저자: 미상 · 외국인
요약 보기
한 줄 결론: 인도 소형 특수화학(안료) 기업 Sudarshan Chemical을 비이노벤 분석하며, 비디야 케디아의 보유 사실과 현재 할인율을 근거로 투자 매력을 강조하는 영상이다. 기업 개요: 유기·무기 화학제품을 생산하며 매출의 92%가 안료(pigment) 사업에서 발생한다. 특수안료 68%, 비특수안료 32% 구성이다. 글로벌 위치: 전 세계 안료 생산 3위로 소개. 국내 매출 55%, 수출 45%이며 85개국 이상에 수출한다. 시장 기회: 글로벌 안료 시장 규모 약 86억 달러(표기 기준 8.6 billion)로, 코팅·플라스틱·잉크·화장품 등에 쓰인다. 유기안료 시장은 향후 5년간 연 약 3% 성장 전망이 제시된다. 밸류에이션: 시가총액 약 2,561억 루피(소형주), 주가 약 370.52루피, 52주 고점 대비 약 40~42% 할인. PER 약 27, ROC·ROE 약 12·16%로 중간 수준으로 평가된다. 주주 현황: 뮤추얼펀드 지분이 2022년 9월 기준 약 14.18%로 분기마다 증가했다. 비디야 케디아 지분은 약 2.80%로 최근 2년간 유지 중이며, 다른 기관(C Academy) 지분은 약 1.4%다. 케디아는 2015년 4월 1일 약 133만 4천 주를 매입한 것으로 소개된다. 회사 연혁: 1952년 설립, NSE 상장. 순매출은 2006년 400억 루피에서 2014년 1,000억 루피로 증가했다. 출연자 전망: 진행자는 인도 제조업 육성 정책과 5조 달러 경제 목표를 들어 성장 잠재력이 크다고 긍정적으로 보나, 구체적 목표가·기간에 대한 가격 예측은 제시하지 않는다. 리스크 언급: 영상에서 명시적인 리스크 분석은 거의 없다.
다듬은 글
So friends, now we will see when Vijay KDS sir had purchased it and how much quantity he had purchased. Hello friends, welcome to today's video. I hope you all are doing well. So friends, today we will discuss about a small-cap specialist chemicals company in which Vijay Kedia sir also has a holding.
Friends, we will see when Vijay KDS sir had invested in it and what was his purchase quantity and what percentage he currently holds in it. We will do a detailed review of this stock. What does this company do? What is its business model? Which segment is it more focused on? What is its global presence?
How much revenue contribution comes from? We are going to do a complete detailed fundamental review and also see whether we should invest in this stock right now or not. So friends, without wasting any more time, let's get to the video. Chemicals manufactures both organic and inorganic chemicals, in which they have a special category of chemicals called pigments, from where this company has come.
92% of its revenue comes from this and the remaining components have only 8% revenue, so if seen specifically, pigment is where this company has the most focus and its revenue max in the pigment business which is specialty pigment is 68% where the income major control is the entire world wide and its non-specialty pigment contributes 32% revenue, its global presence is friends, here in the domestic market 55% revenue comes from the domestic market, export is quite strong, around 45% of its revenue comes from export, so friends here you can see that its export happens in 85+ countries which include your Europe, North America, Mexico, China, Japan, it is exported everywhere, friends, so friends if we talk about the fundamentals of this stock, its market cap is 2561 crores which is a small cap company, current market price is ₹37052, week high is your 640, 52 is a low It is of Rs 350, so if we compare it with its 52 week high, then friends, it is currently trading at a discount of around 40-42%.
Its P is only 27 and its ROC and RO are around 12 and 16, which is considered as medium and friends, here you can see its holdings, then here it holds a stay of 4.16%, but the thing to be seen is its holding given here, friends, if you see here, the Aaya is continuously increasing its stack in it, since December 29, if we see, it was 1.62%, mutual funds have done this in every quarter and if we look at the latest or September 2022, then the track of mutual funds here is 14.18% and friends, here you can see the holding of Vijay Kedia Sir, it is around 2.80 percent and since then it has been a constant holding for the last 2 years.
C Academy holds a 1.4% stake. So, friends, here you can see the company's investor presentation for the year 2023, where you can see their highlights here. Here, this entire pigment- focused business has been done in 2022. And here you can see friends, friends, it is the third largest pigment producer globally, which means its pigment production in the entire world is the third largest, meaning it comes at number three.
So friends, what we saw was that this company makes pigments and where it is most focused, right, where does this pigment get distributed, then we will understand better what is its growth opportunity in the future, right, friends, you can see here its global business market opportunity, this is a market opportunity of around 8.6 billion, so friends, now you can understand how big a market is open for pigments, so here your pigment users, friends, you can see here, this pigment is used in coatings here.
In elastic, we use a thing made of plastic fiber. Here, any plastic material that we use has pigment in it. In ink has pigment and especially in cosmetics, friends, all these things have pigment and you have seen that this company is among the third largest pigment producers in the entire global. So you can understand friends how much growth opportunity this company has, how much growth potential it has.
Friends, we are specifically talking about a chemical company named Sudarshan Chemicals, which was incepted in 1952. Friends, now you can see how many years of experience the company has and its continuous journey is given here. It is listed and listed on NSC. The net revenue is Rs 400 crore in 2006 and it has increased to Rs 1000 crore in 2014.
Friends, you have seen how much experience the promoter and the company have. The business growth opportunities in the global market across the world are quite high, or you can see that the total market is worth 10 billion and the opportunity that Sudarshan has is around 8.6 billion, friends, so in almost the entire global market opportunity segment, your Sudarshan Chemicals has a lot of exposure in it to capture the market and the growth of the organic pigment market is expected to be around 3% for the next five years, which is mentioned in the India Set for Strong and Sustainable Growth in Pigment Manufacturing, so friends, you also know about the Indian government, how much it is focusing on manufacturing right now, friends, the growth story of India in manufacturing, which is being said right now, that five trillion economy in the next few years, right, in that, it is possible that Sudarshan Chemicals can also get a lot of growth potential growth opportunity, so friends, right now we will see for Vijay.
When did Sir purchase it and how much quantity was purchased? Here we will type Sudarshan Chemical and here we will search the name of Vijay Kedia Sir. Friends, here you can see the purchase made by Sir for Vijay. Here he bought in the books on 1st April 2015. Here he had purchased 13 lakh 34 shares and what I showed you, even today, who holds that 1.4% stake on Sudarshan Chemical.
Friends, see, Sudarshan Chemical is a stock which is a chemical company and a specialist in the pigment segment, how much is its holding. It is your third largest pigment manufacturer in the global and how much is the future growth potential of this company. And if there is an investment in it like Vijay Kedia, then we get extra confidence to invest in the stock.
Friends, the stock is currently available at a discount of 40-42%. Friends, this stock is quite strong. If we look at its future growth, considering its presence in the global, friends, its growth potential in the future is quite high. Friends, there are a lot of growth opportunities as well and it also has 14 shares to capture that opportunity and grow it, friends, I hope you found the video quite informative, if you like the video etc.
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