When I opened RUclips and saw session 9 being popped up, I had a big smile on my face. Thank you so much for all your efforts sir, you are truly a gem and we all eagerly wait for your sessions! ☺
Hi Sir, VB's sales has grown due to 1. volume gain- To leverage PepsiCo brand to increase mkt penetration in licensed territories and increasing distribution to underpenetrated region. 2. Acquisition- 3. Diversified portfolio- non cola carbonated beverages and NCB,s , Bottled water 4. Capacity expansion 5. Strategic partnership with PepsiCo.....
Sir assignment number 1 for Aditya Birla fashion and retail Limited : The increase in depreciation (₹282 crore to ₹1,769 crore) and fixed assets (₹2,555 crore to ₹12,401 crore) is primarily due to: 1. Expansion and new investments in stores, properties, or technology. 2. Impact of Ind AS 116 lease accounting. 3. Acquisitions of new brands and businesses. 4. Strategic capital expenditure to maintain and grow the company's market presence. This trend aligns with a growing business expanding its operations and asset base.
Sir, In financial modeling we took power and fuel (in line item of other expenses) and employee benefits expense as direct cost and included in COGS calculation. But here employees benefit expenses and total other expenses included in SG&A. Therefore, not used in calculation of COGS. Please clarify the concept.
sir i’m just learning how to do investing not a professional finance student but feeling difficulty in understanding financial statements how to read and analyse them,so just one request please explain all financial statements in depth and how to interpret financial shenanigans in them and how to correlate them.🙏
Assignment number 3 attention in margin: Reliance Power's Operating Profit Margin (OPM) declined from 40% in March 2020 to 15% in March 2024. Several factors contributed to this decrease: 1. Increased Operating Expenses: The company's expenses rose from ₹4,552 crores in March 2020 to ₹6,733 crores in March 2024, impacting profitability. 2. High Debt Levels: Reliance Power's debt-to-EBITDA ratio was 8.22 times, indicating significant debt servicing costs that reduced operating profits. 3. Volatile Other Income: Fluctuations in other income, including a negative ₹3,368 crores in March 2020, affected overall profitability. 4. Competitive Market Environment: Intense competition in the power sector, with players like Adani Power and Tata Power expanding their capacities, may have pressured Reliance Power's margins.
One thing you missed that in software company there is no depreciation, if like that where your youtube shorts and videos saved and much more things i cant explain here right now.😍
why EBITDA are increase ... sir.. kyuki 2019 se phle jo rent hota tha stores ka vo seddha operating expense me dikhaya jata tha 2019 me ek nye rule ind AS116 me kha ki jo bhi leased stores hai unko ek asset ki trh recoard krna hoga or unki value har sal depreciation ke though kam hogi or Aditiya Birla Fasion ke pss bhot sare leased stores hai is vjh se depreciation bdh rha hai
Assignment 1 Aditya Birla Fashion & Retail Company depreciation increases (why)? The company acquired the TCNS clothing brand. Assignment 2 1. D-Mart decrease in sale growth margin why? - because Online competition 2. How did Varun beverages increase their sales? - Varun Beverages increases sales through volume expansion by enhancing distribution networks is sustainable because it builds long-term market penetration, and strengthens brand presence. Assignment 3 How does Mazdoc Shipyard increase its operating profit margin? (Reason) through higher-value defence contracts, improved operational efficiency, and cost-control measures. Diversified projects and technological advancements further boost profitability and margin growth.
aditya birla fashion purchased a lot of buildings , value of building in 2018 was 300 and in 2024 8300 this led to increase in depreciation. Dep on building as per it act is 15% so dep in 2024 is near about 1200 and remaining depreciation is on machine and furniture and other assets
Many reasons for rising Depreciation exp. for ABFRL. 1) Before 2019 the company use "Ind AS 17" accounting standard under which leases were classified as either finance leases or operating leases, Depreciation was not directly impacted by operating leases, as the leased assets were not capitalized But after 2019 accounting standard revolutionize and introduce Ind AS 116 This new standard required the recognition of Right of Use (ROU) assets and lease liabilities, leading to a significant increase in depreciation and the elimination of lease expenses from operating costs for most leases. 2) ABFRL has been actively expanding its retail footprint, opening new stores and acquiring assets to strengthen its market presence. This growth results in higher capital expenditures, subsequently increasing the depreciation of PP&E. 3) Investments in new brands and acquisitions lead to the amortization of intangible assets, contributing to the rise in depreciation and amortization expenses.
