Understanding Business Model - 2 | Full Course | Session 5

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The Valuation School

The Valuation School

Күн бұрын

Пікірлер: 104
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
i have worked with dominos as delivery partner for a year and now i can relate the example you have given its exact match
@srishtigupta1116
@srishtigupta1116 Ай бұрын
Marking my attendance for the fifth day! 🙋‍♀
@madihanoor1999
@madihanoor1999 Ай бұрын
You are such a knowledgeable person
@waseemakramattar
@waseemakramattar 26 күн бұрын
Aap ki voice bahoth achi hai😊
@sacha_patel_16
@sacha_patel_16 Ай бұрын
Between 2020 and 2022, Hindustan Aeronautics Limited (HAL) faced high receivables due to delayed payments from government clients, its primary customers. The COVID-19 pandemic caused further delays as government spending shifted to healthcare. However, by 2022, HAL improved its receivables collection with better coordination, reducing debtor balances and improving cash flow.
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
great example of amul sir my family have amul distributor agency and i have worked in that for three years more than 5 time amul raised the price but in our area 0% customer loss
@riyakumari8360
@riyakumari8360 Ай бұрын
Thank you so much sir for making such a good content for us i really appreciate your hard work❤☺
@mohitchaudhary9865
@mohitchaudhary9865 Ай бұрын
Always a pleasure to listen and learn from you.
@AnujRathor-c6t
@AnujRathor-c6t Ай бұрын
Jubilant Bhartia Group to Acquire 40% Stake in Coca-Cola’s India💕💕Bottling Business💕💕
@Sourav-bk3km
@Sourav-bk3km Ай бұрын
Thank you so much sir ...... In worst moment you guiding procedure for my career step wise.....
@Pushkar452
@Pushkar452 Ай бұрын
Lastly i say sir those words are open in your mouth it is helpful for my life for equity research learning# Thanks you sir ♥️🔥
@saurabhkumararya9508
@saurabhkumararya9508 3 күн бұрын
Thank you sir
@akashkumarshaw1804
@akashkumarshaw1804 Ай бұрын
Thank sir for this amazing series ❤
@rajaryan5904
@rajaryan5904 Ай бұрын
Thank you soooo much Sir 🙏🙏🙏
@mangeshdiwakarfca-1813
@mangeshdiwakarfca-1813 Ай бұрын
Hello Parth sir, Thanks for the 5th Session Detailed Explanation of B to C and B to G are well Understood Surely I'll Complete the all assignment and let you know btw again thanks sir we are in 5th session really appriciate the efforts sir
@mohitgolechha795
@mohitgolechha795 Ай бұрын
1. Asian paints has the largest distribution network in India with 25,000 dealers and 50% of the organised paint market. Thr B2C model allows it to retain 90% of the MRP instead of the standard 60% of its competitors. 2. Jubilant Bhartia Group to acquire 40% stake in Hindustan Coca-Cola Beverages Pvt Ltd (HCCBL), the largest coca cola bottler in the country. 3. Protean provides services to the govt: Taxation through PAN creation and processing; data center co-location and more. 4. HAL working capital managament during 2020-2022: utilization of customer advances; reduction of collection period; strong liquidity position; govt support and policy measures
@thevaluationschool
@thevaluationschool Ай бұрын
Wonderful Mohit!
@japitkalra
@japitkalra Ай бұрын
Awesome sir
@modynaute
@modynaute Ай бұрын
Assignment no. 1 Asian paints Asian Paints has the largest distribution network in India. They have really large set of data by they knew in advance where they product will short and they send before getting short. Assignment no. 3 Assignment no. 2 coca - cola Coca-Cola is selling a 40% stake in its Indian bottling arm, Hindustan Coca-Cola Beverages (HCCB), to Jubilant Bhartia Group for $1.47 billion. Assignment no.3 protean Protean was previously known as NSDL is an Indian IT company that provides e-governance solutions and digital public infrastructure (DPI) Like PAN card and Tax information network
@kundanbhakare4696
@kundanbhakare4696 Ай бұрын
its not NSDL its under Governance of NSDL
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
in palghar , maharastra in my home town there is production plant of aarti industries as well as aarti drugs too
@manisharasalkar8260
@manisharasalkar8260 Ай бұрын
Thanks for this series Sir and the team
@Plutonium0003
@Plutonium0003 Ай бұрын
Protean plays a critical role in India's digital transformation by bridging the gap between government and citizens through technology.
