Income Statement for Beginners - 1| Equity Research Full Course | Session 8

[@yashbhalani10]

Assignment 1 1. Dixon Technologies: High Growth - Strong government support via PLI schemes. - Diversification into high-demand electronics like smartphones and LEDs. - Strategic partnerships with global brands. - Robust order pipeline and expanding capacity. 2. PC Jeweller: Decline - High debt and liquidity issues. - Intense market competition reducing profitability. - Stock volatility undermining investor confidence. 3. Nestlé India: Stable Growth - Diversified product portfolio catering to consistent consumer demand. - Focus on product innovation and operational efficiency. - Growth in e-commerce and adaptation to local preferences. Assignment 2 Why Campus Has Lower Gross Margins? 1. Higher Costs: Likely higher material or production costs compared to competitors. 2. Aggressive Pricing: Focus on lower prices or discounts to gain market share. 3. Product Mix: More reliance on low-margin products. 4. Operational Inefficiencies: Higher logistics or labor costs. 5. Economies of Scale: Competitors may have cost advantages due to larger production volumes.

[@thevaluationschool]

Wonderful Yash, expecting such detailed understanding ✨🙌

[@yashbhalani10]

@thevaluationschool Thank you so much sir

[@SumanaSahoo-sk9eb]

😅

[@amanagrawal8921]

How can i analysis this without using AI

[@yashbhalani10]

@@amanagrawal8921 you can using website like screener, moneycontrol, Mint and reading all news day to day.

[@Ankitheree]

Sir ab kitni bar dil jitoge mera ❤

[@abhivalunj513]

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[@huzaifadhorajiwala734]

well explained.....the kind of teacher we need to make indians competent..

[@deepanshuchawla8071]

"Your ability to simplify complex concepts in equity research is truly impressive. The practical examples and clear explanations make the learning process so engaging and effective. Thank you Parth sir for sharing your expertise and delivering such high-quality content!"

[@shivaniishpunyani983]

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[@শেয়ারবাজারবাংলায়]

Outstanding 🙏

[@doomy420]

Congratulations sir for 400k subscribers, watching you since 173k. 🎉❤🎉❤🎉. And Merry Christmas to you and the team TVS.

[@thevaluationschool]

Happy holidays!

[@NirmalRawat-on]

thank you soooooooo much sir ❤ bhut bhut maza agya 30 mnt k lecture me esa lgta hai ki ek ek second bhut important hai ek ek second full of content hai.

[@manisharasalkar8260]

Excellent video sir

[@chiragchauhan8721]

Sir very good session & easily understand for income statement

[@prachikumari1002]

Well explained sir incredible 👏 🙌 🎉

[@anujtiwarishorts2363]

The reason for campus having slightly lower gross margin are 1. product mix and pricing strategy : It is because Campus have mostly sports and adhesive kind of footwear and it only play in shoes market while its competitor have various product segment like chappals, shoes and loafers which enables them to increase their margin throughout different product segments. 2. brand Recall: It is a qualitative feature that most people in India know bata as a renowned brand in for both buying sandals, and loafers and relaxo as its comfortable chappals while campus is still new compared to bata and relaxo has it's major focus on chappals which makes them narrow their focus on single production of single product

[@MuhammadAyub-k7u]

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[@princepatel7739]

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[@keerthiraj3498]

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[@169-sardarsingh4]

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[@akashkumarshaw1804]

Thank you sir

[@RJ1997-carocks]

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[@santani.495]

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[@Pihuparmar1312]

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[@RohanKumarrd20]

Well Explained Sir

[@parthakalita216]

Thank you so much Parth Sir

[@gamingsaga07]

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[@bhumikaroundal1289]

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[@AhmedRaza-savage]

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[@abhishekjain3386]

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[@BhagwatKhandare-c8h]

Outstanding❤

[@apbediya9279]

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[@169-sardarsingh4]

