excellent.....keep it up veere

[@SOICfinance]

Thank you for watching our video! 😁 @Lakhvinder Singh We hope you continue to learn along with us!
 Do subscribe to our channel for more educational content! Check out latest blogs here: soic.in/blog-description/starbucks

[@balajin9447]

hats off to the Tremendous effort in educating the retail investors..

[@ketpathak]

Watching this after significant correction in oct 23. Great content as always!

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@jasmindergujral]

Ishmohit - Thanks for such a detailed analysis of the company. Your team and you do a great job and present all key matters in a simple yet comprehensive manner. Provides a good foundation for furthering study into interested cos. Loving your other videos as well. Kudos

[@SOICfinance]

Thanks Jasminder :) To read our blogs, kindly visit- www.soic.in/blogs

[@sreevatsags4328]

Excellent analysis sir..one of very few channel wch gives in depth analysis Loved ur content

[@SOICfinance]

Thanks for your kind words :) To read our blogs, kindly visit- www.soic.in/blogs

[@Harsh-bn3ql]

Buddy this is the excellent analysis I have avert watched on Business models and its detailed analysis... Keep up the good work... You are going up like Navin

[@SOICfinance]

Thanks Harsh for your kind words :) Do read our blogs also- www.soic.in/blogs

[@Harsh-bn3ql]

@@SOICfinance Sure brother, will read them all 👍🏼.. You always have our blessings for the help you are providing to Retail investors by Sharing your real knowledge in such a structured manner.

[@hemantgarg7488]

Awesome video analysis Your way of explaining is far better than others.

[@SOICfinance]

Thanks Hemant for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

[@hemantgarg7488]

@@SOICfinance Sure Kindly tell us some tailwinds in some other sectors rather than chemical or pharma So that we can also invest there

[@vemulabsvsubbarao5022]

Excellent analysis. Recent days why it is getting fluctuations in stock price.

[@tusharbhoir9405]

Good analysis of Navin fluorine! Apl Apollo seems interesting stock!

[@SOICfinance]

kzbin.info/www/bejne/fIG8o2CHiLxggLs&t

[@Society-71]

Paji..ur's analysis is so clear and best... for lond term investment which one will u suggest... "Indiamart or Deepak nitrate or Navin flouri..or Suven pharma or Aarti drugs".. please let me asvise.. I will be waiting for your reply..👍

[@SOICfinance]

Thanks Vasu :) Sorry, we do not provide any buy/sell recommendations. For more details, kindly visit- www.soic.in

[@logisticsmasterclassacadem7770]

Simply marvellous. Thank you!

[@SOICfinance]

Thanks Devraj :) You can read blogs through this link- www.soic.in/blogs

[@KiranKumar-om7ii]

As usually ur explanation superb with technical aspects that's the more ipmortat to diggest the bussiness in better way of understanding.....keep continue ur journey by adding value addition to ur viewers

[@SOICfinance]

Thanks Kiran :) To read our blogs also, kindly visit- www.soic.in/blogs

[@manishpkala2]

Great video 👍 I appreciate your efforts to educate people it’s Tak’s lot of research, time Thanks 🙏

[@SOICfinance]

Thanks Manish for your kind words :) To read our blogs, kindly visit- www.soic.in/blogs

[@rajeshpanicker5496]

Excellent in-depth analysis. Thank a lot for your efforts to educate layman retail investors like me....Keep it up

[@SOICfinance]

Thanks Rajesh :)

[@hemanthboyapati3372]

Good analysis of navinflourine. Although if we observe globally the flourine players has grown to a certain level and the growth has slowed down for them. So what is your take this?

[@SOICfinance]

Size of opportunity is still huge

[@vamsik907]

Great Info! have been following you over a month. one request - It is good that a great deal of information regarding chemical sector is already present ( in each stock analysis), can you have an exclusive video on the sector as a whole and where all these companies fit it etc? More like an overview.

[@SOICfinance]

Sure Vamsi. It will be covered in our upcoming webinar on Chemical sector- rzp.io/l/GNK2hQKTMV

[@josephneelattu3726]

Great Analysis... Both APL and Garware... But if to choose one then APL

[@SOICfinance]

APL Apollo- kzbin.info/www/bejne/fIG8o2CHiLxggLs&t Garware- kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@praveenbharadvaj7197]

Keep up the good work brother. You have very good knowledge on Chemical,Pharma and Agro sector. 😊

[@SOICfinance]

Thanks Praveen for your kind words :) To read blogs, kindly visit- www.soic.in/blogs

[@deveshwarmandava7428]

Can u do a detailed analysis of associated alcohol?I feel it is a very underrated company with lots of potential to grow in the next 10 years

[@SOICfinance]

Will cover alcohol companies soon :)

[@utpalmalakar3547]

excellent detailed analysis

[@SOICfinance]

Thanks :)

[@ramanasharanam]

Brilliant analysis.. All your videos offer unique learning elements.. Thanks .

