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#258 Daily Money Show | Stock Market News

Original: # 258 Daily Money Show | Money Purse Stock Market News

57.7K views · Feb 23, 2022 · 11:51 min · Watch on YouTube ↗
Takeaway

Butterfly Gandhimathi at 56 PE looks expensive vs. Crompton Greaves at 38 PE; pharma magnesium normalization triggers a small rally.

Summary

  • TTK Prestige/Butterfly competitor analysis — revenues Rs.21,870 cr financially; 9-month earnings Rs.806 cr
  • Butterfly product portfolio: kitchen appliances, cookware, other kitchen products — Rs.4,800 cr revenue base
  • Butterfly's appliances are 10% of revenue, others 90%; relative valuations: Crompton Greaves 38 PE, Butterfly Gandhimathi 56 PE
  • Pharma update: company normalized magnesium levels in steroids market worth ~Rs.1,500 million; stock up nearly 5%
ButterflyCrompton Greaveskitchen appliances
Original description
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