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[@YuvrajTheurkar]

Nice work 💯

[@merajalam2349]

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[@smitacrt5399]

Thank you sir

[@deepakbhagat6311]

value added

[@bantiverma9092]

Nice sir ji❤

[@abhishektiwari6977]

Thank you sir maza aaya

[@naveenchouhan8354]

1. **PC Jeweller:** Decline in sales due to reduced demand for traditional jewelry, regulatory challenges, and competition from organized and online players. 2. **Dixon Technologies:** Increased sales driven by India's growing electronics manufacturing, demand for consumer electronics, and favorable government policies like "Make in India." 3. **Nestlé:** Constant sales due to steady demand for FMCG products, strong brand loyalty, and a focus on essentials like packaged foods and beverages.

[@jainammehta6015]

GLORY TO THE TEAM OF TVS

[@chetnadaramwal6761]

👌 super

[@madihanoor1999]

Please continue the sessions on KZbin.. 🙏

[@vaibhavkapoor2595]

Hello sir, I am currently pursuing a bachelors of commerce degree from one of the prominent colleges of India. Currently I am in my second year of graduation. I want to build a career in finance and while exploring the opportunities to gain some skills, I have recently explored your channel playlists,and I am overwhelmed yet confused at the same time. I want to learn finance but now I am confused and wondering from where to start. If you can make a video on the topic that contain the series of skills one should acquire in ascending order, that would be very helpful. I hope you will get my point and and would help many of us to upskill in the coming year. Hoping for your response.

[@Jay90-j6m]

Assignment. The lower gross margin for Campus Activewear compared to Relaxo and Bata can be attributed to several factors that are specific to its business model, product strategy, and market positioning. Here's a breakdown: 1. Product Positioning and Pricing Strategy- Affordable Sports and Athleisure Footwear. Designed for Conscious Customers 2. Product Mix- Due to its product mix for sports and athleisure category, it involves higher material and design costs 3. Operational Scale and Efficiency- Relatively Younger Company and lower level of vendor bargaining power 4. Raw Material Costs- Synthetic material, specialized foams and other material which is volatile in nature While BATA and Relaxo use EVA based product or diversified material.

[@450saisuraj7]

Assignment 1 1.Dixon technologies growth is backed by -Diverse production portfolio like smartphones , lightings , consumer electronics(Refrigerator , Internet modems, TWS etc.) - Supported strongly by govt through PLI scheme - strategic Acquisitions & partnerships with various ODM & JV's 2. PC jewelers downfall -Poor corporate governance -High debt raised for working capital -Decline in sales from 10kcr in 2018 to 3000cr in FY21 ( struggling to clear inventory )

[@sunnybhadani5879]

How to analyse asset management companies?

[@HarryAdCreativeAI]

❤

[@JGViewPoint]

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[@VarunSharma-cv6cq]

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[@VASHUKHATIK-d9y]

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[@MalakappaYadhagiri]

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[@Haroonkhan-qs3uv]

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[@ModeladityaJain2003]

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[@janhavimishra3807]

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[@Jeanal_shah16]

Assignment 2 Bata and Relaxo have more distributors compared to Campus. These two brands have their major sales through offline channels whereas Campus has only 10% via offline.Bata and Relaxo have comparatively more and larger manufacturing factories compared to Campus.Campus has limited brand portfolio compared to other two market leaders.Also the exports are low compared to other two brands and it has less distributors in India too.

[@DibyoPaulTrades]

JLR is Jaguar Land Rover, if anyone is wondering.

[@biplabsing5522]

17:22 Sir aap to Nestle India ka Standalone figures ko dekh rahe ho

[@anchaljaiswal355]

Assignment 2 - 1.Rising raw material costs, particularly for rubber and synthetic materials, have impacted operating margins. While competitors like Relaxo have improved operational efficiencies, Campus has struggled to offset these costs effectively 2. Campus primarily focuses on Tier 2 and Tier 3 cities in India. In contrast, Bata and Relaxo have a more extensive reach across urban, rural, and international markets, giving them a diversified revenue base. 3.While e-commerce is a growing channel, Campus has not been able to capitalize on it as effectively as some competitors, leading to missed opportunities in online sales.

