Privi Speciality Chemicals| One Fast Growing Chemical Company? Business analysis

[@SOICfinance]

Word of caution: we are just here to impart education on these businesses. We do not own the stock. This is not a buy or sell by any means of imagination.

[@Kanonymous-gj9pr]

Ishmohit. It was am amazing video!! I have a small request. Can you please do a video on Subex company.

[@VijetaJena]

i have enrolled for membership and there seems to be payment issue, have raised an issue on the website but havent got any reply from you .please help !

[@SOICfinance]

@@VijetaJena Sorry for the inconvenience caused. We have sent you the details over the mail. Request you to kindly check

[@VijetaJena]

@@SOICfinance thanks a ton. it is resolved

[@sammirnaik]

Thank you for your advice.

[@RajaRajan-yc6uh]

Whoever entered this stock, inspired after these educational videos has to see the price action now. The stock is hammered by the bad news, may be from pollution control violations. An eye opener for anyone trying to invest their hard earned money without understanding the multitude of risks involved in any business. An educational video should be taken as purely educational. I appreciate the SOIC team on stressing this point again and again, but many don't read the fineprint!!

[@vanukurinaga]

Bad news sometimes are good to accumulate if management is ethical.. Upper circuit yesterday.. Having said little caution should always be there

[@investneur8232]

@@vanukurinaga If managemnet was ethical and good administartors,it would hav taken care of pollution and placed soem standards !!! Check for care logo for chemcoiacl companies

[@soumenbag6336]

This stock is the classic example of investing in a stock blindly after watching the business analysis of the stock by some KZbin.

[@drvishalhomoeopath]

Hats off....itna knowledge is company ka....is ke owner ko bhi nahi hoga.....keep it up....happy investing....

[@SOICfinance]

Thank you for watching our videos and your kind feedback😃🙏 We are glad our content was informative for you. We hope to add value to your knowledge and investing journey. 🙏

[@shekharmundhe6570]

आपका anylsis बहोत ही in-depth रहता है.प्लीज़ Marksan Pharma ka viedeo banao aisa hi in depth

[@ronitraj26]

For anyone researching this stock here is an interesting update as of July 2024: Privi Speciality Chemicals is undergoing a significant strategic shift in its raw material sourcing. Traditionally reliant on crude sulphated turpentine (CST), the company is now prioritizing renewable and sustainable alternatives. To expedite this transition, Privi is acquiring its subsidiary, Privi Fine Sciences. Privi Fine Sciences has specialized in developing technologies to convert biomass and corn into valuable chemical compounds. By integrating Privi Fine Sciences, the parent company aims to leverage the subsidiary's expertise in utilizing corn as a primary feedstock. Corn, specifically corn cobs, can be processed to produce furfural, a crucial intermediate chemical for various applications. This strategic move underscores Privi's commitment to environmental responsibility and aligns with the growing global demand for sustainable products. By reducing its dependence on fossil-based inputs and expanding its product portfolio derived from renewable sources, Privi is positioning itself better

[@kalpeshpathare1108]

Ishmohit never Disappoints 😍

[@SOICfinance]

Thanks Kalpesh :)

[@mmpcse]

Sadhana Nitro from 8 rupees to 1250 before split. This made me millionaire. You are doing fabulous job. God bless you.

[@SOICfinance]

Thank you so much for your kind words :) Hope to keep adding value

[@adityasharma-dq6qt]

When did you buy and purchase price,holding period

[@SachinSharma-yp1ug]

Great

[@prathameshgothankar]

It's not even 20x from low to high, how did you make that much return. Can you please tell when did you buy

[@ashokanb1870]

Please do analysis on Galaxy surfactants

[@deepaky129]

Great analysis 👍 after watching SOIC video there is no need to analyze further because each & every facets of the businesses are covered in a coherent manner. Thank you very much for providing such informative video 🙂

[@SOICfinance]

Thank you Deepak for your kind words :)

[@arbindgupta4603]

Analysis getting better and more sharper. Thanks SOIC

[@vikrambabar2840]

Thank you Sir for in depth analysis of the company. End to end operations, segments, future expansions, financials are nicely explained in simple words.

