The SOIC Podcast

Will Asian Paints Destroy Competition?? | Is the Legacy in Danger?


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“The magic is doing simple things repeatedly and long enough to ignite the miracle of the Compound Effect.” —Darren Hardy

Hi Investors! "Har Ghar Kuch Kehta Hai… Aapka wala kya kehta hai?" 😄

A house is a place of great significance in Indian culture. We Indians always have special plans to decorate our houses from time to time. Be it Diwali, a wedding in family or some important milestone, etc. Paint is probably the most significant part of the budget when we undertake the project to beautify our homes from time to time. Hence, the paint industry holds a very strategic place in the whole home decor industry.
In this episode we will undertake the monumental task of Covering in Depth one of the behemoths of Indian Stock Market and a Leader in its industry—Asian Paints Ltd. This is a very special episode where we will cover the consistent compounder from scratch to current competition it may be facing in the near future.

Some important highlights of the episode are:

Basics of Paints Industry
History of Asian Paints
Value Chain
Competitive Structure & TAM
Asian Paints vs Grasim
P2P Analysis
Technical View
Valuations
Risks
We would urge you to pay full attention and do take notes as this Industry Analysis will come in handy in future research projects as well. Hope to keep adding value to you.

...more
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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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