[@SOICfinance]

Most welcome!

[@devendrachandola]

Very good analysis backed with data. Your linkedin link given in description is lending to some others page.

[@SOICfinance]

Thank you for letting us know :) We have updated the link to our LinkdIn Page. www.linkedin.com/company/intrinsic-compounding

[@santoshkumar286]

Simply superb analysis. You are a gem sir. Can you please analyze ABB Power products, I feel its futuristic business model.

[@SOICfinance]

Thanks Santosh :) Sure, stay tuned. To read our blogs, kindly visit- www.soic.in/blogs

[@pankajkumar-jn1vo]

A very well executed analysis of Navin Fluorine stock. Could you cover Venus Remedies as well?

[@SOICfinance]

Thanks Pankaj for your kind words :) Sure, stay tuned. To read our blogs also, kindly visit- www.soic.in/blogs

[@hanumandassharda2296]

Very good analysis 👍👍👍

[@hanumandassharda2296]

Make comparable analysis for amines like alkylamine BALAJI amines and dyamines

[@SOICfinance]

Thanks Hanumandas for your kind words :) To read our blogs, kindly visit- www.soic.in/blogs

[@SOICfinance]

Sure, we would be writing a detailed blog on the comparison- www.soic.in.blogs

[@ApniGuptafamily]

This is how you explain 👏🏻

[@SOICfinance]

Thanks Devraj :) You can read blogs through this link- www.soic.in/blogs

[@devendrasinghkothari9919]

Superb analysis.how much impact will A.I. have on the revenue model

[@SOICfinance]

Thanks Devendra :)

[@trollingunofficial5720]

*Anyone opinion plz- If I have to choose between PI industries & Navin Fluorine, which would be better*

[@vishantchauhan3738]

PI industries

[@mayank23engg]

Great work... really appreciate your efforts and hard work.

[@SOICfinance]

Thanks Mayank :) Do check our blog section also- www.soic.in/blogs

[@rajshah3150]

Excellent analysis, keep up the good work, very informative!👍

[@SOICfinance]

Thanks Raj :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs

[@surajsathe7208]

Extra ordinary analysis Sir , kepp it up. Next video should be on Garware TF

[@SOICfinance]

Thanks Suraj :) Garware- kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@RajShah202]

Awesome video as always

[@SOICfinance]

Thanks Raj for your kind words :) To read our blogs, kindly visit- www.soic.in/blogs

[@issaaczala5125]

Through analysis...Great...

[@SOICfinance]

Thanks :) Hope to keep adding value

[@AgileAccountants]

Superb Analysis ... Amazing ...

[@jenispatel5395]

Thanks for stock analysis. I learnt many things from it. Not able to find valuation analysis in comment section or description box.

[@SOICfinance]

We will include it shortly :) Do read our blog, kindly visit- www.soic.in/blogs

[@jenispatel5395]

@@SOICfinance thank you!

[@mlspradeep]

Thank you for your video on NFL, it is very interesting I just one question cPAT Vs cCFO for the last 10 years it is weak, any explanation on that. why it is not able to collect cash, is it a red flag.

[@kardilekaditya]

Excellent analysis. Please also include management analysis and valuation analysis to help in decision making.

[@SOICfinance]

Noted your suggestion :) You can read blogs through this link- www.soic.in/blogs

[@mukuldarda9857]

Was waiting for this 😍 Next APL pls

[@SOICfinance]

kzbin.info/www/bejne/fIG8o2CHiLxggLs&t

[@adarshb3873]

Very well organized info, it would be helpful if you can pick pidelite for upcoming video

[@SOICfinance]

Thanks Adarsh :) Sure, stay tuned. Kindly visit- www.soic.in/blogs

[@pardeeprajput5694]

Good analysis. Keep going. I vote for garware

[@SOICfinance]

kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@dxxgene12]

Lovely and structured video. Keep up the good work. Please try to consider Garware Tech or Apl Apollo tubes as next video.

[@SOICfinance]

Thanks for your kind words :) APL Apollo- kzbin.info/www/bejne/fIG8o2CHiLxggLs&t Garware Technical Fibre- kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@jasweenmalik]

Well presented. I suggest Garware technical for your next video.

[@SOICfinance]

Thanks :) Video on Garware- kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@murga143]

Excellent job ... Great analysis..In detail done.... Could u make complete analysis of gland pharma, I see it very interesting,.please make one

[@SOICfinance]

Glad you like it Abdul! Hope to add more value in your investing journey :) Sure, we will cover it soon under our Stock Analysis Series. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs

[@sn8750]

Excellent analysis as usual!

