One Midcap Market Leader πŸ†πŸ₯‡
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Description
In this episode on One Midcap Market Leader we'll cover- 1. Conglomerate business details. 2. We'll see a basic crux of capital allocation of Triveni Engineering. 3. Multiple business divisions & seemingly operating in the Commodity Sector. 4. Promoter's family history. 5. We'll cover Sugar business first since it's the first time we're covering a Sugar & Ethanol industry. 6. Why is the sugar industry called cyclical & what are the cycles? 7. Max production of Ethanol comes from Brazil. 8. Govt. has recently announced a risk in this Industry. 8. How India could annually save a lot on the import bill because we still import huge amounts of crude oil. 9. Different Valuation parameters we can create for Conglomerates.
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