Sigachi Industries! A Profitable Niche?

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Business Analysis - Sigachi Industries Ltd
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📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Greetings from SOIC!
Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.
Let's understand the business model, industry structure, competitive advantage and growth prospects of a company that is not known to many in the chemical space.
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Time Stamps
Important Mental Model: (0:00)
Understanding Value Chain & Products: (3:17)
History & Everything about MCC: (4:00)
Competitive Landscape: (10:00)
Competitive Advantages & Manufacturing Process: (11:00)
Key Financials, Thesis Pointers & Valuations: (13:00)
Anti-thesis & Closing Comments: (15:53)
#soic

[@WANDERFULPASSPORT]

The review is very honest. Liked it. Just note that: There are nt any other MCC manufacturers that are listed on the indian exchanges and that gave #sigachi a scarcity premium- the kind of stuff that happens when investors feel that this is the only stock that can help them ride the MCC wave.
Plus, we are very optimistic on QSR- the frozen dessert that you picked in kirana, the cheese, salad dressing that you eat contains MCC from sigachi. The 👄, shampoo, toothpaste, eyeliner, makeup items all contains sigachi MCC.
So if you are +ve about qsr growth(Devyani), Pharma, and cosmetics (Nykaa)- sigachi presence will be every where.

[@SOICfinance]

Thanks for posting your view point :)

[@crazyshiva2008]

Excellent analysis 👍🏼
People generally don't understand the work that goes into analysing the buisness and making a detailed video.
Thank you for making these videos.
Don't even consider what the trolls say on twitter. When you explain both thesis and anti-thesis points with such clarity, it's an individual's decision whether to go with it or not.
Thank you.

[@SOICfinance]

Thank you so much Shiva for your kind words :)

[@jaisharma777]

Thank you Ishmohit sir and team SOIC....for analysis of the company...your efforts are valuable and appricated...

[@SOICfinance]

Thank you Jaiprakash :) Hope to keep adding value

[@hightablehierarchy9427]

Most underrated channel. You deserve 1M+ subs immediately. Thanks for sharing.

[@abhijitdhar5861]

once again very rich content delivered by team "SOIC" thanks to cover all the aspects in 18 min it takes lot of hard work

[@SOICfinance]

Thanks Abhijit for your kind words :) Hope to keep adding value

[@DileepKumar-kg7ve]

Great work from soic Through videos and Blogs on companies in website for non-memberships as well
Great 👍

[@SOICfinance]

Thanks Dileep :) Glad you liked it

[@avinashranjan4155]

Good Analysis. But Sir pls include other companies of same sector for better comparative analysis. This should include different types of ratio analysis. Just depicting one fact that this company debtors days are high and creditors day are low. Means it has less bargaining power. Also, cash from operation is in the range of 50 to 60% of profit, but it is improving year on year.

[@siddhantshah2929]

The way you are honest to investing is pure class!!!

[@SOICfinance]

Thanks Siddhant :) Hope to keep adding value

[@sudeshnapal5213]

Hi Ishmohit, can you please educate us on the plus and minus of high pe and low pe stocks. Which one is more promising, because we keep hearing different ideas from different well known investors. But it seems, they are right in their opinion also. Hence bit confused on the valuation front.

[@Mayank-Pawar]

Wow, Amazing Insights, It's the Best Channel when it comes to Fundamentals

[@knowledge_seeker_]

Currently on Chapter 4 of Joy of Compounding, hoping to finish it before the webinar! :)
Thanks for the video man, as always content is top class! 👍🏻👍🏻

[@SOICfinance]

Thanks for your kind words :) Hope to keep adding value in your investing journey

[@sunildhas9684]

I m fan of ur video sir
I m view ur all video...nice video
Now i m not affordable premium plan

[@SOICfinance]

Thanks Sunil for your kind words :) Hope to keep adding value in your investing journey

[@shankar996754]

Thank you Ishmohit. It was very informative. Learnt something new called MCC, and CFO/PAT ratio.

[@BDprasad-yv4dy]

Sir some detail on CFO/PAT RATIO

[@vijaydixit4158]

Always awaiting your videos. Great knowledge of different kind of businesses

[@joinjp2003]

You had me at "Circle of ignorance". Without seeing full video I am forced to comment. Kudos for such great quality.

[@SOICfinance]

Thank you so much for your kind words :)

[@kiranshah3325]

Ishmohit has done a thoroughly wonderful job as always & we do appreciate. Thanks IShmohit,we always remain grateful to you. But Investors, Please consider the following also in case one has missed out: Sigachi's pre iPO equity capital was Rs 7.68 Cr. Just before the IPO, the co. issued 2:1 Bonus issue resulting in tripling of the equity capital. Then add the equity capital raised by the Co. in IPO. Now all the data on earnings,ROE,RoCE,P/E,etc which were quite rosy looking pre-IPO need to be reworked & re looked closely before any decision. Wish all investors best of times ahead !

[@kiranshah177]

👌👌👌

[@ravijag73]

Ishmohit salute again from Bengaluru. Very insightful video with the mental model thrown in for free 👍. May our tribe reach 100k soon

[@SOICfinance]

Hi Ravi. 😃 Thank you for supporting our channel and our work, we are grateful to have your support. We're glad to add value to your investing journey. 😃🙏

[@ramjimadhavan2075]

Great analysis as ever. First time I think I'm watching without CC, very comfortable and better understanding.
Hope you continue this trend, I'm sure this will pull more followers to the channel.
Thanks again for the video.

[@SOICfinance]

Thanks Ramji :) Noted your suggestion and thanks for well wishes :)

[@theriddle100]

I must appreciate your effort
I haven't seen such good equity analysis

[@rammahesh3349]

Thanks a lot Mohit sir for explaining new mental model.. Waiting for more updates from SOIC

[@SOICfinance]

Thanks a lot Ram :) Hope to keep adding value

[@CptLevi__]

THANKS for Your Sunday Video ✌️☺️

[@SOICfinance]

Most Welcome Piyush :)

[@vivekthakkar7114]

How simply u r providing decent knowledge for zero fees🤠✌keep it up ishmoit

[@SOICfinance]

Thanks Vivek for your kind words :) Hope to keep adding value

[@SUNNYKUMAR-by4qc]

Always great learning from you..... Thanks a lot 🙏🙏🙏🙏

[@SOICfinance]

Thanks Sunny for your kind words :) Hope to keep adding value

[@nitintomer5923]

Great analysis and your simple language makes it smooth to understand for everyone.

[@SOICfinance]

Thanks Nitin for your kind words :) Hope to keep adding value

[@pankajsinha3865]

Your analysis is very clear on both positives and negatives and matches with my philosophy of small allocation in micro caps and new businesses and exit at right time after making decent profit or exit if margins decrease for 2 successive quarters .So this stock is for watchful investors as not much about these micro caps doesn't come out in mainstream media except at IPO times. Still 2 positives ( non dependence on China plus ever-growing segments of drugs / food and beverages / cosmetics ) make it a good bet for investing on long term for 2 yrs. Thanks Ish for your research.

[@desaichinmay22]

Excellent video Ishmohit. Thank you for educating retail investors at such scale.

[@SOICfinance]

Thanks Chinmay :) Hope to keep adding value

[@JAYP20256]

Wait and watch for this company

[@muralinatarajan4628]

Made me clear about the portfolio allocation using circle of ignorance sir. Its one of the life changing points for myself sir.

[@SOICfinance]

Thanks Murali :) Hope to keep adding value

[@ch70208]

Excellent knowledge and analysis...