[@SOICfinance]

Thanks Vikram :)

[@ravijaiswal1221]

Thanks Soic..Really grateful to have you…Gratitude..🌷💐

[@SOICfinance]

Most Welcome Ravi :)

[@maheshkalkar2101]

Time won't be far when SOIC will be known as IVY League investor education content creator. The best aspect about SOIC sessions - answers are given to - WHY? Go around & see how many teachers or investor gurus can give answers to your query on why so? Great Ishmohit. Your subscriber base should see growth of 25-30% CAGR, just like the Companies that you invest in or track

[@SOICfinance]

Thank you so much Mahesh for your kind word & well wishes :)

[@lynnglenda18]

Laurus labs, tatachem, gujgas. Best returns so far.

[@swapnilgaikwad6338]

Was ready in chair to watch before 15 min to release... Thanks for knowledge sharing

[@SOICfinance]

Thank you so much Swapnil :)

[@sammirnaik]

Great! Very informative video on PRIVI SPECIALITY CHEMICALS LIMITED. Your presentation makes me to think investing in PRIVI SPECIALITY CHEMICALS LIMITED.

[@SOICfinance]

Thank you for watching our video. Please make sure you do your research as well. 😃🙏

[@ashishkumardash9746]

YOUR EVERY ANALYSIS IS FULL OF KNOWLEDGE. IT IS VERY VERY GOOD.

[@debasissamantray8233]

excellent….thank you for making me understand the entire value chain of F&F industry…will study Privi More….One question : Where does SH Kelkar fit in. with 3 listed players…PRIVI OAL AND SH KELKAR. ?

[@smitaamrutkar9579]

What are your sources of such a brilliant research ,from where you have collected this information . , Please say sir.

[@pradeep020275]

Excellent deep analysis presentation sir... Because of You i heard this company for the first time.. God bless You..

[@SOICfinance]

Thanks Pradeep :) Hope to keep adding value in your investing journey

[@rajayadav3166]

Hi Ishamohit!! You are setting a high standard trend of sharing knowledge to everyone. You are inspiring others.Keep this superb job.

[@SOICfinance]

Thanks Raja for your kind words :)

[@rajatbanerjee6323]

You make things so simple that everyone can understand. This is what is known as mastery. Mind-blowing analysis. Wish you all the best.

[@harishjoshi2498]

Sir Excellent I am also Tracking Privi and Fairchem Organics please consider Fairchem in your SOIC

[@mishrabro6223]

Sir. Difference between tatva Chintan versus Tata chemical

[@gurpalsingh916]

Most underrated analyst ishmohitji may God give you big platform soon

[@maulikpatel4190]

I have listen first time this company name...I am very happy with your deep analysis with simple language...I would like to joint your membership any monthly installment option in creditcard for joint membership.... Good Sir ...keep it up

[@vinayakkale6347]

It was a different approach altogether where people like CARR were talking about Oriental no one referred to Privi. Thanks, Ishmohit for spotlighting this stock. Will watch and track more about cos like these. Thank you

[@umeshshah9643]

Perfect analysis. I am investigating since long but how to select company knew only after seeing your videos

[@SOICfinance]

Thanks Umesh :)

[@vishalmehra6509]

Thanks for this analysis. I am grateful to you. This is one company which I have invested after learning the way SOIC analysis the stock fundamentally. Today I feel extremely happy that you have chosen to make a video on this gem.

[@iakshat7]

Once again very informative video, great work ! One request is to add different valuation parameters in the end and potential returns basis that by end of 3/5 years. For example : Currently privi does around 1200 Cr sales at is available at P/S of 5. Now basis management guidance and capacity expansion plans they can do around 3000 Cr by FY2025, so assuming a decent P/S of 4 this company can be worth 12000 Cr implying potential returns of 24% CAGR. Similary if there is an assumption that margins are expected to be significantly different than maybe a probable valuation basis EV/EBITDA or P/E would be helpful to know potential spread of returns. Thank you.

[@SOICfinance]

indeed!

[@sonn147]

Thank you once again for such a detail video on a company. U keep getting better with every analysis of a company. Keep up the wonderful nd great work u r doing nd thank you once again for all the effort u take nd the time u spend keep making these videos. Looking forward to many many more videos fm u . Thank you once again.