[@SOICfinance]

Much appreciated!

[@superakshit]

Hi. I checked your report on Navin Flourine. Apologies for a potentially naive question, but by valuation you mean fair value of its share price? If so, I presume your estimated discount rate means CAGR growth of the share price in the next 4 years? Thanks and, as always, love your content :)

[@Ranjit.Kulkarni573]

Excellent detailed analysis, thanks for sharing. If possible please make a video on Alkem Laboratories.

[@SOICfinance]

Thanks for your kind words :) Sure, stay tuned. Also, do check our blogs also- www.soic.in/blogs

[@utsavshah1132]

Excellent Analysis sir

[@SOICfinance]

Thanks Utsav Shah :) To read blogs, kindly visit- www.soic.in/blogs

[@amitb7611]

Balle Balle, Maza aa gaya..

[@selvakumarr6672]

Goo analysis. Thank you. Please do complete video in English. Mixing hindi makes it difficult to understand at some point.

[@SOICfinance]

We are adding subtitles :)

[@omprakashjangid1580]

Deep analysis, keep it up

[@SOICfinance]

Thanks Omprakash :) To read our blogs also, kindly visit- www.soic.in/blogs

[@sanketmarutiraosonawane9519]

Superb Analysis...could you do the stock analysis of an insurance company....Thank You.

[@SOICfinance]

Thanks Sanket :) Sure, stay tuned :) Also, do read blogs- www.soic.in/blogs

[@mkbata56]

Buddy you are doing a great job. #Respect for the way U discuss concept threadbare. Simply superb.

[@SOICfinance]

Thanks a ton!

[@dharmeshsolanki6566]

Sir, pls do company analysis of honeywell automation..

[@SOICfinance]

Sure, stay tuned :) To read our blogs, kindly visit- www.soic.in/blogs

[@narasimhaapsingekar7955]

Very nice ,to explain ,in depth ! Thnx!!

[@SOICfinance]

Thanks :)

[@rishabjaiswal6098]

Nic Video paaji Me isme investment hu Kya yh long term k Lia kaisa h Scope h ki nhi growth ki Nic Video

[@SOICfinance]

Thanks Rishabh for your kind words :) Sorry, we do not provide any Buy/Sell recommendations. To read our blogs, kindly visit- www.soic.in/blogs

[@sanjaykoli5647]

very good analysis i salute you

[@vidurchhabra]

Excellent analysis as usual. Well done. Perhaps you could look at another speciality chemicals business with strong promoters and moats, Valiant Organics

[@SOICfinance]

Thanks Vidur :) Sure, stay tuned. We are also coming up with a webinar on Speciality Chemical sector where we would be covering entire sector along with companies- rzp.io/l/GNK2hQKTMV

[@mukeshpanchal6625]

very good research report , what is view after demerge tata consumer & tata chem

[@SOICfinance]

Thanks Mukesh :) Sure, we will cover our thoughts on this through video or blogs- For blogs, do visit- www.soic.in/blogs

[@rahulpriyadarshi]

Superb analysis of the company. Can you shed more light on bromination business - Neogen Chemicals ?

[@SOICfinance]

Will make a video in April :)

[@mrlivog]

Excellent Analysis!! Please review the garware if possible. Thanks and best of luck! :)

[@SOICfinance]

Thanks Govil :) Garware Technical- kzbin.info/www/bejne/fmjKapqOhKyEqZI

[@dcoolsam]

Excellent analysis. Could you please cover SRF limited?

[@SOICfinance]

Soon :)

[@chetanpatil1266]

Nice Analysis sir Any source to read about mental models and how to use them

[@SOICfinance]

Hi Chetan, We would suggest to read the following 3 books to understand mental models: 1) Poor Charlie's Almanack 2) Seeking wisdom by Peter Bevlin 3) All I need to know is where I am going to die by Peter Bevlin Happy reading !

[@deepakmehta8853]

Sat Sri Akaal paaji, great analysis Please do on Apl Apollo

[@SOICfinance]

kzbin.info/www/bejne/fIG8o2CHiLxggLs&t

[@atreyachakroborty7735]

Fabulous content! Please analyze Aarti drugs next!

[@SOICfinance]

Thanks Atreya :) Sure, stay tuned. You can read blogs through this link- www.soic.in/blogs

[@harshitbohra3139]

Great Great Video! Thanks for analysis.. I couldn't find your analysis on Navin valuations anywhere on your website.. can you please help with a link

[@SOICfinance]

Kindly visit- www.soic.in

[@arjeetagarwal7179]

As usual Excellent analysis.. would like to see Banking and insurance sectro analysis

[@SOICfinance]

Thanks Arjeet :) We covered entire Banking sector in our webinar- rzp.io/l/HXLUHDa6b0

[@rohitjagdale4648]

Very nice detailed analysis. Can you please make video on Sumitomo Chemicals and Godrej Agrovet.

