Divi's:Business Analysis| DIVIS Labs vs. Laurus Labs

[@SOICfinance]

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[@samareshnandi1803]

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[@samareshnandi1803]

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[@bhausahebsurnar2879]

Affle ind pr video banaiy plz

[@DhrumilSakhavala]

@SOIC plz make video on Alkem lab and vaibhav global.

[@uttamdutta9868]

SOIC is a top class education channel is stating the obvious. Heartening is that the channel has now become more flamboyant with colorful attire of the host. Thank you & keep growing so that we too grow

[@vaibhavtambade3287]

Thanks. The kind of research that went into it is insane. I binge watch your videos Ishmohit and the amount of knowledge you have is absolutely incredible. You're a true guru. Here's a smal token of gratitude from my end( guru dakshina).

[@srikanth138]

I know this is going to be good without even seeing it. I have a question sir, What is the process of your analysis? Where do you start and What all do you read? Because you're analysis is beyond perfect.

[@vaidikbhadiyadara8522]

yes...!!

[@relaxingandsoothing8317]

+1

[@vutlabujji]

divis analysis kzbin.info/www/bejne/Z5-9nZumh9ijmck

[@shreebalajisampath]

Totally agree

[@healyou4243]

He reads annual report usually starting wali and credit reports of crisil

[@baskerramachandran5216]

Excellent Analysis.. This brings back horrible memories. I had bought 600 shares of Divis in 2018 and weeks later the stock tanked over 20% in short time frame that spooked me off and got off the stock at loss.. I will never forgive myself for having done that.. However, back then, I didn't have such a good content to know about the company and the business analysis.. Congratulations and hats off for such a wonderful work. One small request: Please do post few videos in English as well. :)

[@casaurabhsharma5354]

There is no other channel in entire youtube like this. Blessed to be part of this family. Would be joining the membership soon.

[@SOICfinance]

Thanks Saurabh for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@vutlabujji]

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[@gokuljayaraj]

Why this channel has not reached 1M till? :) Excellent work mate !!!

[@SOICfinance]

Video length can be a reason :P We will not dilute the video length to just to gain subscribers

[@sagarbandodkar9]

This video is a surprise I didn’t know you would upload it so early 💥💥 Thanks SOIC👌🏻

[@prosenjitadhikary1143]

Thank you Sir. U an a new SOIS Tribe member. It is a wonderful video with full of knowledge, information in easy understandable language. Without your simple explanation this complex business would have gone over my head. SOIC 🙏👍❤️

[@rajeshtyagi8631]

@prosenjit...have u taken SOIC course... could u plz provide feedback...does SOIC also guide on when to enter in a particular business...asking u as I am a new entrant and want to learn

[@TarangPatel1610]

Great video as always. It was worth every bit. Have a query/point to add on Laurus vs Divis comparison - My understanding of Laurus on 'lowest cost producer', 'doing more with less' and thus ultimately achieving economics of scale is more or less similar to Divis. From my understanding of Laurus business, Laurus tries to enters Generic APIs/Formulations with the aim of gaining leadership position (as Dr. Chava have said couple of times in concall). We saw this playing out in ARV APIs. Remains to be seen in Diabetes and Cardiovascular products. Laurus is also planning for nitrosamine free Sartans' Cardiovascular APIs/formulations. So it'll be interesting to see it playing out for Laurus too. Having said this, I agree with the competitive model of competing with innovators with generics and its impact on CDMO relationship. Personally, this is good open question for me in terms of assessing/judging the impact. Trying to see if I can find similar examples with other global companies in this industry and how it has played out with them. Faith in Dr. Chava's vision and execution gives good comfort though.

[@ishmohit1]

Food for thought: I have been personally invested since the last 18 months. Lets see if you can answer this: The incremental basket of APIs that are being launched, do they have cost leadership there or is it an umbrella launch? My belief is the latter. Think about it slowly :)

[@TarangPatel1610]

@@ishmohit1 Agreed :) If I look at Gliptins that are being launched for type-2 diabetes definitely looks like a basket offering approach (completely differs from what Divis follows) and highly likely that main focus might not be gaining cost leadership. The focus would be to diversify first and at least be scalable & trusted low cost (if not lowest) producer due to complete integration. Low/lowest cost part is something which remains to be seen

[@ishmohit1]

@@TarangPatel1610 that is where the Difference lies and Valuation reflects that :) Divis only enters when already cost competitive. I am aware of this and this is my anti thesis at the end of the day :)

[@vutlabujji]

divis analysis kzbin.info/www/bejne/Z5-9nZumh9ijmck

[@VICKYWARRIOR0307]

I am high conviction investor in Divi,s . This is a very qualitative and detailed analysis and insight on the company covering every minute aspect. Brilliant research and presentation SOIC 👍👍.

[@vutlabujji]

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[@captainshankarretd5095]

I am frankly perplexed at your everytime flawless and factual presentation Ishmohit Singh... you can't be human because to be human is to falter fail err etc. May Vahe Guruji continue to shower you with choicest blessings 🙏

[@fluctrogaming6191]

As always, brillant. I wish one day I'll be able to analyse something so deeply and methodically.

[@nageshk1162]

Excellent analysis of Divis. I am feeling very guilty for not invested in this company till date. As iam Civil Engineer iam one of the team member for construction of Unit II, during 2000 to 2006 Chippada neaar Vizag. This plant they acquired from Birla Periclase. This plant built by Birla for processing of Minerals & was shut down due to due to cheap China products imports . But most of the plant structures like Boilers, Water treatment plant, Admin & office building and Staff quarters nicely converted for Divis requirement. Even Jetty structure with pipe line to sea for waste disposal well utilized by Divis. After they acquired so much adjacent land and expanded plant.

[@aryanmaheshwari2613]

@@arvindjain787 kyu?

[@akshaybharde4282]

This business analysis is extra ordinary. Sorry @Ishmohit for watching this so late but really mindblowing!!! 🙏🙏 I think Laurus stock has huge value right now. The EPS has come down to 10 from 17. Looking at the Capex & the latest Concall, the EPS might tripple from here in the next 2 years. With PE hitting 40ish, it could become a 4 bagger from here. Debt seems a bit too high but management is very capable.

[@amitdhir7712]

Sharp and exhaustive. Beyond impressive. More power to you young man 🤩. Jai Hind.

[@drsteviejasengnsangma8739]

This video is by far the best analysis of Divi's; in depth analysis.. very professional..

[@raghuraghavendra1889]

I'm the first-time visitor for the channel. Thanks for the great insightful video. You cant find a Detailed Analysis like this in the entire KZbin.

[@SOICfinance]

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

[@dr.manoharmehta544]

Ishmohit-SOIC your channel is helping in creating new informed breed of investors

[@nitinkavade1684]

You guys are amazing ... the quality of research is unparalled. Thank you very much!!

[@vutlabujji]

divis analysis kzbin.info/www/bejne/Z5-9nZumh9ijmck

[@ravijaiswal1221]

Do you think that without the help of your video it would have been easier ever to understand the complex business, even after gone through the con calls?Thank you SOIC, Thank you Ishmohit for doing such a wonderful and hard work…Wish you the best of luck and success….💐

[@alphaa4ventures297]

Is there something wrong cropped up in Divis. Pl guide.

[@anijain8862]

you are educating and adding a great value and knowledge of great companies in such a easy language that any one can understand salute to you and your team.

[@vutlabujji]

divis analysis kzbin.info/www/bejne/Z5-9nZumh9ijmck

[@ArijitMukhopadhyay]

Back here to strengthen my conviction after Recent crash in Divi's Lab 😊

[@s0ulweaver]

Hope your conviction is still intact 😂

[@MukulYadav-hv2cc]

If u need some video for conviction u can't hold

[@soumyachakraborty2309]

Aapka Teaching style bahut aacha lagta hei mujhe Sir, Stock ta experience toh hota hi hey, uske sath Biochemistry ka bhi knowledge sikhne ko milta hei

[@gurpreetmbs]

Really value added channel for Retail investors. Lot of Thanks 👍👍👍

[@SOICfinance]

Thanks Gurpreet for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

[@anilkumaryadav4357]

What a great depth of information! Agla video apne charan dikhate hue karna guruji🙏🙏🙏

[@ankurleonardo]

The only channel I guess who has no haters. Truly awesome work. Keep up with such high-quality analysis.

