Pidilite - One of the best portfolio stocks to own. The company has a very good diverse portfolio. Making significant attempt to increased their market share in adhesives, water proofing, sealants. Acquisitions of Araldite from huntsmen is one such thing. @dmuthuk @MarcellusInvest
For a decade, Pidilite has a consistent ROCE% above 30%, Good revenue growth with CAGR more than 12% and profit growth of more than 15%. A classic example of a coffe can stock. @dmuthuk @MarcellusInvest
Fevicol, one of the iconic brands of india. The advertisement branding was so good, the world "fevicol" is used to in place to explain the strong bonding. The advertisement are so innovative, simple and always stays relevant. @dmuthuk @MarcellusInvest
Fevikwik, one of the best in class product offered by Pidilite. Deep production penetration across urban/rural through kirana stores more than that of hardware stores. Typical FMCG style marketing and distribution. @dmuthuk @MarcellusInvest
Pidilite has a quite a lot of familiar brands such as M-Seal, fevicryl, fevistick, Dr.Fixit, Hobby ideas, fevibond etc. Operates in niche segments or create a seperate segment for their products. @dmuthuk
Pidilite has a been great stock for investors with a stock price 10YR CAGR 25% and regularly paying dividends with Avg 30% dividend payout.
Shareholding : High promoter holding 70% , FII and DII around 10-12% and public 10%.
Zero Pledge, debt to [email protected]. @dmuthuk
You can follow @Arvind62591164.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled: