Understanding Business Model - 1 | Full Course | Session 4

[@SWAPNILKAR21]

Homework 1- IKIO Lighting Ltd- Company’s largest customer is Philips Electronics India Ltd and derived 70% and 93% of its FY23 and FY22 revenue from Philips India. Homework 2- Pidilite(Adhesives raw material)- Polyvinyl Acetate (PVA), Water, Fillers ( like chalk or silica), petroleum resin, Stabilizers. Thank you for everything you do to help people like me who are trying to pivot their careers toward finance. I can’t tell you how much your videos mean to me-they’re so inspiring and always motivate me to keep pushing myself to achieve more in this field.

[@sharatkamath2386]

Hey can you tell me in the pdf of ikio lighting, under which heading or section is the customer concentration mentioned

[@sharatkamath2386]

It just says that "our customers include......." Not the revenue split and if it's the biggest

[@akrishtkeshari]

Under "Risk factors" you will get the details

[@divishajain11]

I have seen management analysis ,nism research analyst, mutual fund analysis,how to use screener, and weekly finqnce news updates videos which sir upload i can't be more grateful to you sir for providing such great quality content. Next target is to complete financial modelling Hearfelt Ty to your team and ofc you sir.❤❤

[@vishnusaini6049]

I am interested

[@asutoshpadhi7223]

May I have your LinkedIn please?

[@KartikDhamani11]

29:38 ● Its primary raw materials are as follows: 1. Polyvinyl Acetate (PVA) - 50-60% Acts as the main adhesive agent in Fevicol. 2. Water - 30-35% Serves as a medium to adjust viscosity and consistency. 3. Fillers (e.g., Calcium Carbonate) - 5-10% Provides bulk and improves bonding strength. Per Unit Economics ● The per-unit economics of a 1kg Fevicol pack can be estimated by breaking down its cost components: Cost Breakdown (Per 1kg Fevicol Pack) 1. Raw Materials (50-60%): Polyvinyl Acetate (PVA): ₹50-70 Water: ₹5-10 Fillers (e.g., Calcium Carbonate): ₹5-10 Additives and Preservatives: ₹10-15 Total Raw Material Cost: ₹70-100 2. Manufacturing Cost (15-20%): Includes processing, labor, and factory overheads. Approx. ₹20-30 3. Packaging Cost (5-10%): Cost of the plastic container, labels, and sealing. Approx. ₹10-15 4. Distribution and Logistics (10-15%): Transportation, storage, and handling expenses. Approx. ₹15-25 5. Marketing and Administrative Expenses (5-10%): Advertising, promotions, and administrative costs. Approx. ₹10-20 6. Profit Margin (10-15%): Manufacturer’s and distributor's profit margin. Approx. ₹20-30 Estimated Retail Priice Total cost: ₹145-220 per 1kg pack. Retail price (with taxes): ₹170-250 depending on market and brand positioning. ● Imports of PVA and Calcium Carbonate 1. Polyvinyl Acetate (PVA): Imported From: China: A leading exporter of PVA, offering competitive pricing. South Korea: Supplies high-quality PVA suitable for adhesives. Taiwan: Known for advanced chemical manufacturing. Germany: Provides premium-grade PVA used in industrial applications. Reason for Import: India’s production capacity for PVA is limited, and importing ensures consistent quality and supply. 2. Calcium Carbonate: Imported From: Vietnam: Known for high-purity limestone, a raw material for Calcium Carbonate. Malaysia: Supplies large quantities of industrial-grade fillers. Egypt: Offers affordable Calcium Carbonate with good quality. Reason for Import: High-grade Calcium Carbonate is needed for specific adhesive properties, and domestic sources may not meet all requirements.

[@jowelranarony1219]

Amazing information,, how do you find all of those information? Only by Google search or anything else??

[@adityachavan7796]

@@jowelranarony1219 yes even i want to know

[@bhuwanbhatt231]

Ek separate long video ya series of videos financial statements pe bhi lao sir, financial statements pe master karna bhi finance me crucial hai even for those who doesn't belong to finance but want to make future in finance, at last your content is superb keep growing 💗

[@magicallife3344]

I am working in the Banking sector but I am really interested in finance. Thanks for such amazing videos😊😊

[@arhanak9394]

Homework 1- IKIO Lighting Ltd- It's largest customer is Philips Electronics India Ltd and about 85% contribution to the revenue of IKIO comes from Philips. Homework 2- ' Pidilite Main Raw Materials for Adhesive are:- Vinyl Acetate Monomer (VAM) - Carbazole Organic Pigments Caustic Soda and Acids (Sulphuric, Hydrochloric) Methanol Other Chemicals Thank You so much sir for your content. Love your Content Sir. 👌