[@Arjun.Trivedi]

Very good video.. SOIC never disappoints.. please conduct live session after Sunday videos

[@SOICfinance]

Thanks Arjun :) Sure, noted your suggestion

[@gautamgupta2921]

Again its me.
Boring weekend turned into an interesting one.
1.) besides stock analysis what is important is your opening with a mental model. Was introduced by a friend 1.5 yrs back what are mental models and yes they are powerful. (My favourite- first principles)
2.) at the back of my head i used to think initially that although you have knowledge, but ur main strength is bcoz of unseenvalue(3months back when i got to know about soic). But now for the last 10-15 days it is clear you your own mindset and even have the courage to take another route/skip his convictions using your own brains 🧠.
Future is bright . 🙏💯

[@SOICfinance]

Thanks Gautam for your kind words and well wishes :) Hope to keep adding value in your investing journey

[@kalpeshpathare1108]

Always love your Mental Models
Thanks ishmohit 🙏🙏

[@SOICfinance]

Most Welcome Kalpesh :) Hope to keep adding value

[@joeGuizan]

A lot of numbers and factors. Thanks.

[@mahadevaniyer2726]

When investing in a micro/small cap what a retail investor can have is optimism, hope and belief in the Management team! I prefer to let Aamir Khan prive that he is a star before backing him! So I look at qsqt, raakh etc. and then firm my investment thesis! I'm invested since 2006 and so far this approach has worked satisfactorily! Aage kuch badlega to sochenge! 🤠🙏

[@jamesdebbarma4119]

Wow. So detailed. Thank you. Keep up the good work.

[@anupamthati3179]

Thank you so much for such a detailed analysis bhai.. At these busy schedules it’s impossible for and IT employee like me to go through about a company and it might take months to analyse one company.
Coz of you lakhs of individuals are benefiting and gearing up their knowledge to next level and this helps individuals to have conviction to invest or not. Kudos!
I have seen you appreciated @moneypurse work. It’s a Telugu CZcams channel and we telugites are happy to have such a channel in Andhra. This appreciation shows your transparency and positive attitude.
Thanks a Ton. Jai Hind🙏

[@samuelpius56]

Can you do an analysis on Ion exchange and Antony waste handling cell. They seem to be a really interesting sector in the future with massive growth potential

[@sahuchandan752]

Great analysis...having seen this video one can expand their thinking about company...

[@SOICfinance]

Thanks Sahu :)

[@tusharma23]

Learnt about MCC, very detailed video, nicely explained.
How is Sigachi looking at current levels to buy please?

[@RahulYadav-nk6wp]

Any discounts available for SOIC membership?

[@manishsrivastava4328]

Your presentation and correlation to topic is awesome

[@SOICfinance]

Thanks for your valuable feedback :)

[@joshuajoseph2011]

Sir if I have to do analysis like you do should I go for cfa or any other course
(A course because I gotta do a job for atleast 5 to 7 years to give myself a cushion financially )

[@manimarankulothungan3181]

Excellent review.Sigachi will reward long term investors.This is probably the only recently listed IPO that is completely fresh issue which would be used for expansion and retiring debt.Also post listing, the promoters have acquired 10000 shares at Rs.603/-.Since it is a micro cap,investors should have no more than 2% allocation to this stock in the portfolio at the moment

[@kartikshetty1932]

What about Map my India?

[@jimmigujral9226]

Thank you for everything🙏 love from share academy❤

[@SOICfinance]

Thanks for your kind words :) Hope to keep adding value

[@sonusaini7466]

Watching your videos is so worthy 😇

[@SOICfinance]

Thanks Sonu :)

[@mariyakathawala9318]

Excellent bro . keep servings such knowledge.n heartily thanks for it 🇮🇳😇

[@SOICfinance]

Thanks Mariya :)

[@batchudevarajaprasad5921]

Thank you for explaining in English

[@SOICfinance]

Most Welcome :)

[@makaranddamle801]

I know it takes huge efforts to make detailed quality video. But we would like to see you at least 2 times a week.

[@SOICfinance]

Thanks Makarand :) Sure, noted your suggestion. We will surely try it

[@BDprasad-yv4dy]

Yes sirrr

[@raghvendratomar4806]

You are best teacher in the market.

[@vikrantshah3829]

Excellent..
Working...

[@sameerpatra7976]

Kudos to you for posting such contents 💯

[@SOICfinance]

Hi Sameer. 😃 Thank you for watching our video. We appreciate your feedback.
We are glad our content was engaging and informative for you.
We hope to continue to add value to your knowledge and investing journey. 🙏

[@smallgooddeeds7077]

valuation model was wow ... thanks sir 🙏

[@hitensingh5680]

Great analysis. You done great job for us.