[@SOICfinance]

Thank you for your kind words :) Hope to keep adding value

[@raghavendrak9806]

A very big salute to your study process.🏆🏆🏆

[@SOICfinance]

Thanks Raghvendra :) Hope to keep adding value

[@bhavveshh]

Very good analysis..would like to hear on SH Kelkar and Oriental Aromatics too. Also, Meghmani Finechem is expanding in a big way. Worth studying it

[@ankitparikh459]

Pls share comparison with sh kelkar also

[@sanjeevkumarv]

Thank you Team SOIC for the valuable and continues efforts ...

[@SOICfinance]

Thanks Sanjeev :)

[@sudhirdeshpande6586]

Ishmohit .... every time you delight the investors ... it reflects hard work of you & your team. Appreciates your enthusism to go deep into business, all processes & value chain of business. Mostly non finance info/ knowledge. Great going. Keep it up ... Ishmohit. You will be an ICON ... in investing ... knowledge sharing ... for sure.

[@vivekmisra123]

Excellent Arora jee ...I think you have covered all possible points 🙏🙏🙏Keep it up 👍

[@SOICfinance]

Thank you Vivek :) Hope to keep adding value

[@tapanpatra8027]

Very good👍👍👍

[@RamnathBhagat1]

Thrilling info...Blessed to have subscribed SOIC. Thanks a ton. You have democratized such info for Aam junta. Salute !! keep bringing such thrillers.

[@lordozb]

You have covered a lot of chemical companies. If possible a blog or a video on current valuations and earnings triggers of all those companies would be very helpful. For example - Someone watching a video of Alkly amines on the channel should not be jumping on buying it at current valuations. I believe an update video on all the chemical companies shared on the channel would be very helpful for all the viewers

[@SOICfinance]

Hello Aaditya, noted your suggestion. We also cover Quarterly results in SOIC Deep dives :)

[@ravichandar5426]

@@SOICfinance HI, I agree with this comment. While you are educating the investor community with your business studies and doing a great job. However, please have a short follow up video series after a year or so to re-visit the companies analysed. I'm specially waiting for you to re visit the US companies you had analysed earlier. This will really help us and educate the investor community. Thanks

[@lordozb]

@@SOICfinance Yes.

[@shivrajsamanta]

r8

[@venkatadivi1547]

Thanks Sir, great analysis. I understand but don't get the feeling for their products, how they look like !! where can we see some pictures?

[@SOICfinance]

Thanks Venkata :) You can look into the Annual reports

[@abhijitdhar5861]

Paji the way you chose the "T Shirt" for different analysis says its all

[@mubeen4ever]

Great Analysis ... Loved this. But Why its should not be compared with SH Kelkar instead OAL. Because SH Kelkar has 12% share in Fragrance and Flavor industry. Please advise.

[@niteshdawani5650]

By far you are the best who analysis the stock and industry so discretely.. will for sure join your services as i am yet to find some one who provides such an horse power of information with such ease and comfort.. God bless you brother..wish you all the success and Good luck in coming years Mate

[@laymansreviewer6916]

Sir, very good analysis and you have given lot of inputs. But one question: what do you attribute the significant increase in debtor days, cash conversion cycle, days payable and inventory days to? Is the company facing a cash crunch? Does it see a significant jump in sales in future due to which it is keeping higher inventory? My understanding could be completely wrong. Please clarify.

[@prasannal7058]

Wow..... Every Sunday is My SOIC day! 😃(I made money in Affle india) sir now I am studying 3 more stock Manorama , Transpek , Accelya

[@SOICfinance]

Thanks Prasanna :)

[@namanpatel6446]

Occam's model Highest return ever made - Globus Spirits Saw the growing revenues and profits and the cheap valuation attracted me Invested in the company at 350 Made a return of 350% roughly (within 6 months)

[@satyendersinghyadav]

Great. Very good analysis. Company discussed is Privy Speciality Chemical.

[@jitendravaidya437]

धन्यवाद ईशमोहित 🙏🙏 You & your team are doing a great job, It shows you are a enthusiastic as well great reader.... Excellent Information... Great Analysis.... Keep it up 👍👍👌👌

[@shashanktiwari2972]

What's your view on privi ? Please make a updated video on this stock

[@SOICfinance]

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

[@nikhilphatak7069]

bhaai., hats off. Cant get more details from anyone. Knowledge is power thanks for sharing it🌸

[@SOICfinance]

Thanks Nikhil for your kind words :)

[@mathewseapen7000]

Yes Simple ones like IEX, Bajaj finance, polycab, astral, green panel have given good returns and still believe that plenty of steam is left. Thanks for one more good vdo.