[@bhavyapatel1207]

Pidilite raw material - Water, Vinyl Acetate Monomer - crude oil derivative, Resins, Fillers IKIO Lighting ltd earns 100% of its Topline from it's Top 20 customers, 98.80% from Top 10 and 95.79% from Top 5 customers. Signify (Philips) been one of the largest who contributes 91.23% to IKIO's Topline Thank you so much, sir, for this incredible session. Your videos have been an invaluable addition to my journey in finance. I deeply appreciate the dedication and effort you and your team put into creating such seamless and highly enriching content. I’m grateful for the knowledge and insights you share. Thank you once again!

[@adityachavan7796]

Hey, I want to know how you found out this. Can you help?

[@TheGaurav2008]

1. IKIO lightning ltd - company's largest customers are "Philips electronics india" and "western refrigeration" 2. Pidilite - main raw materials - VAM, Acrylics, Polyurethanes, EVA and Metallocene based ploymers. Thank you parth bhai for valuable content from valuable school 😊

[@aniketbansaldhoommachayeng5522]

I cant explain what this video series mean to me please keep it up sir . I dont know whether you are changing the life of others or not but you are really helping in shaping the life of mine thanks and salute for all of the hardwork that you are putting to teach us ❤

[@anirudhgoyal5623]

Ikio lights biggest customer is Philips. There are various types of raw material used by Pidilite for different segments of products of which some are - Acrylics, Epoxies,Polyvinyl acetate (PVA), Polyurethane, Phenolic resins, Alkyd resins, Urethane resins, Calcium carbonate, Talc, clay, Toluene, Acetone, Xylene, Ethyl acetate, Epoxidized soybean oil, cement, lime and many more. Love the way you show genuine and pure interest in our learning. Thanks a lot

[@s7630-j6d]

Thank you Sir for such wonderful series

[@nupsurv127]

Sir i really appreciate your effort and giving us road map of equity research analyst.....Last 3 month i say your video and still continously iam watching..such a great free knowledge you provide us once again thanks to you....and more you said you sitting that last person to gain knowledge that word lot of us❤❤❤

[@sagarjha7629]

From the day I started following you sir my knowledge is continuously growing 💗 Thankyou .

[@abhaykatare5662]

Sirji ki style nirali hai aur equity research seekhke har mahine diwali hai 24% profit in 14 days 🎉🎉🎉🎉 sirji tussi great ho

[@prathameshmahajan596]

Pidilite Industries, the maker of Fevicol, uses a number of raw materials, including: Vinyl acetate monomer (VAM): A key raw material that's a derivative of crude oil and makes up about 60% of the company's raw material costs Color pigments and dyes: Used in coatings and inks Rheology modifiers and thickeners: Used in coatings and inks Polyurethanes (PU): Used in coatings and inks Catalysts, accelerators, and initiators: Used in coatings and inks Vinyls: Used in coatings and inks Fillers and fibers: Used in coatings and inks Water repellents: Used in coatings and inks Chelating and complexing agents: Used in coatings and inks

[@shubhamtiwari965]

Bhut hi Saandaar Treeke se aapne ek nye learner ko smjhaya ..

[@manishwagh3049]

Home work 1 IKIO Lighting Ltd's serving to Philips Electronic which is generating 70% of revenue for the company. Both are strategically depended on each other. Home work 2 Pidilite raw material Vinyl acetate monomer, polyvinyl acetate resin, pigments, paints, acrylic, polyurethane, sulphamic acid, sodium nitrate etc depends on product.

[@bhavikacharekar68]

Soo much love for these course to parth sir and their team ❤

[@renupal3845]

I really like to watch I'm preparing for investment banking. Your video is very knowledgeable.

[@nehamaheshwari6326]

Thank you so much Sir for teaching us about finance in detail.

[@memories7765]

Shandar knowledge sir, ham research student to nahi hai,only invest in market, but your knowledge is shandar sir for a context of how to study company

[@MohdAnas-xn3ys]

Sir u are showing a path to million of students

[@PraveenKumar-o6y]

Your career God in our life sir 🙏🏽

[@iamdfizz]

I am here to perceive knowledge from you , and I am getting it 1000% ❤

[@omingole5892]

Amazing bhai amazing explanation, worth it time.

