00:00it's a surprise here we're going to have borosil scientific
00:03yeah
00:05yeah
00:07yeah
00:10yeah
00:13yeah
00:17yeah
00:18yeah
00:25yeah
00:28moving
00:38.
00:41.
00:44.
00:45.
00:47.
00:48.
00:49.
00:50.
00:51.
00:52.
00:53.
00:57I don't know if we are 22 times we are going to trade
01:01to share some of the things that we don't know
01:04but I don't know if you have a little bit
01:06of a little bit of a little bit of a stock
01:08analysis of the company
01:10which means 44-45
01:12I don't know about valuation
01:14but I don't know
01:17but I don't know
01:19but I don't know
01:21I don't know
01:23foreign
01:37foreign
01:53you are a
01:58the
01:59the
02:01return ratio
02:02the
02:03rio
02:04less than
02:047%
02:05rio
02:05less than
02:06close to
02:0710%
02:08asset
02:09turn
02:09okay
02:10okay
02:11you
02:12have
02:12account time
02:13valuation
02:13sales
02:15growth
02:15per
02:15quarter
02:17on
02:17quarter
02:17sales
02:17growth
02:18per
02:18chel
02:18jai
02:18y
02:19y
02:19a
02:19minus
02:208%
02:215% or plus 4% sales growth, how do you think about valuation?
02:27There is no question.
02:29There is no doubt about it.
02:31Because, without a doubt, you will go to the black hole.
02:36If you go to the early data, you will go to the early data.
02:41If you go to the early data, sales are flat.
02:45The early data is not justified.
02:49If you have been interested in the future, there is no doubt about it.
02:53For that matter, what is not just for lending?
02:57We are always telling you that price-earnings multiple at a time.
03:01I don't say.
03:03Not by selling-earnings level.
03:05So, I think it's a high level.
03:08I don't say it.
03:11I can't go over it.
03:14so I'm not saying that I'm not a man because I'm at sales level
03:20I'm at sales, EBITDA, market level, operational level,
03:26there's a place where I need to understand that if I have a company capix, then I need to see what I need to see,
03:33that's what I need to understand, cycle has been changed, then I need to analyze this.
03:37and here we say that
03:39there are a much better
03:55to pay attention to the company
03:59This is a blunder, price is not a blunder, but this is a sheer blunder.
04:17How should this happen?
04:21If you do not think I can get the value of a bit, but even in line, you will not be able to reduce the value of a bit.
04:34Then, you'd get the value of a bit in line.
04:4035-30, if you have a growth, then 25% will be 35 times plus trade, then you will not be confident
04:53because 5-6% sales growth or 8% negative sales growth companies, 10 times, 15 times, if you have a plan,
05:05which is not the case of your conference, because you can see the future growth,
05:12that you have a growth in the 50 times, that you have a growth in the 50 times,
05:19that you have a growth in the 90p. If you have a growth in the 50, then you will see the 35, why not?
05:26But there is no behavior in the 50s, that's the point.
05:32Yes.
05:33Yes.
05:34Yes.
05:35Now, this is 1000 crore company.
05:37This is 1000 crore company.
05:38This is Borosel Limited, which is 3000 crore company.
05:42They are both glassware, both focus on scientific glassware.
05:46Why are these companies going on?
05:49In Borosel Limited, Borosel Limited is not a growth growth,
05:53but in scientific growth is not a growth.
05:56You are not very likely.
05:57You are not.
05:59There are two directors of business,
06:00yes,
06:02two companies are similar.
06:04These business are different
06:06just because they are not different,
06:07they're different from the market.
06:09We are different from the company.
06:10I have forgotten the company.
06:11I have forgotten the company
06:13and I have forgotten the company.
06:14I don't know if I'm going to be more so limited to the actual impact of Borosil scientific
06:23base
06:29वहाँ पे आपने हटाये इस लिए कि आपको sc and
06:40foreign
06:52foreign
06:58foreign
07:02foreign
07:08the
07:15the
07:24the
07:29is clear path is clear path is clear path is clear path is clear
07:34not the way it is clear path is clear
07:38but this is deep dive
07:39and where is it
07:42for example quarter sales growth is flat
07:48but it is a demurge
07:49so this is a yearly level
07:52yearly level
07:52foreign
07:58foreign
08:05foreign
08:11foreign
08:18foreign
08:21के बाद का सारा करेक्शन आलमोस्ट इन लेस है न तो यह अगर पंद्रा सोल अट परसेंट का भी ग्रोथ साल का मेंटेंड कर लेंगे आप इस सेग्मेंट के किसी भी आप कोई भी उठा के देख लीजेगा से लो आपको पैंथिस टाइम के नीचे मिलेगा आपकेंस आपको 30
08:51is not going to be a good growth.
08:53But you will need to maintain a 15-16% growth.
08:58Because all the growth will remain in range.
09:00This segment will be a good growth.
09:05Burosil is a good brand, in today's past.
09:08What is this?
09:11Nothing is wrong.
09:13This is a good growth.
09:15But if you want to deviate to be a single digit
09:19you will have a lead.
09:21Then you will have a lead.
Comments