[@sammirnaik]

Please do an analysis / presentation on MOLD - TEK PACKAGING LIMITED.A leading manufacturer of plastic containers for the paint manufacturing companies.Thanks!

[@SOICfinance]

Thank you for your suggestion, Mr. Sammir. 😃 We will consider it.

[@chetan1831]

Sardar ji jabardast Video sir. Krupaya aice he badiya company pe video banate rakhiye..Thanks a lot

[@anuppatil9741]

Wow superb analysis, aisa laga ki khud company ka promoter baat kr raha ho

[@SOICfinance]

Thank you so much Anup :)

[@kalaiarasan1250]

Pls add subtitles to your works Sir. Great work needs to reach more people

[@anjanipandey2873]

Very nice analysis .....now I am also thinking to buy one more chemical company share.... Keep up your good work!

[@SOICfinance]

Thanks :) No recommendations only meant for educational purpose. DO check out Anti-thesis pointers as well

[@Mandeep15Saini]

Wow. Just wow. Can't believe this video is for free. Great job, ish.

[@sameermalhotra]

Can you also add while telling about risks that what is the probability of those risks eg in this case raw material supply choking risk?

[@ssgupta9178]

Certainly a company making final product from waste will always have cost advantage and best margins

[@bipuljha792]

Hi, I don't have much idea about Chemical Companies. Can you please tell me how to read them or what factors should I consider while researching a chemical company.

[@hiteshsharma4789]

Thankyou Soic team!! Awesome content. One question, why not buy givaudan or one of the top F&F chemical companies for long term ? This looks like a entrenched niche industry with long term moat? Why not buy the leader?

[@chandrasekhararaju3705]

In depth presentation of key strengths and opportunities of business. Keep presenting unknown business dynamics at play known to a very few.

[@chaitanyaghorpade830]

Will Privi entering into Camphor product manufacturing have any effect on mangalam sales ?

[@kalpeshkatariya6520]

Very interesting video.......simple way to understand the business. Luckily i am invested in privi from very lower level......thanks sir for video.....god bless u sir

[@gutthegajanan1921]

Gd morning sir aapke vdo ka hi intejaar rehta hai Sunday ko

[@Stockmarket1234...]

superb sr ji... ALMOST EVERYBODY IS HOLDING TASTYBITE IN THEIR CORE FOLIO!!!, SO MIGHT BE ALL MISSING YOUR ANALYSIS ON IT.....

[@sambirm6273]

As usual another piece of solid analysis and information. Thanks for educating the viewers week by week.

[@SOICfinance]

Thanks Sambir for your kind words :) Hope to keep adding value

[@michaellopes2054]

Is dept not issue in this company

[@divyshah9452]

Best analysis & great knowledge sharing and content creator sir…. I wish if drill down Insurance or AMC industry, i think it’s have so much wide range for future

[@SOICfinance]

Thanks Divy for your kind words :) We have done a Deep Dive session on both Insurance + AMC Industry

[@DRASDEDSF]

@@SOICfinance can u add subtitles 😃

[@uttamdutta9868]

Q&A format gave a refreshing impetus to the video

[@vkchhabra4899]

👍👍👍as always very scientific analysis on chemical company as it belongs to scientific community. 👍Next fairchem n kanchipuram , yasho

[@studentlearing87]

I am still learning about business with soic

[@seigahikui]

Thank you very much for this deep dive analysis of the companies/industries and providing very high value content, that too for free of cost. There is so much of noise these days at various platforms but if someone wants to actually learn something, stay in the market for long term this this platform is must watch...

[@SOICfinance]

Thank you Pawan for your kind words :)

[@seigahikui]

@@SOICfinance Many thanks to you _/\_

[@vipul.bhowar]

just heard the concall - from fastest-growing to the fastest slowing company

[@I_M_Sudeep]

Thanks soic for making the Sunday into a superday

[@tusharkulkarni2719]

Thanks SOIC for this analysis. Can you please also analyse food colour industry and player vidhi specialty food?

[@SOICfinance]

Hi Tushar. 😃 Thank you for watching our video. We'll consider your suggestion and see what we can do.