[@shridevigourikuttyamma1104]

All best wishes for your productive effort.
Keep it up.
God bls you.. Pl take care.

[@SOICfinance]

Thanks Shridevi :) Hope to keep adding value

[@harshitsingh-sy1ng]

Your valuation method is great sir.👍👍👏

[@SOICfinance]

Thank you Harshit. 😃 We hope to continue to add value to your knowledge and investing journey. 🙏

[@amitukd8455]

Thanku Guruji... 😍

[@soumenkesh1137]

Thanks sir, always wait eagerly to learn from u.

[@ayeteyilahi7437]

Thanks A Lot Sir... Aaj hi 100 share buy kiya hai Dip per aur buy karunga 👍👍

[@_AmitVlogs]

Yesterday only i was studying for this company and today you made a video on this thanks for that 😊🙂😊

[@SOICfinance]

Hope to keep adding value in your investing journey Amit :)

[@CDSingh]

Plz tell about United drilling tools...
Is it right time to buy it

[@rajanchauhan8140]

Thanks again Brother 😇🙏

[@harshgoel8341]

Hats off to you sir for this huge research and hard work👍🙏

[@SOICfinance]

Thanks Harsh for your kind words :)

[@abhishek0007india]

Thanks for valuable video at free of cost

[@SOICfinance]

Glad you liked our content, Abhishek. 😃 Thanks for watching our videos. 🙏

[@anirbangorai8947]

U r the amazing rock star ✨ in field of investment idea. Great. always enjoy ur session. keep it up✌️

[@SOICfinance]

Hi Anirban. 😃 Thank you for watching our video. 🙏
We appreciate your kind words of support and encouragement. 🔥
We are glad our content was interesting and informative for you. We hope to continue to add value to your knowledge and investing journey. 🙏

[@balamadhav6926]

And sir..like vinati excelled in IBB and ABS what advantage could they bring into PAP..not understanding...cuz many already make in huge quantities right...and that too many do from phenol and benzene

[@uraval8118]

Kya baat kya baat kya baat 👌👌👍

[@tejprakash2024]

Hello soic, kindly try to feature in Nitin mangal sir in ur financial shenanigans lecture...he is the most respected and undervalued person in the industry.

[@TheRockyjingle]

Thank you dear Mohit! Another quality and worth video. I learn a lot from your videos.
One small cap from chemical sector: kanchi karpooram looks a quality stock. Can you check if it fits your criteria for a valuable investment? Thank you!

[@SOICfinance]

Thanks for your kind words Sam :) Sure, we will surely look into the same

[@rithikpandey999]

Can you suggest any book on insurance sector????????? 🙏🙏🙏🙏🙏🙏🙏

[@balamadhav6926]

Could you please guide us to what companies in indian listed space are I to making KSM....I could find only Deepak going into solvent space greatly from 2024 onwards....KSM has much more import substitution but couldn't find players

[@rajnishkumar76]

Please touch upon competition domestically and in international market

[@govindarajulu1532]

Hi, The information is good. Small technical correction i.e excipients cause reactions. Actually excipients do not cause reactions. They are delivery systems, stabiliser and fillers. Thank you

[@SOICfinance]

Thanks for the info!

[@bhushanmarkan9070]

Good piece of analysis. The point mentioned in the last is very significant.Invest not more than one percent

[@SOICfinance]

Thanks Bhushan :)

[@ps-gh3hu]

I appreciate & agree with your antithesis,
But there is something more, than what meets the eyes.
Because, there is no way QIB & NII subscribed 250+ times (together), without factoring these risks. 😅

[@gurpreetsinghbhatia4852]

Whic type or whic tree wood is use as raw material sir

[@adityasharma-dq6qt]

Very nice video and information

[@GauravKumar-sc8fm]

Sir Sequent scientific still gud for long term?

