Your videos are not just a particular Stock video. It is a story; a story of the stock, the industry and and associated stuffs. Hope to achieve 1M soon.
You do Grassroot level work before presenting the stock study. No where we can get such detailed presentation. Hats off for your dedicated work and enthusiasm.
I have 3 questions 1) Can you please explain the demerger that happened in December 2022? 2) Does the Switzerland plant procure RM from India and Vietnam or do they procure from farmers of Switzerland itself? 3) Does CCL product procure any coffee from Africa? because Africa also contributes around 12% globally in terms of coffee production.
Great video👌 Optionality -CCL has forayed into plant based meat under brand Greenbird. Plan to create and own other snack brands. From a contract manufacturer to brand owners.
Thanks for your enriching industry outlook and intuitive inputs regarding the pros and cons of the business. A lot of respect for your hardwork and zeal for sharing knowledge. Regards
Hi sir I have two questions: 1)If switching cost is high. How they are able to grab market share from others ? 2)If CCL buys coffee as per order received, then they can't be a bulk buyer. They must be buying in small chunks, so how can they get it cheaper then others.? How can this be a thesis pointer.
There are not so many players, plus it's been there, for 2 decades almost, since they are already largest processors, they might also be lowest cost producers so customers will first come to them for contracts. Tata coffee and the likes will be secondary players. Just an opinion
1. Takes multiple years to crack a customer. Growth we are seeing now is result of years of hardwork before. Which coffee processor has a 71kmtpa capacity? Homework: check tata coffee annual report and customer complaints. 2. They receive orders for the entire year and from some customers for 6months in advance. Thus, inventory usually remains elevated on the BS
@@SOICfinance I had the same question as asked above , so my take away from your comment is that , CCLs order from single customers is so huge in quantity that its a bulk order in it self and they get a discount on that which is not possible by other coffee players(economies of scale) + they had a good track record with customers(hard to built) in the industry. Let me know if i am thinking in right direction ? Thanks in Advance, great video 👍
We are truly humbled and grateful for your kind words about our recommended book. We're glad that you consider it one of the best books ever, and we're proud to have played a part in introducing you to it. Thank you for watching our channel and for your continued support.🙏🏻
Grab a cup of coffee, listen about a business who makes coffee of 1000 varieties and learn from best in class SOIC team. What a perfect moated blend. Aha...
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us. We will consider your suggestion.
CCL hass the probably the yuckiest coffee which they sell in B2C , but the coffee they provide to some Indian startup brands is like the higher level dried freeze coffe & those brands are growing at extreme YOY levels one exmaple is COUNTRYBEAN setting up a freezed coffee compound is quite a tedious thing for local inhouse coffee names therefore CCl is first choice of every customized blended flavour coffee brands
Great video. I have got a doubt though. @15:33 you said Indian coffee industry is 1 Billion USD. However right after you said it is equal to 2 to 2.5 lakh crore INR. However, isn't 1 billion usd equal to around 8000 crore INR?
Hi, Can you please make a video on Adani group of companies. Adani Green and Adani Transmission considering the GE revolution Adani Port considering the logistics policy The detailed study of this 3 companies will a great help to all of us to invest in this companies as they are the future oriented. Please make 1 video covering the above shares
Thank you for watching our video. 😃We hope this video was informative and hopefully adds value to you. We appreciate your suggestion, we'll see what we can do. 🙏
The Indian plant of CCL is near my hometown 🙂. But I never knew how big this business is, until i watched this video. 😅 Great work Ishmohit ji, as always. 🙏
Thank you for watching our video. 😃 We are glad to know this video was informative and hopefully it adds value to you. 🙏 We hope you continue learning with us.
The company earned 204 Crore profit for the year 2021-22. While the company s borrowings were 559 crores for the same period. Borrowings are consistently growing. Business is not only boring but is riskier also. SOIC ignores borrowings and considers only growth in sales and profit. But viewers should not ignore, the borrowings of the company and should avoid high debt-laden companies.
Debt to equity will be contained below 0.8x. Just in my view it isn't a real risk as the business is stable and established. Debt is an issue when you go into new projects that the company is executing for the first time ever
@@SOICfinance but we can say that company needs 3 Rs. as loan to earn 1 Rs. Profit.This is also happening for long time,for last 7 years or so. My question is why we should not Find zero or low debt companies?
Why is debt bad if you can use it to expand a stable business? Think? What's the point of debt free in an accelya kale, or ambika cotton or occl ltd? Just a source of capital. In a stable business makes much more sense. My perspective is from a businessman's point of view rather than academic finance..