[@SOICfinance]

Thank you so much 😀

[@HarpreetSingh-ht5ou]

Beautiful video Ishmohit. The way you explain a company, it makes the education immensely useful & fun. You're in a league of your own in terms of content creators. 👏

[@ishmohit1]

Thank you 😊

[@niharthakkar3792]

I just added some more today! Be greedy when others are fearful! Always better to buy a great company at a fair price than a fair company at a great price!

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SOIC is a Treasure for investors/learners!!!

[@shankar167]

I learn so much from your videos... Cant thank you more. Please keep up such good work.

[@SOICfinance]

Thank you Shankar for your kind words :)

[@booksbrains1249]

Thank god i am invested in divis around 3000 levels 😁

[@tejasdave2689]

Outstanding Video as usual. Happy that I enrolled SOIC intensive Course. Your KZbin channel is on top of my watchlist/subscription. Waiting for Insurance video.

[@natraj6120]

Where did u find so much of information? So amazing that u gave us greater insight

[@vaastavikgaurav]

Happiness is : getting a SOIC video to watch without knowing it in advance 😁

[@ashwindaftary4561]

Wonderful analysis ofDivi's labs and comparision with laurus......

[@Gireesh-V]

Great channel 👍, Very Good Explanation Thank you ismohit for educating us. Always Love ❤️ your work.

[@TEJA-jd7uc]

Whenever I waver in my conviction on DIVIS and Lauras labs, I keep watching this video to understand and analyse current situation.

[@TEJA-jd7uc]

Thank you for your valuable content

[@SOICfinance]

Thank you for watching our videos. 😃🙏 We hope to continue to add value to your knowledge and investing journey. 🙏

[@aniruddhayadavkvian4800]

Sir, what about Devyani? Purchase krna chahiye on cmp

[@sandeepbagalkar3011]

Excellent video... Could you please refresh the status for Divis as on today??

[@rahulagarwal6264]

Hi. Even though I really appreciate your work, I would like to point out that the title of the video indicated that approximately equal time would be dedicated to each of the two companies. However, majority of the time was devoted to Divis Labs. This is just intended to be a feedback with a hope for positive change.

[@ishmohit1]

Divis we haven't covered on the channel, Laurus already 4-5 videos done :) P2P Analysis was there 😁

[@SOICfinance]

Hello Rahul, thanks for your feedback. We have corrected the issue :) Thanks

[@abhishekagarwal3709]

Truely agree

[@rahulagarwal6264]

@@ishmohit1 Thats true. Its just that in more than 90% of the videos on KZbin, the titles and thumbnails are so misleading that they rarely depict the content of the video. And I believe that quite a few of them do this on purpose just to entice people to open the videos. This really puts me off. Since I know that you guys wouldn't do any such thing atleast intentionally, I thought it might be useful to point it out.

[@khanansar4467]

Sir you r doing a great job. Thank you so much for such a quality content.

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@r.c.shivakumarrangapura7843]

I am having both companies shares in my portfolio thank you for giving good information.

[@nunnaprem]

Excellent information and superb presentation, really appreciated efforts of the entire team. Holding both stocks, gave me good insights 👏👏👍👌👌

[@SOICfinance]

Thanks Prem for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@KunalNune]

Sartans are actually ARBs(Angiotensin receptor blockers) used to treat Hypertension . The future potential is high because here half of the patients remain undiagnosed and out of the people who are diagnosed with hypertension , most remain under treated . So only tip of the iceberg in Hypertensive patients are treated with enough medicine.

[@biswajitpaul1750]

One of your most splendid analysis so far.Thanks once again.