[@SOICfinance]

Thanks Rohit :) Sure, stay tuned. To read our blogs, kindly visit- www.soic.in/blogs

[@chiragmalik540]

Great video with deep information Well done sir Please make a video on mangalam organics

[@SOICfinance]

Thanks Chirag. Sure, stay tuned :)

[@mohitisrani842]

Great analyis till date for the company business and fundamentals. I really request you to please do in detail analysis on ATUL CHEMICALS which has diversified set of chemical range, so in details analysis will be really appreciate and make easy for long term investors like us. Thank you.🙌

[@SOICfinance]

We are conducting a webinar on 27th December where we will be covering atul ltd also. Kindly check- rzp.io/l/GNK2hQKTMV

[@Prakhar_CAN]

This is really informative. Can you kindly do the analysis on insurance sector as hdfc life, sbi and lic ipo is also coming

[@SOICfinance]

Sure :)

[@Prakhar_CAN]

@@SOICfinance Thank you. Just came across your videos and there are hardly a few channels who goes deep dive to explain things in detail. Hopefully, your channel becomes more bigger.

[@rakeshchopra4384]

Excellent Sir .. Can you do a similar analysis on LAURUS LABS .. Many expects LAURUS is going to be this bull run Hero ( Earlier Bull market heroes Symphony, Eicher Motors, Page Industries, Avanti Feeds .. )

[@SOICfinance]

Laurus Labs- kzbin.info/www/bejne/r4XPd6SaobN6bbc

[@mayurpatil1873]

Thank you ! PLEASE make analysis on titan

[@SOICfinance]

Glad you liked it Mayur :) Sure, stay tuned. For more insights on business & industries, kindly visit- www.soic.in/blogs

[@kprulzz]

Excellent. Plz plz do annual report analysis of laurus labs

[@SOICfinance]

We have done a full stock analysis on Laurus Labs- kzbin.info/www/bejne/r4XPd6SaobN6bbc You can read blogs through this link- www.soic.in/blogs

[@srinivasvenkatesh6540]

Good one Api Appollo

[@SOICfinance]

Thanks Srinivas :) Sure, stay tuned. You can read blogs through this link- www.soic.in/blogs

[@rohitindurkar]

Superb Video. Plz do analysis on Dixon Technologies.

[@SOICfinance]

Thanks Rohit :) Sure, stay tuned. To read our blogs also, kindly visit- www.soic.in/blogs

[@shyamgssr]

Good insight.

[@SOICfinance]

Thanks Shyam :)

[@rajusonawane8652]

बहुत ही बढ़िया वीडियो है मेरे भाई बहुत ही बढ़िया बहुत-बहुत धन्यवाद कंपनीस का बिजनेस कैसे पढ़े एनालिसिस कैसे करें इसके बारे में एक वीडियो बना कि समझाएं बिजनेस मॉडल कैसे पढ़ते हैं बैलेंस शीट कैसे पढ़ते हैं और शेर का एनालिसिस किस तरह से किया जाता है टेक्निकल फंडामेंटल के बारे में और कुछ होता है बड़े लोगों के लिए आप प्रेरणा स्थान है सर मैं आपका ह्रदय से धन्यवाद करता हूं

[@SOICfinance]

Thank you 🙏🙏🙏🙏

[@vivy2770]

Would you care to comment why Gujarat Fluoro chemicals was not considered as a competitor ? They seem to have a similar legacy and speciality business.

[@shubhamanand93]

I wish I had discovered your channel earlier.

[@rajkamalswain5422]

Good work

[@SOICfinance]

Thanks Rajkamal :) To read our blogs, kindly visit- www.soic.in/blogs

[@SivanandaSubudhi]

I couldnt locate the valuation file of Navin Flourine which is mentioned in the video. Can you share?

[@SOICfinance]

Please recheck the description, we have updated the same :) thanks

[@ranadhaval4974]

Sir right now its on correction mode what shoud we do ??? Please give cool hint 🧱🧱😇

[@suman1491]

Where I found company valuetion

[@behari5]

For your Information. Freon R-22 has been banned from the 1st Jan 2020. So Navin Fluorine manufactures a product known to cause global warming and therefore banned. Even new Air-conditioners in India have switched away from R-22.

[@SOICfinance]

Mentioned in the video, about phasing out of R22

[@SOICfinance]

Ozone layer depletion*

[@SOICfinance]

Management has realized this and they are eventually quitting the non emmisive usage