I’m Bullish on This Exponentially Growing Sector! Best STOCKS to Buy | Sector का राजा
Hello friends, welcome again to our Paisa Smart channel and this time we have brought a very popular video with you and in this video we are going to discuss such companies which if you come across one or two In your entire life, the entire returns matrix of your portfolio will change. Today's discussion is about your sector, New Age Platform Companies. Yes, New Age Platform Companies are such companies which have setup a platform or have created a market place. has given Where buyers and sellers come and meet i.e. they
meet digitally and then because of the transaction done between them, they get some fee, then this is a very good business and globally this business has made a lot of money for the investors. And its prime example is amazononline.in, the companies which we will discuss in this video have excellent prospects because you can imagine that once you set up your platform or website or any service, Then due to network effect, buyers and sellers subscribers keep coming, the more subscribers and buyers and sellers come to your website, the more popular your website and your portal becomes and then more buyers and sellers. When sellers come, it becomes a virtual circle, that is, positive news, positive subscriber base, attract even more positive users, your Thank you very much, our previous video on our small case basket has become an instant hit and many viewers have sent very nice comments and many viewers have also subscribed to our small case basket. I would like to say thank you very much for the case and
because of such a good response, our discount offer was Rs 50 and a few days. So if you want to buy this basket and subscribe then please use this discount coupon to get % discount Pan Mehta I joining us now Director at Equity Deepan Mehta We have Deepan Mehta welcome Na Deepan Mehta Deepan Mehtan Deepan Mehtan Mehta Deepan Mehta in Market Big Boy Deepan Mehta of Take Equity So the companies of today which We have nominated that is IF A i.e. the job portal which provides and operates that, then there is another company, you all know that you must have used it also, there are many platform companies which are listed but are not profitable, this is what we have nominated.
Not included in this discussion like paytm2's profits are less but still its main food delivery business is extremely profitable so these companies have all been Fabulous Wealth Creators A And They Were Listed And Even After Listing They Have Given Very Good Returns To Investors So If You Want To Be An Intelligent Investor If You Want Best Returns Forget About Returns If You Want Multi Bugger Stocks Then You Should Use This Platform It is very important to understand business and that is why watch this video, we are going to discuss what are the features of this company and if you do not have investment in it then you You can do it by studying thoughtfully and many new companies will also come, so if you understand the entire business model and its economics, then you can easily invest in these new age platform companies. So let's discuss each company, what is their special feature, what are their financials and what is our view on these companies. Let us discuss further in this video. Today's first company is Info Edge and you all. This their portals You might have also used it. The most popular portal is n.com where employees can keep their resumes and after studying the resume of the employees, they can complete the entire recruitment process of the employee by setting up an interview with you. I think this was the first platform company in India. They made nukri.com so popular that crores of people
saw their resumes on their portal and thousands The employer studied his resume and biot and solved all the challenges of his recruitment. This is a very fantastic company, it has such a good valuation and has created so much wealth, so I think this is our first company and there are two more -There are also three small portals like 99 Acres which has not become so popular yet, has not become profitable but is popular and then there is jivansathi.com. But if you see that in the last three-four years, the maximum value has been created in Info Edge. This has happened because he has two companies in which he has minority shadow, one is Jomat and the other is Policy Bazaar, they are early investors in these two companies and they are giving fantastic returns for them and as of today, almost anywhere from 35 to 40. But
the value of inoz and ok.com comes from their investment in zomat and policy bazaar so this has become our first platform company. Let 's discuss the financials. At the current price of Rs 8500, its market capitalization is around Rs 11000 crore and you will be surprised that the compounded return of this company for the last 5 years is 27%. The compounded return on 27% has given you that a stock in this company is very It is expensive, if you look optically its price earning multiple is around 230 but if you look at it it is trading around 70. 80 Times on a Trading 12 Month Basis So all these
companies which are platform companies, do not go by their P multiple because it is a very expensive P multiple but the growth race that comes with it is a very good growth race, so it gives us Special care has to be taken, apart from this, the revenue of this company is 2600 crores in the last 12 months and the profitability of the company is also around 500 crores. And grow stately at around 15-20% and their about and management is so good, so much is their talent that they are able to source investment grade companies, startups in which they want to invest, so one thing has become their main recruitment business. But the second one which is their investment book, there is very good potential there too, so this is our first company and this is our second company, you know their business. They are in food aggregation business, food delivery business and in quick commerce, both are the highest growth segments of India. Edge to edge consumer facing businesses are concerned and if you have, let's see what are the financials of this company, then at the price of around Rs 290. The market capitalization of this company is Rs 280000 crore. It is one of India's most successful
startups and the returns of its stock since its listing. The returns have been compounded at about 28%, the company's revenue is around Rs 15800 crores and it is growing at a very fast pace. Anyway from 25 to 40% it has the potential for growth and the total profit of the company in the last 12 months is Rs 740. Karos and their