@@SOICfinance बाळकृष्ण ind पर व्हिडिओ मे आपने भी यही सोचा था. बाळ.इंडस्ट्री कार्बन ब्लॅक का प्लांट लगा रही है. उसके ऊपर आपका कॉमेंट था ये कंपनी मे ,यही प्रॉब्लेम है,की कूच बर स बाद प्लांट modernisation करना पडता है.उस पर loan ब ढ ता. है , फिर मार्जिन कम होते है. ये सायकल हर 5 साल बाद रिपीट होती. आपको ये कंपनी मे ,ये चीज बडी draw back लगती है. आपके बाळकृष्ण इंड.के पुराने व्हिडिओ मे देखो.
Company Per Study Karne Ka Masha Hi Alag Hai Chart Per Analysis Karna Ka Mazaa Hi ALAG Hai Brother 👍 VBL 5X AND RAJRATAN GLOBAL WIRE 10X AND FINE ORGANIC 3X HO CHUKEY HAI MERE PORTFOLIO ME 💕
Fun fact soic RUclips channel ka competitive advantage 1 long format video (Jo mujhko bohot pasnad hai) 2 more detailed video 3 book recomend ❤️ 4 and ie hafte Mai 1 video ata hai 3 or is Chanel mai bohot achha fundamental community build hua hai. 5 Iha se bohot kuch or alag concept vi sikhta huu. 6 or Iha pai business Mai keya problem a sahkta hai ei vi batataya jata hai
Sir I have invested in BBTC (@1200 ,100Qty) No return Even promoters are misleading the balance sheet of Britannia and Bombay dyeing. Finally booked loss . Any chance in BBTC for staying or it is good to move on .
Please read our disclaimer in the video & the description. We are not registered with SEBI therefore, we do not give any buy/sell/hold investment advice or recommendations or provide any Portfolio Management Service, we believe that conviction cannot be borrowed.
Sir, I don't understand this concept of EBITDA/ton. I mean what is the math behind the immense usage of this ratio in coffee processing, cement processing industries? Can you explain this Please? or what should I read to understand this?
But companies like this CCL product or Lt foods they have been dominant in their space but how you make sure that it's the right time to aggregate these stocks because sometimes it goes on long year consolidation phase..
सर जी....मेरा मेमोरी पावर बहुत कमजोर है।और स्टॉक मार्केट में नालेज कैपेसिटी नहीं है।क्या आपके यहां मेंबरवशिप से मुझे फायदा मिल सकता है। कुछ पैसा कमा सकता हूं।
अगर आप हमारी मेंबरशिप के बारे में जानकारी चाहते हैं या समझना चाहते हैं कि यह आपके लिए कैसे उपयोगी हो सकती है, तो कृपया हमें info@soic.in पर ईमेल करें। हमारी टीम आपकी सहायता के लिए तत्पर है। कृपया हमारा डिस्क्लेमर पढ़ें। हम एक educational organisation हैं और किसी भी प्रकार की खरीद/बिक्री/होल्ड निवेश सलाह, सुझाव, या सिफारिशें नहीं देते हैं। 😃🙏 हम हमेशा आपको अपने research पर ध्यान देने और आत्मनिर्भर बनने के लिए प्रोत्साहित करते हैं! 📚📈
Thank you for watching our video. 😃We hope this video was informative and hopefully adds value to you. We hope you continue learning with us. We're obligated to request you to read our disclaimer. We don't give any investment advice, suggestion or recommendation. 🙏
Sir you mentioned in the video that they are going to set up a plant of packaging so are they going to replace reseller and become a reseller and then they will sell this coffee to the brands on their own??
Your videos are not just a particular Stock video. It is a story; a story of the stock, the industry and and associated stuffs.
Hope to achieve 1M soon.
Michael porter’s book and SOIC channel both are gold mines ❤
Sir can you pls, Tel me the book name
@@cooldude2056 yes, book name blis
there is no book by the name blis please tell the whole name of the book@@TheBanterCity
You do Grassroot level work before presenting the stock study. No where we can get such detailed presentation. Hats off for your dedicated work and enthusiasm.
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
@@rickfool1452💙🥳😂🤣
I have 3 questions
1) Can you please explain the demerger that happened in December 2022?
2) Does the Switzerland plant procure RM from India and Vietnam or do they procure from farmers of Switzerland itself?
3) Does CCL product procure any coffee from Africa? because Africa also contributes around 12% globally in terms of coffee production.
Great video👌
Optionality -CCL has forayed into plant based meat under brand Greenbird. Plan to create and own other snack brands. From a contract manufacturer to brand owners.
Thanks for watching our video. 👍 We hope the content was informative and enjoyable to go through.
