Compounding Fish

Concall Summary, Business facts and insights, Quarterly Results and Financial Information.
For Education purposes only, not an Investment Advisor 🙂

[Compounding Fish @compoundingFish]

@soicfinance key insights from the last @soicfinance webinar on the metals and mining industry.

[Compounding Fish @compoundingFish]

@soicfinance - Capital Market related companies started peaking out.
- If margin expands then P/S shoots.
- FMCG sales muted trends continued causing PE derating.
- Cement Sector bottoming out.
- When auto companies do then platform businesses like cartrade do well.
Not a recommendation🙂

[Compounding Fish @compoundingFish]

@soicfinance Key Learning from today's webinar.
- For SAAS Business consider the matrix of margin expansion and P/S and premium SAAS get around P/S =10.

- For Asset Heavy Business like Hospitals, Hotels and Cements, consider EV/EBIDTA not PE as net profit depressed due to high depreciation .

[Compounding Fish @compoundingFish]

@itsTarH Traders bechare 22 ghante kaam karege🤣🤣

[Compounding Fish @compoundingFish]

@soicfinance Companies in the sector moves together
"Transformer Sector".
@soicfinance Learning
Not a recommendation😶

[Compounding Fish @compoundingFish]

Companies in the sector moves together
"Transformer Sector".
@soicfinance Learning
Not a recommendation😶
#Q2FY25

[Compounding Fish @compoundingFish]

Number of IPOs
#StockMarketIndia

[Compounding Fish @compoundingFish]

Beneficiaries of rising Indian IPOs "Investment Bankers"
All are 100% Up in last one year.
Not a recommendation in any way😶
#ipo #StockMarket

[Compounding Fish @compoundingFish]

Petrol Vehicles are also in declining trend, but petrol still have large market share.
#petrol

[Compounding Fish @compoundingFish]

Total Cars Sold in 2024 month wise.
>Diesel Cars on declining trend
>EV Cars on Upward trend
>Hybrid are in constant phase.
#MarutiSuzuki #Mahindra #Kia #hundai #IPO

[Compounding Fish @compoundingFish]

Key Trigger: Exceptional sales and pat growth, margin expansion.

[Compounding Fish @compoundingFish]

#Q2FY25 Results
#TRIL Exceptional Result
Sector : Power & Transmission
Subsector: Transformer and rectifier

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Key Domestic Customer

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Source: Economic Times ✅

[Compounding Fish @compoundingFish]

Hotel Sector🏦🚀🚀
#hotel #India

[Compounding Fish @compoundingFish]

@FI_InvestIndia Best comparison is Yes Bank🏦 Vs IndiGo ✈️
Not a recommendation in any way😶

[Compounding Fish @compoundingFish]

@soicfinance Thanks @ishmohit1 for giving detailed information about the value chain on
below sectors in today's webinar.
>aviation
>solar energy
>solar pumps
>water
>Life insurance

Looking forward to learn about all the value chain and key players of other sector as well.😊

[Compounding Fish @compoundingFish]

@nikhilkamathcio Is it similar to the capital cycle.

[Compounding Fish @compoundingFish]

@soicfinance Rather than selecting faster growing 2w oem as an investment and be a part of competition, Go for 2w auto ancc companies that are supplying to almost all of 2w oem players 😶