Assignment 3 1)One of the significant projects on the horizon for Mazagon Dock is the Scorpene submarine order, currently in advanced discussions with the Ministry of Defence. “Securing this order would provide us with a steady execution pipeline,” said Singhal. “It’s nearly as large as our existing order book, and we hope to finalise it soon.” 2)Mazagon Dock Wins Rs 122-Crore Order From MAHAGENCO
Sir, please speak important words and numbers in english language only, so that we can understand it clearly because of we are from non hindi, Please consider my request, Thank you sir.
MDL spends less than 1% of its operating revenues on interest expenses and 9.47% on employee costs. MDL's material costs dropped from Rs 14.3 billion to Rs 11.1 billion, and spares costs decreased from Rs 2.1 billion to Rs 1.1 billion.
Hi Sir, I have a query in Income statement analysis. If there is Expenses like - Net(gain)/Loss on foreign currency transaction given in income statement. Is it part of SG&A or not.
VBL's revenue has grown due to an expanded distribution network, increased product penetration, and favorable demand VBL's acquisitions in Africa are expected to increase international volumes.
When I opened RUclips and saw session 9 being popped up, I had a big smile on my face. Thank you so much for all your efforts sir, you are truly a gem and we all eagerly wait for your sessions! ☺
Sir ji income statement aur balance sheet isi tarah deeply hi samjhana. Aur in dono me manipulation kese pakde hum. Thanks 🙏
If you want to catch manipulation then read Audit subject
One of my best teacher in the world ❤❤❤
Hi Sir, VB's sales has grown due to 1. volume gain- To leverage PepsiCo brand to increase mkt penetration in licensed territories and increasing distribution to underpenetrated region. 2. Acquisition- 3. Diversified portfolio- non cola carbonated beverages and NCB,s , Bottled water 4. Capacity expansion 5. Strategic partnership with PepsiCo.....
Sir assignment number 1 for Aditya Birla fashion and retail Limited : The increase in depreciation (₹282 crore to ₹1,769 crore) and fixed assets (₹2,555 crore to ₹12,401 crore) is primarily due to:
1. Expansion and new investments in stores, properties, or technology.
2. Impact of Ind AS 116 lease accounting.
3. Acquisitions of new brands and businesses.
4. Strategic capital expenditure to maintain and grow the company's market presence.
This trend aligns with a growing business expanding its operations and asset base.
How did you got this info?
Through con calls or any other means??
I like your style of teaching. I am able to understand concepts that were difficult for me.
Parth Sir
Please don’t bother about your cough disturbance
You and your teaching just wow🙏🏻
True mentor you are and waiting for Pune Meet up😊
Very Well Explained Sir
please upload the analysis and interpretation of balance sheet and cash flow statement too
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Bht acha guru ji bht acha lagta hai jab aap itne ache se padhate hai as usual love you
Your efforts are totally fruitful keep going we will follow you sir.
INFORMATIVE
Amazing explanation sir ❤❤
Sir, pls make a video on how to find out the intrinsic value. What is overvalued and undervalued
Bhoot shandar session sir ji, sir pls ek session chart reading & volume analysis, our chart kaha se aour kaise banaye zero se pls
Thank you so much for your consistent efforts Sir.
Glad to follow you❤
Thank you ❤❤❤❤ no more words that I could speak about u
Thank you so much sir for providing this kind of knowledge to us and working for us again big thank you❤.
Sir....well explained ❤
Please make detailed video on how to choose insurance plan(mediclaim) and term insurance from which company and plans.......
great lecture
Sir,
In financial modeling we took power and fuel (in line item of other expenses) and employee benefits expense as direct cost and included in COGS calculation.
But here employees benefit expenses and total other expenses included in SG&A. Therefore, not used in calculation of COGS.
Please clarify the concept.
Great Sir Thanks 🙏🏻
sir i’m just learning how to do investing not a professional finance student but feeling difficulty in understanding financial statements how to read and analyse them,so just one request please explain all financial statements in depth and how to interpret financial shenanigans in them and how to correlate them.🙏
this is so good! thank you sir
Assignment number 3 attention in margin: Reliance Power's Operating Profit Margin (OPM) declined from 40% in March 2020 to 15% in March 2024. Several factors contributed to this decrease:
1. Increased Operating Expenses: The company's expenses rose from ₹4,552 crores in March 2020 to ₹6,733 crores in March 2024, impacting profitability.
2. High Debt Levels: Reliance Power's debt-to-EBITDA ratio was 8.22 times, indicating significant debt servicing costs that reduced operating profits.
3. Volatile Other Income: Fluctuations in other income, including a negative ₹3,368 crores in March 2020, affected overall profitability.
4. Competitive Market Environment: Intense competition in the power sector, with players like Adani Power and Tata Power expanding their capacities, may have pressured Reliance Power's margins.