@PritiSisodiya-wg8sc
@PritiSisodiya-wg8sc Ай бұрын
Loving your work sir , thank you so much for your efforts , one request , if u can please the notes/ppt file of the lectures so that it would be easy for revision ...
@TRAVELMANIAWITHRADHE
@TRAVELMANIAWITHRADHE Ай бұрын
Really appreciate your work sir
@jayjethva5755
@jayjethva5755 25 күн бұрын
1. Asian paints has the largest distribution network in India which acts as moat for the company. 2. On Dec 11, jubilant bhartia group acquired 40% stake in coca cola Thank you
@anujpratapsingh5509
@anujpratapsingh5509 Ай бұрын
Thanks for sharing
@AnkitKumar0524
@AnkitKumar0524 Ай бұрын
Sir amazing series ❤❤
@deepanshuchawla8071
@deepanshuchawla8071 Ай бұрын
great series🔥
@smitacrt5399
@smitacrt5399 Ай бұрын
Thanks sir Pls share notes
@aayaankhan1250
@aayaankhan1250 Ай бұрын
Thankyou so much sirji ❤️❤️
@realshahmah_04
@realshahmah_04 Ай бұрын
1. Asian Paints has direct connections to 25,000 dealers and more than 50% market shares. It makes Asian Paints Market Leader. 2. Jubilant Bhartia Group bought the Coca-Cola 40% share. Coca-Cola India President Sanket Ray said "Jubilant experience will help accelerate Coca-Cola System, enabling us to win in the market and provide greater value in communities and customers. "
@Ssl7341
@Ssl7341 Ай бұрын
Sir Continue to learn of us
@krazykangaroo_as
@krazykangaroo_as Ай бұрын
❤ thank you sir
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
protean:- e-governance, digital infrastructure, and open commerce examples national pension scheme, atal pension yojna etc.
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
like in our region manali milk is regional competitor for amul
@AmarParadvaz
@AmarParadvaz Ай бұрын
Please consider sharing these ppt.
@sampasamanta8756
@sampasamanta8756 Ай бұрын
Asian Paints boasts of over 160,000 retail touchpoints across the country. On the contrary, Berger Paints, the second largest paint company in India, has a distribution network of 60,000, which is less than half of Asian Paints.
@sudhanjoshi7624
@sudhanjoshi7624 Ай бұрын
Thanks sir ❤
@anujtiwarishorts2363
@anujtiwarishorts2363 Ай бұрын
Jubilant Bhartia Group is the one who has bought the 40% stake in Hindustan Coca-Cola Beverage Pvt. Ltd. while media sources suggest the transaction value approximates Rs 10,000.
@YASHRATHOD-26
@YASHRATHOD-26 Ай бұрын
Sir mera ek question he ki company ke DRHP 500 600 pag ke hoti he to usme se hame kay padhna chahiy hame uske bare me kuch bata dijiy .I am love ❤ this educational content ❤❤❤.
@jhaomprakash
@jhaomprakash Ай бұрын
1- The second strong moat of Asian Paints is its Strong distribution network with more than 25000 dealers 2- Bhartia family of Jubilant Bhartia Group is all set to acquire a 40% stake in Hindustan Coca-Cola Beverages (HCCB) 3- The company specializes in IT-enabled solutions, focusing on conceptualizing, developing, and implementing large-scale technology projects. It provides digital public infrastructure and e-governance solutions in collaboration with the government, impacting multiple sectors of the Indian economy.