Thanks for sharing your findings.
Your analysis really changed my perception of steadying stocks.
Year 2032
.
.
SOIC - 20M follower and the biggest financial channel in India
Bro that's a 100x growth!
@@anshubhat1094 I m sure it will happen by the timeline I mentioned
Thanks for your enriching industry outlook and intuitive inputs regarding the pros and cons of the business. A lot of respect for your hardwork and zeal for sharing knowledge.
Regards
Hi sir I have two questions:
1)If switching cost is high. How they are able to grab market share from others ?
2)If CCL buys coffee as per order received, then they can't be a bulk buyer. They must be buying in small chunks, so how can they get it cheaper then others.? How can this be a thesis pointer.
There are not so many players, plus it's been there, for 2 decades almost, since they are already largest processors, they might also be lowest cost producers so customers will first come to them for contracts. Tata coffee and the likes will be secondary players.
Just an opinion
1. Takes multiple years to crack a customer. Growth we are seeing now is result of years of hardwork before. Which coffee processor has a 71kmtpa capacity? Homework: check tata coffee annual report and customer complaints.
2. They receive orders for the entire year and from some customers for 6months in advance. Thus, inventory usually remains elevated on the BS
@@SOICfinance I had the same question as asked above , so my take away from your comment is that , CCLs order from single customers is so huge in quantity that its a bulk order in it self and they get a discount on that which is not possible by other coffee players(economies of scale) + they had a good track record with customers(hard to built) in the industry.
Let me know if i am thinking in right direction ? Thanks in Advance, great video 👍
the book reccomended by you can only be reccomended by exceptional readers. This book is one of the best ever
We are truly humbled and grateful for your kind words about our recommended book. We're glad that you consider it one of the best books ever, and we're proud to have played a part in introducing you to it. Thank you for watching our channel and for your continued support.🙏🏻
Awesome content bro ..was actually looking for such information
Thank you Mohit sir and SOIC team for analysing profitable business 👍👏
Best video paaji , please request aap aapni book publish kare . The soic way of investing by ishmohit Arora 👌👌👌
Grab a cup of coffee, listen about a business who makes coffee of 1000 varieties and learn from best in class SOIC team. What a perfect moated blend. Aha...
Well said!
Please one video on business analysis of Aether industries
Much love team SOIC 😻😻😻😻
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
We will consider your suggestion.
Why does it end within 38minutes? I wanted to go for at least one and a half hours.
BTW Bulls Eye. 🎯
Hands down an excellent video.
We're glad to know you enjoyed watching our video. 😃👍
We hope it adds value to you. We hope you continue learning with us.
Didn't have stock.. But I buy continental coffee.. I like the coffee. Now shall add the stock also... Thanks paaji
CCL hass the probably the yuckiest coffee which they sell in B2C , but the coffee they provide to some Indian startup brands is like the higher level dried freeze coffe & those brands are growing at extreme YOY levels one exmaple is COUNTRYBEAN
setting up a freezed coffee compound is quite a tedious thing for local inhouse coffee names therefore CCl is first choice of every customized blended flavour coffee brands
SOIC, the real gold
You are really awesome hard working at that time
Really really great soul.....
Have best of luck for future....
1M SUBSCRIBERS..
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
@@SOICfinance
Thank you so much
For next next level thinking contributions for third largest economy power ( retailers)....
Great video. I have got a doubt though. @15:33 you said Indian coffee industry is 1 Billion USD. However right after you said it is equal to 2 to 2.5 lakh crore INR. However, isn't 1 billion usd equal to around 8000 crore INR?
Coffee is still not a common men's drink like tea; Hence lot of scope if volume grows and pricing comes down
Thanks for your input. 😃👍
Hi, Can you please make a video on Adani group of companies.
Adani Green and Adani Transmission considering the GE revolution
Adani Port considering the logistics policy
The detailed study of this 3 companies will a great help to all of us to invest in this companies as they are the future oriented.
Please make 1 video covering the above shares
Thank you for watching our video. 😃We hope this video was informative and hopefully adds value to you.
We appreciate your suggestion, we'll see what we can do. 🙏
Lots of research dear , keep growing
Its been a very long time since you have added English captions to your videos. Please add subtitles
Check the captions. The subtitles are added in 72 hours. 👍😃
Mind blowing analysis , it was just fantasic listen.
Thank you sir.
Sardaar ji you are a great soul
Love from #BARAN ❤️
your vids are amazing😇
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
You truly are a gem Ishmohit sir 😍
Pajji please make a video on how to became a great investors throw knowledge?