Great learning, please make same on financial statements too b/s
One thing you missed that in software company there is no depreciation, if like that where your youtube shorts and videos saved and much more things i cant explain here right now.😍
Thankyuo sir
why EBITDA are increase ...
sir.. kyuki 2019 se phle jo rent hota tha stores ka vo seddha operating expense me dikhaya jata tha 2019 me ek nye rule ind AS116 me kha ki jo bhi leased stores hai unko ek asset ki trh recoard krna hoga or unki value har sal depreciation ke though kam hogi or Aditiya Birla Fasion ke pss bhot sare leased stores hai is vjh se depreciation bdh rha hai
Assignment 1
Aditya Birla Fashion & Retail Company depreciation increases (why)? The company acquired the TCNS clothing brand.
Assignment 2
1. D-Mart decrease in sale growth margin why? - because Online competition
2. How did Varun beverages increase their sales? - Varun Beverages increases sales through volume expansion by enhancing distribution networks is sustainable because it builds long-term market penetration, and strengthens brand presence.
Assignment 3
How does Mazdoc Shipyard increase its operating profit margin? (Reason) through higher-value defence contracts, improved operational efficiency, and cost-control measures. Diversified projects and technological advancements further boost profitability and margin growth.
Yes sir
Marking my attendance for day 9! 🫡😊
Vbl sales increase due to volume because they are expanding in new market
aditya birla fashion purchased a lot of buildings , value of building in 2018 was 300 and in 2024 8300 this led to increase in depreciation. Dep on building as per it act is 15% so dep in 2024 is near about 1200 and remaining depreciation is on machine and furniture and other assets
Many reasons for rising Depreciation exp. for ABFRL.
1) Before 2019 the company use "Ind AS 17" accounting standard under which leases were classified as either finance leases or operating leases, Depreciation was not directly impacted by operating leases, as the leased assets were not capitalized But after 2019 accounting standard revolutionize and introduce Ind AS 116 This new standard required the recognition of Right of Use (ROU) assets and lease liabilities, leading to a significant increase in depreciation and the elimination of lease expenses from operating costs for most leases.
2) ABFRL has been actively expanding its retail footprint, opening new stores and acquiring assets to strengthen its market presence. This growth results in higher capital expenditures, subsequently increasing the depreciation of PP&E.
3) Investments in new brands and acquisitions lead to the amortization of intangible assets, contributing to the rise in depreciation and amortization expenses.
D mart sales increases in five years because of the low cost of raw materials , the price of raw materials are increased after covid .
"Project bought outs and other cost" sir ye cogs me add hogi ya SG&A expenses
sir ji can we call SG&A as" Operation expense" , because it also includes all the day to day cost related to the business needs in order to run .
Could you tell us how financial statements are inter linking
sir next equity cohort kb ayega mujhe join krna h
Sir will there be a new equity research cohort after the December one as I couldn't join the last cohort due to commitments
Assignment 3
1)One of the significant projects on the horizon for Mazagon Dock is the Scorpene submarine order, currently in advanced discussions with the Ministry of Defence. “Securing this order would provide us with a steady execution pipeline,” said Singhal. “It’s nearly as large as our existing order book, and we hope to finalise it soon.”
2)Mazagon Dock Wins Rs 122-Crore Order From MAHAGENCO
1st comment 😍
Hello Parth Sir
Other Operating Income should We include or Exclude For calculation EBITDA ??
Sir, please speak important words and numbers in english language only, so that we can understand it clearly because of we are from non hindi,
Please consider my request,
Thank you sir.
Sir videos ki frequency thoda tez kriye 🙏
How a BTech ECE graduate make career in Investment banking or related field as a research analyst or something.
Sirji aaj market kafi gir gya
Kya hmpv ka effect hai
MDL spends less than 1% of its operating revenues on interest expenses and 9.47% on employee costs.
MDL's material costs dropped from Rs 14.3 billion to Rs 11.1 billion, and spares costs decreased from Rs 2.1 billion to Rs 1.1 billion.
Attendance mark karlo sir!
❤❤
Please show how to make in excel
Hi Sir, I have a query in Income statement analysis. If there is Expenses like - Net(gain)/Loss on foreign currency transaction given in income statement. Is it part of SG&A or not.
Other income or Other expenses
Expenses
VBL's revenue has grown due to an expanded distribution network, increased product penetration, and favorable demand
VBL's acquisitions in Africa are expected to increase international volumes.
Assignment 1 timespan 36:37
Assignment 2 & 3 timespan 52:37
And read
Hi sir,
Can you please send the notes of this
Sirjiiiii company ki order book kaha se nikaleeeeee
Sir Please Share this PPT
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Mai el din 1billion $ kamuga ,aapke wajh se