@jainammehta6015
@jainammehta6015 Ай бұрын
Fully active
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
hal had trade recivables of 11,583.39 in 2020 which huge to impact wip
@Tradeshadow
@Tradeshadow Ай бұрын
Coca-Cola sold a 40% stake in its Indian bottling unit, Hindustan Coca-Cola Beverages (HCCB), to the Jubilant Bhartia Group. The deal, valued between ₹12,000 crore and ₹12,500 crore
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
The net order book as of September 30, 2024, stands at ₹17,355.4 crore
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
moat: - High Brand Equity: ,Strong Distribution Network -It has a direct distribution network of 25,000 dealers, where the company pro-actively connects with the dealers themselves. It is present in 17 countries
@PraveenKumar-o6y
@PraveenKumar-o6y Ай бұрын
Good evening parth bhaiya😅 Can you make a video on equity research report and con calls reading making Sir Thank you and have a great day sir
@santoshsaradagi677
@santoshsaradagi677 Ай бұрын
The jubilant Bharatia Group is acquire a 40% stake in Hindustan Coca-Cola Beverages (HCCB), the largest Coca-Cola bottler in India.
@magicallife3344
@magicallife3344 Ай бұрын
❤❤
@ShobhitModi-v1x
@ShobhitModi-v1x Ай бұрын
Sir order book kaise check kre past ke sab ek saath
@ujjwalagrawal5880
@ujjwalagrawal5880 Ай бұрын
Read about this this morning, Jubiliant Bharti Group has Acquired 40% stake in Hindustan Coca Cola Holdings Pvt. Ltd.
@shailendra1537
@shailendra1537 Ай бұрын
14:08 jubiliant bought bottling bussiness from coco cola the funds where given by goldman sachs
@jonrad85763
@jonrad85763 Ай бұрын
Sir I'm working in a VC firm, I wanted to take career advice from you
@FinanceFrequency-1
@FinanceFrequency-1 Ай бұрын
Jubilant Bhartia Group has acquired 40% stake in HCCB
@TheIntizar
@TheIntizar Ай бұрын
I am ACCA member CFA mandatory for me? I am regularly working on financial modelling play list. pls guide about CFA is mandatory or not I am ACCA.
@rishav6724
@rishav6724 Ай бұрын
Jubilant bhartia group had aquired 40% stake in coca-cola.
@Ayushgoel-ve4fy
@Ayushgoel-ve4fy Ай бұрын
Jubilant Bhartia Group to Acquire 40% Stake in Coca-Cola's India Bottling Business. Coca-Cola partners with Jubilant Bhartia Group, selling a 40% stake in Hindustan Coca-Cola Holdings for ₹12,500 crore to strengthen operations in India.
@aniketverma6927
@aniketverma6927 Ай бұрын
Ha ji sir ji laot aaye hum bhi 😂❤❤
@RohitKumar-ot3py
@RohitKumar-ot3py Ай бұрын
Can you share this slides?
@soumyaranjan3567
@soumyaranjan3567 Ай бұрын
Sir kal ayega na weakly Bazar talk
@parshvsutaria4589
@parshvsutaria4589 Ай бұрын
I have a doubt about HAL's debtors during 20-22. I checked the balance sheets, surprisingly debtors reduced by 50% during this period. This means there was realization of cash during this period. But this period was tough for the government, so ideally the debtors should've increased. Even the companies working capital cycle improved. I am confused
@thevaluationschool
@thevaluationschool Ай бұрын
You are very close. Research and read more about it, the more you read the more clearer it will be.
@parshvsutaria4589
@parshvsutaria4589 Ай бұрын
@thevaluationschool I researched and found out that the IAF released a significant payment to HAL in Feb-21 from one of its credit ratings report
@sushantpiano5620
@sushantpiano5620 Ай бұрын
@@thevaluationschoolbad debts me to convert nai hua na sir?
@mdmuktadir5730
@mdmuktadir5730 Ай бұрын
James from Bangladesh
@visioncapitals
@visioncapitals Ай бұрын
campa relience
@alwayslovish
@alwayslovish Ай бұрын
Proxy submitted.