[@ShivamYadav-jm7nh]

Sir aap khud homeword dete hai or khud hee source bata dete hai is k liye thans 😅 Abhi ans kya du pure comment section mein ans bhara hua hai so thank you so much itne ache learning free mein provide kar nee k liye thanks a lot sir ❤

[@abhishekjain3386]

Please make a basic to advance playlist of valuation of shares and capital structuring

[@TUSHARGOPALKA-nj7jx]

Amazing series! It would be great if you can explain in this series how to research and judge management quality, and perhaps also about the different valuation parameters maybe with a few examples (like how to do DCF on their own) ?

[@tubai_bhattacharjee]

Top-notch content, Parth ji. ❤

[@dayaimangang5671]

East or west you are the best teacher in the world❤

[@mukeshsuthar1272]

Sir aapka padhane tarika bohat hi acha hai

[@shashikantkore1491]

Nice information,

[@AasthaArora-r3w]

Hello Sir, IKIA Ltd - Biggest competitor is Signify Innovations India Limited, which is known as Philips Electronics India and derive it major revenue from it. Major Raw Materials used in Fevicol (Pidilite)- vinyl acetate monomer, acrylic polymers, epoxy resins, and solvents like toluene and xylene, Water etc

[@SAURAVKUMAR-ih4xb]

Informative videos for learner for Finance field 🏑 Thanks sir for nice information ☺️

[@MeetBarot]

Regarding the task you mentioned, here’s my response: Task 1: Signify Innovations India Limited, erstwhile Philips India. (91.23% revenue generated ) Task:2 1. Vinyl Acetate Monomer (VAM): Key ingredient for adhesives 2. Acrylics: Used in sealants, coatings, and emulsions. 3. Epoxy Resins: Found in industrial adhesives and coatings. 4. Polyvinyl Alcohol (PVA): Used in adhesive formulations.

[@manasbhatt8430]

Ikio lighting is dependent on phillips India (MNC which have expertise in making LED bulbs) which generate revenue almost 98% Pidilite raw material - Vinyl acetate monomer (VAM) A key raw material derived from crude oil that accounts for up to 60% of Pidilite's raw material costs. Pidilite imports most of its VAM. I am very very curious and interested in equity research specially in a buy side because I like to work under the shadow and like ..... I really can't explain in words but yeah I just love it.

[@ranveermane1083]

Thank You So Much Parth Sir, Very Excited for the upcoming sessions.

[@AnshukrVerma-pl2lo]

Love from Rajasthan ❤

[@parthraorane6656]

Homework 1 - Raw Materials - Poly viny Acetate, Fillers like Calcium Carbonate, Tackifiers to enhance adhesion, Platicizers to improve efficiency, Water and Viscosity Modifiers. Homework2 - Largest customer of IKIO Lighting Ltd is Philips India and 85% of Revenue comes from top 20 customers

[@aayaankhan1250]

I'm very happy to watch this episode thankyou so much sir ❤❤❤

[@rajputprashantnarsingh1371]

Vinyl acetate monomer majorly used as raw material in pidilite products like adhesives, textile chemicals, leather and paper chemicals.

[@aniketverma6927]

Video jaldi upload krne ke liye dhanyawaad guruji

[@rajatnigam5997]

Great learning.।।

[@gopighevariya3530]

Thank you so much sir it's wonderful session ❤

[@aixhwxrya]

Was looking for this! Thank you so much 🌻🌻🌻

[@purveshnavghare9365]

Hii Sir, (old subscriber) Pidilite requires: *Vinyl acetate monomer (VAM) *Crude oil derivatives *Color pigments and dyes *Rheology modifiers and thickeners *Polyurethanes (PU) *Catalysts, accelerators, and initiators *Vinyls *Fillers and fibers *Water repellents etc I want to get in touch with you Sir, Lots of love from Nagpur ❤❤❤❤❤❤❤❤❤

[@ishunand952]

Vinyl Acetate Monomer (VAM) A key raw material used to produce polyvinyl acetate, which is the base for adhesives like Fevicol.

[@soumenghorai8474]

Pidilite main raw materials is Synthetic Polymers and Resins - These are the primary ingredients for producing adhesives.

[@modynaute]

Assignment no.1 ikio customer concentration Philips is the largest customer contributing more than 91% Assignment no. 2. Ingredients of pidilite Crude oil derivatives Vinyl acetate monomer polyvinyl acetate resins Color pigments and dyes Rheology modifiers and thickeners, Vinyls Fillers and fibers Water repellents Polyurethanes (PU) Catalysts, accelerators, and initiators

[@aryanraj7847]

Great explanation sir engineering student interested in finanace

[@Sanjubaba-74]

Vinyl acetate monomer (VAM) is a key raw material for Pidilite Industries Ltd, a leading Indian manufacturer of adhesives and sealants. VAM is a derivative of crude oil, and Pidilite imports most of its VAM requirements. Up to 60% of the company's raw material costs come from VAM.