[@foodish1303]

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[@jerrypatel4472]

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[@mahamadhraffi4263]

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[@maivaibhav]

We want CFA Level 1 LECTURES !

[@PrathamSinghRathore-nd4pq]

Sir, can I join the cohort now ?

[@PrinceSingh-qk5vk]

1st comment

[@amitkumarpal1824]

Hi parth, can I see Equity Research Cohort only recordings, and can I pay now?

[@devashish8575]

How a BTech ECE graduate make career in Investment banking or related field as a research analyst or something.

[@kundanbhakare4696]

WHAT DOES THAT MEAN FINANCIAL MODELLING AND RESEARCH IS NOT INTERCONNECTED? IS FINANCIAL MODELLING USEFUL FOR RESEARCHER? PLS REPLY

[@sumitsahu1783]

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[@anujdwivedi9298]

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[@SAYANDHARA-e8k]

Assignment 1 Dixon technologies ( high growth) - china +1 strategy, able to catch the robust growth in the EMS industry, short product life cycle due to rapid technological advancement, joint venture with other manufacturers, high volume and sales, supporting government policy, 2. Nestle(neutral growth ) - slowdown in the FMCG industry, commodity inflation, Nestle is like a big elephant that has already generated good returns but is not able to run like other wealth-creating stocks, also it's ROE is 135 % but the operating margin is Only 23% Pc Jewellers (declining growth) - jewellery mostly depends on customer trust but there was an issue in this company as the founder was involved in insider trading ( Sebi suspected). Sales started declining after this, The company is also borrowing money in a declining situation.

[@Practicing-t3m]

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[@Jaiswal569]

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[@Vk12087]

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[@thevaluationschool]

Yes we can

[@Vk12087]

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[@smrutirekha5132]

Sir ..this time Scrneer is showing TTM sales 6115 cr and your is 27500cr ..how it is possible to very within 30min.

[@smrutirekha5132]

For Dixon

[@kapil.tanwani]

Click on view consolidated results. 6115 is standalone revenue.

[@smrutirekha5132]

Thanks

[@shivamagrawal5597]

*Nestle India* death growth reason - Competition,Urban Pressure,Middle Class Impact,Food Inflation, *Dixon* exponential growth reason - Backward Integration,Diversification Strategy,Strategic Partnerships,Market Expansion,Government Policies *PC jewellers* decline growth reason Market sentiment,Stock split impact,Negative ROE,High debt burden *Campus activewear* gross margin is less than the industry because of muted demand ,aggressive price strategies to maintain market share, high marketing and expansion costs

[@ElonmuskD-fp9km]

Voice tooo low

[@mangeshdiwakarfca-1813]

Campus Activewear Low GP Margin Causes as compared to its competitors (E.g.-Bata) 1. Product Difference Range: Campus Activewear: - Limited product range focused exclusively on Sports and Athleisure (S&A) footwear. - Predominantly targets the men's footwear category (87.6% of revenue) Bata India: - Extensive product range covering formal, casual, sports, and athleisure footwear. - Caters to men, women, and children across all major footwear categories. 2. Pricing Power: - Bata’s diversified product range which leads to premium offerings that command higher prices and margins. - Campus, being more focused on value-for-money sportswear, operates in a price-sensitive market, limiting its ability to charge premium prices. 3. Brand Perception: - Bata has a strong legacy brand value and is perceived as a reliable, premium brand. - Campus is relatively new and focuses on affordability and functionality, which impacts its pricing strategy and GP margins.

[@JGViewPoint]

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[@SumanaSahoo-sk9eb]

Lenovo Or HP