@Pushkar452
@Pushkar452 Ай бұрын
Assignment _3 Protean ❤Protea eGov Technologies Limited, a company in digital public infrastructure and a pioneer in developing innovative citizen-centric e-governance solutions, has powered Open Network For Digital Commerce (ONDC)-compliant e-commerce feature on Waves - an OTT platform launched by Prasar Bharati. #❤
@SushantPawar-s8m
@SushantPawar-s8m Ай бұрын
assignment2- The Bhartia family of Jubilant Bhartia Group
@gauravsawant8146
@gauravsawant8146 Ай бұрын
Where are the notes?
@HarryAdCreativeAI
@HarryAdCreativeAI Ай бұрын
@sumitsahu1783
@sumitsahu1783 Ай бұрын
Sir attach notes also
@saravanakumar0824
@saravanakumar0824 Ай бұрын
Make english content....it might be helpful for othrrs
@PranavMalhotra-wj1qm
@PranavMalhotra-wj1qm Ай бұрын
JUBILANT BHARTIA GROUP
@prajwaljaware1805
@prajwaljaware1805 Ай бұрын
Jubilant Bhartia Group to Acquire 40% in Coca Cola India
@ganeshrangala228
@ganeshrangala228 Ай бұрын
Jubiliant bhartia acquire cocacola
@visioncapitals
@visioncapitals Ай бұрын
ubilant Bhartia Group
@aniketcuteboy
@aniketcuteboy Ай бұрын
Ppt ka pdf link de do sir
@stockplus99
@stockplus99 28 күн бұрын
PPT
@shivamkaushal9025
@shivamkaushal9025 Ай бұрын
jubilant Bhartia Group 40% stake in hindustan coca cola
@parammali7869
@parammali7869 Ай бұрын
AS 2 Jubilant Bhartia Group 40% stake in Hindustan Coca‑Cola Holdings pvt
@alwayslovish
@alwayslovish Ай бұрын
The 2 Unbreachrable Moats developed by Asian Paints Ltd: 1. High Brand Equity: Asian Paints realized the need for brand building as early as the sixties, which has now made it an iconic brand. It has re-positioned itself from time to time to cater to the changing mind-sets of consumers and has built an emotional connect with consumers, in that process. For eg: It changed its 80’s positioning of ‘Celebrate with Asian Paints’ - catering to the habit of painting during festivals to ‘Har Ghar Kuch Kehta Hai’, in the late 90’s, reflecting the shift in the consumers’ mind, in terms of paint becoming a high-involvement category. 2. Strong Distribution Network: The second strong moat of Asian Paints is its Strong distribution network, which is more than twice as large as its nearest competitors. It has a direct distribution network of 25,000 dealers, where the company pro-actively connects with the dealers themselves. It is present in 17 countries. Relationship With Asian Paint: PARTICULAR | FREQUENCY | PERCENTAGE Excellent | 49 | 40.2% Good | 46 | 37.7% Average | 25 | 20.5% Poor | 2 | 1.6%
@alwayslovish
@alwayslovish Ай бұрын
No group in India has fully acquired Coca-Cola. However, the Bhartia Group (Jubilant Bhartia promoters) is reportedly in discussions to acquire a 40% stake in Hindustan Coca-Cola Beverages (HCCB), Coca-Cola’s bottling arm in India. The deal could be a significant move for Coca-Cola’s asset-light strategy and IPO plans for its Indian operations. Meanwhile, competition in India’s beverage space remains fierce with players like Reliance Consumer Products (Campa Cola) disrupting the market.
@saibaldutta4523
@saibaldutta4523 21 күн бұрын
Va tech wabag Dilip Builders Protean See order book 2020 - 2022 HAL -> Debtor Dilip Buildconm
@sejalseju9890
@sejalseju9890 Ай бұрын
@dhruvagarwal5588
@dhruvagarwal5588 Ай бұрын
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