abouts If you see quarter on quarter year on year the There are profits, the revenue of this company increases and the special thing is that while coming and going, the lot of it finds its way to the bottom line, so this has become our second company, this popup that comes on your mobile or your web browser. But the technology that goes behind the display is the technology of this company, the service of this company, the special thing about this company is that it goes to the advertisers and they are providing these advertisers with Intelligent information about their target consumers and then as their target consumers scroll or search anything, on a timely basis, they get a flash or an advertisement where they may be tempted to click and go to the advertisement. Website and platform, this is a very unique business, very few companies do such business globally and this is also a platform business for the same reason because it has There is a lot of deep knowledge, information, spending habits for a large millions and millions of customers, which is intelligent, now maybe even uses AI, intelligent analyzes and presents complete information in front of their customers who are the biggest advertisers. Analytics provided with them and then they can use this analytics and then they can use this data to find the target customer for posting Advertisement This was our third company L India, it has also become a great value creator and if we look further to see what are its financials, the financials of L India are around Rs. 25000 crores, its market cap
is around Rs. 1780 which is its price. And this company has given around 18% returns in the last 3 years but it has been a multi bagger if you go four years and so Its returns in the last 5 years have been around 40. Compound returns have been around 40 and so its stock price running multiple is a bit expensive, around 73 times, but the business is such that it has got very good growth potential due to which the market Is giving it such a high price to earnings multiple? The total revenue of this company is around Rs 2000 crore and profit after tax is Bean 343 crores and so on The growth of profits of this company in the last quarter was almost 38% and so this company is our third company is L India and it is also a very interesting company, you must study it which is our fourth company. That is India Ma Intermesh, this is also the company we have discussed on Paisa Maker, so this is what it is, it is the Yellow Pages for Industrial Products i.e. if you are any If you want to search for an industrial product or service and want to connect with its suppliers, then you can definitely go to India at Intermesh. This is India's largest platform company for industrial products. Here,
there are suppliers for various types of products and services. You can list your products and supplies on this portal, for that you have to pay a small subscription fee and then in India because of It is the choice of product, product and services, it is attracting many users and then you choose this product and they can definitely connect you with the seller and it also provides some other services every year, something to it, logistics accounting, GST etc. Also, this company provides all the services, so the prospects of this company are also very good because the small, medium and small There is no other avenue for the enterprises to do advertising. See, it is a very expensive thing and they would like to go on a platform where they can get the maximum buyers and in India, it is such a platform where Crores of projects, crores of products are available and because of the large size and the large number of listings they are able to attract the highest number of buyers for This particular service and this company which has been a phenom value creator, they have also invested in some subsidy businesses which have not been completely successful but the management of the company which is focused which is on basically providing a connecting the buyer and the Seller on the Platform That Businesses Judge Not Accidentally Well So let's look at the financials of Dima Intermesh What is it, at the current price of about 2387, the company is trading at a very reasonable P multiple of about 33 times and so because in the last two-three years, the performance of this company has been a little soft, a little uncertain because they have been investing. A lot into marketing and into their employees and also putting a lot of effort into bringing out the right product and the Right Services , due to increase in their cost structure, the results of this company were not so good in the last two-three years, but the results of the last two-three quarters have been very good. The market cap of this company is about Rs 2400, about Rs 14000 crore. And the returns of this company in the last 5 years have been near 87 but yes, the company has given 87 and compound average returns, that is, it is a blue The chip company has a fantastic multi-bagger track record, its revenues have grown by almost 21% over the past 3 years and 19% over the past five years and it is a platform company, it is fully mature due to which its return on equity is That is about 17.6
and return on capital employed is about 23.9 so this was our fourth company which was our fifth The company is Car Trade Technologies and this is also a new listing, the listing was a little soft but the last three-four quarters have come with very good results due to which there has been fresh interest from investors in this company. The company it is is also a very interesting company. I wish we had covered it in our Paisa Maker, maybe we will also cover it but it has created a place for second hand cars. Yes, pre-owned. If you want to sell or buy vehicles, then there are their portals like carwale.com by wale.com, a.com,
Shriram Auto Mall, all these are their online portals where you can list your vehicle or if you are a dealer, you can list it. The second hand vehicles on this particular portal and there is also auction and price discovery for pre owned vehicles and if you want to buy then it is the best platform to get the best price for a Pre-owned i.e. second hand car or bike is a very good business. The complete networking effect is visible here because lakhs of vehicles are listed and thousands of users, buyers and sellers are also coming to this platform. Due to this, the growth rate of this company has been very good and it has got very solid promoters and very strong institutional backers also for This company was our fifth company Car Trade Technologies. Now let us look at the financials of Car Trade which are also quite good, so at the current price of about 1565, the market capital investment of this company is about 7400 crores and in the last one year this company's ST's Stock Price Has Almost Doubled It Has Given A 94 Return Quarterly Profits Also Last September Quarter Profits Have Gone Up By 101 and the revenue of the company is 579 crores and with a very good margin, due to this the profit after taxes is almost 93 crores and so this is our fifth company Car Trade Tech, our sixth company is Jugal Prepaid and this is also a stock like this. Which we
