Polycab and UltraTech: Why were they down? | NBFCs Rally | Nifty Levels | CA Rachana Ranade
Published: 2025-02-27
Status:
Available
|
Analyzed
Published: 2025-02-27
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 14
Prediction
Topic
Status
The wires and cables industry experienced a CAGR of 133% between 2019 and 2024, with a robust future outlook.
"the cagr that the company has witnessed in the wires and cable space so the cagr for this industry between 19 to 24 came out to 133% and they believe that overall Outlook of this whole space Also remains very robust"
Incorrect
Ultratech Cement is planning to enter the wires and cables market.
"ultratech cement announced that they are going to enter the wires and cable space"
Correct
Ultratech Cement plans to invest 1,800 crore rupees in capital expenditure over the next two years for its entry into the wires and cables sector.
"the company has also mentioned that they are going to invest a lot of money exactly I'll share the screen so that even I not byhe hearted the number it's a 1,800 crores capex that they are going to do over the next two years"
Incorrect
The RBI has relaxed risk weights on bank lending to the NBFC sector, reducing them from 125% to 100%.
"there will be a relaxation in Risk weights on Bank lending to the sector from 125% to 100%"
Correct
A fixed asset turnover ratio of 0.74 means that for every one rupee invested in assets, the company generates 74 paise of revenue.
"fixed asset turnover n huh they don't have fixed asset turnover Ready Set turnover see asset turnover ratio or fixed asset turnover ratio same 74 now what does this mean it means that if they are able to invest uh not able to invest if they invest one rupe in assets they're able to generate 74 PESA of Revenue"
Pending
Polycab's asset turnover ratio is 1.68.
"here the asset turnover ratio is 1.68"
Incorrect
K.E.I. Industries has an asset turnover ratio of 1.92.
"K Industries is 1.92"
Incorrect
Nifty is currently finding support around the 22,500 level.
"Nifty is taking support at 22,500"
Correct
The worst-case scenario target for Nifty is 21,800, which represents a potential 3.11% fall from the current levels.
"at 21,800 which is our ultimate Target worst case scenario how how far are we from there 3.11%"
Correct
Historically, a market drop exceeding 20% solely due to economic slowdowns has not occurred.
"23% drop almost till date never ever has it happened that a drop of more than 23% has happened or sorry a drop of more than 20 20% has happened just because of reasons like economy slowdown"
Incorrect
There is an unfilled gap in Nifty between 20,300 and 20,56, which some analysts believe could be filled.
"there's a huge gap right here right so here you can see 20,300 and then directly 2056 this Gap has not yet been filled till date and all those Bears feel that there are chances that it will reach here okay 20,300"
Incorrect
Several ETFs and mutual funds offer exposure to Chinese markets, including ICICI Prudential Greater China Equity Offshore Fund, Axis Greater China Equity Fund of Funds, Mirae Asset Hang Seng Tech ETF, Nippon India ETF Hang Seng B, and Equitas Small Finance Bank Trust Equitas.
"there are four ETFs or four funds that I can see one it wise greater China Equity Offshore fund access greater China Equity Fund of funds Mir asset Hing Tech ETFs nepon India ETF Hing B and maybe even equit farest trust equitas"
Correct
March has historically shown positive returns, with specific years like March 2023 seeing a 32% upswing, and overall not being a bad month for the stock market.
"March 24 was 1.5% up okay March 23 March 23 was 32% up March 22 3.9% up and last three years so it has not done badly then March 21 1.1% Plus March 20 to I think we should ignore you know for a reason March 19 7 and a half% of O okay so all in all I hope you have understood that March in fact has not been that bad"
Incorrect
Airtel has demonstrated resilience during the recent market fall, experiencing a smaller decline compared to the Nifty.
"Airtel has been really been resilient in in this fall if you check I mean if you are comparing Nifty versus AEL Airtel has fallen less as compared to Nifty"
Correct
Airtel's acquisition of Tata DTH is expected to boost its topline, and the company has also partnered with Bajaj Finance.
"Airtel acquisition of Tata dth will help in increasing their Top Line absolutely U airel has been very much active with Tata dth plus I think few weeks ago they also announced about their plans of getting along with baj Finance"
Correct
The CAGR for the wires and cable industry between 19 and 24 was 133%.
"the cagr that the company has witnessed in the wires and cable space so the cagr for this industry between 19 to 24 came out to 133%"
Incorrect
Ultratech Cement will enter the wires and cable sector.
"ultratech cement announced that they are going to enter the wires and cable space"
Correct
Ultratech Cement's asset turnover ratio is 0.74, meaning for every 1 rupee invested in assets, it generates 0.74 rupees of revenue.
"if they invest one rupe in assets they're able to generate 74 PESA of Revenue"
Pending
Polycab's asset turnover ratio is 1.68.
"the asset turnover ratio is 1.68"
Correct
KEI Industries' asset turnover ratio is 1.92.
"K Industries is 1.92"
Incorrect
Nifty is currently finding support around the 22,500 level.
"Nifty is taking support at 22,500"
Correct
The ultimate target for Nifty is 21,800.
"at 21,800 which is our ultimate Target"
Correct
A fall to 21,800 would represent another 3-4% drop from the current levels.
"21800 is what I've talked about and that translates into another 3 to 4% fall"
Incorrect
The market has closed in red for five consecutive months.
"we are closing in red for five months back to back"
Incorrect
The market is expected to bottom out after one more quarterly results cycle.
"we are close to bottom uh worst case scenario I think one more quarterly result is what we'll have to wait post which we should see some sort of bottoming out"
Pending
There is an unfilled gap in the Nifty chart between 20,300 and 20,56.
"there's a huge gap right here 20,300 and then directly 2056 This Gap has not yet been filled till date"
Incorrect
Some analysts believe Nifty could fall to 20,300 to fill an existing gap.
"all those Bears feel that there are chances that it will reach here okay 20,300"
Incorrect
Historically, market drops of over 23% due to economic slowdowns have not occurred, and the speaker doesn't foresee Nifty falling to 20,300.
"till date it has never happened does it mean that it just can't happen see I no one can deny any anything in stock market but logically whatever we have learned till date I don't see 20,300 being filled"
Incorrect
Examples of ETFs and mutual funds investing in Chinese companies include IT Wise Greater China Equity Offshore Fund, Axis Greater China Equity Fund of Funds, Mirae Asset Hing Tech ETFs, Nippon India ETF Hing B, and Equitas Small Finance Bank.
"it wise greater China Equity Offshore fund access greater China Equity Fund of funds Mir asset Hing Tech ETFs nepon India ETF Hing B and maybe even equit farest trust equitas"
Pending
Historically, March has not performed poorly, with several years showing positive returns, including significant gains in March 2023 and 2019.
"March 24 was 1.5% up... March 23 was 32% up... March 22 3.9% up... March 21 1.1% Plus... March 19 7 and a half% of O"
Pending
Airtel has shown resilience during the market downturn, falling less than the Nifty.
"AEL has been really been resilient in in this fall if you check... Airtel has fallen less as compared to Nifty"
Pending
Airtel's acquisition of Tata DTH is expected to boost its top line.
"Airtel acquisition of Tata dth will help in increasing their Top Line"
Pending
Ultratech Cement plans to invest 1,800 crore rupees in capex over the next two years.
"it's a 1,800 crores capex that they are going to do over the next two years"
Pending
The planned capex by Ultratech Cement is projected to reduce free cash flows by 133% over the next two years.
"it will reduce red the free cash flows by 133% over the next two years"
Pending