[@jamshe00]

Very well value added vedeos for retail investors, thanks alot

[@RaviSingh-ix3nr]

Hello, any update on Divis. Is it good time to enter? The drop in price is only correction after covid hike or anything else?

[@VICKYKUMAR-xs5bl]

Great Knowledge Video as Always.. Thank you 😊😊

[@sanjaybanik7522]

Last Minutes Music addition is a great idea. Keep on innovating Sir.

[@sagargupta424]

Absolutely top class presentation @Ishmohit.. Carry on the good works

[@SOICfinance]

Thank you for your kind words & Glade you liked it :) Hope to keep adding value in your investing journey :)

[@ramannarang2544]

Well done . Ur video are full of knowledge, the hard work and dedication behind making these videos reflects from it. Keep it up

[@ramannarang2544]

Sir Have u made any video on Dr Reddys lab and Sun Pharma

[@SOICfinance]

Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

[@SOICfinance]

We will soon cover the same. Stay tuned :)

[@VasantDammani]

Sir, aarti ind is demerging its pharma..how its..shall be buy this..please provide your insight.

[@brijeshmanan]

Ultimate debate put to rest. Like people keep on comparing different era's in sports. Thanks!

[@usmanmohammed6130]

Great video as usual. Would appreciate if u could do a video only on CDMO players with comparison.

[@TheMehtaaadil]

Brilliant, raising the bar with each video.

[@bachelorelife5635]

Ur key point is key analysis of stocks ,that different from other u tuber

[@SOICfinance]

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

[@yuvarajpatel]

Loved it, pure 360° info, For me Laurus will grow faster than Divis, very happy investor in both... Also time for you to share your tshirts with the viewer / student base, I know I'd proudly wear them... Open shop!

[@ishmohit1]

Sure, will tie up with a charity or a foundation for it! :)

[@yuvarajpatel]

@@ishmohit1 even more of an incentive for everyone to buy!!! ❤️❤️❤️ It...

[@revantharyan]

Amazing video, simply amazing!

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

[@jwalantjoshi6517]

Thank you for Divis deep dive.

[@SOICfinance]

Thanks Jwalant for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@ADVENTUROUSARD]

I've gain lot of knowledge from this video, not only this video SOIC helps me to understand business analysis, valuation evaluation & more investment strategies since early 2020. Thank you SOIC ❤️

[@vm7774]

very nice and very interesting this man has a very nice way to make this very interesting

[@SOICfinance]

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

[@ARISEHOMES]

Once again Thanks so much for wonderful presentation. You and your channel is awesome as always... Keep rocking...

[@SOICfinance]

Thanks for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@nrusinghapanda6317]

Exactly u r adding values for us. Love u brother

[@hemantgarg7488]

Sir need to watch this video more than twice.. A lot of knowledge in this video..

[@debabratadasgupta9169]

By far the best material offered absolutely free

[@rajeshp5553]

1. Naptroxin used for arthritis( process catalyst through not enzyme)50 % market share, 18% sales 2. Generic api 30 products(51% contribution) 3. dextomytroxin(cough) , gabhapentan epilaxy & nerve pain 3. Custom synthesis (41% 4. Neutracutiant (8% vitamin d ,e, a,) don't have that much margins 5. Key starting material (ksm) -> intermediates-> api backward integrated 6. Out of top 20 (12 are their clients) 7. Ebidta margin (30-33 for api), intermediates (50-55%), 8. 6 pillars ( generic api concentrating on 20% market share to 60%, from 23-24 yr on wards there will be many patents expiry, Capex plan, opening of Sartans, ) 7. 48% sales comes from 5 products , us fda, client concentration ,lumpy api manufacturing, working capital elongated)

[@kalpeshpathare1108]

Ishmohit never disappoints 😁😁

[@balakasireddy1079]

Thank you... 🙏 Great research will help....

[@bharat461]

Thanks SOIC 👍🏼

[@KunalNune]

Excellent and deep analysis as always 🙏 Hats off 🙏

[@sriramakkina9543]

Can you please comment on Larus Promoter percentage of share holdings?