have discussed in our Money Maker Series and done very well over the past few months and so this is also a very unique platform company. And its special thing is that the big companies, when they want to handle the expenses which their employees are incurring i.e. if you have any employee, they are doing travelling, they are taking customers out, they are incurring other expenses, then the entire expense Management remains the entire expense management platform for companies. This is what Jagal prepares of India. It is one of the largest company
issuing prepaid debit cards and recently they have also issued many co branded credit cards and many companies use the services of this company to manage their expenses which they are paying. To their employees better and to a large extent they also get savings and they are able to analyze also where their employees are Spending Man Money and How They Can Reduce Their Cost So this is also a subscription type of business which is then increasing Well if you want to know more about this company then please go back to our video on Jager's Pet which we have already done In our Money Maker Series, let's discuss Jagar's finances, then Ma and You, the one year return of this company is 140 per unbelievers. It is around 580 and its market capitalization is around 7200 crores, P multiple is 103, high P multiple is because the growth rates are very good and the profit growth of this company in the last quarter was almost 145 and the company's renewals are Around 1000 crores and profit after taxes around 70 crores and so this is also a very interesting and very It is a high growth high potential platform company, so it is also prepaid, you must study it and you can buy it on time. Our seventh company is Red Gain Technologies and this company has also been a very good value creator. Since the
listing, we have also covered this company in our money maker series, so this is a company that is operating in the travel and tourism space and this is the special thing about the company. Its platform is the technology that is being used by so many airlines and so many hotels because of which they are able to put their office on all the travel portals i.e. Make My Trip or any other yatra.com like this. There are other portals where you access to buy airline tickets to book your hotels, the back end technology behind it is managed separately by this company. From that Rate Gain also offers a lot of services to travel and tourist companies hotels airlines to improve their customer servicing and to help them in marketing by identifying the right price points from where they can increase their revenue so if you are a part of this company If you want to know more about it then you can definitely go to our video but still this is a very good company in the last quarter. The results were good but the management has given a little warning that one of the large customers may not be doing further business due to some transition or external forces, so the next two-three quarters may be challenging but In these quarters, if the results are a little bad and the share prices decline a little, there is a decline, then definitely you can study it and think whether Should it be included in your portfolio or not? So let's see the financials of Rate Gain Technologies. The market capitalization of this company is around 5800 crores and the stock price is around 727. Its price
multiple is only 45. times but it is low because next two three quarters as I said could be quite challenging and returns of around 28% The revenue growth of this company in the last few years and in the last 3 years is that it has been a Phenom 56 and growth of profit after tax net profit which has been a phenom is 87 and five year net profit growth has been 75 so clearly this is a very good high growth company whose valuation is reasonable around 45 times less but you can see some of its If you look at the next quarters, you may feel slightly disappointed but the management has said that They could be challenging, so in my opinion, you should definitely keep this company in the red and in time you can also improve it in your portfolio. This is not a recommendation. If you have a new stock idea, then we discussed all these companies. But who is the king of the sector so in our opinion the king of the sector has to
be z Which is one of the leading platform companies is a very high growth company I know Infosys is the Largest company but if you combine growth and size then the question is about the growth of the business but it has done phenomenal well and I think its prospects are very good and the second company is Rate Gain Technology which we discussed in the article. And what is the valuation of these two companies, what is the risk return profile, what is the growth dynamics, I think they are excellent. If you rate them as the prince of the sector or the prince of the sector then let us look further to see what could be the risk factors in this entire sector and this business model. So the risk factors are first of all regulatory because they are all consumer facing businesses like we have in Paytmbank. .com, new players may come, big players may come,
due to which there may be some impact on those companies, comparatively, risk factor third. The risk factor is that overall if consumers do not select this platform, subscriber growth reduces or some such issue arises due to which customers as well as buyers and sellers are not going to that particular platform and using that service. There can be a negative impact on revenue, so these were the risk factors on these platform companies, but they are different companies and operate in different sectors. Risk factors also may not be symmetrical, some new risk factors may also come but the special thing about all these companies is that they are in high growth businesses, high growth sectors and as long as their users or listings or subscribers These companies will keep on growing and I think the prospects of all these companies are good. See the valuation
is very high. Understand P multiple. Extremely high but to an extent they are justified because the businesses they are operating in there have very good growth dynamics, they have got very strong comparatively years and the track record is also phenom and finally I would like to remind you again that we have a great Launched an investment product and created a portfolio based on my 30 years of experience. For more information about this product, click on the video. And if you would like to subscribe to this basket Paisa Smart Wealth Builder, then its link is in the description. Subscribe as soon as possible
because there is a discount of Rs 50 on this product, which is valid only till January 1, 2025 and this discount code The name of these companies is Deepan 50, these companies are not recommendations, we have also discussed their money making, these are not recommendations but they are stock ideas, you can keep them on your radar. Include them on your watch list, study their quality numbers, do more research on them and
2024-12-20 18:50