[@Ssl7341]

Informative video for me

[@motohound81]

Sir thank you so much for your efforts sir

[@rkv5433]

Vinyl acetate monomer, crude oil derivatives, color pigments, dyes, rheology modifiers, thickeners, polyurethanes, catalysts, accelerators, initiators, and more.

[@shivamsharma-ec8ks]

home work 2 pidilite >> main raw materials vinyl acetate monomer (VAM) , accounts up to 60 % of the company's raw material synthetic resins : such as epoxy resins petro chemical derivatives : Including solvents, hardeners, and curing agents for adhesives and sealants.

[@ShefaliShah-h6z]

Assignment 1: Signify Innovations India Ltd., formerly known as Philips Electronics India Ltd., is IKIO Lighting's largest customer, accounting for over 90% of its revenue. Assignment 2: Pidilite raw material: Vinyl Acetate monomer. Acrylics and other monomers. Epoxy resins Polyols and Isocyanates. Calcium carbonate Pigments and colorants Starch and derivatives Vegetable oils Plastic containers Metal cans Paper bags.

[@shivamkaushal9025]

salute sir 👮thank you too sir

[@muhammadzubairkhan3136]

You are great Sir

[@rohitkumarsingh4020]

Amazing Session😇

[@themdm990]

Sir plzz cfa ki series be banao na😢

[@dsantoshdora6665]

Super analysis sir 🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉

[@deepanshuchawla8071]

Great sir😃💯

[@yashdamade9291]

thankyou so much sir for everything 🌟

[@yashmahamuni1004]

Sir, one video on how to read news .

[@varunjaiswal8981]

Thanks a lot sir, I was taking screenshots until you said you'll share the PPT ❤

[@varunjaiswal8981]

Thank you so much for giving so much knowledge and education from your experience to people you don't even know ... And also team tvs ✨

[@pawanvitkar7600]

Bro where is PDF?

[@AsmaShaikh-r7d]

HW 1: The top three major clients of IKIO Lighting are Signify Innovations (formerly Philips Electronics India), Honeywell, and Innovative India LTD. HW 2: Pidilite Industries primarily requires raw materials such as Vinyl Acetate Monomer (VAM), acrylic monomers, Ethylene Vinyl Acetate (EVA), and solvents like toluene and acetone for its adhesive production.

[@Pihuparmar1312]

Thank you so much it's helps me alot

[@yogeshharsh407]

Homework-01 IKIO Lightening ltd - Company largest customer is Philips ltd.. Homework-02 Pidilite Raw material- Polyvinyl Acetate, Polyethylene, Polypropylene, acrylic, Polyurethane, epoxy resins, acetone, ethanol, toluene etc depends on the specific product and application..

[@manmitsekhar]

Page 32 of DRHP of IKIO lighting - " we r dependent on & derive substantial portion of our revenue from a single customer, signify innovation India ltd, erstwhile Philips India & 85% of revenue derived from top 20 customer. Cancelation/delay/reduction in their order could hv material adverse effect on our business, result of operation & financial condition.

[@GaganArora090]

Nice one

[@giteshberwal1346]

Ikio lighting ipo concentration risk = 70 % sell to Phillips Pidilite key ingredients VAM ( Vinyl Acetate Monomer ) = fevicol ( But the game here is they mention polyvinyl acetate (PVA) as a ingredient , it is drived from VAM ) Acrylic Polymers = for paint Polyurethane Resins = for coating and adhesives

[@rohitkhetwani7813]

VAM i.s. Vinyl Acetate Monomer is important raw material for company for producing fevicol. Cost of same is 800-900 dollars as per latest conference call.

[@Smartinvestin.g]

🎉❤❤❤❤ Thanks

[@sharatkamath2386]

Ikio lighting's revenue contribution mainly comes from PHILIPS fy2022 had 91.23% and fy2021 had 94.60% revenue contribution. Raw materials of pidilite are solvents(acetone), natural polymers(casein), Synthetic Resin(PVA),plasticizers,curing agents

[@AmanKushwaha-g5r]

1. IKIO Lighting Ltd- Signify innovation(Philips) contributing over 60% of Consolidated revenue in FY 20, 21 & 22. 2. Pidilite Industries- VAM(Vinyl acetate monomer) used for PVA (Poly Vinyl acetate), Resins (both are crude oil derivatives) are major contributors to RM cost

[@aayushbaranwal3058]

Homework 1 Around 50% of IKIO's revenue comes from single customer i.e Signify and also there is no as such any long term deals between them Pidilite product has following raw materials Colour pigments Polyurethane Water repellent Emulsifier Thickners and many more