[@tusharkulkarni2719]

@@SOICfinance thanks for replying. Looking forward to your analysis on food colour industry which also has high entry barriers. One more listed peer is dynemic products. Unlisted peer is Roha dyechem. Moneycontrol have done some research on 11 November 2021 however your way of detailed analysis is absolutely unmatched. Kudos to you for your efforts 👏🤘

[@vijayvijay-ys6dl]

Brilliant and humble... God bless you

[@shivshankardixit9505]

Very good analysis , you are one who shows unique stars in Galaxy to common investor, thank you and God bless you

[@akashdas6891]

Hey SOIC, have you already invested in Prithvi or are you just keeping track of it for now?

[@aryanverma834]

Been holding privi from 600 levels

[@nitinwadhwa3624]

How is jubilant ingrevia for long term, about 5 yrs, what would be the expected price

[@kendrikbhatt615]

Thanks Ishmohit Sir for the excellent knowledge ❤️

[@nihaljha3381]

Loved the Analysis!! Waiting for the stock to correct. Next Business Analysis on Balaji Amines please

[@SOICfinance]

Thanks :) Hope to keep adding value. Sure, we will soon cover it

[@GauravKumar5410]

Hi SOIC, What is your views on LatentView, Affle, Route Mobile, Happiest Mind, LTTS and Tata Elxsi all the new age businesses and growing with a after pace.

[@nipungangwani]

Great analysis and very well explained. Can you please make a video on Solar Industries or Paushak

[@pavansharma-qs4jq]

Sirji aap great ho...... Mind blowing analysis..... Thank u so much

[@SOICfinance]

Thanks Pavan :) Hope to keep adding value

[@swagataroykarmakar7928]

Best analyst in KZbin

[@sreejithsridhar]

Ish bhai, have you dine any comparison of Privi with SH Kelkar? Any high level thoughts on this? Is growth runway lesser for SH?

[@shamst8935]

Kindly consider doing analysis on Aurobindo, Glenmark life sciences

[@SOICfinance]

Thank you for your suggestions, we'll see what we can do. 😃

[@kvjrkrao]

Pls review about Whirlpool India ltd , it's very long that you haven't reviewed any white goods company in these pandemic times. I hope it will be very helpful. You are constantly reviewing chemicals, IT, pharma, banking nbfcs , but not any white goods company

[@SOICfinance]

Sure, we will soon cover it. Noted your suggestion

[@RajShah202]

Fantastic video Thanks for your great service 👍

[@SOICfinance]

Thanks Raj for your kind words :)

[@beyblade600]

Could you look into bengal and assam, seems highly undervalued!!

[@laymansreviewer6916]

Very good analysis. I would love to see analysis of Oriental Carbon and chemicals

[@sandeepkumar-jz2bk]

Pls provide Debt data of company while evaluating other parameters..I have seen your many videos but no find debt data while calculated other parameters

[@SOICfinance]

Noted your suggestion Sandeep :)

[@SanthoshHugar]

Next Analysis request - Meghmani Organics and Meghmani Finechem

[@SOICfinance]

Thanks for sharing your suggestions, we'll see what we can do. 🙏

[@devgarry1986]

Sir please upload your speech on spotify we dont have enough data as these data plan plans are getting high..we love listen your analysis 🙏🙏🙏

[@SOICfinance]

open.spotify.com/show/5Gm5H7LfP91LT6bHxP8X6z

[@vijaybhandare5020]

Liked it very much. Full analysis of NGL please.

[@KaustubhTendulkarpro]

Awesome and well in Detail. I would like to see below company analysis Lux, Cupid and MTAR

[@SOICfinance]

Thanks Kaustubh :) Noted your suggestion, will soon cover it

[@shivanshjuneja6277]

There is no concalls done by the company from where to get more information about the company?

[@anuragpatel2141]

Plz bataiye membership fees aur ek baar membership lene ke baad phir kich din baad lena padta hai ko only one time hi lena padta hai mai 1 year se aapka chanel dekh raha hu mujhe bahut. Aacha. Lagta hai aapka analsis

[@conqureora7124]

Also Request you to Dig Some Small & Mid cap Companies who can witness turnaround in future.....btw Me and My Whole Family Love your Analysis and How you do Autopsy of Companies is Brilliant.... Keep going Thanks to you and your TEAM.

[@amitmittal1431]

Hi Ish. Thanks for the great content. Can you please let me know if the webinar of 'SOIC watchlist & Business we are studying" is available for standalone purchase ?