[@tusharchipra4834]

Fantastic analysis in a short span of time... Helps small investors like myself to understand the company better.. keep going Ish mohit.

[@dharampreetsingh6489]

App ki sare videos best hai 👍👍👍👌👌👌💯

[@saurabhpadhye7576]

How you find solara as investment point of view?

[@SOICfinance]

We have covered the same on our channel. kzbin.info/www/bejne/f5OTXolmd8edfrs

[@bhupalvepa1621]

Very concise and sharp analysis !

[@ProfessorMk19]

Sir which one is best among them?? KPIT vs BIRLASOFT for long term??????

[@ivneetsingh2379]

Birlasoft has diverse client base whereas kpit is focused on automotive software related solutions only.

[@hepinpatel4028]

Without even watching i know it will be a huge knowledge gaining video.

[@xyz1267]

Very informative videos ❤️❤️❤️

[@ravindrabajpeyi4841]

Fantastic, Superb analysis with comparision

[@shahryar1673]

A business diversification idea for SOIC - Making merchandise with top SOIC quotes!

[@sachinphatale4344]

बढिया sir ग्रेट व्हिडिओ, कंपनीस के बारे में अच्छी जाणकारी मिलती हे 🙏

[@sakirsaiyed49]

Awesome analysis... Divis is Divis whereas Laurus is dark horse.... Thanks a lot :)

[@akashck2987]

Soic is a good educational channel

[@RohitKirola]

Great video, yet again! Time well invested... thank you : )

[@Djrahul1000]

Thank you for sharing knowledge, love ur studies

[@SOICfinance]

Most welcome :) Hope to keep adding value in your investing journey

[@akralvikral4725]

Feb23 first week वाट लग गयी डिवी की... Is it time to average divis?

[@nishkalav8036]

excellent presentation. very detailed & useful

[@SOICfinance]

Thanks Nishkala :) Hope to keep adding value

[@sureshlaxman8629]

Yet another great video with lots of learnings .. thanks 🙏

[@jpsharma101]

U r brillient genius..Divis really a grt company...and may be Laurus can be fo Future Divis type...I hv both in portfolio...look forward for more beautyful analysis...

[@SOICfinance]

Thank you for your kind words. Glad you liked it. Hope to keep adding value in your investing journey :)

[@mahantheshdn940]

As usual great analysis thank u team SOIC

[@SOICfinance]

Thanks Mahanthesh for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@gotit547]

Would love to know your framework for analysis with list of tools.thank you

[@SOICfinance]

Sure, we will soon make a video on the same. Stay tuned :)

[@jaggupalli]

Nowadays your video quality and presentation slides are very good 👍. your video content is always top notch 🔥 . waiting more videos from your team & all the best.

[@bhushanmarkan9070]

Your analytic skills are good . What is your conclusion & preference among the two.As per you Devi is better but also have risk.Suppose I want to invest Rs 100. what % you would like should be invested in Devi Lorus SMS & Tata Computer. consideration is profitability & security.

[@siraj6282]

Thanks for the detailed analysis brother...

[@SOICfinance]

Thanks Siraj for your kind words :) Glad you liked it. Hope to keep adding value in your investing journey

[@mukundadeka3213]

Very good analyses on every video. God bless you 🙏🏻🙏🏻

[@kaustavraja3921]

Great video on Divi's. Is there any possibility to have detail videos on Fine Organics, Gland Pharma and Infoedge? Thanks @SOIC 🙏

[@rajvnr]

I am left with no adjectives to praise your effort. Although compared to Laurus Divi:s bit costly, now I have decided to buy some of their shares also. Regards

[@sanjaykayathwal4700]

Thanks professor, I liked the comparison very much. Also I liked the song being played at the end. Please play it little longer.

[@amardeepsinghwaraich5515]

Professional analysis... appreciate hard work put in every show.

[@vutlabujji]

divis analysis kzbin.info/www/bejne/Z5-9nZumh9ijmck