[@manojpatil2288]

Thank you most valuable information

[@SOICfinance]

Most Welcome Manoj :) Hope to keep adding value

[@jssping123]

one more great analysis

[@nav1979gupta]

Fantastic as always

[@SOICfinance]

Thanks Navjeevan :) Glad you liked it and hoping to keep adding value :)

[@gauravpatil3878]

How to identify or calculate industry under headwind and tailwind?

[@sunildhas9684]

I m fan of ...ur all video sir..

[@ArindamPramanik]

Just wanted to know when you are talking about percentage of allocation its on your invested capital or your portfolio value??????

[@SOICfinance]

I look at both

[@ArindamPramanik]

@@SOICfinance But the amount will change on both suppose 25 lakhs invested becomes 50 lakhs so now 10% allocation is 2.5 lakhs or 5 Lakhs this I wanted to know actually?

[@vipulpandeymyfriendworldis7725]

I eagerly wait for your analysis videos.. thanks bro 👍..

[@SOICfinance]

Thanks Vipul :)

[@dinamanilahkar6570]

Please Analyse the Beauty and Personal Care Sector where Nykaa Operates and the related Stocks right from supplying Raw materials to Finish Products

[@SOICfinance]

Hi Dinamani. 😃 Thank you for watching our video.
We'll consider your suggestion. 👍

[@narinderpalsingh5349]

Great analysis and information

[@raviprakashsinghmarkandeys1555]

Thanks dear....

[@SOICfinance]

Glad you liked it :)

[@umakantyadav8648]

Thanks so much soic team 🤗 for ignited every sunday

[@SOICfinance]

Glad you liked it Umakant :) Hope to keep adding value

[@jineshshah6165]

Appreciate your and ur teams efforts sir

[@SOICfinance]

Thanks Jinesh for your kind words :)

[@vikramyadav9601]

Allocation Mindset is very interesting

[@SOICfinance]

Thanks Vikram :) Hope to keep adding value in your investing journey

[@vaidikbhadiyadara8522]

Disclaimer: This channel is highly addictive 😨

[@mohi915]

Agreed

[@rahulprabhune2115]

True 😀

[@SBee.]

Sahi pakde hain !!😀😀

[@SOICfinance]

Hi Vaidik. 😃 Thanks for watching our videos.
We're glad you like our content, we hope you choose to learn with us. 👍
We appreciate your kind words of support. 🙏💯🙌

[@ListenSilent121]

Very Good ! 👍

[@gurpreetsinghbhatia4852]

Sir entry barrier to this business is high or not sir and what is the size of export sir and size of there market cap in india along with the per one's sir

[@_itstrending]

Great analysis as always. Thanks ishmohit sir. Please suggest top five and easy to understand book .

[@SOICfinance]

Thanks Debabrata for your kind words :) Sure, coming up with a series on Book reviews soon. Stay tuned

[@dipankarbarman9608]

Thank you🙏

[@krshkumar90]

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[@shivapahwa9688]

I would love to use your presentation templates at work. Can you let me know where you get them from?

[@SOICfinance]

Thank you for watching our video, Shiva. 😃
You can check out Adobe Spark, Crello, Canva, Visme, etc.

[@utpalborah22]

So, company is doing good. But is it still overvalued as per the share price ?

[@SOICfinance]

Hello, have shared my thoughts on valuation in the video :)

[@okenjoysamarthguru6201]

Excellent Thanks bro

[@Ashkita]

Another Great Video Ishmohit..
This Year Launched IPOs Are Very Unique n Solid..
Thanks For Another Enlightening Analysis..👍🙏

[@SOICfinance]

Thanks Ashish for your kind words :) Hope to keep adding value

[@Ashkita]

@@SOICfinance One Point To Add They Are Going For Contract Manufacturing (For Gujarat Alkalis n Chemical Ltd) For Sodium Chlorate, Bleaching Powder
And Poly Aluminium Chloride..
Export Contribution Is 75% And Global Size Of MCC Is Forecast To Reach 1.4 Billion By 2025..😁😁

[@SOICfinance]

@@Ashkita Agreed!! good points

[@Gpsuraj99]

Amazing mental models

[@pratikraval9241]

Super video