[@shivamkaushal9025]

pedilite:- raw materials - Polyurethanes, Color pigments and dyes,Polyvinyl acetate resins etc

[@shivamchopra7837]

The raw materials and components for Pidilite products: Petrochemical Derivatives: vinyl acetate monomers and synthetic polymers. Resins and Epoxy: Used in industrial adhesives and construction chemicals. Organic Pigments and Dyes: For art and craft materials and pigments. Specialty Chemicals: Used in sealants, construction chemicals, and coatings. IKIO Lighting Ltd- Company’s largest customer is Philips Electronics India Ltd It derived 70% of revenue in FY2023 and 93% of its revenue from Philips India.

[@ashokdhankhar7038]

Lovely ❤❤❤

[@amanniraj6569]

home work 2 >>>> pidilite main raw material Pidilite main raw materials is Synthetic Polymers and Resins - These are the primary ingredients for producing adhesives.

[@divishajain11]

Ty so much sir

[@CABhavyaDhingra-w2m]

I complete his video in just 16 mins

[@Lightoff81]

Thank you sir.

[@nirmalsakhru3503]

Sir please also tell us how to effectively do equity reasearch through AI

[@Jaiswal569]

Sir main ek beginner invester hu konsa video dekhu aapka?? Stock selection ke liye???

[@harshjha6715]

Great!

[@VisheshGoel]

1 - Ikio derived 91.23% of their revenue from operations in 2022 from philips. And 60.45% of consolidated revenue from operations. 2 - Pidilite raw material - Vinyl acetate monomer (VAM), crude oil, others (color pigment, dyes, thickeners etc)

[@Mihirshah04]

Assignment no.1 IKIO customer concentration :- Philips is the largest customer with almost contributing to 90% Assignment no. 2 Pidilite company main raw material :- Vinyl acetate monomer , Silicone and also water

[@Beatrockersz]

Are there any channels like this ? Please mention some who teach finance in hindi

[@parammali7869]

pidilite ind. main raw material chemcials Base (Amine), Ice, Sulphamic acid, Sodium nitrite, Hydrochloric acid, Caustic, Emulsifier, Xylene

[@akashkumar-fd1on]

Pidilite Industries, the company behind popular brands like Fevicol, uses a variety of raw materials in its manufacturing processes. Some of the key raw materials include: * Vinyl Acetate Monomer (VAM): A key ingredient in many adhesives, including Fevicol. * Polyvinyl Acetate (PVA): A polymer derived from VAM, used in adhesives and other products. * Resins: Various types of resins, such as acrylic and polyurethane, are used in adhesives, sealants, and paints. * Pigments and Dyes: Used to color paints, coatings, and other products. * Fillers: Substances like clay, talc, and silica, added to improve the properties of products. * Solvents: Used to dissolve and dilute other materials in the manufacturing process. * Additives: Various additives are used to enhance the performance and properties of products, such as plasticizers, stabilizers, and flame retardants. It's important to note that the specific raw materials used can vary depending on the product being manufactured. Pidilite Industries is committed to using high-quality raw materials and sustainable manufacturing practices.

[@suprakashbiswas5031]

Maja aageya sir

[@abhivalunj513]

Sir 🙌🙌🙌🙌🙌🙌🙌

[@jashpunjabi9626]

Following are the Raw materials in Pidilite: Base (Amine), Ice, Sulphamic acid, Sodium nitrite, Hydrochloric acid, Caustic, Emulsifier, Xylene (Recovered), and Xylene (Fresh)

[@ShortsVideo-is2hu]

Sir I wanna go in VC industry and I've a Finance Background too. So, please tell me which course would be beneficial for me ? Equity Research or AVFM ?

[@PrinceKumar-vp4uq]

= Pidilite Raw Materials = Vinyl Acetate Monomer (VAM) Ethylene Vinyl Acetate (EVA) Acrylic Monomers Solvents and Resins Epoxy Resins Natural/Synthetic Rubber Pigments & Fillers

[@usmanianzaf]

Legend legend legend

[@shivdasbairagi8450]

Sir aapki playlist sbi topic pr h kbi ek playlist technical analysis pr bi bna dijiye please

[@sahaj2125]

Attendance lelo sir!

[@TheMarket21]

Homework 1- IKIO Lighting Ltd- Company’s largest customer is Philips Electronics India Ltd and derived 90% and 95% of its FY23 and FY22 revenue from Philips India. Homework 2- Pidilite(Adhesives raw material)- Polyvinyl Acetate (PVA), Water, Fillers ( like chalk or silica), petroleum resin, Stabilizer etc.