Awasome learning thanks sir 😊
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
Today you're similing more during your narration...keep it up.
Please analyse Hindustan Foods, Jyoti Resins and Shri Jagdamba Polymers
Paaji please make video on bikaji ipo and five star business finance 🏦 🏦🏦
What about Logistics sector
Please make video
You give us lot of knowledge
Thank you!
Lovely video as always, you are doing a splendid job. Can you share your nephews financial planning sheet, i am excited to see that.
The Indian plant of CCL is near my hometown 🙂. But I never knew how big this business is, until i watched this video. 😅
Great work Ishmohit ji, as always. 🙏
Most valuable video
Thank you for watching our video. 😃 We are glad to know this video was informative and hopefully it adds value to you. 🙏 We hope you continue learning with us.
Your videos are very informative.
The company earned 204 Crore profit for the year 2021-22. While the company s borrowings were 559 crores for the same period. Borrowings are consistently growing.
Business is not only boring but is riskier also.
SOIC ignores borrowings and considers only growth in sales and profit.
But viewers should not ignore, the borrowings of the company and should avoid
high debt-laden companies.
Debt to equity will be contained below 0.8x. Just in my view it isn't a real risk as the business is stable and established. Debt is an issue when you go into new projects that the company is executing for the first time ever
@@SOICfinance but we can say that company needs 3 Rs. as loan to earn 1 Rs. Profit.This is also happening for long time,for last 7 years or so.
My question is why we should not
Find zero or low debt companies?
Why is debt bad if you can use it to expand a stable business? Think?
What's the point of debt free in an accelya kale, or ambika cotton or occl ltd?
Just a source of capital. In a stable business makes much more sense. My perspective is from a businessman's point of view rather than academic finance..
@@SOICfinance बाळकृष्ण ind पर व्हिडिओ मे आपने भी यही सोचा था.
बाळ.इंडस्ट्री कार्बन ब्लॅक का प्लांट लगा रही है.
उसके ऊपर आपका कॉमेंट था ये कंपनी मे ,यही
प्रॉब्लेम है,की कूच बर स बाद प्लांट modernisation करना पडता है.उस पर loan ब ढ ता. है , फिर मार्जिन कम होते है.
ये सायकल हर 5 साल बाद रिपीट होती.
आपको ये कंपनी मे ,ये चीज बडी draw back
लगती है.
आपके बाळकृष्ण इंड.के पुराने व्हिडिओ मे देखो.
@@must604 what about adani stocks? 🤣
Thanks again sir such types of knowledge sharing for your viewers....
Company Per Study Karne Ka Masha Hi Alag Hai Chart Per Analysis Karna Ka Mazaa Hi ALAG Hai Brother 👍 VBL 5X AND RAJRATAN GLOBAL WIRE 10X AND FINE ORGANIC 3X HO CHUKEY HAI MERE PORTFOLIO ME 💕
Sir aapka Bhanushali sir ke sathe interwieve bahut shandar tha very informative thenk u for this type of video
do I have to buy the whole bundle? do you not teach a specific course like picking epic stocks? What is the cost?
It's a part of the SOIC Membership
As usual enjoyed the session.thanx ishmohit.
Why EBITA is considered not GROSS PROFIT.
Gross profit is minus only the direct expenses, ebitda is after other indirect expenses too
Because their Ebitda per kg is fixed. Thus, considering ebitda per kg
BOOK & SOIC VEDOS BEST ALL VEWERS THANKS 😊 🙏
Fun fact soic RUclips channel ka competitive advantage
1 long format video (Jo mujhko bohot pasnad hai)
2 more detailed video
3 book recomend ❤️
4 and ie hafte Mai 1 video ata hai
3 or is Chanel mai bohot achha fundamental community build hua hai.
5 Iha se bohot kuch or alag concept vi sikhta huu.
6 or Iha pai business Mai keya problem a sahkta hai ei vi batataya jata hai
Thanks 🙏
आप इसी तरह का एनालिसिस, HesterBio शेयर में भी किजिए 💐💐
What do you think about Management Integrity?
Sardar ji apki full portfolio stocks ke upar video banaye education purpose ke liye 🙏🙏🙏
Great Video As Always..
U Preffer OPM Or EBITDA Margin For Companies Analysis??
Very nice presenation ...
Sir
I have invested in BBTC (@1200 ,100Qty)
No return
Even promoters are misleading the balance sheet of Britannia and Bombay dyeing.
Finally booked loss .
Any chance in BBTC for staying or it is good to move on .
Please read our disclaimer in the video & the description.
We are not registered with SEBI therefore, we do not give any buy/sell/hold investment advice or recommendations or provide any Portfolio Management Service, we believe that conviction cannot be borrowed.
Great explanation 👍
Sir, I don't understand this concept of EBITDA/ton. I mean what is the math behind the immense usage of this ratio in coffee processing, cement processing industries? Can you explain this Please? or what should I read to understand this?
Ebitda per kg here, as prices of end product are too volatile
MY DEAR PL TELL US ABOUT HIDDEN FUTURE MULTIBAGGARS.THAT WILL BE MORE INTERESTING ANDLISTENING.
Could somebody please shed light on the current state of Apcotex
Yo,
Softening demand and softer realisations they are facing at the moment. Temporary headwinds in front
@@ishmohit1 thanks buddy. Keep shining 🌻
Coffee is never boring
Thank you for watching our video. 😃 We hope this video was informative and hopefully adds value to you. We hope you continue learning with us.
Mohit bhai where to check market penetration ?
Mind blowing analysis...
Any views on Meghmani organics and Meghmani finechem?
Please sir create a video in solar energy business
But companies like this CCL product or Lt foods they have been dominant in their space but how you make sure that it's the right time to aggregate these stocks because sometimes it goes on long year consolidation phase..
Abhi achi valuation par wapas aa rahe hai CCL 😅
सर जी....मेरा मेमोरी पावर बहुत कमजोर है।और स्टॉक मार्केट में नालेज कैपेसिटी नहीं है।क्या आपके यहां मेंबरवशिप से मुझे फायदा मिल सकता है। कुछ पैसा कमा सकता हूं।
अगर आप हमारी मेंबरशिप के बारे में जानकारी चाहते हैं या समझना चाहते हैं कि यह आपके लिए कैसे उपयोगी हो सकती है, तो कृपया हमें info@soic.in पर ईमेल करें। हमारी टीम आपकी सहायता के लिए तत्पर है।
कृपया हमारा डिस्क्लेमर पढ़ें। हम एक educational organisation हैं और किसी भी प्रकार की खरीद/बिक्री/होल्ड निवेश सलाह, सुझाव, या सिफारिशें नहीं देते हैं। 😃🙏 हम हमेशा आपको अपने research पर ध्यान देने और आत्मनिर्भर बनने के लिए प्रोत्साहित करते हैं! 📚📈
Recently added this stock in portfolio 🤘
Happy Diwali
One suggestion why don't you put your paid course on Udemy at 25% prices your sales will become like 50 x try it for a year
Thanks for your suggestion. 🙏
Excellent👍
Thank you! Cheers!
Bahut shandar video
From last 3 years CFO < PAT for CCL.. Is this a red flag?
If green coffee prices have high inflation, probably companies like Tata Coffee will do much better.
Commodity hey bhai
🙂Sir BASF Ltd biggest plant shut down in Europe
Pls share your view🙏
गजब का ज्ञान देते हो भाई , तुम तो पुरे दिन इन्ही सब में लगे रहते होंगे ??
I liked boring things n that's why invested
Thank you for watching our video. 😃We hope this video was informative and hopefully adds value to you. We hope you continue learning with us.
We're obligated to request you to read our disclaimer. We don't give any investment advice, suggestion or recommendation. 🙏
Ishmohit Ji.... syngene or Varun ka naam lena nhi bhulte kisi bhi video me...😀
Jamaica coffee is best :)
Company might be doing well but had purchased their coffee , it’s pathetic , usually use nestle or tata coffee or aveon
at 15.40 mints you said 2 to 2.5k crore but slides shows 2 to 2.5 lakhs crore.
Thanks for letting us know
Sir please company ka nam likhdo kya hay .pata nehi chalata .
Hope you watched the video, the business is mentioned.
Sir am a army soldier. Not time to watching full video, or can't understand u ..but believe u sir ..
Powerplay me aaj phaad diya aapne
Thank you for watching our videos. 😃 We hope they are informative and add value to you. We hope you continue learning with us.
you need to add english subtitles
Subtitles are added in 72 hours 👍
Nice very nice sir g
Martin Brian Garcia Barbara Thomas Nancy
Nice stock but more anti thesis atm.
First Like😘👍
Super super
Lindy😅 i😮
Sir you mentioned in the video that they are going to set up a plant of packaging so are they going to replace reseller and become a reseller and then they will sell this coffee to the brands on their own??
Sir i really want to know about it
મજ્જા આવી ગઈ હો પાજી..
Anderson Michelle Gonzalez Angela Harris Patricia
Buy tata coffee
☕️☕️
First
🙏
Worest company ccl
Bro make a video on magic formula by joel greenbelt and how to use it indian market